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Insurance • Payments • Financial Services
Manage and grow Commercial Vehicle banking relationships within the Saral Auto segment. Handle account opening, DMAT services, customer grievances, cheque book requests, and other service needs. Sell bank and investment products through cross-selling and referrals, meet sales targets, provide tailored financial solutions, support HNI relationship managers, and help maintain low customer attrition while delivering strong service.
7 Hours AgoSaved
Insurance • Payments • Financial Services
Manages corporate employee banking relationships across mapped branches, driving deposit growth, cross-selling mutual funds and insurance, fee income, customer satisfaction, compliance, productivity, and branch profitability. Oversees branch administration, service delivery, team performance, regulatory adherence, customer query resolution, and collaboration with product and marketing teams.
Top Skills:
Insurance ProductsMutual Funds
Insurance • Payments • Financial Services
Manage and grow Commercial Vehicle business within the Saral Auto segment. Handle account opening, DMAT services, customer grievances, cheque book requests, and other service needs. Sell banking and investment products through cross-selling and referrals, support HNI relationship managers, provide tailored financial solutions, and maintain customer relationships while achieving sales targets and reducing attrition.
Insurance • Payments • Financial Services
Acquires and manages high-net-worth customers for retail loans and banking services. Responsibilities include cross-selling insurance and mutual funds, growing CASA deposits, nurturing client relationships, coordinating with internal teams and channel partners, ensuring KYC compliance, supporting customers, and generating new business through existing networks.
Insurance • Payments • Financial Services
Manage and grow Commercial Vehicle business within the Saral Auto segment. Handle account opening, Demat services, grievance resolution, cheque book requests, and other customer service needs. Sell bank and investment products through cross-selling and referrals, support HNI relationship managers, provide tailored financial solutions, and maintain customer relationships while meeting sales targets and reducing attrition.
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Insurance • Payments • Financial Services
Acquires and manages high-net-worth customers for retail loan and banking products. Responsibilities include growing CASA accounts, cross-selling insurance and mutual funds, nurturing client relationships, coordinating with internal teams, ensuring KYC compliance and documentation, supporting customers and channel partners, and generating new business from existing customer networks.
7 Hours AgoSaved
Insurance • Payments • Financial Services
Manage relationships with small-business clients by providing working-capital and trade-finance solutions. Acquire customers through branch-banking partnerships, cross-sell banking products, build relationships with CFOs and promoters, grow portfolio profitability, analyze client cash flows and business models, monitor competitors, and ensure high-quality service. Coordinate with operating units to improve processes and develop customized solutions.
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 provide end-to-end customer and partner support.
Insurance • Payments • Financial Services
Acquires customers for retail loan products through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generates leads, maintains partner relationships, ensures KYC and documentation compliance, coordinates loan processing with internal teams, tracks application status, resolves customer queries, and meets monthly and quarterly sales targets.
Top Skills:
Kyc
Insurance • Payments • Financial Services
Manages auto-loan sales through car dealers, direct sales agents, and direct sales teams. Recruits, trains, and motivates channel partners, drives sales performance, conducts promotional activities, monitors sourcing quality and portfolio health, coordinates credit approvals, develops customer relationships, and tracks competitor strategies and market changes.
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