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Insurance • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Grow CASA balances, cross-sell insurance and mutual funds, generate 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 leverage existing relationships to create new business opportunities.
Insurance • Payments • Financial Services
Acquire retail loan customers through direct sourcing, referrals, cold calling, and channel partners. Manage relationships, ensure KYC documentation compliance, coordinate loan processing with internal teams, track application status, resolve customer queries, and meet monthly and quarterly sales targets for home loans, loan-against-property, and personal loan products.
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Insurance • Payments • Financial Services
Manage small-business banking relationships by assessing client needs, providing working-capital and trade-finance solutions, acquiring new customers, and cross-selling banking products. Build relationships with CFOs and promoters, grow portfolio profitability, monitor competitors, deliver strong client service, and coordinate with branch and operating teams to improve processes and customize solutions.
Insurance • Payments • Financial Services
Manages a portfolio of multinational corporate clients while prioritizing new client acquisition and rapid portfolio growth. Sells Trade, Forex, and CMS solutions, cross-sells salary accounts and wealth banking products, grows CASA and asset-liability books, generates fee income, monitors profitability and delinquency, ensures regulatory compliance, and coordinates with product and operations teams to deliver strong customer experiences.
Insurance • Payments • Financial Services
Source and deepen relationships with existing NR Privy League customers, sell equity-based investment products, service clients, generate referrals, and achieve revenue and sales targets. Coordinate with bank teams to encourage active trading, manage conflicts, and build strong customer relationships within the assigned area.
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Insurance • Payments • Financial Services
Sources and develops relationships with existing non-resident customer accounts, sells equity investment products, achieves revenue and sales targets, and provides effective client servicing. Coordinates with bank teams to encourage active trading, generates client referrals, manages conflicts, and expands business through networking and relationship building.
Insurance • Payments • Financial Services
Leads branch sales and administration, grows deposits, sells non-deposit, mutual fund, and insurance products, increases fee income, ensures regulatory compliance, manages team productivity and morale, and owns branch break-even performance and P&L. Partners with product management, marketing, and other business units on product development, service improvements, and sales initiatives.
Insurance • Payments • Financial Services
Acquire new current and savings account customers from individuals and organizations through external sales efforts. Generate revenue, retain customers, maintain quarterly balances, conduct promotional events, and cross-sell mutual funds, gold, insurance, and other asset products. Newly acquired customers are supported for three months before being transitioned to Branch Banking.
Insurance • Payments • Financial Services
Manage and grow the Commercial Vehicle business within the Saral Auto segment. Handle customer service requests, account opening, DMAT services, grievances, and cheque book issuance. Sell banking and investment products through cross-selling and referrals, provide tailored financial solutions, support HNI relationship managers, and maintain customer relationships while meeting sales targets and reducing attrition.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, generate revenue, maintain client relationships, coordinate with internal teams, ensure KYC compliance, and support customers and channel partners through timely issue resolution.
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