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Fintech • 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 applications, provides customer support, and meets sales targets for home loans, loan against property, and personal loans.
3 Days AgoSaved
Fintech • Payments • Financial Services
Handles day-to-day trade finance transactions, including issuing Letters of Credit, scrutinizing documentation, coordinating with processing, CMS, clearing, and business teams, and resolving client and correspondent bank queries. Ensures accurate, timely processing within agreed turnaround times while following compliance and operational guidelines. Supports corporate customer requirements and maintains familiarity with Trade Finance and CMS products.
Top Skills:
Cash Management Services (Cms)Trade Finance
Fintech • Payments • Financial Services
Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel-partner relationships, generate leads, ensure accurate documentation and KYC compliance, coordinate loan processing with internal teams, track applications, meet sales targets, and resolve customer and partner queries.
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; grow the CASA portfolio; maintain client relationships; coordinate with internal teams and channel partners; ensure KYC compliance and documentation; and provide end-to-end customer support.
Fintech • Payments • Financial Services
Lead a credit team responsible for underwriting working capital, home loan, and loan-against-property proposals. Evaluate financials and property-related risks, structure deals, make timely credit decisions, monitor portfolio quality, conduct customer visits, and coordinate with sales, legal, technical, operations, and customer service teams. Implement credit policies, train team members, and mentor CPAs while monitoring productivity and underwriting quality.
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Fintech • Payments • Financial Services
Acquire and manage high-net-worth individual customers for retail loans and banking services. Drive revenue through cross-selling insurance, mutual funds, and other third-party products while growing the CASA portfolio. Maintain long-term HNI relationships, coordinate with credit, legal, operations, and product teams, ensure KYC compliance and documentation, and provide end-to-end customer and channel-partner support.
3 Days AgoSaved
Fintech • Payments • Financial Services
Acquire and manage high-net-worth clients in the affluent banking segment. Develop tailored banking and investment solutions, grow liabilities, assets, and fee-based business, conduct portfolio reviews, and identify cross-selling opportunities. Maintain regular client engagement, resolve queries, support onboarding, organize client events, collaborate with internal teams, and ensure compliance with banking policies and regulations.
3 Days AgoSaved
Fintech • Payments • Financial Services
Drives corporate employee deposit growth, cross-selling of mutual funds and insurance, fee-income generation, branch service quality, compliance, profitability, and customer satisfaction. Leads team productivity, oversees branch administration, resolves customer issues within target turnaround times, manages corporate and internal stakeholder relationships, and coordinates with product and marketing teams to improve services.
3 Days AgoSaved
Fintech • Payments • Financial Services
Manages relationships with small-business clients by providing working-capital and trade-finance solutions. Acquires new customers, cross-sells banking products, builds relationships with CFOs and promoters, grows portfolio profitability, analyzes client cash flows and business models, monitors competitors, delivers high-quality service, and coordinates process improvements with internal teams.
3 Days AgoSaved
Fintech • Payments • Financial Services
Acquire and manage high-value current account customers, build family banking relationships, and drive business banking product penetration. Responsibilities include sourcing new customers, cross-selling insurance and investment products, promoting CMS, POS, and Beat services, coordinating onboarding with internal teams, and maintaining long-term customer relationships.
Top Skills:
CmsPos
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