3205 Loans Jobs - Page 32

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.

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 the Role The Circle Portfolio Manager handles multiple geographies on delinquent portfolio for specific products. Circle Portfolio Manager ensures NPA resolution and manages the portfolio as per the existing process. Circle Portfolio Manager also ensures compliance with the audit procedures of the bank Key Responsibilities Ensure maximum release from the NPA pool by achieving the required resolution target as per the business requirement Ensure minimum addition to the NPA pool by keeping the portfolio in check by maintaining the delinquency level Prepare contingency plan for all collection related activities. Manage the team of Bucket Managers and ensure achievement of the monthly resolution targets Ensure that all collection agencies are fully compliant with RBI guidelines and bank s collection policy Ensure adherence to the set process and audit requirements in place Ensure minimum forward flow from the buckets Ensure that assigned locations and collections agencies have sufficient manpower Create a performance oriented environment leading to high employee motivation and productivity Ensure that all staff are adequately trained on the products of the bank, processes and various policies of the bank Qualifications Graduation/ Post-Graduation from a recognized institute 10 to 15 years with relevant experience. Role Proficiencies: Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language. Ability to manage complex client situations. Extensive geographical knowledge. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and deadlines.

Sell personal/business loans, credit cards & line of credit via inbound/outbound calls Conduct VKYC Identify cross-sell & upsell opportunities to boost wallet share Generate leads from referrals & convert client Promote digital banking to enhance exp Required Candidate profile Graduate with: 1+ year sales experience in banking/financial services Excellent English communication Strong negotiation, persuasion & customer service skills Call 9082104424 Sanika www.hyfly.in Perks and benefits Incentives & Annual Bonus Mediclaim Coverage

Identify and develop new sales opportunities. Promote and sell company products to potential customers. Build and maintain strong customer relationships. Achieve monthly and yearly sales targets. Prepare and present regular sales reports. Required Candidate profile • Qualification : Graduate • Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector • Age criteria : 21 to 39 Years • Good Communications Skills • Fresher's Can't Apply

Create Team of agent Review the Daily and weekly performance Manage and oversee the performance of the sales team. Establish and maintain strong relationships with agency partners Required Candidate profile Who Can Apply? - Graduation Must - Must have 2 years of experience in any Sales / Banking / Finance / Insurance Sector - Good Communication skills For more info. Call on: 98795 72979 HR Amisha

Senior Manager, Credit & Collections Description - Job Summary This role is responsible for managing and leading teams encompassing various levels of contributors, ensuring defined performance objectives, resource allocation, and efficient resolution of credit and collection matters. The role aligns metrics with corporate goals, oversees credit and collection operations at a regional or CoE level, and collaborates across internal departments to address non-payment issues. The role evaluates credit risk, negotiates with high-value customers, drives resolution for challenges, and fosters talent development while providing expert leadership. Responsibilities Manages and leads teams comprising individual contributors, supervisors and/or lower-level managers, by defining and monitoring performance objectives, allocating resources and staff, and ensuring the prompt and effective resolution of credit decisions and collection matters. Aligns individual metrics with corporate objectives and identifies talent for development opportunities. Manages credit and collection operations at a regional, sub-regional, or Center of Excellence (CoE) level, driving efficient processes. Collaborates with employees across internal departments, including executive levels, to address issues, particularly those contributing to non-payment situations. Evaluates the appropriate degree of credit risk to extend to customers and presents well-supported arguments to management for credit decisions, possessing the authority to authorize credit per the established matrix. Negotiates with high-value and high-risk customers, including up to partner and upper management levels, regarding contracts, payment structures, and customer payments. Resolves challenges encountered with high-value and high-risk customers, ensuring effective resolution. Proposes structural enhancements to the organization aimed at optimizing efficiency and performance. Applies expert subject matter knowledge, shapes knowledge base across businesses, functions, or regions, and provides strong leadership, driving change initiatives and monitoring performance goals. Performs talent management responsibilities including recruitment, performance management, coaching and career development. Education & Experience Recommended Four-year or Graduate Degree in Business Administration, Economics, Finance, or any other related discipline or commensurate work experience or demonstrated competence. Typically has 10+ years of job-related experience or 8-10 years of management experience, preferably in collection, credit, banking, or a related field. Preferred Certifications Certified Accounts Payable Professional (CAPP) Certified Credit Executive (CCE) Certified Professional in Credit and Collections (CPCC) Certified Management Accountant (CMA) Knowledge & Skills Accounting Accounts Receivable Auditing Billing Credit Management Credit Risk Customer Relationship Management Economics Finance Financial Services Invoicing Loans Portfolio Management Process Improvement Project Management Regulatory Compliance Risk Appetite Risk Management SAP Applications Underwriting Cross-Org Skills Customer Centricity Prioritization Resilience Team Management Strategic Thinking Impact & Scope Impacts large functions and leads projects requiring knowledge of multiple disciplines or areas of HP. Complexity Uses managerial concepts and company objectives to resolve highly complex issues in creative and effective ways. May achieve goals through subordinate supervisors. Disclaimer This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management. Job - Finance Schedule - Full time Shift - No shift premium (India) Travel - Relocation - No Equal Opportunity Employer (EEO) -

Job Title Assistant Manager | Technical Mortgage Valuations | Mumbai Job Description Summary This role is responsible for independently managing clients and finalization of valuation reports, efficiently managing a team that is undertaking valuation, including site inspection of Assets for loans (home loans / mortgages). Job Description About the Role: Responsible for finalization of Valuation Reports Reviewing the site and comparable information for deriving the market value of the properties. End to end responsibility of client management. Interacting with the clients and managing the internal & external stakeholders Periodical training and review of the team s performance About You: Excellent Communication Skills as well as negotiation power Team handling experience is a must Sound knowledge of the city s Real Estate Market Immediate Joiners are preferred. 5 years and above experience in Valuations Diploma / B.E Civil Engineering Why join Cushman & Wakefield? As one of the leading global real estate services firms transforming the way people work, shop and live working at Cushman & Wakefield means you will benefit from; Being part of a growing global company. Career development and a promote from within culture. An organisation committed to Diversity and Inclusion Were committed to providing work-life balance for our people in an inclusive, rewarding environment. We achieve this by providing a flexible and agile work environment by focusing on technology and autonomy to help our people achieve their career ambitions. We focus on career progression and foster a promotion from within culture, leveraging global opportunities to ensure we retain our top talent. We encourage continuous learning and development opportunities to develop personal, professional and technical capabilities, and we reward with a comprehensive employee benefit program We have a vision of the future, where people simply belong. INCO: Cushman & Wakefield

| Technical Mortgage Valuations | Mumbai This role is responsible for independently managing clients and finalization of valuation reports, efficiently managing a team that is undertaking valuation, including site inspection of Assets for loans (home loans / mortgages). About the Role: Responsible for finalization of Valuation Reports Reviewing the site and comparable information for deriving the market value of the properties. End to end responsibility of client management. Interacting with the clients and managing the internal & external stakeholders Periodical training and review of the team s performance About You: Excellent Communication Skills as well as negotiation power Team handling experience is a must Sound knowledge of the city s Real Estate Market Immediate Joiners are preferred. 5 years and above experience in Valuations Diploma / B.E Civil Engineering Why join Cushman & Wakefield? As one of the leading global real estate services firms transforming the way people work, shop and live working at Cushman & Wakefield means you will benefit from; Being part of a growing global company. Career development and a promote from within culture. An organisation committed to Diversity and Inclusion We achieve this by providing a flexible and agile work environment by focusing on technology and autonomy to help our people achieve their career ambitions. We focus on career progression and foster a promotion from within culture, leveraging global opportunities to ensure we retain our top talent. We encourage continuous learning and development opportunities to develop personal, professional and technical capabilities, and we reward with a comprehensive employee benefit program

[{"Salary":null , "Remote_Job":false , "Posting_Title":"Account Manager" , "Is_Locked":false , "City":"Hyderabad" , "Industry":"Financial Services","Job_Description":" About the Role: The Account Manager at Actlogica plays a critical role inmaintaining strong client relationships by ensuring smooth operations andresolution of functional/technical issues. Will acts as the primary point ofcontact between clients and internal teams, ensuring client satisfaction,prompt issue resolution, and effective communication. Key Responsibilities: Develop, document, and implement robustproduction support processes to ensure efficiency and consistency. Establish workflows for incident management,problem resolution, and change control. Periodically review and optimize processes forscalability and alignment with business objectives. Provide strategic direction and leadership tothe production support team. Act as the escalation point for critical issuesand ensure timely resolution. Foster a culture of ownership, accountability,and continuous improvement within the team. Oversee the creation of Management InformationSystem (MIS) reports to track team performance, SLA adherence, and issuetrends. Present actionable insights and recommendationsto senior management based on data analysis. Ensure transparency in reporting and communicatekey metrics to stakeholders. Recruit, mentor, and manage a high-performingproduction support team. Conduct regular performance reviews and provideconstructive feedback. Identify skill gaps and organize trainingprograms to upskill team members. Stay updated on the latest technologies, tools,and industry best practices relevant to production support. Encourage the team to participate in learningprograms and certifications. Drive post-incident reviews to extract learningsand avoid recurrence. Regularly engage with customers to gatherfeedback on support services. Implement measures to address customer concernsand enhance satisfaction. Develop a customer-first mindset within the teamto ensure a positive experience. Align production support strategies with thecompany\u2019s growth objectives. Partner with cross-functional teams to ensureseamless integration of new products or services into production. Proactively identify opportunities to reduceoperational costs and improve support efficiency. Requirements Ideal Candidate Profile: Financial Services Expertise: Previousexperience in the financial services industry is required, with a focus on theCapital Market domain. Should keep self-aware of compliance aspects andregulator updates. Certifications: Preference for candidates whohave passed the NISM V Exam or have similar credentials. Analytical Skills: Strong understanding offinancial concepts, with the ability to analyze user challenges and explainsolutions across various levels of financial literacy. Empathy & Communication: Ability toempathize with users and articulate issues clearly in both written and spokenEnglish. Preferred Domain Experience: Asset Types: Exposure to Mutual Funds, DirectEquity, Bonds, PMS, AIF, Fixed Deposits, and Loans. Wealth and Asset Management Ecosystem:Familiarity with operations related to Stock Brokers, RTAs (CAMS and Karvy),and Exchanges (BSE and NSE). Specialized Knowledge: Understanding ofCorporate Actions, and their implications, Computation of portfolio performance

We are looking for a Head of Engineering to drive production and key strategic development, with a hands-on approach and ability to lead a team of internal and external teams. HOE/ Head of Technology Key Skills: Responsibilities : As HOE, it will be his/her responsibility to architect and oversee the entire technology platform of DepositBook and LoanBook. Strategy & Planning : - In partnership with the companys founders, identify opportunities and risks for delivering the companys services to Banks and other institutions, including identification of competitive services, opportunities for innovation, and assessment of marketplace obstacles and technical hurdles to the business success. - Lead strategic planning to achieve business goals by identifying and prioritizing development initiatives and setting timetables for the evaluation, development, and continued deployment of all web-based services. . - Direct development and execution of an enterprise-wide information security plan that conforms to global Banking standards and for the company to be able achieve ISO27001 or SOC2 certification. -Collaborate with the founders and potential customers to develop use cases (or user stories) for future deployments using blockchain based digital asset infrastructure for issuing security tokens Implementation & Deployment : - Supervise recruitment, training, and organization of all development staff related to the technology , building a lean tech organisation structure -Subject Matter Expert (SME) for AWS cloud infrastructure adhering to Provision, configure and maintainance the microservices based AWS infrastructure with a good knowledge of Info Sec/Dev Ops/CI /CD pipeline management -Review current best practices and review the info sec, architecture and infrastructure of the platform complying with global institutional standards. - Define, implement and monitor the companys software development methodology and applicable policies within that i.e Asset Management , incident management Establish and supervise a quality assurance process, including integration and system testing with applications like Sonarqube. - Select, deploy, and monitor performance profiling tools and procedures. - Review and optimise an application deployment process and supervise deployment to staging and production servers. - Monitor application performance and review any application failures in staging or production. - Ensure that technology standards and best practices are maintained across the organization. Position Requirement : Knowledge & Experience : - Demonstrated ability as a Head of Engineering with a strong understanding of bank level infrastructure and security , Strong understanding of new technologies such as DLT -Subject matter expert of AWS Cloud infrastructure -Hands-on experience coding in more than one currently popular web application framework.- preferably Java, Django Python - Has worked in a financial institution , global tech companies servicing banking secort or a fintech company related to analyzing loans or credit ratings. -Design a technology roadmap to support a 3-5 year active rollout of functionality. -Develop and implement a lean internal staffing model. Develop an appropriate plan for cost- and time-effective use of outsourcing partners and internal hires. Define appropriate IT, data protection and security policies, and ensure full compliance with regulatory data management requirements as a B2B global marketplace Java, Spring Boot, Devops, Phython

Company: Credit Saison India About Credit Saison India: Credit Saison India (registered as Kisetsu Saison Finance (India) Private Limited) is an NBFC registered with the Reserve Bank of India (RBI). CS India is part of Saison International, the global business arm of Credit Saison with a focus on wholesale and direct lending as well as integrated tech partnerships with leading NBFCs and fintechs. In 2024, CS India received a US$145M strategic investment from Mizuho, its first capital injection from an external investor. Currently, Credit Saison India has a branch network of over 40 physical offices across India, 1.2 million active loans, an AUM of over US$1.2B, and an employee base of over 800 people. Credit Saison India has achieved an AAA rating from CRISIL (a subsidiary of S&P Global) & CARE Ratings. The AAA rating reflects Credit Saison India s operating track record and the support of its parent, Credit Saison. More information about the company can be found at www.creditsaison.in . Roles & Responsibilities: Candidates should have 5-7 years of experience in Collections with good communication skills and digital orientation. Experience of handling unsecured products (Digital PL,) will be an added advantage. . Expectations and Responsibilities: Managing the assigned portfolio by driving the collections team. Ensure implementation of Collections Strategies. Recruiting and Training In house as well as outbound teams. Identification and empanelment of Collection agencies to ensure proper collections coverage. Ensure field collection visits to customers for achieving resolution of allocated accounts. Responsible for achieving monthly targets and bucket wise resolution targets for the assigned region. Managing NPA and Cost of Collections for the Region. Ensure maximum recoveries by collaborating with other teams including Legal/Central collections. Achieve target collections of Charges and Late payment penalties. To regularly present the performance of the assigned Region to Senior Management. Ensure Collection Process and Legal guidelines are adhered to and Collections Code of Conduct is followed. Company: Credit Saison IndiaAbout Credit Saison India:Credit Saison India (registered as Kisetsu Saison Finance (India) Private Limited) is an NBFC registered with the Reserve Bank of India (RBI...

Company: Credit Saison India About Credit Saison India: Credit Saison India (registered as Kisetsu Saison Finance (India) Private Limited) is an NBFC registered with the Reserve Bank of India (RBI). CS India is part of Saison International, the global business arm of Credit Saison with a focus on wholesale and direct lending as well as integrated tech partnerships with leading NBFCs and fintechs. In 2024, CS India received a US$145M strategic investment from Mizuho, its first capital injection from an external investor. Currently, Credit Saison India has a branch network of over 40 physical offices across India, 1.2 million active loans, an AUM of over US$1.2B, and an employee base of over 800 people. Credit Saison India has achieved an AAA rating from CRISIL (a subsidiary of S&P Global) & CARE Ratings. The AAA rating reflects Credit Saison India s operating track record and the support of its parent, Credit Saison. More information about the company can be found at www.creditsaison.in . Roles & Responsibilities: Candidates should have 5-7 years of experience in Collections with good communication skills and digital orientation. Experience of handling unsecured products (Digital PL,) will be an added advantage. . Expectations and Responsibilities: Managing the assigned portfolio by driving the collections team. Ensure implementation of Collections Strategies. Recruiting and Training In house as well as outbound teams. Identification and empanelment of Collection agencies to ensure proper collections coverage. Ensure field collection visits to customers for achieving resolution of allocated accounts. Responsible for achieving monthly targets and bucket wise resolution targets for the assigned region. Managing NPA and Cost of Collections for the Region. Ensure maximum recoveries by collaborating with other teams including Legal/Central collections. Achieve target collections of Charges and Late payment penalties. To regularly present the performance of the assigned Region to Senior Management. Ensure Collection Process and Legal guidelines are adhered to and Collections Code of Conduct is followed. Company: Credit Saison IndiaAbout Credit Saison India:Credit Saison India (registered as Kisetsu Saison Finance (India) Private Limited) is an NBFC registered with the Reserve Bank of India (RBI...

Associate Manager / Manager - Business Development Bareily/Kanpur (UP) Relevant Work Experience: (CRAs / Banks / Financial Industry) 3-8 Years About Brickwork Ratings Brickwork Ratings (BWR) is one of India s leading credit rating agencies, committed to providing the investment community with products and services needed to make informed investment decisions. Established in 2007, Brickwork Ratings, a SEBI-registered and RBI-accredited credit rating agency, has Canara Bank, a leading public sector bank as its promoter and strategic partner. BWR is headquartered in Bengaluru and has a pan-India presence. The rating team is headed by the analytical prowess of the industry s most experienced credit analysts and bankers. BWR offers rating services to Bank Loans, NCD, Commercial papers, Bonds, Mutual Funds, PPMLDs, and Security Receipts. BWR s ratings have rated over 100,000 large Corporates, Banks, Financial Institutions, State and local Governments, and small businesses. BWR provides investors and lenders, with timely and in-depth research across structured finance, public finance, financial institutions, project finance, and corporate sectors. Acquiring new clients through focused research and a consultative approach. The role requires continuous relationship management of the acquired client. Managing existing Brickwork Ratings (BWR) relationships and focusing on additional mandates for credit ratings, grading services, and various risk & advisory mandates. Meeting key decision makers, decision influencers, and other senior officials to increase the visibility of Brickwork Ratings (BWR) Meeting corporate clients at various levels including Finance teams, Treasurer, and CFO, as well as meeting bankers at various levels in head office and branches Constant updates on market developments across the portfolio of clients, competition, regulations, and best industry practices. Ensuring monthly, quarterly, and annual revenue targets are met. Timely updating of client pipeline reports, call reports, and client calls. Enhancement of the Company s social media presence. Constant client engagement by facilitating interviews, vodcasts, symposiums, etc. in collaboration with the Social Media team Ensuring timely invoicing and ensuring prompt client payments. Competency / Skills: Excellent Communication & Interpersonal skills Marketing & Sales skills including negotiation & persuasion skills Research & Strategy - strong research and strategic analysis skills to benchmark the competition and keep the company ahead of it. Business Intelligence - Knowledge about products and services of the financial services sector especially of a credit rating agency is essential.

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

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

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

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

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

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

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

Selling for life insurance product Company will be provide 50% data for calling Your job role be on call explain customer about insurance policy, benefit & approach them for buying ins. & take new reference from them Making appointment and visit them Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Bike mandatory Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Create Team of agent Review the Daily and weekly performance Manage and oversee the performance of the sales team. Establish and maintain strong relationships with agency partners Required Candidate profile Who Can Apply? - Graduation Must - Must have 2 years of experience in any Sales / Banking / Finance / Insurance Sector - Good Communication skills For more info. Call on: 9558941997

- Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Generate business through the Lead - Close the leads provided by Company Required Candidate profile - BFSI experience preferred - need at-least 2 years of experience - Age criteria 21-38 Perks and benefits • Paid Leave • Incentive • Allowances • Insurance

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