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2.0 - 7.0 years
4 - 7 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Collection Officer to join our team in Kinathukadavu. The ideal candidate will have 2 to 7 years of experience in collections, preferably in the banking or financial services industry. Roles and Responsibility Negotiate payment schedules with customers to suit their current financial situation while satisfying the debt. Track portfolio for specific buckets and control delinquency, focusing on non-starters. Provide efficient customer service regarding collection issues, process refunds, and review account adjustments. Monitor and maintain customer account details for non-payments, delayed payments, and other irregularities. Ensure compliance with all Audit/NHB/IRB regulations and company policies. Identify defaulting accounts and investigate reasons for default while maintaining a healthy relationship with the customer. Job Graduate or Master''s degree in any field. Minimum 2 years of experience in collections. Possess strong knowledge of auditing, financial services, broking, and financial inclusion. Demonstrate excellent communication and negotiation skills. Ability to work effectively in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills are essential. Additional Info The selected candidate will be required to make efforts to keep client partnerships intact.
Posted 1 month ago
6.0 - 11.0 years
13 - 17 Lacs
Ahmedabad
Work from Office
We are looking for a highly skilled and experienced professional with 6 to 11 years of experience to manage our real estate portfolio in Ahmedabad, providing in-depth analysis for the allotted region, ensuring efficiency, compliance, and consistency. The ideal candidate will have a strong background in finance and management. Roles and Responsibility Manage the real estate portfolio through periodic asset quality reviews, project site visits, data analysis, and meetings. Ensure post-disbursement compliance according to sanction terms, including security perfection and charge creation. Identify early warning signals and prepare timely Asset Quality Review notes. Liaise with audit firms, legal and technical vendors for timely reports. Participate in preparing facility documents for disbursements and follow up on Post Disbursal documents (PDD). Prepare MIS and publish reports as required. Work on SICR reporting to NHB. Handle internal and external audits and process mapping/improvement related to the business. Manage NOC and issuance, and oversee escrow account management. Job CA or MBA in Finance degree. Minimum 6 years of experience in a similar role. Strong knowledge of banking, financial services, and broking. Excellent analytical and problem-solving skills. Ability to work effectively with cross-functional teams. Strong communication and interpersonal skills. Experience in credit risk assessment and management. Familiarity with regulatory requirements and industry standards. Proficiency in data analysis and report preparation. Understanding of RERA and other relevant laws and regulations. Experience in managing and improving processes. Knowledge of auditing and compliance procedures. Ability to work under pressure and meet deadlines. Strong attention to detail and organizational skills.
Posted 1 month ago
2.0 - 7.0 years
5 - 9 Lacs
Kolkata
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of wealth management, financial analyst, and portfolio management. Excellent communication and interpersonal skills. Ability to work with HNI clients and provide tailored financial solutions. Experience in acquiring new customers who meet product criteria through cross-referencing.
Posted 1 month ago
2.0 - 7.0 years
8 - 12 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced professional to join our team as a Manager - DSMG in Kolkata. The ideal candidate will have 2 to 7 years of experience in the banking or financial services industry. Roles and Responsibility Handle collections for assigned areas and achieve targets on resolution, flows, credit cost, and roll rates. Ensure NPA''s are within assigned budgets and minimize them through active efforts. Increase fee income/revenue and develop initiatives to control vendor payouts. Conduct asset verifications and possession as per SARFESI/Section 9 process through court receivers. Track and control delinquency, focusing on non-starters. Build relationships with key clients to ensure timely collections and monitor defaulting customers. Represent the organization in front of legal/statutory bodies as required by the legal team and ensure the collection team adheres to legal guidelines. Allocate work to field executives and ensure agencies perform as per defined SLA, with payments and audit receipts deposited within the defined SLA. Ensure adequate Feet on Street availability area-wise/bucket-wise/segment-wise and obtain daily updates from all collection executives on the delinquent portfolio, initiating detailed account level reviews of high-ticket accounts. Ensure compliance with all Audit/Regulatory bodies and company policies and procedures. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in banking or financial services. Strong knowledge of banking operations, financial services, and broking. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong analytical and problem-solving skills.
Posted 1 month ago
2.0 - 7.0 years
6 - 10 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is an added advantage. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of business development, portfolio modeling, and portfolio management. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are essential.
Posted 1 month ago
3.0 - 8.0 years
5 - 9 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced professional to join our team as a Sr. Officer Collection - FI - Housing in Bikaner, with 3-8 years of experience. Roles and Responsibility Handle collections for the assigned area and achieve collection targets on various parameters like resolution, flows, credit cost, and roll rates. Ensure NPA''s are within the assigned budget and minimize them through active efforts. Increase fee income/revenue and develop initiatives to control and reduce vendor payouts. Conduct asset verifications and possession as per SARFESI/Section 9 process through court receivers. Track and control delinquency (Bucket & DPD Wise) and focus on non-starters. Build relationships with key clients to ensure timely collections and monitor defaulting customers. Represent the organization in front of legal/statutory bodies as required by the legal team and ensure the collection team adheres to legal guidelines. Allocate work to field executives and ensure agencies perform as per defined SLA, with payments and audit receipts deposited within the defined SLA. Ensure adequate Feet on Street availability and obtain daily updates from all collection executives on the delinquent portfolio, initiating detailed account-level reviews of high-ticket accounts. Ensure compliance with all Audit/NHB/IRB regulations and company policies and procedures. Job GraduateYes. Masters/Postgraduate is optional. Minimum 3 years of experience in collections or a related field. Possess strong knowledge of banking operations, financial services, and broking. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills are essential. Experience in managing teams and allocating work to field executives is preferred.
Posted 1 month ago
2.0 - 7.0 years
7 - 11 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or business development. Possess strong knowledge of financial products, including debt, structures, equities, MFs, fund-based real estate, and other investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.
Posted 1 month ago
2.0 - 7.0 years
9 - 13 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced professional to join our team as a Product Marketing Manager in Mumbai. The ideal candidate will have 2 to 7 years of experience in marketing, preferably in the financial services industry. Roles and Responsibility Manage overall operations for digital wealth verticals as a single point of contact. Be key to rolling out processes and policies related to customer service. Download trade files from exchanges such as BSE and NSE, upload them into back office software, and generate contract notes. Print daily contracts for BSE, NSE, and derivative markets. Handle settlement data processing and run the payout process. Prepare daily MIS on pay-in and payout shortages and send intimation to branches. Reconcile and allocate corporate actions. Download files required for derivative processing (margin file, position file) and generate/ print daily or quarterly reports while reconciling beneficiary reconciliation daily. Upload derivative margin files to exchanges and maintain logs for e-contacts and other e-statements. Job Graduate degree. Minimum 2 years of experience in marketing, preferably in the financial services industry. Possess strong knowledge of banking, financial services, and broking. Demonstrate excellent communication and customer service skills. Ability to work effectively in a fast-paced environment and meet deadlines is essential. Strong analytical and problem-solving skills are necessary. Experience with derivatives, margin files, and position files is preferred.
Posted 1 month ago
1.0 - 6.0 years
4 - 7 Lacs
Mumbai
Work from Office
We are looking for a highly motivated and experienced Collection Officer to join our team in Vellore, Anna Salai, and J Grades. The ideal candidate will have 1 to 6 years of experience in collections, financial services, or a related field. Roles and Responsibility Negotiate payment schedules with customers to suit their current financial situation while satisfying the debt. Track portfolio for specific buckets and control delinquency, focusing on non-starters. Provide efficient customer service regarding collection issues, process refunds, and review account adjustments. Monitor and maintain customer account details for non-payments, delayed payments, and other irregularities. Ensure compliance with all Audit/NHB/IRB regulations and company policies. Identify defaulting accounts and investigate reasons for default while maintaining a healthy relationship with the customer. Job Graduate or Master''s degree in any discipline. Minimum 1 year of experience in collections, financial services, or a related field. Possess strong knowledge of banking operations, financial services, and broking. Demonstrate excellent communication and negotiation skills. Ability to work in a fast-paced environment and meet deadlines is essential. Strong analytical and problem-solving skills are required. About Company TATA CAPITAL LIMITED is a leading player in the banking industry, committed to providing exceptional customer service and driving business growth.
Posted 1 month ago
11.0 - 14.0 years
16 - 20 Lacs
Mumbai
Work from Office
We are looking for a highly motivated and experienced professional with 11 to 14 years of experience to lead our sales team in achieving business targets. The ideal candidate will have a strong background in sales and management, with a proven track record of driving sales growth and managing high-performing teams. This position is based in Ludhiana. Roles and Responsibility Drive sales and ensure business targets are achieved for the state. Achieve incremental growth in book size and maintain the health of the book. Source tie-ups with relevant industry agents and build alternate sourcing channels. Guide the team in achieving business goals and objectives. Manage and enhance team productivity. Monitor and evaluate the effectiveness of the sales process. Train and provide technical expertise to field sales staff on various products. Cross-sell products and maintain zero NPA. Share market intelligence and suggestions with senior management. Job Post Graduate or Graduate in any discipline. Minimum 11 years of experience in sales and management. Proven track record of driving sales growth and managing high-performing teams. Strong leadership and management skills. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Experience in commercial vehicle finance and sales. IndustryBanking / Financial Services / Broking. Company nameTATA CAPITAL LIMITED.
Posted 1 month ago
2.0 - 7.0 years
7 - 12 Lacs
Hyderabad
Work from Office
We are looking for a skilled professional to join our team as a Sr. Relationship Manager - Wealth in Hyderabad, with 2-7 years of experience. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Acquire and manage a group of HNI clients, providing financial products to meet their needs. Deepen relationships by cross-selling to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Network and seek referrals to expand the client base and contribute to business growth targets. Assist in developing and implementing marketing plans for acquiring new corporate customers and formulate acquisition initiatives. Acquire new accounts from groups and collaborate within internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions to clients. Job Minimum 2 years of experience in sales, preferably in wealth management or a related field. Strong knowledge of financial products, including Debt products, Structures, Equities, MFs, and Fund-based Real Estate products. Excellent communication and relationship-building skills. Ability to stay up-to-date with industry trends, economic developments, and regulatory changes impacting clients'' financial positions. Strong analytical and problem-solving skills. Experience in managing and growing a portfolio of HNI clients. A graduate degree is required for this position. Additional Info The company offers a dynamic work environment and opportunities for professional growth and development.
Posted 1 month ago
3.0 - 8.0 years
7 - 11 Lacs
Bengaluru
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 3 to 8 years of experience in sales, preferably in the commercial vehicle industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, and term loan. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 3 years of experience in sales, preferably in the commercial vehicle industry. Strong knowledge of financial services, broking, and banking. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Experience in managing customer relationships and addressing service and sales queries.
Posted 1 month ago
1.0 - 3.0 years
11 - 15 Lacs
Ranchi
Work from Office
We are looking for a highly skilled and experienced professional with 1 to 3 years of experience to join our team as a Manager - DSMG - Motor Finance - Collections - Flows - Bkt 1 to 3 (ST) in Ranchi. The ideal candidate will have a strong background in collections, financial services, or broking. Roles and Responsibility Handle collections for the assigned area and achieve collection targets on various parameters like resolution, flows, credit cost, and roll rates. Ensure NPA''s are within the assigned budget and minimize them through active efforts. Increase fee income/revenue and control vendor payouts. Conduct asset verifications and possession as per SARFESI/Section 9 process through court receivers. Track and control delinquency, focusing on non-starters. Build relationships with key clients to ensure timely collections and monitor defaulting customers. Represent the organization in front of legal/statutory bodies as required by the legal team and ensure the collection team adheres to legal guidelines. Allocate work to field executives and ensure agencies perform as per defined SLA, with payments and audit receipts deposited within the defined SLA. Ensure adequate Feet on Street availability and obtain daily updates from all collection executives on the delinquent portfolio, initiating detailed account level review of high-ticket accounts. Ensure compliance with all Audit/Regulatory bodies and company policies and procedures. Job Post Graduate or Graduate in any discipline. Minimum 1 year of experience in collections, financial services, or broking. Strong knowledge of banking, financial services, and broking. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills.
Posted 1 month ago
10.0 - 12.0 years
5 - 9 Lacs
Kolkata
Work from Office
We are looking for a highly skilled and experienced professional to join our team as a Manager in Branch Operations based in Kolkata. The ideal candidate will have 10-12 years of experience in the banking or financial services industry. Roles and Responsibility Manage and control all operational functions of the branch, defining roles and responsibilities for team members. Ensure adequate coordination with the centralized operations team to maintain high-quality service and customer satisfaction. Provide product awareness among operations teams to handle walk-in customers and guide them on cross-selling company products. Oversee back-end operations, adhere to TAT and SLAs, and ensure accurate cash management and tallying of accounts. Coordinate with IT, infrastructure, security, secured stationary (operations), unsecured stationary (admin), and housekeeping for branch administration activities. Ensure process-level compliance through accurate document collection from customers and adherence to RBI regulations around KYC, AML, operational risk, and customer service. Foster collaborative relationships with sales managers to ensure optimal communication and focus between sales and processing. Review operational scorecards to identify root causes of exceptions, detect trends, and suggest training opportunities, system or process enhancements, and performance development needs. Job Post Graduate/Graduate in any discipline. Minimum 10 years of experience in the banking or financial services industry. Strong knowledge of banking operations, financial services, and broking. Excellent leadership and management skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience in managing and controlling operational functions. Knowledge of compliance and regulatory requirements. Familiarity with audit observations and customer complaints. Additional Info The selected candidate will be responsible for ensuring zero critical and repeated audit observations and zero open customer complaints beyond defined timelines.
Posted 1 month ago
2.0 - 7.0 years
7 - 11 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Indore. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the commercial vehicle industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in the commercial vehicle industry. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Have knowledge of financial services, broking, and banking operations. Additional Info The company offers a competitive salary and benefits package.
Posted 1 month ago
0.0 - 3.0 years
6 - 10 Lacs
Mumbai
Work from Office
We are looking for a highly motivated and results-driven individual with 0 to 3 years of experience to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department. The ideal candidate will have excellent communication skills, a strong passion for sales, and a desire to work in a dynamic and fast-paced environment. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Strong knowledge of financial services, banking, and broking. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a team environment and meet sales targets. Strong analytical and decision-making skills. Familiarity with audit and RBI regulations. Experience in achieving business targets through effective sales strategies. Ability to identify opportunities and build strong relationships with clients and vendors. Strong understanding of customer needs and ability to provide tailored solutions.
Posted 1 month ago
2.0 - 7.0 years
5 - 9 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 2 to 7 years of experience in sales support, leasing, or a related field. Roles and Responsibility Develop and maintain strong client relationships to drive business growth. Manage the direct sales team to meet and exceed expectations. Handle P&L and portfolio growth for the region. Generate interest income through fees and syndication. Oversee customer acquisition, cross-selling, and upselling products. Ensure health of the portfolio by provisioning for customers and controlling overdue amounts. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales support, leasing, or a related field. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet deadlines. Exhibit excellent communication and interpersonal skills. Have knowledge of financial services, broking, and banking industry practices. Additional Info The selected candidate will be responsible for managing the direct sales team and driving business growth.
Posted 1 month ago
1.0 - 6.0 years
4 - 8 Lacs
Mumbai
Work from Office
We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Durgapur. The ideal candidate will have 1 to 6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Identify potential business customers with the guidance of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the process for disbursement. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with their help. Ensure compliance with all Audit/RBI regulations. Job Minimum 1 year of experience in sales, preferably in banking or financial services. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Knowledge of audit and RBI regulations. Any graduate degree is required. Additional Info The company name is TATA CAPITAL LIMITED, and the industry is Banking / Financial Services / Broking.
Posted 1 month ago
2.0 - 7.0 years
6 - 10 Lacs
Kolkata
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2-7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of financial products, including debt, structures, equities, mutual funds, and fund-based real estate. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored solutions to clients.
Posted 1 month ago
6.0 - 11.0 years
6 - 10 Lacs
Mumbai
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team in Kanchipuram. The ideal candidate will have 6-11 years of experience in sales, preferably in the housing sector, and a strong background in relationship management. Roles and Responsibility Aggressively drive sales numbers and achieve business targets for home loans through cross-selling and enhancing client relationships. Retain and expand the company''s customer base for home loan and LAP channel to ensure repeat business or referrals. Maximize sales through a network of DSAs by effectively managing connector and builder relationships. Develop and maintain strong client relationships for repeat business or referrals. Identify and develop new builder/channel relationships to penetrate new markets and increase business. Ensure files are processed from login stage to disbursement and liaise with internal departments for completion. Job Graduate or Masters/Postgraduate degree. Minimum 6 years of experience in sales, preferably in the housing sector. Strong understanding of market trends, competitor intelligence, and products available in the market. Excellent communication and leadership skills. Ability to work in a fast-paced environment and meet sales targets. Knowledge of Audit/NHB regulations and company processes and policies. Experience in Sales Process Management, Sales Planning, and Team Management. Skills in Core Banking, Housing Loan, Financial Services, Broking, and Loans.
Posted 1 month ago
11.0 - 16.0 years
5 - 9 Lacs
Ranchi
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Ranchi. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Implement strategies to retain customer profitability and increase overall customer satisfaction. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is an added advantage. Proven experience in wealth management, portfolio performance analysis, and business development. Strong understanding of financial products, including debt, structures, equities, MFs, fund-based real estate, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to analyze customer needs and provide tailored financial solutions. Strong knowledge of IRDA regulations and compliance requirements.
Posted 1 month ago
6.0 - 11.0 years
6 - 10 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced professional with 6 to 11 years of experience to join our team as a Manager - Collections in the housing sector, located at Jain Tower II, Cochin. The ideal candidate will have a strong background in collections and recovery, with excellent communication and interpersonal skills. Roles and Responsibility Handle collections for assigned areas and achieve targets on parameters like resolution, flows, credit cost, and roll rates. Ensure NPA''s are within assigned budgets and minimize them through active efforts. Increase fee income/revenue and develop initiatives to control vendor payouts. Conduct asset verifications and possession as per SARFESI/Section 9 process through court receivers. Track and control delinquency, focusing on non-starters and building relationships with key clients. Represent the organization in front of legal/statutory bodies as required by the legal team. Allocate work to field executives and ensure agencies perform as per defined SLA, with payments and audit receipts deposited within the defined SLA. Ensure adequate Feet on Street availability area-wise/bucket-wise/segment-wise and obtain daily updates from collection executives on the delinquent portfolio, initiating detailed account-level reviews of high-ticket accounts. Ensure compliance with all Audit/NHB/IRB regulations and company policies and procedures. Job GraduateYes. Masters/Postgraduate is optional. Minimum 6 years of experience in collections or a related field. Possess strong knowledge of banking operations, financial services, and broking. Demonstrate excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and organizational skills are essential.
Posted 1 month ago
2.0 - 7.0 years
3 - 6 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Associate - Sales Support (TCCL) to join our team in Delhi. The ideal candidate will have 2 to 7 years of experience in sales support, customer service management, or a related field. Roles and Responsibility Support Relationship Managers with various coordination activities including Credit, Risk, Operation, Audit, and CAD functions. Manage PDD/Deferrals for the West & South Region. Oversee Sales-related MIS. Handle TDS reconciliation. Assist Relationship Managers in addressing customer grievances. Ensure pre and post-disbursement compliances. Job Minimum 2 years of experience in sales support, customer service management, or a related field. Strong knowledge of banking operations, financial services, and broking. Excellent communication and interpersonal skills. Ability to work effectively in a team environment. Strong analytical and problem-solving skills. Experience with MIS reporting and data analysis. A graduate degree is required for this position.
Posted 1 month ago
2.0 - 5.0 years
3 - 7 Lacs
Chennai
Work from Office
We are looking for a highly skilled and experienced Customer Service Executive to join our team in Chennai. The ideal candidate will have 2-5 years of experience in customer service, preferably in the education loans sector. Roles and Responsibility Perform various tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Empanel new vendors and develop relationships with them. Ensure compliance with all Audit/RBI regulations. Job Minimum 2 years of experience in customer service, preferably in the education loans sector. Strong knowledge of banking operations, financial services, and broking. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong analytical and problem-solving skills. Experience in domestic alternate channels and EdTech is an added advantage. Any graduate can apply for this position.
Posted 1 month ago
11.0 - 16.0 years
7 - 11 Lacs
Bengaluru
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management and portfolio performance analysis. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and provide services according to customer needs. Enhance and retain customer profitability by capturing a larger share of wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and portfolio management. Strong knowledge of financial products, including debt, structures, equities, mutual funds, and fund-based real estate. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored solutions to clients.
Posted 1 month ago
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