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Fintech • Payments • Financial Services
Acquire and manage high-net-worth individual customers for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, maintain client relationships, and generate revenue. Coordinate with credit, legal, operations, product teams, and channel partners while ensuring KYC compliance, complete documentation, timely customer support, and new business development through existing relationships.
Reposted 15 Hours AgoSaved
Fintech • Payments • Financial Services
Manage and grow an existing working capital client portfolio through renewals, credit-limit enhancements, relationship development, cross-selling, and new customer acquisition. Assess client business models and cash flows, monitor utilization and compliance, minimize delinquencies, manage early-warning accounts, and resolve issues with internal teams. Conduct client visits, collect required documentation, maintain CASA accounts, and generate float income.
Reposted YesterdaySaved
Fintech • Payments • Financial Services
Manage and grow the Commercial Vehicle business within the Saral Auto segment. Handle account opening, DMAT services, grievances, cheque book requests, and other customer service needs. Meet sales targets for banking and investment products through cross-selling and referrals, provide tailored financial solutions, support HNI relationship managers, and maintain strong customer relationships while balancing service quality and sales performance.
Fintech • Payments • Financial Services
Leads Trade and Forex Sales by managing sales professionals, developing market expansion strategies, building client relationships, monitoring performance, identifying product opportunities, ensuring regulatory compliance, and representing the bank at industry and client events. The role requires strong trade and forex expertise, leadership, analytical ability, CRM proficiency, and business travel as needed.
Top Skills:
Crm SystemsSales Tools
3 Days AgoSaved
Fintech • Payments • Financial Services
Acquires and manages high-value business banking customers, grows deposits, drives cross-sell and fee income, and delivers strong customer service. Ensures branch regulatory compliance, oversees administration, manages team productivity and morale, owns branch profitability and P&L performance, and collaborates with product and marketing teams on new offerings and sales initiatives.
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Fintech • Payments • Financial Services
Manage and grow mortgage sales through DSA and branch channels. Responsibilities include onboarding and training DSA partners, driving business growth, ensuring KYC and documentation compliance, coordinating with Credit, Legal, Technical, RCU, and Operations teams, processing customer applications, closing disbursement documentation, and maintaining customer and partner satisfaction throughout the loan lifecycle.
Fintech • Payments • Financial Services
Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel partner relationships, maintain documentation and KYC compliance, coordinate loan processing with internal teams, track application status, resolve customer queries, and achieve monthly and quarterly sales targets for home loans, LAP, and personal loans.
Top Skills:
Kyc
Fintech • Payments • Financial Services
Manage and grow mortgage product sales through DSA and branch channels. Responsibilities include onboarding and developing DSA partners, training sales teams, ensuring KYC and documentation compliance, processing customer applications through disbursement, coordinating with Credit, Legal, Technical, RCU, and Operations teams, and maintaining customer and partner satisfaction throughout the loan lifecycle.
Fintech • Payments • Financial Services
Manage and grow mortgage sales through DSA and branch channels. Responsibilities include empaneling and developing DSA partners, training sales teams, ensuring KYC and documentation compliance, processing customer applications, coordinating with Credit, Legal, Technical, RCU, and Operations teams, closing disbursement documentation, and maintaining customer and partner satisfaction throughout the loan lifecycle.
Fintech • Payments • Financial Services
Acquires retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manages channel-partner relationships, generates leads, ensures KYC and documentation compliance, coordinates loan processing with internal teams, tracks applications, resolves customer queries, and achieves sales targets for home loans, loans against property, and personal loans.
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