Get alerts for new jobs matching your selected skills, preferred locations, and experience range.
0.0 years
2 - 5 Lacs
Gulbarga, Karnataka, India
On-site
Job Description: Data Entry / Back Office Please call on the given number to apply 07303998586 Role: Accurately enter, update, and manage financial data in banking systems. Key Responsibilities: Ensure data accuracy, integrity, and confidentiality; verify and cross-check information. Qualifications: 10th, 12th, Graduation, Under Graduation and Any Diploma. Skills Required: Go od communication and basic knowledge. Experience: Freshers are welcome. Please call on the given number to apply 07303998586
Posted 1 week ago
0.0 years
2 - 5 Lacs
Balasore, Odisha, India
On-site
Job Description: Data Entry / Back Office Please call on the given number to apply 07303998586 Role: Accurately enter, update, and manage financial data in banking systems. Key Responsibilities: Ensure data accuracy, integrity, and confidentiality; verify and cross-check information. Qualifications: 10th, 12th, Graduation, Under Graduation and Any Diploma. Skills Required: Go od communication and basic knowledge. Experience: Freshers are welcome. Please call on the given number to apply 07303998586
Posted 1 week ago
0.0 years
2 - 5 Lacs
Bagalkot, Karnataka, India
On-site
Job Description: Data Entry / Back Office Please call on the given number to apply 07303998586 Role: Accurately enter, update, and manage financial data in banking systems. Key Responsibilities: Ensure data accuracy, integrity, and confidentiality; verify and cross-check information. Qualifications: 10th, 12th, Graduation, Under Graduation and Any Diploma. Skills Required: Go od communication and basic knowledge. Experience: Freshers are welcome. Please call on the given number to apply 07303998586
Posted 1 week ago
0.0 years
2 - 5 Lacs
Tumakuru, Karnataka, India
On-site
Job Description: Data Entry / Back Office Please call on the given number to apply 07303998586 Role: Accurately enter, update, and manage financial data in banking systems. Key Responsibilities: Ensure data accuracy, integrity, and confidentiality; verify and cross-check information. Qualifications: 10th, 12th, Graduation, Under Graduation and Any Diploma. Skills Required: Go od communication and basic knowledge. Experience: Freshers are welcome. Please call on the given number to apply 07303998586
Posted 1 week ago
0.0 years
2 - 5 Lacs
Shivamogga, , India
On-site
Job Description: Data Entry / Back Office Please call on the given number to apply 07303998586 Role: Accurately enter, update, and manage financial data in banking systems. Key Responsibilities: Ensure data accuracy, integrity, and confidentiality; verify and cross-check information. Qualifications: 10th, 12th, Graduation, Under Graduation and Any Diploma. Skills Required: Go od communication and basic knowledge. Experience: Freshers are welcome. Please call on the given number to apply 07303998586
Posted 1 week ago
0.0 years
2 - 5 Lacs
Hazaribag, Jharkhand, India
On-site
Job Description: Data Entry / Back Office Please call on the given number to apply 07303998586 Role: Accurately enter, update, and manage financial data in banking systems. Key Responsibilities: Ensure data accuracy, integrity, and confidentiality; verify and cross-check information. Qualifications: 10th, 12th, Graduation, Under Graduation and Any Diploma. Skills Required: Go od communication and basic knowledge. Experience: Freshers are welcome. Please call on the given number to apply 07303998586
Posted 1 week ago
3.0 years
0 - 0 Lacs
Vadodara, Gujarat
On-site
Job Title : Collection Executive Company : Khushbu Auto Finance Ltd. Location : Vadodara, Gujarat Department : Collections Employment Type : Full-Time Company Overview Khushbu Auto Finance Ltd. is a trusted name in the commercial vehicle finance industry, committed to supporting India's transport sector with accessible and reliable financing solutions. Our customer-first approach and focus on integrity drive everything we do. Job Summary We are seeking a dynamic and result-oriented Collection Executive to join our team. The role involves managing the recovery of loan installments from customers who have availed financing for commercial vehicles. You will be responsible for ensuring timely collections, maintaining positive customer relationships, and minimizing delinquencies. Key Responsibilities Follow up with customers for timely payment of EMIs. Conduct field visits to customers for collections and recovery as per assigned portfolio. Negotiate and resolve customer queries and issues related to payment delays. Maintain detailed records of interactions and payment status. Coordinate with the internal team for legal recovery actions if required. Ensure compliance with company policies and regulatory guidelines during all collection activities. Provide regular updates and MIS reports to the Collection Manager. Key Requirements Minimum Qualification: 12th Pass / Graduate preferred. Experience: 1–3 years of experience in NBFC/banking collection for commercial vehicle loans or similar products. Good communication and negotiation skills. Willingness to travel locally for field collections. Knowledge of local language and geography will be an advantage. Basic computer literacy for reporting purposes. Job Benefits Provident Fund (PF) Employees' State Insurance Corporation (ESIC) Gratuity Mediclaim Coverage Health Insurance Why Join Us? At Khushbu Auto Finance Ltd., we value our employees and believe in creating a secure, growth-oriented, and respectful work environment. Join us to build a strong career in the financial services sector with a company that’s driving growth in India's transportation industry. Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Health insurance Paid sick time Paid time off Provident Fund Work Location: In person
Posted 1 week ago
0 years
0 Lacs
Hanumangarh, Rajasthan
On-site
About Commercial Banking Group: The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 250 Crs. by offering products & solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc About the Role: The Relationship Manager is responsible for the achievement of the budgeted targets by sourcing NTB business through channels/self-sourcing and customer relationship management. The Job holder also coordinates post sanction formalities such as, disbursement, cross-sell, compliance of statutory & internal audit issues and provides industry/segment specific feedback to Geography and Central Office team Key Responsibilities Generate leads by identifying potential industrial areas/trading units & prepare strategies to increase the Bank’s penetration in those areas Manage the internal (Branches/ other business verticals) and external (empanelled outsourced agencies) lead generating channels to generate the expected business Enable the sanctioning process by ensuring conduct and scrutiny of pre-disbursement activities Liaison with Corporate Banking Operations team and Centralized Processing Unit to enable smooth completion of post sanction formalities, account opening and disbursement Meet customer service requirements through regular interactions with the customers to understand business condition, enhancement opportunity, etc Monitor transactions in the customer accounts to ensure that the cash flow movement and end use of fund are in compliance with the sanction stipulations Assist the Credit Manager in unit inspections and ensure timely insurance renewal, DP updated, stock renewal statement scrutiny and gathering of relevant market information Ensure maintenance of quality and health of portfolio and minimize Days Past Due through regular interactions with the customer Initiate recovery of stressed accounts through tele-calling/ field visits Ensure compliance to the stipulated guidelines/ norms and ensure closure to the audit processes Qualifications: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Puducherry
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Jaipur, Rajasthan
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The role of a Service Partner is to support the team of Burgundy Private bankers and Managing Partners to onboard new clients and to service the existing clients Key Responsibilities Provide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clients Handle clients query related to RM’s portfolio in a positive, timely and appropriate manner. The aim is to resolve customer’s query at the first point of contact and minimize referrals to the RM for routine transaction Adhere to all process and controls to identify and mitigate risk and ensures timely escalation /of control issues Responsible for improving the credit card and debit card funding of accounts true rate and ensuring NTBs with atleast 3 PPCs Comply with local regulations in all aspects of strategy sales process, client correspondence, financial promotion, administration, and complaint handling Zero discrepancy in documentation for new accounts. Ensure mobile registration with minimum 4 PPCs on ETB accounts and ensuring every migrated Accounts has a burgundy debit card. Achieve the operational standards for the business and work within agreed procedures and guidelines displaying high level of integrity at all times Qualifications: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Dehradun, Uttarakhand
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Belgaum, Karnataka
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Jalandhar, Punjab
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Raipur, Chhattisgarh
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Gandhidham, Gujarat
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
2.0 - 4.0 years
0 Lacs
Mumbai, Maharashtra
On-site
Branch Gold Loan Officer INTERNAL USAGE: (to be removed before publishing externally) No. of Vacancies: Manager: Branch Operations Head Is a Team leader? N Team Size: 0 Grade: Officer, AM, DM Business: Rural Lending Department: � Rural Lending Gold Sub Department: NA Location: About Branch Banking With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank�s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank�s customer engagement strategy across products and services About the Role Gold Loan Officer is responsible for Gold Loan Operations in the branch. � Portfolio Profitability - by maintaining Pricing and Fee of the assigned territory. � Productivity - To ensure the minimum benchmark ASL productivity by way of choosing right people and minimal attrition. � Process and Compliance � To achieve the highest level of operational and compliance superiority along with top line numbers.�������������� ��������������������������������������������������������������� ��������������������������������������������������������������� Key Responsibilities � To maintain relation with branch banking team in order to have smooth processing of Gold Loan cases�� � To recruit, train, induct ASL executive in the system and motivate them to increase gold loan portfolio in association with the Branch Banking channel. � To ensure that all the compliance/operational process are being followed by ASL and branch banking team, Keep providing training and constant support for a healthy and hygiene portfolio � To ensure that Top line numbers are met and required productivity level is also achieved as provided and guided by Central Team. Qualifications Optimal qualification for success on the job is: � Graduate/ MBA (Marketing) preferred from a recognized institute. � �2-4 years of relevant work experience (preferably NBFC). Role Proficiencies: For successful execution of the job, a candidate should possess: � Proven work experience in branch banking or channel sales � Solid Relationship Building Skills with experince of channel sales, team management � Strong problem solving skills and willingness to roll up one�s sleeves to get the job � Skilled at working effectively with cross functional teams in a matrix organization � Excellent written and verbal communication skills"����������������������������������������������������
Posted 1 week ago
0 years
0 Lacs
Meerut, Uttar Pradesh
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Patna, Bihar
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Jamshedpur, Jharkhand
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Calicut, Kerala
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Bhubaneswar, Orissa
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Kota, Rajasthan
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank’s customers, their family and business entities and provide wealth management advisory and solutions based on clients’ needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
0 years
0 Lacs
Bengaluru, Karnataka
On-site
About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The role of a Service Partner is to support the team of Burgundy Private bankers and Managing Partners to onboard new clients and to service the existing clients Key Responsibilities Provide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clients Handle clients query related to RM’s portfolio in a positive, timely and appropriate manner. The aim is to resolve customer’s query at the first point of contact and minimize referrals to the RM for routine transaction Adhere to all process and controls to identify and mitigate risk and ensures timely escalation /of control issues Responsible for improving the credit card and debit card funding of accounts true rate and ensuring NTBs with atleast 3 PPCs Comply with local regulations in all aspects of strategy sales process, client correspondence, financial promotion, administration, and complaint handling Zero discrepancy in documentation for new accounts. Ensure mobile registration with minimum 4 PPCs on ETB accounts and ensuring every migrated Accounts has a burgundy debit card. Achieve the operational standards for the business and work within agreed procedures and guidelines displaying high level of integrity at all times Qualifications: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
Posted 1 week ago
1.0 years
0 - 0 Lacs
Gautam Budh Nagar, Uttar Pradesh
On-site
Position: Sales Executive Location: Delhi NCR Industry: Banking / NBFC / Fintech Experience: 1-2 year Compensation: Fixed Salary + Attractive Incentives Start Date: Immediate Joiners Preferred Are you passionate about making a tangible difference in people's financial journeys? We're seeking dynamic Sales Executives to promote our innovative policies aimed at loan resolution and enhancing individuals' CIBIL scores. Key Responsibilities: Promote Financial Wellness: Educate eligible customers on the benefits of timely EMI repayments and how they positively impact credit health. Lead Generation & Conversion: Identify potential leads, conduct persuasive outreach, and adeptly handle objections to drive policy sales. Customer Education: Guide users on loan resolution strategies, methods to halt harassment calls, and steps for credit score correction. CRM Management: Maintain accurate and up-to-date entries in our CRM system, ensuring seamless tracking of customer interactions. Target Achievement: Consistently meet and exceed sales conversion targets, contributing to the team's overall success. What We're Looking For: Experience: 1-2 year in loan or cross-sell products, preferably in tele-loan sales or financial recovery. Knowledge: Solid understanding of CIBIL reports, defaults, settlements, and fundamental credit behaviors. Skills: Exceptional communication abilities coupled with a self-motivated and proactive attitude. What We Offer: Competitive Compensation: Enjoy a fixed salary complemented by high-performance incentives. Professional Growth: Receive comprehensive training on credit advisory and cutting-edge fintech tools. Career Advancement: Be part of a forward-thinking team with ample opportunities for career progression. Ready to Make a Difference? If you're eager to empower individuals to achieve financial stability and improve their credit journeys, we want to hear from you! Apply Now: [email protected] Job Types: Full-time, Permanent Pay: ₹18,000.00 - ₹22,000.00 per month Schedule: Day shift Work Location: In person Expected Start Date: 16/06/2025
Posted 1 week ago
20.0 - 35.0 years
0 - 0 Lacs
Coimbatore, Tamil Nadu
On-site
Key Responsibilities: Handle day-to-day branch operations related to gold loan disbursements and collections. Assess the purity and value of gold ornaments pledged by customers. Maintain accurate customer records, loan documentation, and KYC compliance. Build and maintain strong customer relationships to increase walk-ins and repeat business. Ensure timely recovery of interest and principal amounts. Prepare daily, weekly, and monthly reports and submit to management. Maintain safety and security of pledged gold and cash at the branch. Ensure compliance with company policies and RBI regulations. Requirements: Gender: Male candidates only Age: 20 to 35 years Qualification: Minimum HSC (12th pass); Graduates preferred Experience: 0–4 years in gold loan, NBFC, or banking operations preferred Skills: Basic computer and accounting knowledge Good communication and interpersonal skills Customer handling experience Integrity and honesty Job Types: Full-time, Permanent Pay: ₹12,171.70 - ₹18,037.56 per month Benefits: Cell phone reimbursement Health insurance Provident Fund Schedule: Day shift Supplemental Pay: Yearly bonus Location: Coimbatore, Tamil Nadu (Preferred) Work Location: In person
Posted 1 week ago
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