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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 application processing with internal teams, tracks loan status, resolves customer queries, and achieves assigned sales targets for home loans, loans against property, and personal loans.
Insurance • Payments • Financial Services
Acquires retail loan customers through direct and indirect channels, including partner sourcing, referrals, cold calling, and market activities. Manages channel-partner relationships, maintains documentation and KYC compliance, coordinates applications with credit, operations, legal, and technical teams, tracks application progress, resolves customer queries, and meets monthly and quarterly sales targets.
Insurance • Payments • Financial Services
Acquires retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manages channel-partner relationships, ensures accurate documentation and KYC compliance, coordinates loan processing with internal teams, tracks applications, meets sales targets, and resolves customer queries.
Insurance • Payments • Financial Services
Acquires and manages high-net-worth customers for retail loans and banking services. Builds CASA deposits, cross-sells insurance and mutual funds, develops customer relationships, coordinates with internal teams and channel partners, ensures KYC compliance and documentation, and generates new business from existing clients.
Insurance • Payments • Financial Services
Acquires retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generates leads, manages partner relationships, ensures documentation and KYC compliance, coordinates loan processing with credit, operations, legal, and technical teams, tracks applications, resolves customer queries, and meets monthly and quarterly sales targets for home loans, loan-against-property products, and personal loans.
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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. Ensure KYC compliance and accurate documentation while providing end-to-end customer support and identifying new business opportunities through existing relationships.
Top Skills:
Kyc
Insurance • Payments • Financial Services
Acquires customers for retail loan products through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generates leads, manages partner relationships, verifies documentation and KYC compliance, coordinates loan processing with internal teams, tracks application status, resolves customer queries, and meets monthly and quarterly sales targets.
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; grow the CASA portfolio; maintain client relationships; coordinate with credit, legal, operations, and product teams; ensure KYC compliance and documentation; and support customers and channel partners throughout the acquisition process.
Top Skills:
Kyc
Insurance • Payments • Financial Services
Manage used and new car loan business by developing dealer, broker, and DSA relationships; achieving business and profitability targets; onboarding channels; managing portfolios; allocating leads; assessing funding opportunities; and supervising and training sales teams across assigned territories.
Insurance • Payments • Financial Services
Acquires and manages high-net-worth customers for retail loans and banking services. Responsibilities include building CASA deposits, cross-selling insurance and mutual funds, nurturing client relationships, coordinating with credit, legal, operations, and product teams, ensuring KYC compliance, supporting customers and channel partners, and generating business through existing customer networks.
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