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Insurance • Payments • Financial Services
Drives customer acquisition for retail loan products through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Builds channel-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 loans.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Build CASA accounts, cross-sell insurance and mutual funds, grow revenue, maintain client relationships, coordinate with internal teams, ensure KYC compliance, and support customers and channel partners through timely resolution and documentation.
Insurance • Payments • Financial Services
Acquires retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manages channel-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, loan-against-property products, and personal loans.
4 Hours AgoSaved
Insurance • Payments • Financial Services
Manages small-business client relationships by providing working capital, trade finance, transaction banking, deposits, and credit solutions. Acquires new customers through branch collaboration, cross-sells banking products, develops relationships with CFOs and promoters, grows portfolio profitability, analyzes client cash flows and business models, monitors competitors, ensures high-quality service, and coordinates process improvements with operating teams.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth individual customers for retail loan products and banking services. Responsibilities include building CASA deposits, 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 relationships.
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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 applications with internal teams, tracks application status, meets sales targets, and resolves customer queries.
Top Skills:
Kyc
Insurance • Payments • Financial Services
Acquire and manage high-net-worth Priority Banking customers, generate leads, deepen relationships, cross-sell banking products, execute client engagement initiatives, coordinate integrated financial solutions, maintain account records, resolve queries, and ensure compliance with bank policies.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. The role builds CASA deposits, cross-sells insurance and mutual funds, grows revenue, and maintains long-term client relationships. Responsibilities include coordinating with credit, legal, operations, and product teams; ensuring KYC compliance and accurate documentation; supporting customers and channel partners; resolving issues; and generating new business through existing customer networks.
Top Skills:
CasaInsuranceKycMutual FundsRetail Loan ProductsThird-Party Products
Insurance • Payments • Financial Services
Leads customer acquisition and relationship deepening to grow deposits and generate fee income. Oversees cross-selling of mutual funds, insurance, and other products, maintains customer service standards, manages branch administration and compliance, develops team performance and morale, and owns branch profitability and P&L. Collaborates with product and marketing teams on product development and sales initiatives.
4 Hours AgoSaved
Insurance • Payments • Financial Services
Manage small-business client relationships by assessing business needs, providing working-capital and trade-finance solutions, acquiring new customers, and cross-selling banking products. Build relationships with CFOs and promoters, grow portfolio profitability, monitor competition, deliver quality service, resolve queries, and coordinate with internal teams to customize solutions and improve processes.
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