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Insurance • Payments • Financial Services
Manage and grow an existing Working Capital client portfolio by structuring credit solutions, renewing and enhancing limits, monitoring utilization, ensuring compliance, minimizing delinquencies, and driving cross-sell opportunities. Build relationships with promoters and decision-makers, conduct client visits, resolve issues with internal teams, generate new leads, onboard customers, and grow CASA balances and float income.
Insurance • Payments • Financial Services
Drives customer acquisition for retail loan products through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generates leads, manages partner relationships, ensures KYC and documentation compliance, coordinates loan processing with internal teams, tracks applications, resolves customer queries, and achieves assigned sales targets for home loans, loan-against-property products, and personal loans.
7 Hours AgoSaved
Insurance • Payments • Financial Services
Manages corporate employee relationships and branch performance by growing deposits, cross-selling mutual funds and insurance, generating fee income, ensuring regulatory compliance, improving service delivery, and overseeing team productivity, administration, customer satisfaction, and profitability across mapped branches.
Insurance • Payments • Financial Services
Acquires and manages high-net-worth customers for retail loans and banking services. The role grows CASA deposits, cross-sells insurance and mutual funds, maintains client relationships, coordinates with internal teams and channel partners, ensures KYC compliance, and develops new business from existing customer networks.
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. Build CASA deposits, maintain client relationships, coordinate with credit, legal, operations, and product teams, ensure KYC compliance, support customers and channel partners, and generate business from existing customer networks.
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Insurance • Payments • Financial Services
Acquires retail loan customers 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 achieves monthly and quarterly sales targets for home loans, loan-against-property products, and personal loans.
Top Skills:
Kyc
Insurance • Payments • Financial Services
Develops and manages an Identity and Access Management program, including access controls, policies, compliance monitoring, risk assessments, audits, incident investigations, and corrective actions.
Top Skills:
Iam
Insurance • Payments • Financial Services
Acquires customers for retail loan products through direct sourcing, referrals, cold calling, market activities, and channel partners. Manages relationships with DSAs and connectors, ensures accurate documentation and KYC compliance, coordinates application processing with internal teams, tracks loan 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. Grow CASA portfolios, 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.
Insurance • Payments • Financial Services
Acquires and manages high-net-worth clients, develops tailored banking and investment solutions, grows revenue through cross-selling, conducts portfolio reviews, maintains client engagement, resolves service issues, coordinates onboarding, and ensures regulatory compliance. The role combines relationship management, sales, financial advisory, and premium customer service within business banking.
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