3183 Loans Jobs - Page 2

We are seeking a highly motivated and results-driven Telecalling Executive to join our team. Key Responsibilities Make outbound calls to potential customers to generate leads and convert them into sales for bank loans. Build relationships with customers and provide them with information about our bank loan products. Identify customer needs and provide solutions to meet those needs. Update customer information and sales data in our CRM system. Collaborate with internal teams to achieve business objectives. Stay up-to-date with industry trends and competitor activity. Requirements Education: Bachelors degree Skills: Excellent communication, sales, negotiation, CRM proficiency. Experience: 0-6 months in sales, preferably in financial services. Other: Ability to work in a call center environment, flexible hours. Education: Bachelors degree Skills: Excellent communication, sales, negotiation, CRM proficiency. Experience: 0-6 months in sales, preferably in financial services. Other: Ability to work in a call center environment, flexible hours. Career Development Opportunities for growth, training, and a dynamic work environment. Culture We value integrity, teamwork, and innovation, offering a fun and supportive workplace.

. The ideal candidate will have a strong background in treasury management processes and the ability to optimize them using SAP Treasury modules. Responsibilities: - Lead and participate in SAP Treasury implementation projects, focusing on S4 HANA migration and integration with other SAP modules. - Configure and customize SAP Treasury modules to meet specific business requirements, including cash management, liquidity planning, and risk management. - Collaborate with stakeholders to analyze treasury management needs and translate them into technical solutions within the SAP Treasury framework. - Provide expertise in S4 HANA implementation, ensuring smooth migration and alignment with organizational objectives. - Conduct end-user training sessions and provide ongoing support for SAP Treasury functionalities. - Collaborate with cross-functional teams to ensure seamless integration with other SAP modules such as FI/CO, SD, and MM. - Stay updated with SAP best practices, new features, and industry trends related to treasury management processes. Requirements: - Bachelors degree in Finance, Accounting, Business Administration, or a related field. - 5-7 years of experience working with SAP Treasury modules and S4 HANA implementation. - Strong expertise in configuring and customizing SAP Treasury functionalities, including cash positioning, bank account management, and hedge management. - Excellent understanding of treasury management processes, financial markets, and regulatory requirements. - Should have worked on the below components: - Loans - Equity - Liquidity Management - Cash Management - Trading and Hedging - Portfolio Management - Effective communication and interpersonal skills, with the ability to interact with stakeholders at all levels. - Ability to work independently and collaboratively in a team environment. If you meet the above requirements and are looking for an exciting opportunity to work with cutting-edge SAP technologies in a dynamic environment, please submit your resume to the provided contact email. We look forward to hearing from you.

Relationship Manager - Gandhinagar Vital Space Management Pvt Ltd. Kudasan, Gandhinagar Job Type : Full Time Role : Residential Manager Experience : 0-2 Years Vacancy : 3 Gender : Male Job Description Converting prospects into customers by show-casing appropriate primary residential properties to the prospects, which matching the investment need of the prospects Using leads generated by Marketing Team for the above as well as generate self-leads to convert them into customers, through local activities (procuring relevant databases, doing on-ground activities in corporates, clubs etc.) Taking prospects for site visits in residential projects, answering all relevant queries in the process, liaising with Developer or with Vitalspace??s Developer Relations Team for any clarification required for that To be compliant with operations process Ensuring that prospects and customers are satisfied with their interaction with Vitalspace at all touch-points Providing after sales services and assist in Home Loans for the customers APPLY NOW

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 The candidate should be well versed with Trades processing, Reference data management, Security Setups, Security Pricing, & Corporate action events. He/She must be a dynamic personality with ability to work in a challenging environment and delivering as per business requirements. He/she should be able to manage deliverables accurately and as per the agreed timelines. The candidate should be tactical in dealing with day to day issues wherever required. The candidate must have good communication skills and should be competitive to connect with stakeholders across the globe. He/she should be a team player, a self-starter and self-motivated individual. Job Responsibilities: Processing and verification of daily and monthly trades across multiple asset classes. Hands on experience with multiple vendors like Bloomberg , IDC ,Refinitiv, Markit and other reference data providers Handling of various types of trade exceptions and corrective measures in the relevant systems Working closely with multiple vendors to identify issues, track them and drive their resolution. Knowledge on API for BBG and Reuters is preferred. Setup of Listed securities, OTC securities, including unlisted derivatives, bank debt and swaps. Take Lead on process improvement and automation. Processing and verification of daily trades received via secured paths and mails. Check for the exceptions and clear them on daily basis. Manage assigned tasks independently with little or no supervision. Have a control mindset and be alert to issues and risks that have impact on process. A strong sense of ownership and responsibility. Self-starter with excellent interpersonal, problem solving and analytical skills. Organized and detail oriented, Strong oral and written communication skills. Strong Knowledge on Corporate actions, Dividends, Splits, Spin offs etc. Role requires Strong knowledge on various asset types like equity, Fixed income securities, Derivatives. Bank loans will be an added advantage.. Review of corporate actions on portfolio holdings and necessary correction and posting of exceptions. Documentation of trade file mapping requirements for existing and new clients, and working with various internal groups (Analytics, Client Services) and external client if needed, to automate reference data/trade workflows. Maintenance and creation of standard Operating Procedures Qualification & Experience required Bachelors/Master s degree in a financial domain 5 -9 Years of experience in Trades processing, corporate action and security setup Excellent Communication skills Operational experience in a financial institution will be a strong advantage. Knowledge of the hedge fund administration business and/or industry will be a strong advantage. Knowledge Advent Geneva, or Paxus applications related to the Fund Administration business, or both, will be a strong advantage. Flexible with shift timings Ability to work under time constraints and handle pressure Strong analytical skills, detail orientation & service commitment Good understanding of programming in VBA would be good plus. Strong Analytical skills and attention to detail. An ability to work under pressure with changing priorities

UNDER WRITERS & SR. UNDERWRITERS - Salary : 6 to 12 Lakhs Key skills : Underwriting, US mortgage US Residential Mortgage Pref. Qual. :- Graduates / UG / MBA / Post Grad. Experience :- 2 to 8 Years Job Location :- Chennai / Pune Notice Period :- 1 Month SHIFT :- 5.30 to 3.30 am Remuneration :- Upto 12 Lakhs Position Overview : Well versed with FNMA. FHLMC, knowledge of GNMA and investor guidelines is an additional benefit Should have good analytical and problem-solving skills Should have decision-making skill when applying in business judgment Evaluate complete loan documents and should provide approval or denial decision Complete review of credit report to verify trade lines, derogatory accounts, public records and credit reconciliation Thorough income calculation Salaried income, business income, retired other income and rental income Complete review of Collateral and property valuation Assets verification include borrowers bank account statement, retirement accounts, mutual funds and other investments. Credit analysis based on borrowers Income, Asset, Liability and Collateral (4C of Underwriting) to determine the credit worthiness of a customer Validating and processing the Loan documents on behalf a Mortgage lender organization. Evaluating evidence of borrowers willingness and ability to repay the obligation About you : Minimum 2 years of Underwriting experience in US Mortgage. Sound knowledge of US Residential mortgage Exposure of Underwriting processes && guidelines. Analysis and Calculation of qualifying income from Salaried various tax documents such as 1040s, Schedule E, 1065, 1120, 1120S, K1, transcripts, etc. --------------------------------------------------------------------------------------------------------------- Contact TINNA @ 7619281864 / 9845162196 Email Resume @ prabhu@personalnetworkindia.com BEST WISHES - TEAM PERSONAL NETWORK

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

RL - Wheels:Sales Manager - Used Car About the Business Group The Auto Loan department is a part of Retail Lending business of the bank which offers Auto Loans to all categories of customers Pan India. About the Role Sales Manager is part of the Bank s frontline team, the representative of Bank for the customer whose primary responsibility is to onboard new Auto loans Customers and explore additional funding avenues for existing AUTO customers. They have to source Auto business with the right mix of Used and New with the optimal channel mix, maintaining the target placement yield and fee. Details of the Role Department Retail Lending Grade AM/ DM/ M/ SM Sub-Department RL- Wheels Reporting (Business) M/ SM/ AVP Location Mumbai Reporting (Matrix) Key Responsibilities Business Goals & Profitability Responsible to ensure achievement of volume targets of Used car loans Business channel mix, yield and fee with higher throughput from each off roll resource Audit, Compliance, and Risk Management Responsible for driving PDD collection and ensuring that thresholds are not breached Ensure risk and compliance through quality customer sourcing, timely and satisfactory closure of all regulatory points Sales and Channel Development Meet existing Auto customers to understand their repeat funding requirement and onboard New to Bank Auto customers to drive volumes Responsible for ensuring end-to-end processing of cases by liaising with cross functional departments Establish relationships and enhance engagement with branches and channel partners Each relationship to be pitched with liability relationship and getting SI from existing and opening of new accounts Adoption of Siddhi Application to enhance efficiency in Sales Team Improve contribution of PSL in portfolio Customer Experience Oversee fulfilling customer journey with seamless processing and offering a host of banking solutions leading to customer delight. Make Axis Bank the financier of first choice by ensuring best in class TAT Responsible to increase customer retention and engagement to improve Net Promoter Score and customer satisfaction. Collaboration and People Priorities Ensure minimum RO attrition by providing timely guidance Drive various people agenda, including but not limited to, values, talent management, internal mobility, culture, learning and developments Qualifications: Graduation/post-graduation from a recognized institute 0-2 years of work experience (secured loans preferred) Role Proficiencies Strong sales orientation Adept at communication (English and local language) and interpersonal skills Proficiency in managing clients, partner relationships, diverse stakeholders and channels Ability to align with objectives and new initiatives of the bank Skill in managing team efficiently and productively Competence in managing within a dynamic, priority-setting environment Strong risk and compliance mindset

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG 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 Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 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 JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG 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 Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 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

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG 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 Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 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 JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG 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 Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 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

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG 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 Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 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 JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG 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 Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 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

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

Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager 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 Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager 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

The Role: As a Senior Product Manager, you will be working closely with seasoned product leaders to help drive the merchant side adoption of the Razorpay consumer offerings. You will be required to understand the merchant facing products deeply and find innovative ways to integrate Razorpay consumer offerings seamlessly into those merchant solutions. Roles and Responsibilities: End-to-End Product Management: Own the full product lifecycle from conceptualization, development, and execution to post-launch monitoring and optimization Collaboration: Work closely with with the existing product teams on the B2B side to drive consumer adoption by embedding into their B2B products Roadmap Execution: Assist in developing and managing the product roadmap, aligning it with the broader strategic goals of the company Customer-Centric Thinking: Continuously gather and prioritize product requirements based on user feedback, market research, and competitive analysis Data-Driven Decision Making: Leverage data and key performance indicators to make informed decisions that drive product success Stakeholder Communication: Ensure timely communication with key stakeholders, keeping them updated on progress, challenges, and timelines Go-to-Market Strategy: Partner with cross-functional teams to deliver product launches and drive adoption Mandatory Qualifications: You have 5-7 years of experience in Product Management , preferably in consumer tech or fintech products. You have experience working in fast-paced environments, ideally with products that have scaled from zero to one. You are data-driven with a strong understanding of product metrics and user behavior analysis. You thrive in cross-functional collaboration and have a track record of working effectively with engineering and design teams. You are customer-obsessed and can translate customer insights into actionable product features. You are entrepreneurial and can navigate through ambiguity with a bias for action.

We are hiring Sales Officers for field sales of Home Loan products . The ideal candidate should be passionate about sales, comfortable working on the field, and capable of generating leads and closing deals. A two-wheeler and valid driving license (DL) are mandatory for this role. Key Responsibilities: Identify potential customers for home loan products in assigned areas. Generate leads through field visits, cold calling, references, and promotional activities. Visit customers to understand their home loan requirements and explain product features. Collect required documents and coordinate with the backend team for processing applications. Maintain follow-up with clients to ensure closures and customer satisfaction. Achieve assigned sales targets and contribute to team goals. Submit daily field activity reports. Eligibility Criteria: Education: Minimum 12th Pass Experience: Freshers & experienced candidates welcome Mandatory: Driving License (DL) Own Two-Wheeler Skills: Good communication & convincing ability Basic knowledge of financial products is a plus Willingness to work on the field Perks & Benefits: Attractive Incentives based on performance Travel allowance as per policy On-the-job training and growth opportunities To Apply: Contact: Chayan Sir 9310641892

As a Sales Manager for Loans, you will be responsible for managing loan products, particularly focusing on Machinery Loans. You should hold a degree in any discipline and possess a minimum of 2 years of relevant work experience in the field. Your primary role will be to promote and sell loan products to potential clients. This is a full-time and permanent position, requiring you to work during day shifts. As part of the benefits package, you will be entitled to Provident Fund contributions and a yearly bonus based on performance. If you are a dynamic individual with a passion for sales and a background in loans, this opportunity is ideal for you. Join our team and take the next step in your career as a Sales Manager for Loans.,

As a member of the Global Investment Operations team at KKR & Co. Inc., you will play a crucial role in supporting the firm's day-to-day middle office and back office operations to drive business decisions and long-term success. You will collaborate closely with various internal teams, including the finance team, data team members, and external agents to ensure accurate processing and reporting of investments. Your primary responsibility will involve independently developing and executing procedures to track portfolio investments in multibillion-dollar funds. This will include troubleshooting technical and accounting issues, reconciling cash and positions across all funds, and processing upcoming activities and contract modifications as per agent notices. You will work with third-party agent banks and custodians to improve processes, ensure quality deliverables, and resolve queries on a day-to-day basis. In this role, you will interact with global counterparts to understand reporting needs, address bottlenecks, and act as a point of escalation for queries. Additionally, you will manage process metrics, key performance indicators, and other dashboards at regular intervals to ensure operational excellence and efficiency. To qualify for this position, you should have a Bachelor's Degree or equivalent work experience, with 0-5 years of experience in teams like Asset Servicing or Loan Servicing. Knowledge of loans, bonds, loan syndication, and investment strategies such as Direct Lending, Mezzanine, CLOs, and Asset-backed Financing is preferred. Experience in a multinational Financial Services organization and/or Private Equity will be advantageous. Strong communication skills, email writing proficiency, and the ability to manage multiple requests and tasks efficiently are essential for this role. You should also have advanced proficiency in Excel and familiarity with tools like Advent Geneva, ClearPar, Markit, and Allvue (Everest). Accounting experience, intellectual curiosity, integrity, and a collaborative mindset are highly valued qualities for this position. This is a full-time role based in our Gurugram office, with a 4-day in-office and 1-day flexible work arrangement. If you are a proactive individual with a keen interest in investment operations and a drive for excellence, we encourage you to apply for this exciting opportunity at KKR & Co. Inc.,

The Loan Servicing Supervisor - Team Leader, a pivotal role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Supervisor, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of our financial services. Join us to play a crucial role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Supervisor - Team Leader within our Loans group, you will oversee and guide your team daily to ensure the fulfillment of all Service Level Agreements (SLAs). You will supervise a range of processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This role offers a unique opportunity to enhance your skills in managing Nostro & Past Due Reconciliation, allowing you to make a significant impact on our operations Job Responsibilities Monitor the team daily to ensure all SLAs are met and escalate exceptions immediately for resolution. Supervise processes like Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation. Ensure adherence to QUALITY & QUANTITY SLAs and maintain a robust workflow allocation model. Serve as the SME, handling complex process-related queries and routing them to onshore teams if needed. Implement a robust Knowledge Management model, including SOP maintenance and training. Drive 100% compliance with process-related policies, guidelines, and controls. Motivate and support team members to meet goals, identifying HIPOs and planning for their development. Identify alternatives and options for issues, seeking alternative scenarios. Work collaboratively with others, valuing diverse skills and building interdependence. Identify training needs to improve performance and ensure compliance with training timelines. Ensure high team depth with trained backups for critical work queues. Required qualifications, skills and capabilities Hold a Bachelors degree with minimum 5 years of relevant loan servicing experience in syndicated loans or back office/financial industry roles. Gain knowledge of loan systems like Loan IQ. Possess knowledge of nostro/cash matching, General Ledger reconciliation, and SWIFT and remittance systems. Demonstrate strong problem-solving and investigative skills to analyze and resolve process-related issues. Maintain a strong risk and control mindset. Understand investment banking products, including loans. Drive small to medium-sized projects, achieving strong results. Preferred qualifications, skills and capabilities Maintain a strong control mindset and adhere to a high degree of business ethics, with in-depth experience in loan products and global markets. Communicate excellently and possess the ability to pick up complex systems architecture easily. Drive global initiatives and effect change in a large organization. The Loan Servicing Supervisor - Team Leader, a pivotal role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Supervisor, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of our financial services. Join us to play a crucial role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Supervisor - Team Leader within our Loans group, you will oversee and guide your team daily to ensure the fulfillment of all Service Level Agreements (SLAs). You will supervise a range of processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This role offers a unique opportunity to enhance your skills in managing Nostro & Past Due Reconciliation, allowing you to make a significant impact on our operations Job Responsibilities Monitor the team daily to ensure all SLAs are met and escalate exceptions immediately for resolution. Supervise processes like Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation. Ensure adherence to QUALITY & QUANTITY SLAs and maintain a robust workflow allocation model. Serve as the SME, handling complex process-related queries and routing them to onshore teams if needed. Implement a robust Knowledge Management model, including SOP maintenance and training. Drive 100% compliance with process-related policies, guidelines, and controls. Motivate and support team members to meet goals, identifying HIPOs and planning for their development. Identify alternatives and options for issues, seeking alternative scenarios. Work collaboratively with others, valuing diverse skills and building interdependence. Identify training needs to improve performance and ensure compliance with training timelines. Ensure high team depth with trained backups for critical work queues. Required qualifications, skills and capabilities Hold a Bachelors degree with minimum 5 years of relevant loan servicing experience in syndicated loans or back office/financial industry roles. Gain knowledge of loan systems like Loan IQ. Possess knowledge of nostro/cash matching, General Ledger reconciliation, and SWIFT and remittance systems. Demonstrate strong problem-solving and investigative skills to analyze and resolve process-related issues. Maintain a strong risk and control mindset. Understand investment banking products, including loans. Drive small to medium-sized projects, achieving strong results. Preferred qualifications, skills and capabilities Maintain a strong control mindset and adhere to a high degree of business ethics, with in-depth experience in loan products and global markets. Communicate excellently and possess the ability to pick up complex systems architecture easily. Drive global initiatives and effect change in a large organization.

Hiring for Sales Development Manager Identify potential customers through field visits Pitch products and services effectively Convert leads into successful sales Build and maintain strong client relationships Meet monthly sales targets Required Candidate profile Min. 1 year of experience in field sales Graduation Mandatory Excellent communication & interpersonal skills Strong negotiation & closing abilities Contact For more Info: +91 95379 91823 | Nikita

We are seeking a skilled and detail-oriented Loan Underwriter to join our lending team specializing in manufactured housing chattel loans. As an Underwriter, they will play a pivotal role in evaluating loan applications and assessing the creditworthiness of borrowers seeking financing for manufactured homes. Their expertise in analyzing financial documents, assessing risk, and ensuring regulatory compliance. Desired Mentality: 1.) Passionate about improving consumer outcomes and addressing the affordable housing crisis. 2.) A critical thinker with a collaborative mindset, committed to excellence and innovation in lending. Responsibilities: Review loan applications and supporting documentation for manufactured housing loans, including income verification, credit reports, and property valuations. Assess the creditworthiness of borrowers by analyzing financial statements, tax returns, employment history, and other relevant information. Evaluate debt-to-income ratios and other key financial indicators to determine loan feasibility. Ensure compliance with lending regulations, internal policies, and underwriting guidelines. Collaborate with loan officers, processors, and other team members to gather necessary information and address any application deficiencies or documentation gaps. Conduct thorough risk assessments to identify potential red flags or fraudulent activities. Prepare loan underwriting summaries, including recommended loan structures, risk mitigation strategies, and rationales for decision-making. Communicate lending decisions and provide clear explanations to loan officers, processors, and other stakeholders. Stay updated on industry best practices, regulatory changes, and market trends related to manufactured housing financing. Proven experience as a Loan Underwriter or in a similar role, with expertise in manufactured housing loans preferred. Deep understanding of underwriting guidelines, lending regulations, and compliance requirements specific to manufactured housi

Job Description: Job Title: Operations Lead RDA, AVP Location: Bangalore, India About the organization Deutsche Bank s Operations group provides support for all DB s businesses to enable them to deliver operational transactions and processes to clients. Our people work in established global financial centers such as London, New York, Frankfurt and Singapore, as well as specialist development and operations centers in locations including Birmingham, Jacksonville, Bangalore, Jaipur, Pune, Dublin, Bucharest, Moscow, and Cary. Our goal is to deliver world-class client service at exceptional value to internal partners and clients. A dynamic and diverse division, our objective is to make sure that all our services are executed in a timely and professional manner, that risk is minimized, and that the client experience is positive. We are proud of the professionalism of our people, and the service they deliver. In return, we offer career development opportunities to foster skills and talent. We work across a wide range of product groups, including derivatives, securities, global finance and foreign exchange, cash and trade loans and trust and securities services as well as cross-product functions. Operations interface with Regulatory and Tax is a growing area of interest and helps Deutsche Bank to be compliant at all times. About Client Data Management (CDM) Operational Reference Data Services (ORDS) function comprises of Client Data teams that provide operational services across the Global Markets and Corporate Investment Banking (CIB) clients globally, which enable client business, regulatory and tax compliance, protect against client lifecycle risk and drive-up data standards within the firm. The CDM function is focused on driving compliance within operations. The primary focus of this is Client data, which has a significant impact on how we perform on-boarding and KYC of our customers, maintenance of client accounts and downstream operations. Role Description Successful candidate will be joining the CDM team as part of the Reference Data Accelerator (RDA) project. This a key regulatory requirement in providing a single obligor view of authorized data to ensure adherence to BSBS239 compliance. The RDA Operations lead will be responsible for leading the CDM RDA Program Operations. This primarily involves Understanding the data consumption and data standards of all RDA consumers Address all data reporting obligations for the consumers which fall within the Bank s larger regulatory requirements Oversight of all Data maintenance and data quality management processes under the RDA program Execution of data quality measurements as per regulatory requirements Standardization of data standards ensuring consistency across systems/product/regions Identifying defects and investigating root causes for data issues What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy, Best in class leave policy. Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Manage and resolve all Consumer queries and concerns on client data Responsible for ensuring agreed standards and procedures are duly followed with an eye for delivering against the set timelines. Understanding client hierarchy and relationship structures and identification of gaps for proactive action on systematic basis Identification, review and remediation of duplicate relationship structures in order to improve reporting accuracy. Work closely with SME s within the larger Client Data Services across locations to obtain required skillsets to have the right level of support required for the end to end Data Remediation Evaluating availability of required information and ensure it is in line with stakeholders requirements. Maintain and document data changes. Ensuring RDA Business rules are adhered to, refining where required and analyzing data inconsistencies. Create and agree required KOPs and KPIs around key processes. Manage delivery against agreed timelines and milestones with key Stakeholders / Business Record, Track and Report on Risks and Issues Analyze, assess and test data controls to ensure quality and compliance standards are met Contribute to process optimization by implementing strategic methods and supporting change initiatives Manage the team and resources while being responsible for their performance and growth. Your skills and experience 10+ years of experience in investment banking, especially Reference data management , Client Data Management , KYC A proven track record working in data management roles. Must be able to demonstrable evidence of execution capability including understanding the detail with ability to define outcomes and agree suitable solutions to meet these. Proven record of handling teams and experience in people management (4+ years) specifically performance management, annual feedbacks and reviews. Should be able to demonstrate the ability to effectively lead , motivate and guide individuals and teams in a workplace to achieve organizational goals. Ability to analyze information, assess situations and make sound judgements that benefit the team and organization Capacity to adjust to changing circumstances, embrace new challenges and remain flexible in a dynamic environment Foster a culture of trust and respect within the team and encouraging open communication and collaboration Understanding of legal entity setups and accounts/funds Proficient in query management from Consumers/stakeholders A proven track record of high level analytical skills and problem-solving experience. Knowledge of data analytics tools like Python, SQL is preferred Must be able to demonstrate ability to break down complex situations into easy-to-understand components Excellent partnership and collaboration skills with ability to work cross functionally including strong communication and influencing skills and ability to work effectively virtual global teams and a matrix organization Knowledge of products and processes related to the financial services industry would be an advantage Must have knowledge on data providers like Bloomberg, Reuters, GLIEF, AVOX, Bankers Almanac, Omgeo, Orbis, Dun Bradstreet, etc.. Strong and well-developed relationship / stakeholder skills Demonstration of excellent communication skills Proficiency in presentation skills, MIS Management High motivation and pro-active approach to situations How we ll support you Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs.

Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards. Job Purpose To support Relationship Management teams in the following activities, Preparation and submission of Credit Memo to CCG Completion of documentation formalities in coordination with the client & CCU Assisting RM in completing Legal & Valuation reports Follow up of overdue for regularization Client servicing in coordination with internal units. Highlighting any early warning signs of the portfolio to the RMs Manage the existing portfolio of all clients for the designated relationship teams as well as explore opportunities for cross sell of other transaction banking products and help the team in detecting early warning signals in their portfolios. Key Accountabilities To prepare credit proposals in a consistent, concise and lucid manner. To maintain close working relationship with Business Unit to ensure that IBG deliverables are met. Need-based meeting with customers to understand business and attendant risks. Cross sell of other products such as trade, cash and foreign exchange. To monitor portfolio for irregularities/ excesses/ breaches/ delays. Ensure all regulatory reporting & compliances are enforced. Work with the legal team to ensure recoveries & minimize bad debts & NPA s. Also ensure assistance to external & internal audits. Ensure customer retention & increase in wallet share by constantly monitoring customer satisfaction levels through detailed MIS & tracking of operations & complaints. Control and quality of the portfolio, using available triggers and adherence to Risk management guidelines and policies. Monitor levels of complaints and quality of handling. Communicates all key messages to customers including agreed service standards, negotiated pricing, relationship team contact points (including introductions to new personnel) and new product changes. Monitor and ensure adherence to risk service standards Job Duties & responsibilities Preparing spreads which are consistent, error-free and in line with classification parameters used in DBS. Providing concise and relevant financial analysis by clearly identifying risks. Ensure reviews are completed prior to due date and are error free. Interact and follow up with clients on required information and clarifications. Adhere to the risk management guidelines of DBS, MAS and RBI. Ensuring that irregularities/ excesses in the portfolio are kept within control. Develop and maintain a detailed knowledge of industry sectors within the customer portfolio. Control and manage the risk profile for the overall Team portfolio. Manage performance against key financial (risk-adjusted contribution) sales, service and operational targets. Develop Account Relationship Plans for customers in portfolio. Requirements Overall experice in sales / sales support activities. 2 - 5 years of sales experience in business banking and/or cash management. Proven sales track record in asset business in the SME/Business Banking segment. Knowledge of competitors and marketplace Market knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirement would be preferable. Education / Preferred Qualifications An MBA or CA with relevant number of years of experience in banking and specifically in selling asset products in the Mid-Market Banking segment. Core Competencies Good written and verbal communication skills Good Analytical skills. Self-driven and highly ambitious Results-orientated & the ability to handle pressure Relationship building & management skills Understanding of competitor products Comfortable with tight deadlines Technical Competencies Sound understanding of asset products and associated technology platforms and operational procedures Understanding of regulatory guidelines on banking policies issued by MAS/ RBI/SEBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements & Anti-money Laundering Policies are critical. Knowledge of financial markets, products & competitor offerings to assist in meaningful dialogue with clients Work Relationship Close interaction with RMs / Branch Managers to ensure consistent on boarding of good quality customers and thereby assisting in delivery of Sales targets. Close interaction with various stakeholders to ensure consistent and reliable service delivery to the customer. DBS India - Culture & Behaviors DBS is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviors are: Demonstrate Business Performance through PRIDE 2.0 Value Based Propositions Ensure Customer Focus by Delighting Customers & Reduce Complaints Build Pride and Passion to Protect, Maintain and Enhance DBS Reputation Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement Maintain the Highest Standards of Honesty and Integrity. Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements .

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