3183 Loans Jobs - Page 19

Job Description: Supporting the following Finacle 10.x Application modules Branch Operations CASA, TD, Loans,Trade Finance and Locker Alternate Delivery Channels NEFT/RTGS Process SWIFT Clearing Utility Payments Financial Inclusion Related Product Fatal error analysis. Review the Application logs Finacle Core customization Execute Processes and Procedure as defined. Manage the application deployments as per the defined process. Monitoring Application Services and availability Logging call with Service Providers internal or external and follow-up to closure Track and escalate the call to DL / Service Providers, if the problem requires their assistance to resolve the call. Update assigned calls regularly Executing the Application Maintenance activity as per defined checklist. Primary Testing for the fixes received from vendor in T&D. Help bank in UAT for the fixes received from vendor Follow change management process and raise CMAs for movement to production for fixes / releases received. Carry out DC-DR activity as and when scheduled Maintain and publish Minutes of the meeting for all meetings with vendor and bank Deletion of application trace file and movement of log files to maintain sufficient space availability on application servers At DXC Technology, we believe strong connections and community are key to our success. Our work model prioritizes in-person collaboration while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances. We re committed to fostering an inclusive environment where everyone can thrive. Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to make payments as part of their illegitimate recruiting process. DXC does not make offers of employment via social media networks and DXC never asks for any money or payments from applicants at any point in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available here .

Position Summary The role is responsible for handling GM-Treasury & Insurance. Broadly covering Debt issuance, refinancing, Risk management, Compliances, Banking relationships, Forex Hedging, Investments & Credit Rating including Policy level recommendation on changes if required. Insurance risk assessment and adequate cover, renewals and related KPIs. Key Responsibilities Fund Raising thru banks loans, CP s, NCD s etc Manage relationship with Banks, Mutual Funds, and Credit Rating Agencies & Auditors on a regular basis. Setting up Funding Limits and Utilization along with Documentation. Manage Investments in line with Investment Policy Manage Forex Risk including hedging currency risk Suggest Policy level changes, if required Drive Automation and Innovation in Treasury Ensure Treasury Compliance - Internal & Regulatory Audit - Internal and Statutory Insurance Risk assessment and adequate cover, timely renewals Critical Behavioural Competencies Required Good Communication & Interpersonal Skills Energetic, proactive, high degree of ownership. Perseverance, Quick Learner Team player, Ability to work with multiple stakeholders Critical Functional Competencies Required Competency Skill Level Required (Pls. write Yes against the relevant level) Basic Intermediate Advanced Fund raising experience Yes Liaoning with multiple external agencies Yes Knowledge of Compliances Yes Written and verbal communication Yes Presentation skills Yes

About Forma.ai: Forma.ai is a Series B startup thats revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We re welcoming equally driven individuals who are excited about creating something big! About the Team: The Customer Operations team works closely with new and existing customers by implementing product features, managing the operational parts of the platform, and optimizing our client s sales performance management processes. We are always ready to support and help our customers to identify ways they can unleash the revenue-driving potential of their sales compensation program. If you re passionate about data analytics and want to contribute to sales operations, we d love to hear from you! What you ll be doing: Work with new and existing customers to implement the companys new platform features as well as manage and optimize client processes Learn the architecture and design of the companys platform to the extent of being able to independently complete updates, enhancements, and change requests Lead onboarding & activities, including requirements gathering for incentive compensation plan rules, data analysis, and quality control Assist the ongoing operations for a portfolio of existing customers and implement new features (i.e. rule building, process execution, reporting and dashboarding, and product support) Scope, build and test automated workflows, processes and reporting capabilities to support automation of incentive compensation processes and improve business visibility Support design projects including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings Interact with key customer stakeholders to coordinate project execution Hire, guide and coach a team of Analysts, Associates, and Managers to be high performing and client focused Act as the main point of contact for senior customer stakeholders Act as a key point of contact to articulate customer feedback and support the development of new product features Act as a key point of contact for the companys to implement new platform features across customers to support continuous product improvement What were looking for: Education or Background in Engineering, Commerce, Mathematics and/or Statistics +6 years of working experience Experience in working with large datasets (SQL) and a strong understanding of logical structures of databases and workflows a plus Strength in Excel to perform data profiling, segmentation, and aggregation Understanding of data architecture and process flows Analytical problem-solving ability, organizational, and project management skills Ability to take ownership and run with tasks in a fast-paced and evolving environment Understanding of common analytical and presentation tools (i.e., Excel, PowerPoint) Nice to haves: Experience with SQL and/or Python Experience with sales incentive compensation Our values: Work well, together. We re real. We have kids and pets. Mortgages and student loans. We re in this together, so no matter how brilliant any one of us is, we always play nice with one another - no exceptions. Be precise. Be relentless. We believe complacency breeds failure, so we set new goals as quickly as we achieve them. We persist in the face of adversity, learn from our mistakes, and push each other to continuously improve. The status-quo is kryptonite. Love our tech. Love our customers. Our platform solves a very complex problem in a currently underserved market. While everyone at Forma isn t customer-facing, we re all customer-focused. Maybe even slightly customer-obsessed. Our commitment to you: We know that applying to a new role takes a lot of effort. Youre encouraged to apply even if your experience doesnt precisely match the job description. There are many paths to a successful career and we re looking forward to reading yours. We thank all applicants for their interest.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills - Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge - Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail - High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills - Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge - Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail - High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills - Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge - Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail - High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

Career Opportunities Position AM/ DM- Department Customer Advisory Team Reporting to Branch Relationship Management JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. Career Opportunities Position AM/ DM- Department Customer Advisory Team Reporting to Branch Relationship Management JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

About Commercial Banking Group The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 250 Crs. by offering products and solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc About the Role The Relationship Manager will be responsible for nurturing corporate client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address client needs and challenges. Key Responsibilities Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc. Deepen the existing relationships by providing them Corporate solutions like Trade and Forex, CMS and SME Loans Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Coordinate with Service Team to resolve any issue raised by the client Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduate/ Post-Graduate from a recognized institute Experience in Business Banking, Treasury and Foreign exchange field is preferred Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

Position: Relationship Manager - Buyer L&T is a major technology, engineering, construction, manufacturing and financial services conglomerate, with global operations. The Company addresses critical needs in key sectors Hydrocarbon, Infrastructure, Power, Process Industries and Defense - for customers in over 30 countries around the world. We combine a proven track record and professional skills, woven together with a culture of trust & caring. Consistently rated among the best employers in the country, L&T offers unmatched leadership opportunities & growth. Our approach is built on empowering employees to take on challenging assignments and explore their potential. L&T SuFin is a B2B Ecommerce Platform which will leverage L&T s deep knowledge and capabilities in Procurement (through its huge volume of annual procurement) and Logistics, Financing, and IT solutions. This platform is essentially a digital marketplace for SME buyers and sellers (mainly focused on construction and industrial products & services) to connect in an efficient manner, thereby enabling sellers to expand their sales reach, and for buyers to find required products and services at optimal cost and quality. Desired Profile Position Type: Permanent Qualification: MBA Marketing (Preferred) / Any Graduate Work Location: As per the location aligned for the job role Experience: 5-12 years Preferred Candidates from BFSI (Sales SME and Business Banking, Trade Finance), Moglix | Power2SME | Industry Buying Role: Individual Contributor Bringing Buyers to the platform and inducing transactions on the platform. Attaining the numbers and revenue targets Identifying the opportunities and offering platform centric solutions Recommending banks/ NBFC s depending on customer profile and coordinating for loans/ finance Deepening the relationship through cross sell and up sell. Should have demonstrated abilities to nurture relationships and generate revenue. Communicate persuasively in English & Hindi / Local language Stable Career record

About Goldman Sachs Global Banking & Markets Our core value is building strong relationships with our institutional clients, which include corporations, financial service providers, and fund managers. We help them buy and sell financial products on exchanges around the world, raise funding, and manage risk. This is a dynamic, entrepreneurial team with a passion for the markets, with individuals who thrive in fast-paced, changing environments and are energized by a bustling trading floor. The Loan Management team is a business unit within the Global Markets Segment primarily supporting the Mortgage Loan Trading desk and Investment Banking s Real Estate Finance Group. The team is a multi-faceted diligence and asset management platform specializing in whole loan acquisition, sales, securitizations, and financing opportunities. The Loan Management team has product expertise across mortgages, consumer loans, real estate and warehouse financing. Candidate s role will have key responsibilities in underwriting/managing /overseeing commercial real estate loans that GS has interest in. General Work collaboratively to achieve department and firm objectives Develop and maintain market relationships with appropriate vendors and other industry participants Participate in structuring and execution of optimal financing solutions for external clients Review loan level financings, appraisal review, and other activities that may require feedback from the debt originations or real estate finance groups Present potential decisions impact on assets and asset performance to senior leadership Underwriting Analyze and present opportunities and risks inherent in specific sectors and markets Perform valuation analyses and due diligence related activities Track and forecast operating cash flows from real estate assets using a combination of market data, property specific operating norms, actual performance data and GS specific standards required to evaluate, pursue, and close debt investment opportunities. Coordination of internal and external resources to analyze investments opportunities Asset Management Oversee and/or directly manage a diverse portfolio of commercial real estate loans Experience interacting with property managers, third party vendors, borrowers and law firms Experience in ARGUS and Excel cash flow modeling/forecasting in conjunction with the use of market sale and rent comps to determine real estate values across a variety of property types: multifamily, hospitality, retail, industrial, office, self-storage, senior living, etc. Monitoring business plan performance and making tactical and strategic recommendations, as appropriate Analysis & Reporting Prepare and present transaction memos summarizing due diligence and credit analysis for obtaining internal approvals Prepare and present quarterly business plan updates, market updates and factors affecting collateral value and ultimate stabilization timeline to Senior Management and internal clients for review and approval Prepare and update monthly reporting packages for management and clients Basic Qualifications Minimum 2 to 4 years of experience in originating/underwriting CRE loans and/or managing performing/distressed assets Experience valuing multiple commercial real estate product types Proficiency in Excel, PowerPoint and Word Strong academic background Preferred Qualifications Excellent quantitative, verbal and written communication skills Self-motivated, ability to work both autonomously and in a team setting Solid analytical/logical mindset and attention to detail Strong sense of accountability and dedication to continuous improvement Ability to work under pressure and meet deadlines ensuring high quality output ABOUT GOLDMAN SACHS The Goldman Sachs Group, Inc., 2024. All rights reserved.

The Role: Razorpay is looking for a Technical Program Manager (TPM) to join our central program management team. At Razorpay, the TPM is a highly diversified and critical role. It includes initiating, defining, planning, and executing intermediate to large scale, cross-functional programs company-wide programs. The TPM will be responsible for the strategies, processes, tools, & techniques to drive product development programs across Razorpay products. As a TPM, you will independently drive programs, influencing the roadmap priorities and technical direction across teams. You will work with stakeholders across the organization and own the communication on all aspects of the program, including surfacing risks and reporting on the progress towards the program goals. You will guide the team towards technical solutions and make trade-off decisions. You will drive program management best practices across the organization and mentor others to effectively deliver their programs. Roles and Responsibilities: Lead planning, dependency resolution and execution of assigned program(s), which constitute multiple projects, and ensuring critical success factors are defined and monitored and the objectives are achieved. Drive program definition and scoping, own the program plan and the deliverables required for the program s success. Develop and manage an integrated program schedule, and monitor and report on progress. Present program(s) status on a regular basis to stakeholders and senior executives. At the heart of this role is delivery. You will be a problem solver on the team, identifying innovative solutions to project deadlocks and resolving issues and constraints through alignment, consensus and sound judgment. Be responsible for making decisions, and achieving tactical goals while retaining a strategic focus. Prioritize projects, leveraging data to drive decisions. Define, refine, and continuously improve processes and practices to drive efficiency and scale. Establish excellent working relations with all internal and external partners, with an emphasis on removing roadblocks to program success. Mandatory Qualifications: Total 6+ years, with 4+ years in a technical role and 2+ years working as a project manager or program manager in software or related industries. A Bachelor s Degree or equivalent in Engineering, or a related field. PGDM/ MBA would be a big plus. Strong verbal & written communication and presentation skills with a high degree of comfort speaking with executives, product and technical leaders, external partners, and developers. Demonstrated ability to adapt to new environments and new technologies and learn quickly. Possess an in-depth technical understanding of the agile software development lifecycle. Ability to traverse both vertically and horizontally in a large organization. Extensive experience defining programs and implementing them across a team focused on delivering outcomes that meet rapidly evolving customer needs. Proven ability to bring clarity to ambiguous situations. Ability to handle multiple competing priorities in a fast-paced environment. Ability to interact with diverse technical and non-technical groups, spanning all organizational levels. Knowledge of project management elements, life cycles, tools, and reporting. Location: Bengaluru, India

Your career with us should reflect your energy and passion. That s why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and we ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Main Responsibilities: Asset administration: Responsibilities include, but are not limited to performing and coordinating a variety of administrative duties and tasks including Asset setup Asset Maintenance and reconciliation Liaising with 3rd party brokers/custodians/agents Processing agent notices Processing corporate actions Entering and settling trades as required Preparing and assisting with various reports required by internal teams Other duties assigned by Management Cash/Position Reconciliation: Responsibilities include, but are not limited to performing and coordinating a variety of reconciliation duties and tasks including Preparing daily reconciliation of cash transactions Preparing daily reconciliation of Apex/Client positions Ensuring aged breaks ( over 7 days ) are addressed and escalated Processing and reconciling data in various systems Actively researching discrepancies with various agents and internal teams Preparing and ensuring all Reporting is issued within the required timeframes Preparing and assisting with various reports required by internal teams Other duties assigned by Management Support Middle Office Manager: Providing support for assigning duties and work delegation Roll out training and development plans to direct reports and new joiners. Qualifications, Skills and Experience: Degree in Accounting/Finance, or a relevant qualification Candidate should have 3+ years experience working in loan administration operations Extensive knowledge of CLOs/CDOs/Credit Funds Understanding or knowledge of various security types - Private Debt, Syndicated Loans, Bonds, Equities Understanding of loan trade lifecycle Knowledge and experience with settlements including DTCC & Euroclear Knowledge and understanding of securities and other financial instruments Computer proficiency with advanced knowledge of Microsoft Office Suite, familiarity with Solvas (CDO-Suite) preferred Must experience into Solvas tool.

Key Responsibilities2+ years of experience in software testing, preferably in the banking or financial domain Strong knowledge of STLC Experience with test management tools (e g , TestRail, HP ALM) Proficiency in writing and executing SQL queries Good understanding of banking products like loans, credit cards, payments, CRM, CASA, Channels and core banking systems Excellent analytical and problem-solving skills Strong communication and documentation skills Preferred Qualifications:1+ Bachelor s degree in B E / B TECH / M Tech in any stream OR MSc(IT)/MCA 3+ Years of [ BSc (IT) / BCA + 3 years similar work experience after passing the degree from any recognized College / University duly approved by AICTE ISTQB certification Basic knowledge of API testing tools like Postman or SoapUI

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills - Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge - Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail - High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills - Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge - Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail - High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills - Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge - Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail - High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills - Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge - Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail - High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills - Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge - Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail - High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills - Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge - Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail - High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills - Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge - Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail - High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills - Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge - Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail - High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.