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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 application status, meets sales targets, and resolves customer and partner queries.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth clients in the affluent banking segment. Build relationships, assess financial needs, recommend banking and investment solutions, grow revenue through cross-selling, conduct portfolio reviews, resolve client concerns, coordinate onboarding and service delivery, organize engagement initiatives, and ensure compliance with bank policies and regulations.
Insurance • Payments • Financial Services
Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel-partner relationships, generate leads, meet sales targets, and ensure accurate documentation and KYC compliance. Coordinate with credit, operations, legal, and technical teams to process applications smoothly. Track application status, update customers and partners, provide customer service, and resolve queries promptly.
Insurance • Payments • Financial Services
Acquire retail loan customers through direct sourcing, referrals, cold calling, and channel partners. Generate leads, manage relationships with DSAs and connectors, ensure complete documentation and KYC compliance, coordinate with credit, operations, legal, and technical teams, track application progress, resolve customer queries, and meet monthly and quarterly sales targets for home loans, loan-against-property products, and personal loans.
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Insurance • Payments • Financial Services
Acquire new agri-business customers, promote working capital products, manage credit and legal evaluations, conduct field investigations, prepare credit appraisal notes, ensure customer satisfaction, and develop channel partnerships to achieve business growth.
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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 application status, resolves customer queries, and meets monthly and quarterly sales targets for home loans, loans against property, and personal loans.
4 Hours AgoSaved
Insurance • Payments • Financial Services
Manage small-business client relationships by providing working-capital and trade-finance solutions, acquiring new customers, cross-selling banking products, and growing portfolio profitability. Build relationships with CFOs and promoters, analyze client business models and cash flows, monitor competitors, maintain high service quality, resolve queries, and coordinate with branch and operating teams to deliver customized solutions.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loan products and banking services. The role involves building CASA deposits, cross-selling insurance and mutual funds, nurturing client relationships, coordinating with internal teams and channel partners, ensuring KYC compliance, and supporting customers throughout the acquisition process.
Insurance • Payments • Financial Services
Lead a team underwriting and managing working capital finance proposals, including fund- and non-fund-based products. Evaluate credit applications, structure deals, assess financials and property details, make timely credit decisions, and monitor portfolio quality. The role includes customer visits, collaboration with sales, operations, legal, technical, and service teams, policy implementation, team training, and mentoring CPAs.
Insurance • Payments • Financial Services
Acquire retail loan customers through direct sourcing, referrals, cold calling, and channel partners. Generate leads, maintain partner relationships, ensure KYC and documentation compliance, coordinate loan processing with internal teams, track applications, resolve customer queries, and achieve assigned sales targets for home loans, loans against property, and personal loans.
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