3406 Disbursement Jobs - Page 25

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

Deputy Manager - Business Loans - Direct About The Role We are seeking a motivated and results-oriented Deputy Manager for our Business Loans division. The ideal candidate will be responsible for directly managing the business loans portfolio, ensuring business growth, and maintaining high customer satisfaction levels. This role involves driving loan sales, overseeing end-to-end loan processing, and managing a team to achieve organizational targets. Key Responsibilities Drive the acquisition of new business loan customers through direct sales channels. Oversee the entire process of business loan disbursement, from lead generation to documentation and approval. Manage and mentor a team of sal...

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.

Primary Responsibilities: Business Financials Meet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customer Refer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback w...

Primary Responsibilities: Business Financials Meet the set targets on GL in terms of open market acquisition and repeat GL loans Convert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback w...

Primary Responsibilities: Business Financials Meet the set targets on GL in terms of open market acquisition and repeat GL loans Convert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customers Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customer Refer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback ...

Education Any commerce / Arts Graduate - B.Com / B.A OR Post Graduate - M.Com / M.A Experience range Fresher to 06 months of experience in Banking operation or back office Mandatory skills Candidate should have completed Graduation Average communication skills but should be confident while speaking Basic computer knowledge Excel & Word Good typing skills – Minimum 20 WPM Job role Handling Banking operation- Backend operation role which includes – KYC Verification, checking of CIBIL score, Loan credit management, Pre-disbursement formalities and Disbursement. Working in different Banking products – Personal Loan, Housing Loan, 2 Wheeler Loan, Commercial loan and Business loan. Data management...

Role & responsibilities Candidate should have experience of Operation management preferably from Banking or Housing Finance Industry. Having Knowledge of Loan Life Cycle management Process knowledge of Securitization & Co-lending Loan Foreclosure, Part Payment, Re-pricing, Loan Restructuring, Loan Reschedulement Should have good understanding of accounting entries. Knowledge of reconciliation & Audit Support various stakeholders on regulatory audit request Knowledge of system enhancement of Loan management system, BRD preparation & UAT for related role Experience in Team Management Excellent verbal and written communication skills. He should be able to drive the team of operation related act...

KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Develop and execute strategies to acquire new unsecured loan customers Collaborate with the liabilities team to cross-sell unsecured loans Follow up on leads provided by team various channels within defined TAT Achieve monthly loan disbursement targets through acquisition of new customers and conversion of existing customers Coordinate with Products & Marketing department to carry out marketing drives at his/her assigned and catchment areas for unsecured loans Prospect new customers, maintain database of the leads, meet & convert select prospects and manage the relationship thereafter Attend center meetings to generate leads for ...

ROLE PURPOSE & OBJECTIVE Drive acquisition of new Unsecured loans customers from open market Identify quality leads from unsecured loans & liabilities customers through assessments by analyzing credit histories and performing financial analysis, ensuring compliance with internal and external regulations Monitor and manage installment payments and collections of assigned customers Strengthen existing customer relationships through targeted cross-selling Ujjivans products customer profile & needs Business/ Financials Develop and execute strategies to acquire new unsecured loan customers Collaborate with the liabilities team to cross-sell unsecured loan Follow up on leads provided by team vario...

Position description: Customer Relationship Officer Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officers...

Job Description: Relationship Manager - Micro Mortgages The Relationship Manager - Micro Mortgages is responsible for managing the end-to-end sales and service of micro-mortgage loans. This role involves generating new business, building and maintaining customer relationships, and ensuring a smooth and efficient loan process for clients in the microfinance or low-income housing segment. Key Responsibilities Business Development: Actively identify and acquire new customers for micro-mortgage products. This includes lead generation through local networking, community engagement, and referrals. Client Relationship Management: Build and nurture strong, long-term relationships with clients. Act a...

Business/Financials Develop and execute strategies to acquire new unsecured loancustomers Collaborate with the liabilities team to cross-sell unsecuredloans Follow up on leads provided by team various channels withindefined TAT Achieve monthly loan disbursement targets through acquisition ofnew customers and conversion of existing customers Coordinate with Products & Marketing department to carry outmarketing drives at his/her assigned and catchment areas for unsecured loans Prospect new customers, maintain database of the leads, meet &convert select prospects and manage the relationship thereafter Attend center meetings to generate leads for Unsecured loans andactively driving conversion of...

ROLEPURPOSE & OBJECTIVE Managesbanking relationship with 650 families within the geographic areaof control by offering full range of banking services Directlyresponsible to acquire new customers for Group Lending (GL)business and servicing existing customers Upsellloans to right customers and family members based on requirementand capacity to repay Offerand onboard Savings Accounts and other deposit products tocustomer, their family members and their references Deliverprompt customer services; be accessible to customers at all timesfor GL, IL and Family Banking queries Generate quality leads for cross-selling for third party products offered by Ujjivan Small finance Bank. Provide timely loan...

ROLEPURPOSE & OBJECTIVE CADofficer responsible for conducting quality check of filessubmitted for disbursement and shall ensure the files meets allthe criteria to get disbursement. Ensurethorough verification and quality check of executed loan documentsonce submitted from Sales and dispatch them for disbursement atminimal TAT. Ensures theterms and conditions stipulated in the sanction letter arecompiled before initiating disbursement SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Tomanage approx. 50 crore of disbursement under secured asset bookof Rural Banking Tomanage files from 40-50 branches of a region and co-ordinate withnearly 15-20 credit officers KEYDUTIES & RESPONSIBILITIES OF THE...

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customer Refer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback wi...

KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Develop and execute strategies to acquire new unsecured loan customers Collaborate with the liabilities team to cross-sell unsecured loans Follow up on leads provided by team various channels within defined TAT Achieve monthly loan disbursement targets through acquisition of new customers and conversion of existing customers Coordinate with Products & Marketing department to carry out marketing drives at his/her assigned and catchment areas for unsecured loans Prospect new customers, maintain database of the leads, meet & convert select prospects and manage the relationship thereafter Attend center meetings to generate leads for ...

Field Operation: Identify and conduct surveys of new working areas for group formation. Conduct projection meeting and form groups Conduct Compulsory Group Training of Groups Fill customer profile forms with 100% accuracy and collect supporting documents. Make Customer House visits and cross verify the household assets details furnished by the customer. Conduct Center meeting as per scheduled time and day without fail and maintain above 95% customer attendance. Update minute books of Groups in Center meetings. Follow center meeting procedure thoroughly without fail. Manage the total loans given out to customer. Fill loan application form necessary documents for loan disbursement. Conduct 100...

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with...

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with...

DEPARTMENT MicroMortgages REPORTSTO ClusterManager Micro Mortgages REPORTINGINTO RelationshipOfficer Micro Mortgages ROLEPURPOSE & OBJECTIVE ManagingEnd to End sales life cycle of tapping prospects throughmarketing activities, understanding their requirement andrendering advice Negotiatingcommercials, timely disbursement of loan and providing other BankProducts. Implementingtactics to enhance market penetration through Bank branches,Connectors, customer referrals and marketing activities. Toset up distribution through builder Empanelment (APF), Applicableto all loan officers with 12 Months of service SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Costof hiring and placing new Relationship O...

About The Role 11137 To drive sales and ensure business targets are achieved o Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for retail loan product so as to ensure repeat business or referrals o Maximize sales through a network and relationships to ensure strong business o Develop and maintain strong liaisons with the clients for repeat business or referrals. o Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. o...

About The Role 11308 o Responsible for personal discussion of cases as per the laid down policies & procedures and maintain strict adherence to quality. o Adhere to agreed SLAs and timelines in completing the activities assigned. o A skill set of underwriting, disbursements, collateral, coordination with cross function sales operation function o Responsible for protecting company assets through proper evaluation of all credit requests, establishing credit limits and ensuring that all loans granted are adequately documented and secured by the appropriate collateral o Ensure proper communication of credit decisions to Stakeholders. o Responsible for improving underwriting efficiencies while en...

About The Role To drive sales and ensure business targets are achieved. 1. Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships. 2. Retain and expand the company's base of customers for retail loan product so as to ensure repeat business or referrals 3.Maximize sales through a network and relationships to ensure strong business 4.Develop and maintain strong liaisons with the clients for repeat business or referrals. 5.Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. 6.Op...

About The Role 10367 Achieving business targets as laid down by acquiring new client relationships and maintaining them. Graduate in any discipline Identify target areas for prospective business Pre-screen customer segments as per the organization norms Ensure the number of log in along with disbursement Ensure high customer satisfaction level by proactively understanding customer needs and cross- sell multiple products as per the requirements Execute sales promotion activities to build customer interest in the TCFSL brand Build strong client relationships both internally and externally and build a strong brand identification with potential customers. Ensure vendor empanelment and develop re...