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Insurance • Payments • Financial Services
Acquires retail loan customers through direct sourcing, referrals, cold calling, market activities, DSAs, and channel partners. Manages customer and partner relationships, ensures accurate documentation and KYC compliance, coordinates loan processing with internal teams, tracks applications, resolves queries, and achieves assigned sales targets for home loans, loan-against-property, and personal loan products.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Drive revenue through cross-selling insurance, mutual funds, and other third-party products. Build CASA deposits, nurture client relationships, coordinate with internal teams, maintain KYC compliance, support customers and channel partners, and generate new business from existing clients.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth priority banking customers, generate leads, deepen relationships, cross-sell banking products, and execute client engagement initiatives. The role requires coordinating with product managers and group companies, maintaining customer records, resolving queries, ensuring policy compliance, and delivering high-quality service while supporting customer acquisition and long-term relationship growth.
Insurance • Payments • Financial Services
Manage a portfolio of unsecured business loans, understand self-employed clients’ needs, sell lending and banking products, acquire customers through DSAs and branch teams, build relationships with business leaders, monitor competition, and expand existing accounts through top-ups. The role also requires local-market expertise, credit and sales knowledge, and experience managing teams.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth clients through strategic sales, relationship building, portfolio reviews, investment recommendations, and cross-selling banking products. The role involves profiling client needs, driving revenue across liabilities, assets, and fee-based offerings, resolving queries, coordinating onboarding and service delivery, organizing client engagement activities, and maintaining compliance with banking policies and regulations.
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Insurance • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loan products and banking services. Grow CASA accounts, cross-sell insurance and mutual funds, generate revenue, and maintain long-term client relationships. Coordinate with credit, legal, operations, and product teams; ensure KYC compliance and accurate documentation. Provide end-to-end support to customers and channel partners while leveraging existing relationships to generate new business.
Insurance • 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 credit, operations, legal, and technical teams, track applications, resolve customer queries, and achieve monthly and quarterly sales targets.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth priority banking clients, generate leads, deepen relationships, cross-sell banking products, and deliver strong customer service. Coordinate with product managers and group companies, conduct sales and engagement initiatives, maintain accurate relationship records, resolve customer queries, and comply with bank policies and regulatory requirements.
Insurance • Payments • Financial Services
Lead 3–5 Business Relationship Managers focused on healthcare-sector loan sales. Drive productivity, customer acquisition, portfolio growth, profitability, and cross-selling of banking products. Develop relationships with healthcare businesses, CFOs, promoters, branch teams, DSAs, equipment manufacturers, and vendors. Analyze client business models and cash flows, provide tailored equipment and infrastructure financing, strengthen market penetration, and improve operational processes.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth priority banking clients, generate leads, deepen relationships, cross-sell banking products, and deliver strong customer service. Coordinate with product managers and group companies to provide integrated financial solutions, execute client engagement initiatives, maintain accurate relationship records, resolve customer queries, and follow bank policies and compliance requirements.
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