3203 Loans Jobs - Page 29

Title: Manager - Banking Alliances Key Roles and Responsibilities: Ecosystem collaboration: Self-starter to identify and collaborate with ecosystem players to discover and co-build products for the market (Fintechs, Banks, Partners, etc) Map, develop, and drive strong working relationships with key influencers for the assigned banks. It should include mapping the various teams in the assigned banks thoroughly and plot them out to an organogram of the banks. Deliver against volume, revenue, penetration, and growth targets for the identified and assigned partner banks. Identifying partnership opportunities within existing/new banking relationships. Design banking partnerships as a distribution channel for local payments acquiring business, with an aim to scale while owning of the north-based banks. Liaising with other cross-functional teams like Solutions, Product, etc. to ensure that we deliver on required customizations by sizing up the opportunity and getting it prioritized appropriately Understand subvention and other applicable models and drive Razorpay s GTM strategy via the bank-led route. Identify and pitch newer use cases such as Omnichannel (offline+online), Cross-border payments, PPI, other solutions - via Bank partnership channel. Develop an implementation plan across the alliance life cycle for the assigned portfolio of banks/PSPs Define and own metrics for monitoring the performance & the effectiveness of existing alliances Facilitate seamless onboarding of Razorpay as a Vendor / Customer in the bank s ecosystem, as well as ensure set-up on the system and its complete alignment across departments Collaborate with cross-functional stakeholders, including leadership, strategy, marketing, and design teams, to ensure seamless execution of business launch and scale-up Ecosystem collaboration: Self-starter to identify and collaborate with ecosystem players to discover and co-build products for the market (Fintechs, Banks, Partners, etc) Ensuring that the engagements are well formalized with the partner banks by way of agreement(s) and agreed base rates and mark-ups applicable, if any. Also taking care of internal closure with cross-functional departments like Legal, Finance, etc. Mandatory Qualifications: 5-6 years of overall experience, of which 4+ years in Merchant acquiring space with either Payment Gateways, Networks, Banks, or Fintech companies. Established an existing network with banks (public + private) and networks in the North Region. High-energy team player with a willingness to learn and adapt quickly Energetic self-starter with the ability to work independently in a fast-paced environment with a proven track record of creating and executing partnerships/alliances that drive measurable business results Ability to run technical conversations with the bank to drive problem discovery and primary-level solutioning Analytical capability to deal with the technical, contractual, and financial aspects of the business. Ability to effectively think strategically and influence cross-functional teams, such as Solutions, Product, and Operations, to drive outsized business outcomes Willingness to travel regionally to meet with banks/large merchants acquired through the banking partners

Check out our values-driven benefits below! Join our innovative, global team using technology to transform the way the social sector engages with data. We run on passion, blending diverse skill sets and experiences with a collective mission to help organizations tackle challenges and achieve greater impact. We encourage all staff to push their own boundaries and drive the company in exciting new directions. As a social enterprise, we reinvest a majority of our profits in our growth and continued pursuit of our mission and vision. Position Overview As a Senior Consultant, you ll work with a diverse global team dedicated to delivering innovative solutions that transform the ability of social sector organizations to collect, manage, and use their data. You ll be a key member of our project teams, working with Solutions Architect and other consultants to design, configure and support the rollout of Salesforce systems for our clients working in the social sector. Consultants are involved throughout the entirety of a project s life cycle discovery and design, platform configuration (including mobile data collection tool configuration), and training/rollout. Consultants may travel to client locations to facilitate discovery and design workshops or conduct trainings. At Vera, you will join a team of passionate individuals with diverse backgrounds and experiences, all dedicated to improving the way social impact organizations operate. We re a self-motivated, creative group, and we emphasize collaboration, flexibility, and professionalism. Primary Responsibilities: Facilitate discovery sessions and gather business requirements In partnership with the Solution Architect, design solution proposals and collaborate with clients to build implementation plans Configure, test and deploy high-quality systems Deliver client training Support clients in other relevant project delivery areas e.g. technical documentation, data migration etc. Research new technologies, methodologies, and tools relevant to nonprofits and NGOs with public health, education, poverty alleviation, and other international development focus areas Contribute to Vera s learning environment by coaching junior staff Qualifications and Experience Essential 6+ years professional experience, especially in technology, the social sector or consulting Experience with Salesforce or other cloud relational database systems; preferably configuration experience 4 or more Salesforce certifications (including Salesforce Platform App Builder Certification) Bachelor s degree or equivalent Previous people management experience Consensus builder who is fantastic at fostering relationships, generating buy-in from multiple stakeholders for proposed solutions, and building trust Curiosity and problem-solving skills Strong aptitude for using technology and data Excellent written and verbal communication and relational skills Ability to carry tasks forward independently or ask for help along the way Meticulousness, punctuality, and outstanding attention to detail Preferred Advanced degree Business analysis experience Significant experience with data analysis software (Example Power BI, Stata etc.). Proficient in the use of G-Suite applications or other common cloud-based software (i.e. Dropbox, Box, etc.). Awareness of core social sector concepts such as Grant Management, Impact Measurement, Fundraising etc. Vera Solutions offers competitive compensation (including benefits), commensurate with experience and cost of living. Employee Incentive Plan All employees participate in our Employee Incentive Plan. Employees receive stock options, aligned to their job title and location, as part of their total compensation package. To showcase our commitment to employee growth and well-being, Vera offers a paid sabbatical to employees who complete three consecutive years. To help employees with outstanding student loans, Vera offers a Student Loan Benefit. In addition to robust paid parental leave, Vera assists with the costs of child care. Vera offers a retirement plan and contribution matching to all of its employees. We do not cap sick leave. If you re sick, we hope you get better! Paid Time Off 38 days of paid leave each year, including local and company-wide holidays and a December break. Vera is passionate about supporting the health of you and your family. We cover medical insurance premiums, including family coverage, up to a maximum amount. Complete an online application by clicking apply below. Vera Solutions is committed to fostering a diverse and inclusive environment and encourages applicants from underrepresented backgrounds to apply. What makes Vera such a great place to work? In everything we do, we re guided by our core values: Excellence, Sustainability, Teamwork, Leadership, and Impact Our Mission As a certified B Corporation, we meet the highest social and environmental standards in pursuit of our mission. Our Global Team Our wonderfully diverse team spans 5 continents and speaks more than 15 different languages. We are invested in and committed to making training, learning, and development one of Vera s signature strengths. Diversity & Inclusion We value our culture of diversity and inclusion in the workplace. We bring our full selves to work and position each other to thrive. Rising Leaders Program We run an annual leadership development initiative for emerging leaders at Vera.

Delhi, Bangalore, Chennai Key Responsibilities Track daily micro level collections of each merchant and identify risks. Identify Merchant s daily collection process at his shop through Mystery/Secret Shopping. Prepare account reconciliation statement on regular basis. Send daily collection reports to the concerned reporting head. Resolve service issues of clients by coordinating with relevant departments. To regularly visit delinquent customer / merchant for the updation of overdue amounts. To effectively manage all customer/ merchant related complaints and issues. Managing a group of 4-5 team members Qualification Minimum 6-10 years relevant experience needed. Collection of consumer loans/ small business loans. Minimum a graduate (in any field). Preferably a DRA (Debt Recovery Agent) certified professional. Good knowledge of Computers (MS Office, email communication) Skills Set & Experience Should be presentable with good communication skills. Good hold over language -English and local language. Should have knowledge of the Collection Process. Should have Experience in Field/Corporate Collections. Professional approach towards the Customer. Ability to command authority but humble and sincere in behaviour. Good convincing skills. Aware of Collection Code of Conducts. Acquainted with the geographical spread of the local area. Mandatory to have a 2 wheeler/ 4 wheeler Share this on: View All Jobs

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 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.

The Debt Management Specialist will be responsible for managing and coordinating the recovery of overdue payments on loans or credit accounts. Achieve collections target by visiting customers/agency.Monitor performance against set parameters and provide regular updates.Ensure legal guidelines are complied with while repossessing products.Maintain accurate records of customer interactions and transactions.Provide regular reports on collection activities and performance.Handle escalations promptly and effectively to resolve issues.Daily DRR (Daily Risk Report) managementDevelop and implement strategies to improve collection rates.Case to Case trackingResolution at per AOP with in agreed timelinesPortfolio ManagementDebt Collection StrategyTarget AchievementRegulatory ComplianceReporting and AnalysisRisk ManagementTeam LeadershipVendor ManagementCo-ordinating with internal and external clients Required Qualifications and Experience Achieve collections target by visiting customers/agency.Monitor performance against set parameters and provide regular updates.Ensure legal guidelines are complied with while repossessing products.Maintain accurate records of customer interactions and transactions.Provide regular reports on collection activities and performance.Handle escalations promptly and effectively to resolve issues.Daily DRR (Daily Risk Report) managementDevelop and implement strategies to improve collection rates.Case to Case trackingResolution at per AOP with in agreed timelinesPortfolio ManagementDebt Collection StrategyTarget AchievementRegulatory ComplianceReporting and AnalysisRisk ManagementTeam LeadershipVendor ManagementCo-ordinating with internal and external clients

- Self sourcing of leads from open market - Handle sales of home & mortgage loan - Coverup mapped area to generate leads - Build up relationship with existing customers to generate more leads - Understand market trends and offer products to customers Required Candidate profile - Local candidate ready to do field sales - Candidate have bike and driving license - Local area network is key to success Perks and benefits Incentives + Allowances + Insurance Cover

The Relationship Manager Car Loan is responsible for promoting, sourcing, and processing car loan applications. The role involves understanding customer needs, providing appropriate loan solutions, and ensuring a smooth end-to-end process. Travel allowance Sales incentives

RL - Mortgages - Area Sales Manager - Prime Mortgages- Branch About the Business Group The Mortgages department is a part of the Retail Lending business of the bank and offers Home Loans and Loan against Property to all categories of customers Pan India. About the Role This is a leadership role responsible for achieving business goals, optimizing profitability, overseeing compliance, and driving transformation within HL and LAP business. It involves strategic planning and execution to maximize revenue, enhance portfolio growth, and ensure risk compliance. Details of the Role Department Retail Lending Grade M/SM/AVP Sub-Department Retail Lending- Prime Mortgages Reporting (Business) AVP/VP/SVPI Location Pan India Reporting (Matrix) Key Responsibilities Business Goals and Profitability Deliver disbursement targets in the assigned area through the Branch Banking channel. Monitor daily performance metrics and take proactive measures to meet area-level targets. Sales and Channel Development Coordinate with branch managers and staff for regular mortgage product training and support. Generate and convert leads from branches, ensuring alignment with zonal strategies. Compliance and Risk Management Ensure documentation, eligibility checks, and process adherence at the branch level. Support audit and compliance processes as per internal and regulatory norms. Customer Experience Support branches in delivering seamless customer experience throughout the loan journey. Address and resolve escalations from customers or internal teams. Digital Adoption and Innovation Drive usage of digital tools like Siddhi, MLP, Omega, and SFDC by branch staff. Qualifications: Graduation/post-graduation from a recognized institute 6+ sales experience (secured products preferred) with at least 2-3 years in HL and LAP Role Proficiencies Strong sales orientation Proficiency in managing complex client relationships, diverse stakeholders Capability to handle pressure and meet deadlines Skill in managing large, geographically spread team; coaching and mentoring team members Competence in managing within a dynamic, priority-setting environment Strong risk and compliance mindset Adept at communication and interpersonal skills About Axis Incorporated in 1994, Axis Bank is one of India s most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way.

RL - Mortgages -Sales Manager - Prime Mortgages- Branch About the Business Group The Mortgages department is a part of the Retail Lending business of the bank and offers Home Loans and Loan against Property to all categories of customers Pan India. About the Role This is a leadership role responsible for achieving business goals, optimizing profitability, overseeing compliance, and driving transformation within HL and LAP business. It involves strategic planning and execution to maximize revenue, enhance portfolio growth, and ensure risk compliance. Details of the Role Department Retail Lending Grade AM/DM/M Sub-Department Retail Lending- Prime Mortgages Reporting (Business) M/SM/AVP Location Pan India Reporting (Matrix) Key Responsibilities Business Goals and Profitability Meet assigned disbursement targets by sourcing home loan business through designated branches. Ensure daily follow-up and engagement with branch staff to generate quality leads. Create and convert the prospects for cross selling opportunities. Sales and Channel Development Support branch teams with product knowledge, sales pitches, and application processing. Conduct regular visits and huddles with branch staff to improve lead conversion. Compliance and Risk Management Ensure accurate documentation and eligibility checks as per process guidelines. Adhere to internal and regulatory compliance requirements. Customer Experience Engage with customers referred by branches to ensure prompt service and resolution. Facilitate smooth onboarding and address queries during the application process. Digital Adoption and Innovation Ensure use of Siddhi, MLP, Omega, and SFDC tools for lead tracking and conversion. Qualifications: Graduation/post-graduation from a recognized institute 2+ sales experience (secured products preferred) with at least 0-2 years in HL and LAP Role Proficiencies Strong sales orientation Proficiency in managing complex client relationships, diverse stakeholders Capability to handle pressure and meet deadlines Skill in managing large, geographically spread team; coaching and mentoring team members Competence in managing within a dynamic, priority-setting environment Strong risk and compliance mindset Adept at communication and interpersonal skills About Axis Incorporated in 1994, Axis Bank is one of India s most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way.

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

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

Location: Aurangabad, Maharashtra and Delhi CTC: Up to 14,00,000 per annum Experience: 6 years in Home Loan/Mortgage sales, with at least 4 years in a team leadership role Role Summary: We are looking for an experienced and dynamic Location Head to lead the Home Loan Sales function for our Aurangabad and Delhi branch. The ideal candidate will be responsible for driving business growth, managing a team, and ensuring seamless operations in alignment with the company objectives. Key Responsibilities: Lead the Home Loan Sales vertical for the Aurangabad and Delhi location Achieve disbursement targets through DSA, connectors, and direct sourcing Recruit, train, and manage a high-performing sales team and field executives Develop and manage channel partner relationships (builders, DSA, connectors) Ensure compliance, credit quality, and customer satisfaction in all sales processes Work closely with Credit, Operations, and Legal teams to ensure smooth loan processing Monitor market trends, competition, and local business development opportunities Handle escalations and ensure timely resolutions Track productivity and performance metrics of the team Key Requirements: Proven experience in Home Loan/Mortgage Sales Strong team management and leadership skills Good network with local builders, DSAs, and real estate ecosystem in Aurangabad Excellent communication, negotiation, and problem-solving abilities Strong understanding of housing finance products, credit norms, and compliance Qualification: Graduate/Postgraduate in any stream Minimum 6 years of relevant experience in home loan sales Interested candidates can send their CV to monika.arora@upgrad.com

Fi is a new age money management app designed to simplify your financial life. With Fi, you can save, pay, invest, or borrow, all in one place. You can track and analyze your expenses across Fi and all your other bank accounts. You can also apply for a credit card, access instant loans, and grow your wealth and more with our range of investment options. We re looking for a Product Design Intern who s curious, creative, and excited to solve real user problems. If you ve dabbled in UI/UX design, love figuring out how things should work (and look), and want to learn how product teams work together to build things users love this is for you. What You ll Do Contribute to live projects: Work closely with designers, product managers, and engineers on features that ship to real users. Create wireframes and prototypes: Use Figma (or a tool of your choice) to bring your ideas to life from low-fi wireframes to interactive prototypes. Understand user needs: Assist in user research, gather insights, and use them to improve your designs. Design with systems in mind: Learn to work with (and improve) design systems to keep our product consistent and beautiful. Collaborate and iterate: Present your work in reviews, take feedback with an open mind, and iterate quickly. What We re Looking For You re currently pursuing or have recently completed a degree in design, HCI, or a related field or you ve built your skills through self-learning. You ve worked on design projects college, personal, freelance, or internships. A portfolio (even a Notion doc) is a big plus! You re familiar with tools like Figma, Sketch, or Adobe XD. You have a good eye for design and care about usability. You re eager to learn, open to feedback, and comfortable with ambiguity. What You ll Get Mentorship from experienced product designers. A front-row seat to how product, design, and engineering teams collaborate. The chance to work on meaningful problems and see your work go live. A great team with lots of learning. This is a 6 month in-office internship. Office location- Brookfield, Bengaluru

" About the Client: PSS has been mandated by our Client to hire a Head of IT Audit. Our client is the oldest private sector bank in India with almost 100 years in the business of lending. It has its origins in Kerala. The banks primary focus is on retail loans. About 59% of its business comes from retail banking, 23% from wholesale banking, 14% from treasury management, 4% from SME banking. Its total deposits were Rs. 29,700 Crores and its total advances were Rs. 24,000 Crores as of March 2024. Summary of the Position: With stronger KYC and information security norms stipulated by the RBI and increasing digital transormation of IT systems, the Head of IT Audit role has been a key position in the bank. An IT (Information Technology) & IS (Information Systems) Auditor is responsible for evaluating the efficiency, security, and integrity of an organizations technology systems, infrastructure, and processes. Their role involves assessing how effectively an organizations information systems are controlled, ensuring compliance with relevant regulations, and identifying risks to prevent issues like data breaches or financial fraud. Key Responsibilities: Assess System Security: They evaluate the security protocols and measures in place to ensure the safety of an organizations data and technology infrastructure. Check for vulnerabilities in systems and identify potential cybersecurity risks. Evaluate IT Controls: Auditors check how well the IT systems are governed, managed, and controlled. This can include reviewing access controls, system configurations, and user privileges. They ensure policies and procedures are followed to minimize operational and f inancial risks. Compliance and Risk Management: They ensure the organization complies with relevant laws and industry standards, such as GDPR, HIPAA, or SOX (Sarbanes-Oxley Act). Identify risks related to IT infrastructure, processes, and data handling, recommending improvements to mitigate these risks. Data Integrity and Accuracy: Review how data is processed, stored, and managed to ensure its accuracy and consistency. Verify that data is protected from unauthorized changes and that backups are in place. Evaluate IT Governance: Assess whether the IT departments strategies align with the organization s business objectives and whether IT governance policies are effective. Look into how IT projects are managed, including their planning, budgeting, and execution. Testing and Auditing Systems: Perform hands-on testing of systems, applications, and networks to verify functionality, security, and compliance. This can involve penetration testing, vulnerability scanning, and reviewing system logs. Reporting and Recommendations: Prepare detailed audit reports that outline findings, issues, and areas of concern. Provide recommendations for improving the IT infrastructure, security, and compliance with policies. Collaboration with IT and Management: Work closely with the IT department to understand the systems and provide solutions to address identified weaknesses. Collaborate with other departments to ensure that IT and IS-related risks are adequately managed. Continuous Improvement: Recommend updates to processes and controls to ensure systems remain secure and compliant. Stay updated with the latest trends and risks in IT and cybersecurity. Tools and Techniques They Use: IT audit software like ACL, TeamMate, or IDEA. Network analysis tools like Wireshark or Nessus. Data analytics and reporting tools. In essence, an IT & IS auditor helps an organization safeguard its technology, infrastructure, ensuring systems are secure, efficient, and compliant with necessary regulations. Prior Experience & Qualifications: 15 years of experience in audit and specifically IT applications/ systems, infrastructure, IT security frameworks. Experience of working in banks and financial insitutations would be a definite plus. Knowledge of the IT audit software like ACL, TeamMate, or IDEA and network analysis tools like Wireshark or Nessus will be a must. ",

" Job Title: Chief Operating Officer Location: Chennai Reporting to: CEO/ MD About the client: PSS has been mandated to hire a Chief Operating Officer for a reputed and fast-growing microfinance company based in Chennai with business interests in affordable housing. Job Purpose: As a COO, you would be responsible for delivering YoY top-line and net profits, cost optimisation, and minimizing losses of the Affordable Housing Finance business across southern states in India (AP TL, K taka, Chennai). You will be responsible for putting in place a plan that will ensure doubling AUM (current around ~INR 400-450 cr) in the next few years and beyond. Key Responsibilities: Strategic Management - design and implement strategies Short-term, mid-term, and long-term Operational Management - manage a comprehensive range of functions including Business Disbursements, Collections, Credit & Risk, Product, IT, Finance, HR & Admin, Operations, and Legal Setting up the entire operations architecture, including branch-level and central processes across the HFC Oversee financial management gross income, net profits, cost control/ reduction, and minimisation of credit losses Improving AUM, Profits, and Return on Assets Performance Monitoring Regulatory compliance with NHB, RBI, Investors, Fund managers, and Rating Agencies, and monitoring of the same Stakeholder management internal and external bodies and agencies Quality Control, Risk Assessment, Internal Audits Improvement of systems, processes, and technology to improve efficiencies Educational Qualifications And Experience: Qualification: Graduate/ Postgraduate, preferably an MBA from a reputed institute Experience: 20 years in NBFC/ Lending/ Financial Institutions/ Micro Finance, Home Loans, Affordable Housing Finance, Retail Assets, etc. Candidates should be based in Chennai and should be aware of the local language, cultures, and customs Skills: Strong analytical, problem-solving, and stakeholder management capabilities. Strong leadership and communication skills #LI-NV1 ",