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Fintech • Payments • Financial Services
Acquire and manage high-net-worth Priority Banking customers, generate leads, deepen relationships, cross-sell banking products, and coordinate integrated financial solutions. The role includes customer engagement, sales initiatives, client education, query resolution, relationship record maintenance, and compliance with bank policies. Success requires strong sales orientation, excellent communication, customer-service skills, and effective collaboration with product managers and group companies.
Fintech • Payments • Financial Services
Evaluate and process credit card applications, analyze financial information and customer creditworthiness, ensure compliance with credit policies and KYC guidelines, meet turnaround-time requirements, maintain audit quality, coordinate with verification agencies, and cross-check verification reports for accuracy.
Top Skills:
Kyc
Fintech • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Generate revenue through customer acquisition and cross-selling insurance, mutual funds, and other third-party products. Build CASA deposits, maintain HNI relationships, coordinate with credit, legal, operations, and product teams, ensure KYC compliance, and support customers and channel partners through timely resolution.
Reposted 14 Days AgoSaved
Fintech • Payments • Financial Services
Acquire new agricultural business customers for a bank, promote working capital products, manage credit and legal evaluations, conduct field investigations, prepare credit appraisal notes, and develop channel partnerships to achieve business growth and service objectives.
Reposted 14 Days AgoSaved
Fintech • Payments • Financial Services
Manages relationships with small-business clients by providing working-capital and banking solutions, acquiring new customers, cross-selling accounts and trade-finance products, and growing portfolio profitability. Builds relationships with CFOs and promoters, analyzes client cash flows and business models, monitors competitors, supports high-quality service, and coordinates with branch and operating teams to improve processes and customize solutions.
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Fintech • Payments • Financial Services
Acquires retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generates leads, manages partner relationships, ensures KYC and documentation compliance, coordinates loan processing with internal teams, tracks applications, resolves customer queries, and meets sales targets for home loans, loan-against-property, and personal loan products.
Fintech • Payments • Financial Services
Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel-partner relationships, maintain sales pipelines, ensure KYC and documentation compliance, coordinate loan processing with internal teams, track application statuses, achieve sales targets, and resolve customer queries.
Reposted 14 Days AgoSaved
Fintech • Payments • Financial Services
Manage relationships with small-business clients by providing working capital and trade finance solutions. Acquire new customers through branch partnerships, cross-sell banking products, grow portfolio book size and profitability, analyze client cash flows and business models, monitor competitors, maintain client service quality, and coordinate process improvements with operating teams.
Fintech • Payments • Financial Services
Acquire retail loan customers through direct sourcing, referrals, cold calling, market activities, DSAs, and channel partners. Manage partner relationships, ensure KYC and documentation compliance, coordinate loan processing with internal teams, track application status, resolve customer queries, and meet monthly and quarterly sales targets for home loans, loans against property, and personal loans.
Reposted 14 Days AgoSaved
Fintech • Payments • Financial Services
Manage relationships with small-business clients by understanding their business models, cash flows, and trade activities. Provide working capital and trade finance solutions, acquire new customers with branch teams, and cross-sell banking products. Build relationships with CFOs and promoters, grow portfolio book size and profitability, monitor competitors, strengthen brand presence, deliver high-quality service, and coordinate process improvements with operating units.
Top Skills:
Trade FinanceTransaction BankingWorking Capital Finance
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