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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 13 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
Fintech • Payments • Financial Services
Acquires retail loan customers through direct sourcing, referrals, cold calling, and channel partners. Generates leads, manages DSA and connector relationships, ensures KYC and documentation compliance, coordinates loan processing with internal teams, tracks application progress, resolves customer queries, and achieves assigned sales targets for home loans, loan-against-property, and personal loan products.
Reposted 13 Days AgoSaved
Fintech • Payments • Financial Services
Manages small-business banking relationships by assessing client needs, providing working-capital and trade-finance solutions, acquiring new customers, and cross-selling banking products. Builds relationships with CFOs and business owners, grows portfolio size and profitability, monitors competition, delivers high-quality service, and coordinates with branch and operating teams to develop customized solutions and improve processes.
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Fintech • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Build CASA deposits, cross-sell insurance and mutual funds, grow revenue, and maintain long-term client relationships. Coordinate with credit, legal, operations, and product teams; ensure KYC compliance and accurate documentation; support customers and channel partners; and generate new opportunities through existing client relationships.
Reposted 13 Days AgoSaved
Fintech • Payments • Financial Services
Manage relationships with small-business clients by assessing their working capital needs, providing fund and non-fund-based banking solutions, acquiring new customers, and cross-selling accounts, deposits, transaction banking, and trade finance products. Build relationships with CFOs and promoters, grow portfolio profitability, monitor competition, maintain service quality, and coordinate process improvements and customized solutions with internal teams.
Fintech • 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 meets monthly and quarterly sales targets for home loans, loan against property, and personal loans.
Reposted 13 Days AgoSaved
Fintech • Payments • Financial Services
Acquire and manage high-net-worth priority banking clients, generate leads, deepen relationships, cross-sell banking products, and execute client engagement initiatives. The role requires maintaining customer records, resolving queries, coordinating with product managers and group companies, ensuring policy compliance, and delivering high-quality service while expanding client wallet share.
Fintech • 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, generate referrals, coordinate with internal teams, maintain KYC compliance, and provide end-to-end customer and channel-partner support.
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