Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy. • Cross-sells bank products to existing set of branch customers, which are mapped • Informs customers of new products or product enhancements further to expand the banking relationship. • Plans and conducts special sales initiatives and events for prospective and existing clients. • Coordinates with other group companies to provide seamless access to other products. • Maintains complete relationship record for assigned customer accounts. • Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. • Very good understanding of Trade and Forex & CA • Very good understanding of Commercial Assets like CC, OD, TL, Export Finance • Understanding of Mutual Funds and Insurance is an added advantage • Graduate 6 - 8 years of experience • Post Graduate 4 - 6 years of experience • Customer orientation • High energy levels with a motive to succeedRole & responsibilities Preferred candidate profile
Job Title: Regional Manager Business Legal Company: Ambit Finvest Private Limited Locaon: Bengaluru or Chennai Experience: 8+ Years Funcon: Legal & Compliance Product Focus: Secured Loan Against Property (LAP) Travel Requirement: Yes Regular travel across Tamil Nadu and Karnataka for property legal verica¢on and coordina¢on with business teams. About Ambit Finvest Private Limited: Ambit Finvest Private Limited, the lending arm of the Ambit Group, is a Non-Banking Financial Company (NBFC) focused on providing growth capital to small and medium-sized enterprises (SMEs) in India. We are commi¢ed to building long-term rela¢onships with our customers by oering secured business loans, backed by a deep understanding of their nancial needs and opera¢onal reali¢es. Our Secured LAP (Loan Against Property) product is designed to address working capital gaps, business expansion, and other nancial requirements of SME borrowers. Our team combines deep domain exper¢se with strong governance and compliance, enabling sustainable credit delivery across India. To know more, visit: h¢ps://nvest.ambit.co Posi¢on Overview: We are hiring a Regional Manager Business Legal to oversee legal support for our Secured LAP opera¢ons in South India, primarily Tamil Nadu and Karnataka. This role involves ensuring clean property ¢tle, proper documenta¢on, legal compliance, and stakeholder coordina¢on with regular travel. Key Responsibili¢es: 1. Legal Review & Title Search: o o Review legal reports and ¢tle search documents from empaneled advocates. Ensure reports meet internal standards and regional legal requirements. 2. Legal Opinion & Clearance: o o Provide legal clearance for proper¢es in SME and LAP loan proposals. Validate property ¢tles and mi¢gate legal risks. 3. Title Verica¢on & Documenta¢on Gaps: Iden¢fy legal issues, encumbrances, or missing documenta¢on. o o Recommend rec¢ca¢ons and addi¢onal documenta¢on where required. 4. Document Verica¢on: Verify original property documents (sale deeds, ECs, tax receipts) before o disbursement. 5. Loan Documenta¢on Ve¢ng: Review and vet all loan-related and collateral documents to ensure legal o enforceability. 6. Legal Dra¢ing: Dra¢ undertakings, indemni¢es, declara¢ons, and other suppor¢ng legal o instruments. 7. Due Diligence & Risk Mi¢ga¢on: Ensure all legal due diligence is completed in compliance with company and o regulatory standards. Key Requirements: ¢ ¢ Qualica¢on: LLB (mandatory) Experience: 8+ years of relevant legal experience, ideally in NBFCs, banks, or real estate law rms. ¢ Regional Exper¢se: In-depth knowledge of property and land laws in Tamil Nadu and Karnataka. ¢ ¢ Strong legal dra¢ing, documenta¢on, and risk assessment capabili¢es. Willingness to travel regularly across the assigned regions for property visits and legal coordina¢on.
We are seeking a results-driven SEO Specialist to develop and implement effective search engine optimization strategies for our digital presence. The ideal candidate will have proven experience in SEO, a strong understanding of current SEO tools and best practices, and the ability to deliver measurable results in organic search rankings, traffic, and conversions Key Responsibilities: Develop, implement, and optimize SEO strategies to increase organic search visibility and drive targeted traffic. Conduct detailed keyword research to guide content teams and identify new opportunities. Optimize website content, landing pages, and blog posts for SEO best practices. Perform technical SEO audits and work with web developers to ensure websites meet SEO requirements. Monitor, analyze, and report on performance metrics, trends, and rankings using SEO tools (e.g., Google Analytics, Search Console, SEMrush, Ahrefs, Moz). Identify and resolve SEO issues such as crawl errors, duplicate content, and site speed. Develop and execute link-building strategies. Stay up to date with the latest SEO trends, algorithm changes, and best practices. Collaborate with content creators, marketing, and web development teams to implement SEO recommendations. Prepare regular performance reports and present findings and action plans to stakeholders. Requirements: Proven experience as an SEO Specialist, SEO Manager, or similar role. Strong understanding of search engine algorithms and ranking methods. Hands-on experience with SEO tools such as Google Analytics, Google Search Console, SEMrush, Ahrefs, Moz, Screaming Frog, etc. Familiarity with content management systems (e.g., WordPress, Shopify) and basic HTML/CSS knowledge. Excellent analytical, problem-solving, and communication skills. Experience with local SEO, e-commerce SEO, or international SEO is a plus. Experience with paid search campaigns (PPC) is an advantage. Familiarity with other digital marketing channels like social media, email marketing, and content marketing. Strong writing and editing skills for optimizing content.
We are seeking an experienced & strategic Social Media Marketing Specialist to strengthen our digital presence & drive measurable business growth. The ideal candidate will have proven expertise in developing & executing social media strategies, creating high-quality content, managing paid campaigns, and analyzing performance to optimize results. Key Responsibilities: Develop and implement comprehensive social media strategies to achieve brand awareness, engagement, lead generation, and conversion goals. Create, curate, and manage high-quality content (images, videos, reels, stories, carousels, and written posts) tailored for each platform in coordination with graphic designer. Plan and execute paid advertising campaigns across social media channels (Facebook, Instagram, LinkedIn, Twitter, YouTube, etc.) to drive targeted results. Monitor social media trends, competitor activities, & industry updates to inform strategy & content planning. Collaborate with content creators, designers, marketing, and sales teams to align social media efforts with overall brand objectives and campaigns. Identify opportunities for influencer collaborations, partnerships, & community-building initiatives. Ensure brand consistency in voice, messaging, and visual identity across all platforms. Requirements: Minimum 2-3 years of proven experience as a Social Media Specialist, Social Media Manager, or similar role. In-depth knowledge of social media platforms, algorithms, trends, & best practices. Experience in planning & executing paid social media campaigns and analyzing their performance. Proficiency in social media management and analytics tools Strong creative thinking skills with an eye for design, content aesthetics, and copywriting. Excellent written and verbal communication skills. Strong analytical skills with the ability to interpret data. Preferred Skills: Experience with influencer marketing and affiliate campaigns. Basic graphic design skills using Canva, Photoshop, or similar tools. Knowledge of video editing for short-form and long-form content.
We are looking for a creative and proactive Social Media Marketing Executive to manage and grow our brand s social media presence. The ideal candidate will have hands-on experience in creating engaging content, managing campaigns, and driving community engagement to achieve business objectives. Key Responsibilities: Develop, implement, and manage social media strategies across platforms (Facebook, Instagram, LinkedIn, Twitter, YouTube, etc.). Create engaging and relevant content (text, images, videos, reels, stories) aligned with the brand s voice and objectives in coordination with graphic designer. Manage and grow social media pages by increasing followers, engagement, and reach. Plan and execute paid social media campaigns to drive traffic, leads, and conversions. Monitor social media channels for trends, competitor activities, and user engagement. Respond to comments, messages, and inquiries promptly to build community relationships. Analyze social media performance metrics and prepare reports with insights and recommendations. Collaborate with graphic designers, content writers, and other team members for campaign execution. Stay updated with the latest social media trends, tools, algorithms, and best practices. Requirements: 1-2 years of experience as a Social Media Executive, Social Media Coordinator, or similar role. Strong understanding of different social media platforms and their best practices. Excellent written and verbal communication skills. Creative thinking and attention to detail. Ability to multitask and manage time effectively to meet deadlines. Preferred Skills: Knowledge of paid ads on Facebook, Instagram, LinkedIn, and other platforms. Understanding of social media analytics and reporting.
Job Summary: We are seeking a talented and detail-oriented Video Editor to create engaging and impactful video content for our brands digital platforms. The ideal candidate will have strong editing skills, creative storytelling ability, experience in producing videos for social media, marketing campaigns, other promotional purposes. Key Responsibilities: Create engaging promotional videos, reels, stories, ads, and explainer videos, for social media and marketing campaigns. Add music, sound effects, graphics, text overlays, transitions, and other elements to enhance videos. Edit raw footage into high-quality videos that align with the brands objectives visual style. Collaborate with the marketing, content, and design teams to understand project goals and deliver creative video solutions. Ensure final videos meet quality standards, brand guidelines, are optimized for different platforms. Stay updated with the latest video editing trends, tools, techniques. Organize and maintain video assets, raw footage, and project files systematically for easy retrieval. Requirements: Bachelors degree in Film Studies, Media, Animation, Visual Communication, or a related field. 1-3 years of proven experience as a Video Editor or similar role. Proficiency in video editing software such as Adobe Premiere Pro, After Effects, Final Cut Pro, or similar tools. Strong understanding of video formats, codecs, frame rates, and aspect ratios for different platforms. Creative thinking with a keen eye for visual storytelling, pacing, and aesthetics. Knowledge of colour correction, audio editing, and basic animation/motion graphics. Attention to detail with the ability to deliver high-quality edits under tight deadlines. Good communication and teamwork skills. Preferred Skills: Experience with motion graphics and animation using After Effects. Knowledge of photography, lighting, or basic graphic design is an advantage. Familiarity with social media trends and platform-specific video requirements. Ability to ideate video concepts and write basic scripts/storyboards.
Role & responsibilities Manage business sourcing activities and build strong relationships with channel partners and sourcing agents. Coordinate end-to-end processes for loan disbursements, including documentation, verification, and credit approvals. Collaborate with internal teams including credit, operations, and compliance to ensure timely and accurate loan processing. Empanel new dealers and allocate resources to support business growth. Ensure compliance with field investigations (FI), agreement execution, and all documentation protocols. Hire, train, and manage the sales team to meet set targets and deliver strong business performance. Preferred candidate profile Education: Graduate in any specialization Industry Preference: Prior experience in Banking, NBFC, or Insurance is preferred Language Proficiency: Fluency in English and Malayalam is mandatory Work Location: Turbhe, Navi Mumbai
POSITION DESCRIPTION JOB TITLEVirtual Relationship ManagerGRADE DM-II DEPARTMENTPhone BankingLOCATIONHO SUB-DEPARTMENTPhone BankingTYPE OF POSITIONFull-time REPORTS TOTeam Leader Virtual Relationship ManagementREPORTING INTONA ROLE PURPOSE & OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details. Call Handling as per desired standards. Fulfilling customer service requirements and deepening relationships. Creating the opportunity to provide financial solutions to customers via cross-sell and upsell. Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients. Seek out new business opportunities for the clients while advising them on products or services that best fit their needs. SIZE OF THE ROLE FINANCIAL SIZENON-FINANCIAL SIZE 50000 to 200000 TRV customers portfolio management 12 to 20 Lakhs value generation All assets and liabilities products and services handled 130+ calls handled per day Manage 3000+ customer portfolio KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Continuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer (Both Internal & External) Call handling as per defined standards (Both Service & Sales) Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal Process Achieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions & requests Adherence to set processes of updating customer interactions in CRM next Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in any discipline Experience (Years and Core Experience Type) 1+ years of experience; fresher can be considered if they possess the required educational qualifications and aptitude. Certifications NA Functional Skills Relationship Management Sales Banking Customer Relationship Upselling and Cross Selling Behavioral Skills Good communication skills both oral and written Good interpersonal management skills Problem solving skills Decision making ability Competencies Banks Product Knowledge Planning and Organizing Skills Sales and Influencing Skills Awareness of Banking regulations KEY INTERACTIONS INTERNALEXTERNAL Operations team Branch team Products team Service Quality Deliverables team NTB/ETB Customers Referrals Prepared by: Shiv K CDate: 27-03-2024Reviewed by: Manamohan ASDate: 27 - 03-2024Last updated by: TM Team Date: 02-04-2024
Job Title: Relationship Manager Location: Goa, Pune, Hubli, Belgaum, Devagiri, Mumbai (Dadar, Panvel, Andheri, Fort) About Centricity: Centricity is Indias first full-stack wealth-tech platform built exclusively to empower Independent Financial Professionals (IFPs). We aim to simplify and digitize the investment ecosystem by enabling IFAs, RIAs, CAs, and other advisors to establish, operate, and grow their advisory business with ease. Our integrated platform provides the technology, support, and flexibility required to offer personalized financial solutions at scale—while maintaining independence and ownership. At Centricity, we are on a mission to transform financial advisory into a scalable, digital-first, and client-centric profession. Key Requirements: Graduate or higher degree in any discipline with a strong understanding of local demographics and solid relationships with IFAs / CAs. Minimum 2 years of experience in handling MFD / IFA / financial products. In-depth knowledge of the financial services industry, especially in the assigned geography. Freshers with a passion for sales and business development in the financial domain are welcome to apply. Primary Role: Recruitment: Generate leads for Financial Product Distributors (FPDs). Coordinate and conduct business opportunity sessions for prospective/existing FPDs. Assist new FPDs in clearing the NISM certification exams. Business Development: Deliver product training to partners. Develop business plans for partners, support client meetings, joint calls, and asset allocation strategies. Build strong relationships with IFAs and partners in the region and ensure effective communication of products, solutions, and services. Conduct regular partner meets to share updates and enhance partner knowledge.
Job Title: Cluster Manager Prime LAP (Vyapar Prime) Company: Ambit Finvest Location: Bengaluru About Ambit Finvest: Ambit Finvest is a leading NBFC specializing in customized financial solutions for SMEs and businesses across India. With a strong focus on innovation, service excellence, and client-centric offerings, we aim to empower entrepreneurs and organizations to achieve sustainable growth. Role: Cluster Manager Prime LAP We are looking for an experienced and dynamic professional to lead and drive Prime Loan Against Property (LAP) business with ticket size of 1 Cr and above at ROI @12%. The candidate should be highly motivated, have a proven track record in sourcing via DSA channels, and possess strong team management skills. Key Responsibilities: Drive business growth in Prime LAP with high-value ticket sizes (1 Cr and above). Manage and expand sourcing through DSAs (Direct Selling Agents) and other relevant channels. Achieve and exceed monthly disbursement targets of 10 Cr+. Build, lead, and mentor a team of 45 Relationship Managers to achieve business objectives. Ensure compliance with credit policies, company guidelines, and regulatory requirements. Develop and maintain strong relationships with clients, DSAs, and other stakeholders. Monitor market trends, competitor activities, and provide strategic inputs for business expansion. Key Requirements: Minimum 7–8 years of relevant experience in Loan Against Property (LAP) domain. Proven track record of DSA sourcing and achieving high-ticket LAP targets. Should be currently handling monthly targets above 10 Cr. Strong leadership skills with experience in managing a team of 4–5 members. Excellent communication, negotiation, and relationship management skills. Ability to work under pressure and deliver results consistently.