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Insurance • Payments • Financial Services
Acquires retail loan customers through direct sourcing, referrals, cold calling, market activities, and channel partners. Manages relationships with DSAs and connectors, ensures KYC and documentation compliance, coordinates loan processing with internal teams, tracks applications, resolves customer queries, and meets monthly and quarterly sales targets.
4 Hours AgoSaved
Insurance • Payments • Financial Services
Manages small-business client relationships by providing working-capital and trade-finance solutions, acquiring new customers, cross-selling banking products, growing portfolio profitability, and analyzing client cash flows. Builds relationships with CFOs and promoters, monitors competitors, strengthens brand presence, ensures high-quality service, resolves queries, and coordinates with internal teams to customize solutions and improve processes.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Responsibilities include building CASA balances, cross-selling insurance and mutual funds, nurturing client relationships, coordinating with internal teams, ensuring KYC compliance and documentation, supporting customers and channel partners, and generating new business from existing clients.
Insurance • Payments • Financial Services
Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel-partner relationships, maintain documentation and KYC compliance, coordinate loan processing with internal teams, track applications, resolve customer queries, and achieve monthly and quarterly sales targets for home loans, loan-against-property products, and personal loans.
4 Hours AgoSaved
Insurance • Payments • Financial Services
Manage relationships with small business clients by assessing business needs and providing working capital, trade finance, and banking solutions. Acquire new customers through branch collaboration, cross-sell banking products, grow portfolio profitability, and engage CFOs and promoters. Analyze business models, trade activities, and cash flows to identify opportunities, monitor competitors, strengthen the bank’s market presence, deliver quality service, and coordinate process improvements with operating units.
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Insurance • Payments • Financial Services
Acquire and manage high-net-worth clients by assessing financial needs, recommending banking and investment products, growing revenue, conducting portfolio reviews, and identifying cross-selling opportunities. The role requires ongoing client engagement, issue resolution, regulatory compliance, and collaboration with internal teams to deliver seamless service and strengthen long-term relationships.
4 Hours AgoSaved
Insurance • Payments • Financial Services
Manages relationships with small-business clients by providing working-capital and trade-finance solutions. Acquires customers with branch teams, cross-sells banking products, develops CFO and promoter relationships, grows portfolio profitability, analyzes business cash flows, monitors competitors, delivers client service, and coordinates process improvements with operating units.
Insurance • Payments • Financial Services
Drives acquisition of 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 achieves assigned sales targets for home loans, loans against property, and personal loans.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth banking clients, deepen relationships, cross-sell financial products, generate leads, and deliver high-quality customer service. The role includes coordinating with product managers and group companies, executing client engagement initiatives, maintaining relationship records, resolving customer queries, and complying with bank policies and regulatory requirements.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth Priority Banking customers, generate leads, deepen relationships, cross-sell banking products, and deliver high-quality customer service. The role includes coordinating with product managers and group companies, executing client engagement initiatives, maintaining account records, resolving queries, and complying with bank policies and regulatory requirements.
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