9201 Banking Jobs - Page 40

Job Description: We are hiring a Computer Operator (Fresher) to support basic computer and data entry tasks in our bank branch. The candidate will help in handling system entries, maintaining records, and assisting staff with computer-related tasks. Key Responsibilities: Enter customer and transaction data into banking software Maintain digital records and files Assist with report generation and printing Support staff with basic IT tasks Ensure data accuracy and confidentiality Requirements: 12th pass or Graduate (any stream) Basic computer knowledge (MS Office, typing) Good attention to detail Willingness to learn banking processes Benefits: Training provided Career growth in the banking sector Supportive work environment Any candidate who wants to apply can contact on the given contact number 08375858125

Job Description: We are hiring a Computer Operator (Fresher) to support basic computer and data entry tasks in our bank branch. The candidate will help in handling system entries, maintaining records, and assisting staff with computer-related tasks. Key Responsibilities: Enter customer and transaction data into banking software Maintain digital records and files Assist with report generation and printing Support staff with basic IT tasks Ensure data accuracy and confidentiality Requirements: 12th pass or Graduate (any stream) Basic computer knowledge (MS Office, typing) Good attention to detail Willingness to learn banking processes Benefits: Training provided Career growth in the banking sector Supportive work environment Any candidate who wants to apply can contact on the given contact number 08375858125

Role & responsibilities Excellent core Java skills Good knowledge of Java Design Patterns, Micro-services Architecture, Application Design Experience with Spring Boot, RESTful, , Elastic Search, XML, JSON Good knowledge of using Java Messaging. Strong proficiency in Java and experience with Java frameworks such as Spring Boot. Solid understanding of database design, SQL, and experience with relational databases like MySQL, PostgreSQL. Experience developing RESTful APIs and a good understanding of API design principles. Proficiency with version control systems such as Git. Strong analytical and problem-solving skills, with the ability to troubleshoot complex issues. Excellent teamwork and communication skills, with the ability to work effectively in a collaborative environment.

We are seeking a dynamic and customer-focused Branch Executive to join our team at a reputed NBFC. The ideal candidate will handle branch operations, customer service, and loan processing while supporting sales and achieving business targets. Key Responsibilities: Assist customers with loan applications (e.g., gold loans, personal loans) Handle daily cash transactions and maintain accurate records Cross-sell financial products such as insurance and loans Ensure compliance with company policies and RBI/NBFC regulations Maintain branch documentation and MIS reports Provide excellent customer service and build customer relationships Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Health insurance Paid sick time Provident Fund Work Location: Remote Expected Start Date: 01/08/2025

Job description Join us as a Private Bank Wealth Management- Controls Oversight-AVP at Barclays, where youll spearhead the evolution of our digital landscape, driving innovation and excellence. Youll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. To be successful as a Private Bank Wealth Management- Controls Oversight-AVP, you must have expertise in- Ability to influence at senior management level. Ability to apply judgement and balance risk versus business interest whilst ensuring compliance to all relevant policies and standards. Knowledgeable on aspects of Enterprise Risk Management Framework (ERMF), Operational Risk Framework (ORF) and Barclays Control Framework (BCF). Experience of working in or within a Control type role / team. Desirable skills/Preferred Qualifications: Effective written and oral communication skills, with the ability to present credibly to senior stakeholders. Experienced in dealing with multiple stakeholders in different business functions who have different objectives e.g. Barclays Internal Audit, Risk, Compliance, Fraud, Legal. Strong Excel skills including extensive experience in managing large quantities of data, pivots, formulas, Vlookup. Ability to provide thought leadership through bringing together insight and analysis including external knowledge. Extensive working knowledge of operational risk control processes and practices, including experience in their application across functions with ability to demonstrate a risk management mindset. Job location is Mumbai About the Chief Controls Office The Chief Controls Office (CCO) is a function within the Chief Operating Office (COO) that operates across the bank (Barclays UK (BUK), Barclays Bank Plc (BBPLC) and Barclays Execution (BX) Services) to strengthen the control environment by driving consistent, excellent performance against the Control agenda.The team is an integral part of Barclays increasing emphasis on sustaining and strengthening an effective control framework, to meet our business needs, meet regulatory requirements and also to deliver upon our core values and commitments to all of our customers, clients and shareholders. The purpose of the Chief Controls Office is to improve the Control Environment. We do this by defining and executing strong controls processes and offering effective control management tools and reporting.Control Business Partners directly partner with key stakeholders in the business as well as other BX services to provide an expert advisory service on a range of control related matters that support the assessment and management of risk across the businesses. Overall purpose of role Aligned to the Private Bank Wealth Management Business to facilitate first line governance and assure control effectiveness, including testing and tracking of issue and action plans arising from assurance activity to closure on behalf of the business To support and provide clear articulation of the risk and control landscapes including ability to demonstrate an understanding of control requirements for relevant internal Barclays and external Regulatory policies. This will include (but is not limited to): Control, Issues, Risk Event and Audit guidance, guidance on Policies and Standards and the oversight and management of risk. Support coordination and syndication of all Control Services, ensuring consistency and quality delivery of the Controls Strategy, Control Frameworks, improvement initiatives and capabilities across each Business, Functions or Horizontals. To develop and maintain relationships with senior colleagues and stakeholders - with the ability to effectively challenge risk and control decisions, when needed. Key Accountabilities To support oversight and guidance relating to issues management in respect of risk and control issues including quality and adherence to SLAs throughout the issues management process. Working together to ensure frameworks are implemented and managed effectively across aligned businesses, functions and horizontals. Provide advice, education and awareness relating to issues management as part of continuous improvement and enhanced service framework. Driving improved and sustainable controls culture through use of data led relevant indicators to ensure Control Forums are insightful and conversations risk focused, while also overseeing the Control Framework. Monitor key indictors and provide insights to leadership to oversee their risk profile. This includes analytics covering root cause analysis of issues and thematic trends, supporting the function to predict areas of risk exposure. Proactively identify and resolve thematic issues to help drive control enhancement opportunities through the use of key data such as Control Reporting Data insights. Specialist consultancy and advisory service to help to drive high quality risk management in line with strategy, regulation, Group frameworks, policies and standards to deliver a sustainable and strengthened control environment and control culture. Deploying knowledge and expertise to assess, predict and mitigate future risks whilst helping to guiding the business, functions and horizontals on using the Control Framework in a way that allows the business to safely grow and innovate. Support management and coordination of regulatory inputs to control reporting, briefings and relevant governance fora (as required). Supporting Senior Managers (SMRs) and Material Risk Takers (MRTs) in the effective discharge of their responsibilities. Partnering with 2nd Line of Defence (2LOD i.e. Compliance, Operational Risk) and 3rd Line of Defence (i.e. Barclays Internal Audit) colleagues to input on common areas of interest to provide an enriched controls advisory service. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.

Job Description: We are hiring a Computer Operator (Fresher) to support basic computer and data entry tasks in our bank branch. The candidate will help in handling system entries, maintaining records, and assisting staff with computer-related tasks. Key Responsibilities: Enter customer and transaction data into banking software Maintain digital records and files Assist with report generation and printing Support staff with basic IT tasks Ensure data accuracy and confidentiality Requirements: 12th pass or Graduate (any stream) Basic computer knowledge (MS Office, typing) Good attention to detail Willingness to learn banking processes Benefits: Training provided Career growth in the banking sector Supportive work environment Any candidate who wants to apply can contact on the given contact number 08375858125

Job Description: We are hiring a Computer Operator (Fresher) to support basic computer and data entry tasks in our bank branch. The candidate will help in handling system entries, maintaining records, and assisting staff with computer-related tasks. Key Responsibilities: Enter customer and transaction data into banking software Maintain digital records and files Assist with report generation and printing Support staff with basic IT tasks Ensure data accuracy and confidentiality Requirements: 12th pass or Graduate (any stream) Basic computer knowledge (MS Office, typing) Good attention to detail Willingness to learn banking processes Benefits: Training provided Career growth in the banking sector Supportive work environment Any candidate who wants to apply can contact on the given contact number 08375858125

Job Title: Query Officer Department: Business Reports to: Branch Manager Age Limit: 23-34 Purpose of the Job: Getting the correct explanatory document for the queries raised. Providing appropriate explanation to the queries raised depending on the query. Acting as a bridge to the bank/customer and providing the best service by getting the correct documents within the stipulated time. Job Types: Full-time, Permanent, Fresher, Volunteer Pay: ₹12,000.00 - ₹14,000.00 per month Benefits: Cell phone reimbursement Health insurance Schedule: Day shift Education: Bachelor's (Preferred) Work Location: In person

Job Description: We are hiring a Computer Operator (Fresher) to support basic computer and data entry tasks in our bank branch. The candidate will help in handling system entries, maintaining records, and assisting staff with computer-related tasks. Key Responsibilities: Enter customer and transaction data into banking software Maintain digital records and files Assist with report generation and printing Support staff with basic IT tasks Ensure data accuracy and confidentiality Requirements: 12th pass or Graduate (any stream) Basic computer knowledge (MS Office, typing) Good attention to detail Willingness to learn banking processes Benefits: Training provided Career growth in the banking sector Supportive work environment Any candidate who wants to apply can contact on the given contact number 08375858125

Job Description: We are hiring a Computer Operator (Fresher) to support basic computer and data entry tasks in our bank branch. The candidate will help in handling system entries, maintaining records, and assisting staff with computer-related tasks. Key Responsibilities: Enter customer and transaction data into banking software Maintain digital records and files Assist with report generation and printing Support staff with basic IT tasks Ensure data accuracy and confidentiality Requirements: 12th pass or Graduate (any stream) Basic computer knowledge (MS Office, typing) Good attention to detail Willingness to learn banking processes Benefits: Training provided Career growth in the banking sector Supportive work environment Any candidate who wants to apply can contact on the given contact number 08375858125

Takes responsibility of fulfilling leads prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES: Establishing strengthening relationship with branch manager staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS: Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE: Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English regional language (mandatory) Age group: 21-28 years Preferably has own conveyance

Will be responsible for the Bancassurance (YBL) partnership. Create and maintain engagement with regional managers /branch managers and other key Yes Bank Head Office / Management Team members Lead a team of Sales Executives (Relationship Associates and Associate Sales Managers and Centre Managers) and monitor their input/output activity and ensure lead generation through various sources Increasing insurance awareness and product penetration among Yes Bank s customers Increasing insurance penetration among Yes Bank staff members Suggest sizzlers and R&R platforms for Yes Bank s employees who provide prospect leads as we'll as for AXIS MAX LIFE s dedicated sales team Suggest product synergies and capture Yes Bank s various customer touch-points for insurance sales opportunities Provide accurate and timely competitor updates/best practices MEASURES OF SUCCESS Business Plan- Adj MFYP (Rs.) - Plan v/s Actual Activation Plan - Seller Activation (%) - Plan Vs Actual Collections- 15th month Persistency (%) - >75% Sales process Adherence- 1.Implementation of CRM 2.Governance Rhythm 3.Business Leakage & complaints Effective Management of People Talent Retention - 70% G2M2 retention - >90%. Engagement Score - 85% Customer centricity and satisfaction - Effective Management of Customer As per Plan Key Relationships (Internal /External) Distribution leaders HR Team Training Team Planning & Analytics Team Yes Bank Management & Sales Team Key competencies/skills required Relationship Management, Leading people, Effective Management of Process DESIRED QUALIFICATIONS AND EXPERIENCE Graduate / Post Graduate in Sales / Marketing 10-12 yrs of overall exp. in sales with a minimum of 5-6 yrs combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.

Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Measures of Success Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets Key Responsibilities/ Key Deliverables Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Measures of Success Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets

Principal AccountabilitiesHow they are achieved/measuredManage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service. Tracking penetration performance and publishing dashboards, along with Group Operations. To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc) , to minimize the same and adhere to TATs and contribute to product improvement. Monitoring and control process of Post Sales. Managing complete claims operation & end to end process. Principal AccountabilitiesHow they are achieved/measuredManage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service. Tracking penetration performance and publishing dashboards, along with Group Operations. To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc) , to minimize the same and adhere to TATs and contribute to product improvement. Monitoring and control process of Post Sales. Managing complete claims operation & end to end process.

Job Summary: We are looking for a dynamic and motivated Export Sales Executive to join our international sales team. The role involves identifying new markets, conducting research to find potential buyers, negotiating deals, and managing the export sales process end-to-end. Freshers with a background in International Business , as well as candidates from insurance and banking sectors , are encouraged to apply. Female candidates will be given priority. Key Responsibilities: Research and identify potential international buyers and new market opportunities. Generate leads through online platforms, industry directories, and trade fairs. Initiate communication with prospective clients and present product offerings. Negotiate pricing, payment terms, and close export deals effectively. Maintain strong relationships with existing overseas clients and agents. Coordinate with internal teams (logistics, documentation, finance) to ensure timely order fulfillment. Handle export documentation and ensure compliance with INCOTERMS and international trade regulations. Keep track of industry trends and market intelligence. Maintain records of communications, quotations, and sales activity. Participate in trade shows, online meetings, and promotional events. Requirements: Bachelor’s degree in International Business, Marketing, Commerce, or a related field. Freshers with relevant academic background are welcome. Professionals from insurance and banking sectors with client-handling experience are also encouraged to apply. Excellent communication, negotiation, and interpersonal skills. Strong research and analytical ability. Proficiency in MS Office and online business platforms. Self-motivated, organized, and goal-oriented. Job Type: Full-time Pay: ₹300,000.00 - ₹600,000.00 per year Benefits: Cell phone reimbursement Internet reimbursement Language: English (Required) Work Location: In person

Job Profile – Business Development Executive / Work from Office Package – 2.40 LPA to 4.20 LPA (In-hand) + Excellent Incentives (Note: Salary will be offered as per the interview) Roles and Responsibilities Client acquisition & Grievance Handling. Explain Trading Strategies, Company Terms, and Market Risk to the Clients. Generate prospects on Daily Basis via Telephonic, Visual & Text conversations. Conduct Risk Profile Management & Trading Strategies sessions with the clients. Coordinate with Digital Marketing & Research Team to Best Service to the Clients. Explore the Global Market, Keep updated on current affairs to Serve Investors & Traders. Achieve Monthly tasks via Client Acquisition on Generating Leads. Desired Candidate Profile Minimum Graduate or Post Graduate. Talkative, Enthusiastic, and Innovative. Knowledge of the Global Market. (Forex & Comex) Fluent English Communication, Sales & Marketing Skills are required. Should be a self-motivated, independent, detail-oriented, responsible team player and exhibit exceptional relationship management skills. Experience in International Sales, Marketing, Global Market, and Financial Services will be preferred. Perks and Benefits Desired Incentives. Overseas Trip by Company. Monthly Contest & Trophies. Reach us for an Interview Email: [email protected] Call: +91 7000522272 Job Types: Full-time, Permanent Pay: ₹22,000.00 - ₹35,000.00 per month Benefits: Paid sick time Compensation Package: Commission pay Performance bonus Schedule: Day shift Fixed shift Morning shift Ability to commute/relocate: Indore, Madhya Pradesh: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Experience: Sales: 1 year (Required) Language: English (Required) Work Location: In person

We are urgently hiring for "Customer Service Executive" in Malad west Mindspace. Salary- 26k to 40k + plus incentives + OT Hsc with 6months or Graduate fresher will do. Requirements: Excellent verbal and written communication skills in English. Strong customer service orientation with a passion for helping others. Ability to work independently and as part of a team. Flexibility to work on a night shift schedule (5 days on, 2 days off). Basic computer skills and proficiency in using customer relationship management (CRM) software. Benefits: Competitive salary and benefits package. Opportunities for professional growth and development. Supportive and collaborative work environment. Flexible work arrangements. Contact- HR Payal- 9137347692 Job Types: Full-time, Permanent Pay: ₹24,000.00 - ₹40,000.00 per month Benefits: Cell phone reimbursement Health insurance Paid sick time Provident Fund Work Location: In person

Key Responsibilities: Handle inbound/outbound calls, emails, and chats regarding banking services and products. Resolve customer queries and complaints efficiently and professionally. Assist customers with internet banking, mobile banking, account services, and transactions. Maintain detailed records of customer interactions in CRM systems. Escalate unresolved issues to relevant departments promptly. Ensure strict compliance with internal policies and regulatory guidelines. Qualifications & Skills: Graduate in any stream. 0–2 years of experience in customer service or BPO/call center (banking preferred). Excellent communication skills in English and regional languages. Strong problem-solving and interpersonal skills. Basic computer proficiency (MS Office, CRM tools, etc.). Job Type: Full-time Pay: ₹15,000.00 - ₹35,000.00 per month Work Location: In person

Job Description Summary We are seeking an experienced Relationship Executive who will be responsible for building and maintaining strong relationships with clients by understanding their tax and financial needs, providing personalized advice, cross-selling relevant tax, investments and financial banking products and services, and actively seeking new business opportunities to achieve sales targets while ensuring high customer satisfaction and compliance with banking regulations; essentially acting as a trusted advisor to clients throughout their banking journey. Job DescripƟon  Client Acquisition and Onboarding: Identify potential clients, initiate contact, and manage the onboarding process to establish enhanced relationships  Relationship Management: Regularly engage with clients to understand their financial goals, proactively offer suitable banking solutions, and address any concerns.  Needs Analysis: Conduct thorough client assessments to idenƟfy financial needs and tailor tax, investments or banking products and services accordingly.  Cross-Selling and Upselling: Identify opportunities to cross-sell additional banking products like credit cards, investments, or insurance to existing clients.  Sales Target Achievement: Meet or exceed assigned sales targets for new accounts, crossselling, and revenue generaƟon.  Client Retention: Actively manage client relationships to minimize aƩrision and maintain long-term loyalty.  Customer Service: Provide excellent customer service by promptly responding to client inquiries and resolving issues effecƟvely.  Compliance: Adhere to all income tax policies, procedures, and regulatory requirements regarding KYC (Know Your Customer).  Market Knowledge: Stay updated on market trends, new products, and regulaƟons to provide informed advice to clients. Desired Skill  Excellent CommunicaƟon Skills: Strong verbal and listening abiliƟes to effecƟvely present loan opƟons, address customer inquiries, and handle objecƟons.  Sales Acumen: Proven track record of successful sales experience, preferably in financial services or business loan sales.  Financial Knowledge: Basic understanding of financial statements, credit analysis, and loan structuring.  Persuasive Negotiation Skills: Ability to negotiate loan terms and conditions to reach mutually beneficial agreements with clients.  Customer Service Orientation: Commitment to providing exceptional customer service throughout the sales process.  Resilience and Persistence: Ability to handle rejection and maintain a positive attitude while consistently pursuing leads. Experience Required  Minimum 2 years of experience as Relationship Building in a bank or financial services company  Proven track record of achieving sales targets in a competitive environment.  Familiarity with CRM software and telephony systems Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹25,000.00 per month Schedule: Day shift Morning shift Work Location: In person Speak with the employer +91 8595417186

Job Summary We are seeking a dedicated professional for the role of TL-Performing Servicing with 6 to 8 years of experience. The ideal candidate will have expertise in MS Excel and a background in mortgage-related domains such as foreclosure claim file servicing and escrow administration. This role requires working from the office during night shifts with no travel obligations. Responsibilities The Team Leaders objective is to actively lead and motivate a team in accordance with laid down procedures to achieve and maintain requisite standards of quality and productivity. He she will report to the Team Manager Delivery Manager Operations who will be the first point of contact for any issues questions or concerns. Key Result Areas KRAs Leadership The Team Leader is expected to actively lead and motivate the team for whom he she is the primary point of contact. The Team Leader is expected to be close to the team and be aware of issues including potential issues within the team and appropriately resolve escalate the same. The Team Leader should be aware of the strengths and weaknesses of his her team members and provide them with appropriate guidance and direction. The Team Leader is expected to actively promote the company ethos and create and maintain an environment which encourages retention. The Team Leader is expected to identify and implement feasible solutions to issues which could lead to attrition. Operations Experience of working in US Mortgage Escrow experience Understand escrow lines or products Knowledge of core logic lareta proctor or assurant activities Understood Tax amount reporting pre boarding loans comprehension of HUD and Initial escrow statement working in Escrow set up Analysis and Cancellations. Knowledge of mobile homes good to have Mortgage Insurance cancellations Hazard Insurance Must have knowledge on loss drafts flood zones hazard claim filing etc The Team Leader is expected to ensure that all team members meet or exceed the productivity and quality targets and recommend corrective action necessary for underperformers. The Team Leader is expected to ensure smooth operations on a daily basis by ensuring all service level agreements are met in terms of quality productivity and turnaround time by active interaction with the business area. The Team Leader is expected to take ownership of identification and resolution of daily operational admin and technical issues. The Team Leader should ensure timely and accurate submission of all reports sought by the management or by the business area and ensure high levels of internal and external customer service. The Team Leader is expected to periodically review and suggest possible revision of the quality and productivity targets based on the teams performance in order to improve overall process efficiency and deliver excellent customer service. The Team Leader is expected to Initiate Training and Updates to the team members The Team Leader is expected to keep the Manager appraised of members needs staffing issues technical and performance issues The Team Leader is expected to interact with the BA in order to be transparent on the business front Teamwork The Team Leader is expected to create and maintain an environment that fosters teamwork in which each member is an eager contributor. The Team Leader is expected each team member is a functional unit of a very cohesive team and share a close bond with their peers. The Team Leader is expected to actively participate and encourage participation in team events. Continuous Improvement The Team Leader is expected to constantly improve upon current performances and raise the bar of expectations and standards. The Team Leader is also expected to contribute ideas suggestions which improve the process efficiency or enhance the way we work. The Team Leader should constantly strive to invite suggestions from the team and implement them if found feasible. Appraisals The Team Leader is expected to conduct and document appraisal reviews of the team members on at least a monthly basis. The Team Leader should give feedback to individual team members in a manner not offensive to the team member focusing on the performance rather than the personality of the individual in an unbiased and unprejudiced way. The Team Leader should be objective and specific while delivering feedback and avoid being general. The Team Leader is expected to be open and receptive to feedback. Qualification Graduate 6 plus years of experience in U.S Mortgage Servicing Default Servicing Escrow Good understanding of U.S. Mortgage Banking Loan Servicing cycle Minimum of two years in the team handling role Skill Sets Good interpersonal skills Prioritizing and Time Management Planning and Organizing Skills Good Knowledge of MS office Flexibility to work in different shifts Acceptability by the team Good written and verbal communication US Mortgage Industry knowledge Certifications Required Microsoft Office Specialist: Excel Certification

KEY RESPONSIBILITIES To achieve agreed individual financial and non-financial targets by acquiring, growing, and retaining profitable SME Enterprise customers within acceptable risk parameters. Achieve Business targets of both New To Bank & CASA as per Performance scorecard. Segment focus, customer focused needs-based selling. Being a Business Clients Acquisition Executive, focus must be on acquiring new High Value Segment customer relationship and fulfilling needs with respect to Liabilities, Trade & Forex for such customers as mandated by the Bank. It will also involve deepening these relationships by cross-selling various product. SKILLS AND EXPERIENCE Minimum 3-5 years of relevant experience in serving Business, Commercial and Corporate clients. Proven track record in Acquisition and business development. Strong understanding of local industries, supply and value chains, and market environment. Knowledge of operational procedures, documentation requirements, banking practices and regulations related to SME Banking. Strong understanding in business guidelines and compliance issues. Sound knowledge of financial markets and investment products. Outstanding communication and presentation skills. Motivated self-starter, identifying opportunities, providing innovative approaches to meet client needs. Maintains a high standard of personal conduct and lives our valued behaviours. QUALIFICATIONS Any Graduate with relevant experience in Finance or Banking industry.

Provide outstanding client experiences Organised, follow-up leads, complete and record appointments, close customer requests Support our clients to meet their financial needs, as they progress through their career and life-stages Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions Keep abreast of market trends, new product offerings and the latest campaigns Skills and Experience Banking knowledge and sales experience Excellent communication, interpersonal and relationship building skills Ability to learn new products and services quickly Market awareness and benchmarking Management information Work in a flexible and agile way Courageous, creative, responsive, and trustworthy Thrives in an international environment Enjoys being in a team, engaging with co-workers Motivated self-starter, identifying opportunities Maintains a high standard of personal conduct and lives our valued behaviours

Job Description: - Deliver end-to-end training for trainees in the Banking Domain along with knowledge of Finance & Accounts. Deliver employability skills/ Interpersonal skills-related training that empowers youth to take up employment. Apply experience and knowledge in conducting effective training in the domain skills as well as soft skills. Deliver training using innovative methods including activity-based learning, role plays, experiential learning, and sports for development techniques and consistently evaluate the quality and impact of training. Conduct online video-based training with excellent platform skills. Maintain reports and run the content on internal systems. Evaluating and grading training assignments of trainees and conducting feedback. Categorizing the areas of improvement at an individual level or group level. Promoting an open knowledge-sharing environment that builds knowledge, skills, and service for the benefit of the organization as a whole. Create and maintain a positive and professional learning environment. Increase student skills and ability to meet the needs of corporate placement. Assisting students one to one in learning. Counselling students regularly to ensure fewer dropouts. Prerequisites: - Stronghold in the Banking domain with fair knowledge of Accounting and Finance Excellent training delivery skills both online and offline. Hands-on use or quick learning of internal tools/ systems Excellent interpersonal skills and communication skills (written and oral) Entrepreneurial and proactive attitude Commitment and ownership Understanding of effective teaching methodologies and tools Willingness to keep abreast of new techniques in training Proficient in MS Office Critical thinking and decision-making Mentoring and Coaching skills Qualification and Work Experience: Graduate in any stream, with experience in accounting and finance OR Commerce graduate (Banking & Finance) At least 2+ years of experience in training in the BFSI domain along with knowledge of Finance & Accounts. Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Benefits: Health insurance Education: Bachelor's (Preferred) Experience: total work: 1 year (Preferred) Work Location: In person

Roles and Responsibilities: Selling Life insurance to customers. Collaborate with our banking partners to identify and engage with potential customers, leveraging their existing client base and network to generate leads and referrals. Build rapport and establish trust with customers through proactive communication, needs analysis, and personalized financial planning sessions. Conduct regular follow-ups and reviews to deepen relationships, address customer inquiries, and provide ongoing support. Present and promote the range of life insurance products and services to customers, highlighting their features, benefits, and suitability based on individual financial goals and risk profiles. Cross-sell and upsell additional products and services to maximize revenue opportunities and enhance customer value. Educate customers on the importance of life insurance and financial planning, empowering them to make informed decisions to protect their families and secure their financial future. Stay updated on industry trends, market developments, and regulatory changes affecting the insurance sector, incorporating relevant insights into sales practices and customer interactions. We're looking for someone with: Bachelor's degree in business administration, marketing, or related field. MBA preferred. Minimum 1 year of experience in sales, preferably in the insurance industry, with a proven track record of achieving targets. Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport with diverse stakeholders. Sound knowledge of insurance products, sales techniques, and market dynamics. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹35,000.00 per month Benefits: Health insurance Provident Fund Schedule: Day shift Morning shift Supplemental Pay: Performance bonus Yearly bonus Experience: Customer service: 1 year (Preferred) total work: 1 year (Required) Language: English (Preferred) Work Location: In person

As a Senior Officer (SO) or Associate Manager (AM) at Direct Sales Axis Max Life, you will be responsible for engaging in direct sales activities aimed at promoting and selling insurance products. Whether you are a fresher or have relevant experience in the Insurance/Broking/Banking/Life Insurance sectors, there are opportunities for you to grow in this role. For the position of Senior Officer (SO), the salary offered can go up to 2.7 LPA, while for the Associate Manager (AM) role, the salary can reach up to 3.5 LPA. It is essential for the AM role to have a minimum of 6 months of experience and a mandatory graduation degree with all marksheets and certificates in place. Additionally, the age requirement for both positions is below 35 years. Your primary responsibilities will include managing leads provided by the company as well as leveraging your personal network to generate sales opportunities. You will be expected to sell insurance products, communicate policy benefits clearly, and explore cross-selling and upselling opportunities within the existing customer base. Furthermore, you will be involved in collections, renewals, scheduling and conducting client meetings, and ensuring that sales targets and performance metrics are met. Please note that this role entails a mix of office and fieldwork, with approximately 50% of the job requiring field visits. The final CTC will be determined during the interview process. Experienced individuals can anticipate drawing incentives of not less than 25k/annum or 2k per month with valid proofs. This is a full-time and permanent job opportunity suitable for both freshers and experienced professionals. As part of the benefits package, life insurance and provident fund options are available for employees. If you are enthusiastic about a career in direct sales within the insurance industry and meet the eligibility criteria mentioned above, we encourage you to apply for this position and be a part of the Direct Sales Axis Max Life team.,