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Insurance • Payments • Financial Services
Acquires and manages high-net-worth customers for retail loans and banking services. The role grows CASA balances, cross-sells insurance and mutual funds, maintains client relationships, coordinates with internal teams, ensures KYC compliance, supports customers and channel partners, and generates new business from existing clients.
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CasaKycThird-Party Products (Tpp)
3 Hours AgoSaved
Insurance • Payments • Financial Services
Manages relationships with small-business clients by assessing needs and providing working-capital, transaction banking, trade finance, and deposit solutions. Acquires customers in collaboration with branch teams, cross-sells products, develops relationships with CFOs and promoters, grows portfolio profitability, monitors competition, delivers high-quality service, and coordinates process improvements with operating units.
3 Hours AgoSaved
Insurance • Payments • Financial Services
Manages small-business banking relationships by assessing client needs, providing working capital and trade finance solutions, acquiring and cross-selling products, and growing portfolio profitability. Builds relationships with CFOs and promoters, analyzes business models and cash flows, monitors competitors, delivers quality service, and coordinates process improvements with branch and operating teams.
3 Hours AgoSaved
Insurance • Payments • Financial Services
Manages credit card collections and recovery operations, including delinquent account resolution, repossessions, agency coordination, legal processes, field visits, team training, compliance, and portfolio performance. Leads collection staff and collaborates with repossession agents, sales teams, external agencies, and legal partners to ensure effective and ethical recovery activities.
3 Hours AgoSaved
Insurance • Payments • Financial Services
Manages collections and recovery operations for a retail asset portfolio, including repossessions, external agencies, legal coordination, field visits, team training, and delinquent-account resolution. Ensures collection activities comply with bank policies, regulations, and ethical standards while improving operational performance.
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Insurance • Payments • Financial Services
Acquire and manage high-net-worth individual 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, product teams, and channel partners while ensuring KYC compliance, accurate documentation, timely customer support, and new-business generation from existing networks.
3 Hours AgoSaved
Insurance • Payments • Financial Services
Manages small-business banking relationships by providing working-capital and trade-finance solutions, acquiring new customers, cross-selling banking products, and growing portfolio profitability. Builds relationships with CFOs and business promoters, analyzes client cash flows and business models, monitors competitors, ensures quality service, and coordinates with branch and operating teams to deliver customized solutions and improve processes.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. The role drives revenue by cross-selling insurance and mutual funds, growing CASA deposits, nurturing client relationships, coordinating with internal teams, ensuring KYC compliance, and supporting customers and channel partners throughout the acquisition process.
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, ensure KYC and documentation compliance, coordinate loan processing with internal teams, track application progress, and resolve customer and partner queries.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth clients through strategic sales, tailored banking and investment solutions, portfolio reviews, and ongoing relationship engagement. Drive revenue across lending, deposits, assets, and fee-based products while identifying cross-sell opportunities. Resolve client issues, coordinate onboarding and service delivery, organize engagement initiatives, and ensure compliance with bank policies and regulatory requirements.
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