1752 Business Banking Jobs - Page 50

Premier Acquisition Manager – Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer’s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer’s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer – 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer “DELIGHT” Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Premier Acquisition Manager – Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer’s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer’s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

Premier Acquisition Manager – Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer’s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer’s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

Position Title Analytics and Dashboard (Will align with Channel Team for Role) Department Business Banking Asset – Working Capital Location Mumbai Reporting Relationship Product Manager (Analytics and Dashboards) Position Grade M4 Purpose of the Position To interact with the available data and furnish meaningful insights, dashboards, MIS, etc., Roles and Responsibility Design – Develop – Maintain Dashboards with incorporation of inputs received from stakeholders Conduct Data Analysis, share trends and insights on various activities to stakeholders with periodic reviews. Communicating insights to stakeholders – take inputs – validate the inferences – prepare action plans. Prepare MIS regularly with required cuts and publishing it. Prepare presentations for management reviews. Maintain periodic reports, dumps, data analysis, identifying anomalies - breaches on TAT / Process, etc., Furnish non-adherence reports, adherence gap reports and action pending dashboards Display responsibility in handling anomalies and fixing them Take ownership in additional activities to contribute on team performance. Handle the queries on various items with front end and other stakeholders. Required Qualifications and Experience Education: Post-Graduation with MBA Experience : 2+ years of experience in Finance domain; preferably from Banking domain. Knowledge & Skills: System Skills: Good working knowledge of spread sheets including preparation of dashboards; Prepare presentation and charts; maintain trackers. Continuous Improvementself-initiations, open for feedbacks and keenness to learn and improve. Knowledge AcquisitionKeen to learn and keep updated of various actions and activities of the Business. TeamworkOpenly participate and contribute in team discussions, shares information and maintain cordial relationship with stakeholders. Practice clear and diplomatic communication; follows goal oriented approach. Autonomy & InfluenceExhibit ownership on the activities of self and the team. Demonstrates self-driven behaviour, punctuality and having accountability towards the functional role by meeting agreed action plans in defined timelines; Good Oral and Written communication skills, intermediate excel skills Good Analytic skills to make impactful interpretations and chalk-out action plans.

RolePriority RM Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure Experience in building and maintaining HNI customer relationships

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer – 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer “DELIGHT” Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

RolePriority RM Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure Experience in building and maintaining HNI customer relationships

Credit Manager-Working Capital-Credit Job Role :As part of Credit Team for Working Capital Finance Managing team of Credit Managers Underwriting & making proposals of Working Capital Finance ( Fund & Non Fund based ) Under writing cases with desired level of quality and enabling achievement of branch business target by proper training. Visiting customers for personal discussions and deal structuring Studying monitoring reports & keeping track of portfolio quality. Taking necessary steps to ensure that the required quality levels are maintained To evaluate proposals of customers for Home Loans, Loan against Property Decision making within defined TAT Understanding of property related aspects (like legal title and market value of the property) is an added advantage Coordinating with sales, operations, legal, technical and customer service Job : Qualification- CA with relevant underwriting experience Job Knowledge – o Technical underwriting experience o Analytical skills Skills & Experience – o Experience of 2-4 years in relevant working capital products is desired, o Should be able to handle time bound activities effectively o Should be an effective team player. o Should have a sense of urgency & keenness to learn.

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer – 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer “DELIGHT” Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

RolePriority RM Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure Experience in building and maintaining HNI customer relationships

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer – 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer “DELIGHT” Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer – 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer “DELIGHT” Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer – 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer “DELIGHT” Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Role- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of Customers - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Coordinates with other group companies to provide seamless access to other product s - Maintains complete relationship record for assigned customer accounts Job Requirement- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services - MIS generation - Graduate - 4 -6 years of experience AMFI / IRDA - Post Graduate - 2 - 4 years of experience AMFI / IRDA

Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Business Relationship Manager Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDD’s. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments – credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products including WC limits and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customer’s basis existing relationship management.Maintain CASA book and generate float income by opening all group accounts. Experience2-3 years’ experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong Oral and Written Communication Skills Relationship Management Skill & Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, LAP, etc

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job : Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer – 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer “DELIGHT”

Premier Acquisition Manager – Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer’s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer’s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer – 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer “DELIGHT” Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Premier Acquisition Manager – Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer’s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer’s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

Needs to have a good knowledge of Local market. Must have experience in that Geography To understand clients business & provide appropriate products To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons in the target segments & build client trust & confidence. To be alert on competitive elements in the target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirement: Graduate / MBA Experience3-4 years in the local market, preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- healthcare loan, amount, rate & fees. Should have good oral and written Communication skills. Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, supply chain

Skill required: Commercial Banking Operations - Core Banking Designation: Banking Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business.In this team, you will help in providing universal banking functionality to banks. With a focus on product strategy and a global market presence. This team will help in providing solutions to customers on industry-accepted platforms and Lead Product Managers to build an ecosystem of products and assets around these platforms namely Bancs, Finacle, Finastra, Pega, nCino. What are we looking for Responsible to work on the Commercial Banking Loan Operations to validate the borrower and guarantor information through various means as highlighted in the procedural document. Basic understanding of Banking on Loan processing / operationsApplies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards, which are well definedExtract loan level information from the loan documents and update the loan booking systems with the procedures availableValidate the loan level information between the documents and the loan booking system for accuracy & complianceAdhere to the policy guidelines and onboard the loan in the client system. Knowledge on Insurance and collateral management is a advantage. Organize the documents as per the manual Process to gather all the necessary information to properly complete a loan closing packageManage multiple Loan Servicing requests from client within the stringent timelineMaintain turn around time and quality as per the agreed SLAsBoarding collaterals for new loans and linking collaterals for existing loans per loan documentsFile Management and knowledge on Bank OperationsResponsible to work on the Commercial Banking Loan Operations to validate the borrower and guarantor information through various means as highlighted in the procedural document. Basic understanding of Banking on Loan processing / operationsApplies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards, which are well definedExtract loan level information from the loan documents and update the loan booking systems with the procedures availableValidate the loan level information between the documents and the loan booking system for accuracy & complianceAdhere to the policy guidelines and onboard the loan in the client system. Knowledge on Insurance and collateral management is a advantage. Organize the documents as per the manual Process to gather all the necessary information to properly complete a loan closing packageManage multiple Loan Servicing requests from client within the stringent timelineMaintain turn around time and quality as per the agreed SLAsBoarding collaterals for new loans and linking collaterals for existing loans per loan documentsFile Management and knowledge on Bank Operations Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Skill required: Commercial Banking Operations - Core Banking Designation: Banking Operations New Associate Qualifications: BCom Years of Experience: 0 to 1 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business.Develop and deliver core banking solutions for the applications that process the essential functions of banks, including account management, interest calculations, cash deposits and withdrawals processing, customer management and product management. What are we looking for Experience in Banking Domain Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Qualification BCom

Role & Responsibilities :- Relationship Manager Emerging Enterprises Group (EEG) /Micro Enterprises Group (MEG) Delhi NCR Emerging Enterprises Group (EEG) Moga & Zira, Punjab Micro Enterprises Group (MEG) Manage and grow the portfolio of Emerging Enterprises clients through regular branch visits, lead generation, and customer meetings. Facilitate end-to-end loan processing including documentation, financial analysis, and coordination with credit and operations teams. Cross-sell banking products like CASA, credit cards, and insurance tailored to client needs. Ensure timely renewals, compliance with CAM/OBA conditions, and accurate record-keeping (SPE, CRM, call memos). Handle delinquency cases with rigorous follow-up and client coordination. Act as a single point of contact for customers, ensuring high service standards and quick resolution of complaints. Delhi NCR Emerging Enterprises Group (EEG) Role Specifics: Conduct regular branch visits and participate in morning meetings to drive lead generation and relationship activation. Plan and execute joint customer calls with branch staff to identify and convert business opportunities. Implement catchment area activities , spot sanctions, and branch-level campaigns to increase sourcing momentum. Manage the complete credit cycle including documentation checks, financial assessment, KYC, legal/valuation coordination , and file submission. Ensure accurate and timely updates in CRM systems ; follow up on leads and document branch engagements. Promote a full suite of financial products including CASA, credit cards, and insurance through cross-sell opportunities. Review performance with branches and cluster leadership to align efforts with overall business goals under EEG. Moga & Zira RM-MEG Role Specifics: Engage with micro enterprises in rural and semi-urban geographies. Identify local market opportunities through field visits, supplier/buyer ecosystems, and regional trade bodies. Drive loan origination and service delivery with a high level of ownership and turnaround time management . Serve as the single point of contact for all banking needs of assigned micro-enterprise clients. Preferred candidate profile Education: Graduate / MBA / CA Experience: 1-3 years in relationship management or sales within banking/NBFC Skills: Strong interpersonal skills, multitasking, pressure handling, and coordination across teams Others: Willingness to travel moderately and meet business targets through proactive client engagement. Seek resolution post discussing with Customer Interpersonal Skills Coordination with multiple teams & multiple activities Ability to work under pressure

About Bluevine Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we re empowering entrepreneurs to grow with confidence. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we ve been supporting SMBs since 2013, serving over 500,000 customers nationwide and growing a dynamic global team of 500 people. Our missionTo fuel small businesses with the financial tools they need to succeed. At Bluevine, you ll be part of a collaborative, fast-paced team that s reshaping the future of banking. Ready to make an impact This is a hybrid role . At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline. ABOUT THE ROLE: The successful candidate will be responsible for underwriting loans in accordance with the company s policy and risk appetite while maintaining focus on risk tolerance, growth, and profitability objectives. This position requires a high level of technical expertise, sound judgment and attention to detail with the ability to analyze complex information to assess credit risk, create appropriate loan structures, and ensure compliance with applicable regulations, credit policy/ procedures, in an effort to mitigate loss, delinquency and overall risk. What youll do Underwrite Small business loan applications in accordance to company s policy and procedures Analyze application data including financial statements, bank statements, tax returns and business and personal credit reports Determine Credit worthiness and structure loans within established guidelines and expectations Additional tasks and projects as assigned by manager What we look for Small Business Lending experience required, solid credit fundamentals in a commercial environment. Formal credit training a plus 2+ years of Underwriting experience working in a Commercial underwriting role at a FinTech/bank/financial institution Bachelor s degree in Finance, Accounting, Economics or related field preferred Collaborative mindset and strong communication skills Detail oriented individual with strong analytical skills #LI-MS1 #LI-Hybrid Benefits & Perks Excellent group health coverage and life insurance Stock options Hybrid work model Meal allowance Transportation assistance (terms and conditions apply) Generous paid time off plan, Holidays Company-sponsored mental health benefits Financial advisory services for both short- and long-term goals Learning and development opportunities to support career growth Community-based volunteering opportunities