3207 Loans Jobs - Page 33

- 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

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

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

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

Welcome to Fundsutra Capital Advisory, where innovation meets opportunity. At the forefront of Finance, we pride ourselves on fostering a dynamic and inclusive work environment. As we continue to expand our horizons, we re on the lookout for talented individuals who are ready to embark on a journey of professional growth and success with us. If you re passionate, driven, and ready to make an impact, explore our exciting career opportunities below and join us in shaping the future at Fundsutra Capital Advisory Pvt. Ltd. Job Description The candidate will be responsible for the entire end-to-end loan process (PL, HL, LAP). They will gather and process all loan documentation and ensure compliance with policy, regulatory, and loan terms. A Loan Processor plays a critical role in the loan origination process by ensuring the accurate and timely processing of loan applications. Input loan application data into the loan processing system or software accurately and efficiently. Evaluate pricing of different lenders and selection of the lender Collect and review loan applications, verifying the completeness and accuracy of information provided by borrowers. Identify any discrepancies or red flags in the documentation and communicate with borrowers or loan officers to resolve issues. Review and validate all supporting documentation, including income verification, employment history, credit reports, and property appraisals, to ensure compliance with lending policies and regulatory requirements. Conduct a thorough review of loan files to ensure all necessary documents are present and meet regulatory and company guidelines. Maintain accurate and up-to-date records of loan applications, communications, and documentation in the loan processing system or database. Requirements Experience- 2-4 yrs Bachelor s degree in the related field. Effective communication and interpersonal skills to collaborate with borrowers, loan officers, and other stakeholders. Proficiency in using standard office software, such as MS Word, Excel, and Outlook. Sound knowledge of loan origination processes, loan products, and underwriting guidelines. Knowledge of processing PL, HL, LAP, Working capital loans. Proven experience as a Loan Processor or in a similar role within the mortgage or lending industry.

About World Business Lenders ( www.wbl.com) World Business Lenders (WBL) provides general purpose short-term real estate collateralized commercial loans to a broad customer base comprised of small and medium sized businesses throughout the United States that lack access to traditional funding. WBL services its loan portfolio and loan portfolios for third parties, specializing in the management of non-performing loan pools and REO. WBL is a U.S.-based company with a 100% remote workforce. This is a remote Contract/Consultant position. Working hours will be 9:00am-6:00pm Eastern Time, Monday through Friday. The job requires excellent oral and written command of the English language. Resumes must be submitted in English. About the Job: The ideal candidate must exhibit a professional customer service approach and team-oriented attitude, as well as effective verbal and written communication skills. Valuation Analysts must be able to thrive in a fast-paced environment, utilizing strong organizational skills and attention to detail. Responsibilities: Analyze real estate collateral pledged in connection with loan applications to determine an estimated value, using comparable ("comps") data from online sources such as Zillow, Redfin and others Research local U.S. real estate markets Create exhibits for reports Perform administrative tasks, including data entry, composition of emails, and updating various documents and systems Other projects and duties as assigned Must have a degree in Business administration, math, economics, finance, statistics or similar fields. 100% fluency in English, with exceptional English verbal and written communication skills Experience in banki

Responsible for all Data Management, Analysis & Reporting for Loans & Cards. Regular data extraction/working on SQL to pull large set of data and share the inputs from the same with key stakeholders for reporting/analysis Preparation of Adhoc MIS and reports with utmost care and share same with internal stakeholders Define data requirements, run analysis and report/discuss results. Identify tools, data sources, develop project parameters and liaison with all concerned stakeholders to obtain data required and enable realistic project planning and execution. Responsible for developing data pipeline and data engineering components to support strategic initiatives and ongoing business processes. Strong Knowledge of SQL with analytical skills Having good hold with Advanced Excel, Word, and PowerPoint. Quantitative analysis within financial sector (retail preferred) Strong problem solving, quantitative, analytical and interpersonal abilities Data analysis and experiments, A/B testing, anomaly and pattern discovery on large structured and unstructured datasets and Big data Required Qualifications and Experience Responsible for all Data Management, Analysis & Reporting for Loans & Cards. Regular data extraction/working on SQL to pull large set of data and share the inputs from the same with key stakeholders for reporting/analysis Preparation of Adhoc MIS and reports with utmost care and share same with internal stakeholders Define data requirements, run analysis and report/discuss results. Identify tools, data sources, develop project parameters and liaison with all concerned stakeholders to obtain data required and enable realistic project planning and execution. Responsible for developing data pipeline and data engineering components to support strategic initiatives and ongoing business processes. Strong Knowledge of SQL with analytical skills Having good hold with Advanced Excel, Word, and PowerPoint. Quantitative analysis within financial sector (retail preferred) Strong problem solving, quantitative, analytical and interpersonal abilities Data analysis and experiments, A/B testing, anomaly and pattern discovery on large structured and unstructured datasets and Big data

The Loan Servicing Supervisor - Team Leader, a pivotal role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Supervisor, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of our financial services. Join us to play a crucial role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Supervisor - Team Leader within our Loans group, you will oversee and guide your team daily to ensure the fulfillment of all Service Level Agreements (SLAs). You will supervise a range of processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This role offers a unique opportunity to enhance your skills in managing Nostro & Past Due Reconciliation, allowing you to make a significant impact on our operations Job Responsibilities Monitor the team daily to ensure all SLAs are met and escalate exceptions immediately for resolution. Supervise processes like Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation. Ensure adherence to QUALITY & QUANTITY SLAs and maintain a robust workflow allocation model. Serve as the SME, handling complex process-related queries and routing them to onshore teams if needed. Implement a robust Knowledge Management model, including SOP maintenance and training. Drive 100% compliance with process-related policies, guidelines, and controls. Motivate and support team members to meet goals, identifying HIPOs and planning for their development. Identify alternatives and options for issues, seeking alternative scenarios. Work collaboratively with others, valuing diverse skills and building interdependence. Identify training needs to improve performance and ensure compliance with training timelines. Ensure high team depth with trained backups for critical work queues. Required Qualifications, Skills and Capabilities Hold a Bachelors degree with minimum 6 years of relevant loan servicing experience in syndicated loans or back office/financial industry roles. Gain knowledge of loan systems like Loan IQ. Possess knowledge of nostro/cash matching, General Ledger reconciliation, and SWIFT and remittance systems. Demonstrate strong problem-solving and investigative skills to analyze and resolve process-related issues. Maintain a strong risk and control mindset. Understand investment banking products, including loans. Drive small to medium-sized projects, achieving strong results. Preferred qualifications, skills and capabilities Maintain a strong control mindset and adhere to a high degree of business ethics, with in-depth experience in loan products and global markets. Communicate excellently and possess the ability to pick up complex systems architecture easily. Drive global initiatives and effect change in a large organization. The Loan Servicing Supervisor - Team Leader, a pivotal role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Supervisor, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of our financial services. Join us to play a crucial role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Supervisor - Team Leader within our Loans group, you will oversee and guide your team daily to ensure the fulfillment of all Service Level Agreements (SLAs). You will supervise a range of processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This role offers a unique opportunity to enhance your skills in managing Nostro & Past Due Reconciliation, allowing you to make a significant impact on our operations Job Responsibilities Monitor the team daily to ensure all SLAs are met and escalate exceptions immediately for resolution. Supervise processes like Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation. Ensure adherence to QUALITY & QUANTITY SLAs and maintain a robust workflow allocation model. Serve as the SME, handling complex process-related queries and routing them to onshore teams if needed. Implement a robust Knowledge Management model, including SOP maintenance and training. Drive 100% compliance with process-related policies, guidelines, and controls. Motivate and support team members to meet goals, identifying HIPOs and planning for their development. Identify alternatives and options for issues, seeking alternative scenarios. Work collaboratively with others, valuing diverse skills and building interdependence. Identify training needs to improve performance and ensure compliance with training timelines. Ensure high team depth with trained backups for critical work queues. Required Qualifications, Skills and Capabilities Hold a Bachelors degree with minimum 6 years of relevant loan servicing experience in syndicated loans or back office/financial industry roles. Gain knowledge of loan systems like Loan IQ. Possess knowledge of nostro/cash matching, General Ledger reconciliation, and SWIFT and remittance systems. Demonstrate strong problem-solving and investigative skills to analyze and resolve process-related issues. Maintain a strong risk and control mindset. Understand investment banking products, including loans. Drive small to medium-sized projects, achieving strong results. Preferred qualifications, skills and capabilities Maintain a strong control mindset and adhere to a high degree of business ethics, with in-depth experience in loan products and global markets. Communicate excellently and possess the ability to pick up complex systems architecture easily. Drive global initiatives and effect change in a large organization.

The Loan Servicing Supervisor - Team Leader, a pivotal role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Supervisor, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of our financial services. Join us to play a crucial role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Supervisor - Team Leader within our Loans group, you will oversee and guide your team daily to ensure the fulfillment of all Service Level Agreements (SLAs). You will supervise a range of processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This role offers a unique opportunity to enhance your skills in managing Nostro & Past Due Reconciliation, allowing you to make a significant impact on our operations Job Responsibilities Monitor the team daily to ensure all SLAs are met and escalate exceptions immediately for resolution. Supervise processes like Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation. Ensure adherence to QUALITY & QUANTITY SLAs and maintain a robust workflow allocation model. Serve as the SME, handling complex process-related queries and routing them to onshore teams if needed. Implement a robust Knowledge Management model, including SOP maintenance and training. Drive 100% compliance with process-related policies, guidelines, and controls. Motivate and support team members to meet goals, identifying HIPOs and planning for their development. Identify alternatives and options for issues, seeking alternative scenarios. Work collaboratively with others, valuing diverse skills and building interdependence. Identify training needs to improve performance and ensure compliance with training timelines. Ensure high team depth with trained backups for critical work queues. Required qualifications, skills and capabilities Hold a Bachelors degree with minimum 6 years of relevant loan servicing experience in syndicated loans or back office/financial industry roles. Gain knowledge of loan systems like Loan IQ. Possess knowledge of nostro/cash matching, General Ledger reconciliation, and SWIFT and remittance systems. Demonstrate strong problem-solving and investigative skills to analyze and resolve process-related issues. Maintain a strong risk and control mindset. Understand investment banking products, including loans. Drive small to medium-sized projects, achieving strong results. Preferred qualifications, skills and capabilities Maintain a strong control mindset and adhere to a high degree of business ethics, with in-depth experience in loan products and global markets. Communicate excellently and possess the ability to pick up complex systems architecture easily. Drive global initiatives and effect change in a large organization. The Loan Servicing Supervisor - Team Leader, a pivotal role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Supervisor, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of our financial services. Join us to play a crucial role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Supervisor - Team Leader within our Loans group, you will oversee and guide your team daily to ensure the fulfillment of all Service Level Agreements (SLAs). You will supervise a range of processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This role offers a unique opportunity to enhance your skills in managing Nostro & Past Due Reconciliation, allowing you to make a significant impact on our operations Job Responsibilities Monitor the team daily to ensure all SLAs are met and escalate exceptions immediately for resolution. Supervise processes like Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation. Ensure adherence to QUALITY & QUANTITY SLAs and maintain a robust workflow allocation model. Serve as the SME, handling complex process-related queries and routing them to onshore teams if needed. Implement a robust Knowledge Management model, including SOP maintenance and training. Drive 100% compliance with process-related policies, guidelines, and controls. Motivate and support team members to meet goals, identifying HIPOs and planning for their development. Identify alternatives and options for issues, seeking alternative scenarios. Work collaboratively with others, valuing diverse skills and building interdependence. Identify training needs to improve performance and ensure compliance with training timelines. Ensure high team depth with trained backups for critical work queues. Required qualifications, skills and capabilities Hold a Bachelors degree with minimum 6 years of relevant loan servicing experience in syndicated loans or back office/financial industry roles. Gain knowledge of loan systems like Loan IQ. Possess knowledge of nostro/cash matching, General Ledger reconciliation, and SWIFT and remittance systems. Demonstrate strong problem-solving and investigative skills to analyze and resolve process-related issues. Maintain a strong risk and control mindset. Understand investment banking products, including loans. Drive small to medium-sized projects, achieving strong results. Preferred qualifications, skills and capabilities Maintain a strong control mindset and adhere to a high degree of business ethics, with in-depth experience in loan products and global markets. Communicate excellently and possess the ability to pick up complex systems architecture easily. Drive global initiatives and effect change in a large organization.

Job summary Securitised Products Group (SPG) is looking to hire a person onshore in India to expand its origination efforts. SPG is a private-side, client-facing business area that markets, structures, finances and distributes bonds and loans backed by a range of collateral types. This team works with a wide selection of clients, including banks, non-bank finance companies, other non-bank lenders, hedge funds, private equity sponsors, corporates and asset managers. Job Responsibilities Marketing/Origination The key aspects of the role involves identifying SPG business opportunities onshore and cross-border, including acting as a lender or underwriter for asset backed financing mandates e.g. through PTCs, and pitching to, and negotiating with, SPG s clients - generally in partnership with the relevant client coverage areas of the firm (Investment Banking Coverage, Sales, Debt Capital Markets, Corporate Banking, etc.) Structuring and execution Once a mandate has been awarded, the person will also be responsible for transaction execution. The person will have oversight and manage the onshore execution process in partnership with other parts of SPG. As a general matter, this may include detailed quantitative and analytical analysis; cash flow modelling; commercial terms negotiation; review of legal documentation; rating; asset pool level audit; and other diligence processes. Team members interact with, and often direct the work of, a range of external parties including credit rating agencies, transaction sponsors, lawyers, auditing firms, co-arrangers, and co-placement agents. The role would also be responsible for preparing internal investment committee materials and running various internal underwriting and financing approvals Distribution to the extend relevant, the role would also liaise with J.P. Morgan s dedicated Syndicate team and Sales force, who are tasked with identifying institutional investors interested to participate in transactions arranged by the SPG Originations team - both in APAC and globally Required Qualifications, capabilities and skills 6+ years securitization specific related work experience in the region Sound understanding of the local financing market and key players Can proactively market to banks/NBFCs to originate new financing opportunities, with the support of sales and banking Ability to coordinate different internal and external workstreams to meet transaction execution timelines Self-motivated and ability to execute on an aggressive growth strategy Ability to manage people and partner with other parts of SPG/J.P. Morgan Extremely proficient in the handling and manipulation of data Very good attention to detail and strong analytical skills Strong financial modelling skills (Excel / VBA) Job summary Securitised Products Group (SPG) is looking to hire a person onshore in India to expand its origination efforts. SPG is a private-side, client-facing business area that markets, structures, finances and distributes bonds and loans backed by a range of collateral types. This team works with a wide selection of clients, including banks, non-bank finance companies, other non-bank lenders, hedge funds, private equity sponsors, corporates and asset managers. Job Responsibilities Marketing/Origination The key aspects of the role involves identifying SPG business opportunities onshore and cross-border, including acting as a lender or underwriter for asset backed financing mandates e.g. through PTCs, and pitching to, and negotiating with, SPG s clients - generally in partnership with the relevant client coverage areas of the firm (Investment Banking Coverage, Sales, Debt Capital Markets, Corporate Banking, etc.) Structuring and execution Once a mandate has been awarded, the person will also be responsible for transaction execution. The person will have oversight and manage the onshore execution process in partnership with other parts of SPG. As a general matter, this may include detailed quantitative and analytical analysis; cash flow modelling; commercial terms negotiation; review of legal documentation; rating; asset pool level audit; and other diligence processes. Team members interact with, and often direct the work of, a range of external parties including credit rating agencies, transaction sponsors, lawyers, auditing firms, co-arrangers, and co-placement agents. The role would also be responsible for preparing internal investment committee materials and running various internal underwriting and financing approvals Distribution to the extend relevant, the role would also liaise with J.P. Morgan s dedicated Syndicate team and Sales force, who are tasked with identifying institutional investors interested to participate in transactions arranged by the SPG Originations team - both in APAC and globally Required Qualifications, capabilities and skills 6+ years securitization specific related work experience in the region Sound understanding of the local financing market and key players Can proactively market to banks/NBFCs to originate new financing opportunities, with the support of sales and banking Ability to coordinate different internal and external workstreams to meet transaction execution timelines Self-motivated and ability to execute on an aggressive growth strategy Ability to manage people and partner with other parts of SPG/J.P. Morgan Extremely proficient in the handling and manipulation of data Very good attention to detail and strong analytical skills Strong financial modelling skills (Excel / VBA)

The Loan Servicing Supervisor - Team Leader, a pivotal role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Supervisor, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of our financial services. Join us to play a crucial role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Supervisor - Team Leader within our Loans group, you will oversee and guide your team daily to ensure the fulfillment of all Service Level Agreements (SLAs). You will supervise a range of processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This role offers a unique opportunity to enhance your skills in managing Nostro & Past Due Reconciliation, allowing you to make a significant impact on our operations Job Responsibilities Monitor the team daily to ensure all SLAs are met and escalate exceptions immediately for resolution. Supervise processes like Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation. Ensure adherence to QUALITY & QUANTITY SLAs and maintain a robust workflow allocation model. Serve as the SME, handling complex process-related queries and routing them to onshore teams if needed. Implement a robust Knowledge Management model, including SOP maintenance and training. Drive 100% compliance with process-related policies, guidelines, and controls. Motivate and support team members to meet goals, identifying HIPOs and planning for their development. Identify alternatives and options for issues, seeking alternative scenarios. Work collaboratively with others, valuing diverse skills and building interdependence. Identify training needs to improve performance and ensure compliance with training timelines. Ensure high team depth with trained backups for critical work queues. Required qualifications, skills and capabilities Hold a Bachelors degree with 7 years of relevant loan servicing experience in syndicated loans or back office/financial industry roles. Gain knowledge of loan systems like Loan IQ. Possess knowledge of nostro/cash matching, General Ledger reconciliation, and SWIFT and remittance systems. Demonstrate strong problem-solving and investigative skills to analyze and resolve process-related issues. Maintain a strong risk and control mindset. Understand investment banking products, including loans. Drive small to medium-sized projects, achieving strong results. Preferred qualifications, skills and capabilities Maintain a strong control mindset and adhere to a high degree of business ethics, with in-depth experience in loan products and global markets. Communicate excellently and possess the ability to pick up complex systems architecture easily. Drive global initiatives and effect change in a large organization. The Loan Servicing Supervisor - Team Leader, a pivotal role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Supervisor, you will gain valuable exposure to various aspects of running a banking office, contributing to the seamless operation and success of our financial services. Join us to play a crucial role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Supervisor - Team Leader within our Loans group, you will oversee and guide your team daily to ensure the fulfillment of all Service Level Agreements (SLAs). You will supervise a range of processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This role offers a unique opportunity to enhance your skills in managing Nostro & Past Due Reconciliation, allowing you to make a significant impact on our operations Job Responsibilities Monitor the team daily to ensure all SLAs are met and escalate exceptions immediately for resolution. Supervise processes like Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation. Ensure adherence to QUALITY & QUANTITY SLAs and maintain a robust workflow allocation model. Serve as the SME, handling complex process-related queries and routing them to onshore teams if needed. Implement a robust Knowledge Management model, including SOP maintenance and training. Drive 100% compliance with process-related policies, guidelines, and controls. Motivate and support team members to meet goals, identifying HIPOs and planning for their development. Identify alternatives and options for issues, seeking alternative scenarios. Work collaboratively with others, valuing diverse skills and building interdependence. Identify training needs to improve performance and ensure compliance with training timelines. Ensure high team depth with trained backups for critical work queues. Required qualifications, skills and capabilities Hold a Bachelors degree with 7 years of relevant loan servicing experience in syndicated loans or back office/financial industry roles. Gain knowledge of loan systems like Loan IQ. Possess knowledge of nostro/cash matching, General Ledger reconciliation, and SWIFT and remittance systems. Demonstrate strong problem-solving and investigative skills to analyze and resolve process-related issues. Maintain a strong risk and control mindset. Understand investment banking products, including loans. Drive small to medium-sized projects, achieving strong results. Preferred qualifications, skills and capabilities Maintain a strong control mindset and adhere to a high degree of business ethics, with in-depth experience in loan products and global markets. Communicate excellently and possess the ability to pick up complex systems architecture easily. Drive global initiatives and effect change in a large organization.

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in our team to partner with the Business to provide a comprehensive view. As an Associate in the IMOS Product Development team, you will be responsible to promote design and delivery of key aspects of the strategic middle office product, leveraging firm-wide capabilities to implement efficient and competitive product solutions. You will work with product management, technology, and operations team to define requirements, perform business and data analysis, and promote execution of key programs to support the middle office business and its clients. Job Responsibilities Strategic Roadmap execution Design and implement the strategic IMOS roadmap throughout the entire project lifecycle, including analysis, client/user experience design, service model development, and testing/migration of components for delivery. Product improvement Identify opportunities for product enhancement, differentiation, efficiency, and standardization. Present and drive process improvements. Collaboration with Technology Partner with the technology team to execute the program, providing requirements and ensuring timely and budget-compliant delivery. Program management Exhibit strong program management skills, with the ability to organize, develop a program plan, and break it down into achievable deliverables. Risk and Issue management Manage project risks, resolve issues and conflicts, and provide regular status updates to stakeholders and management. Team coaching Mentor team members and contribute to the broader groups objectives. Required qualifications, capabilities and skills Middle Office experience Proven experience in middle office service functions or products. IBOR and Investment Accounting knowledge Familiarity with IBOR and/or investment accounting data. Trade and Position management Comprehensive understanding of trade capture, lifecycle events, and core positions management, including confirmation, settlement, valuation, asset servicing, reconciliations, collateral management, and reporting/data services. Domain knowledge Understanding of bank loans, or alternatively, bonds and fixed income products. Analytical skills Strong business and data analysis skills with the ability to identify trends from historical data. Change management Previous experience in managing strategic change programs, with hands-on analysis and testing experience. Proactive leadership Energetic self-starter with the ability to navigate the organization proactively, develop, and drive the delivery of strategic vision. Communication skills Excellent communication capabilities, able to convey messages clearly and succinctly with the appropriate level of detail to cross-functional teams, senior management, and clients. Problem solving Logical and structured approach to planning, problem-solving, and decision-making. Technical proficiency Advanced skills in Microsoft Excel, Visio, PowerPoint, SharePoint, OneNote, and Project. Preferred qualifications, capabilities, and skills SWIFT expertise Proficient in the SWIFT messaging standard. Arcesium platform Familiarity with the Arcesium platform. Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in our team to partner with the Business to provide a comprehensive view. As an Associate in the IMOS Product Development team, you will be responsible to promote design and delivery of key aspects of the strategic middle office product, leveraging firm-wide capabilities to implement efficient and competitive product solutions. You will work with product management, technology, and operations team to define requirements, perform business and data analysis, and promote execution of key programs to support the middle office business and its clients. Job Responsibilities Strategic Roadmap execution Design and implement the strategic IMOS roadmap throughout the entire project lifecycle, including analysis, client/user experience design, service model development, and testing/migration of components for delivery. Product improvement Identify opportunities for product enhancement, differentiation, efficiency, and standardization. Present and drive process improvements. Collaboration with Technology Partner with the technology team to execute the program, providing requirements and ensuring timely and budget-compliant delivery. Program management Exhibit strong program management skills, with the ability to organize, develop a program plan, and break it down into achievable deliverables. Risk and Issue management Manage project risks, resolve issues and conflicts, and provide regular status updates to stakeholders and management. Team coaching Mentor team members and contribute to the broader groups objectives. Required qualifications, capabilities and skills Middle Office experience Proven experience in middle office service functions or products. IBOR and Investment Accounting knowledge Familiarity with IBOR and/or investment accounting data. Trade and Position management Comprehensive understanding of trade capture, lifecycle events, and core positions management, including confirmation, settlement, valuation, asset servicing, reconciliations, collateral management, and reporting/data services. Domain knowledge Understanding of bank loans, or alternatively, bonds and fixed income products. Analytical skills Strong business and data analysis skills with the ability to identify trends from historical data. Change management Previous experience in managing strategic change programs, with hands-on analysis and testing experience. Proactive leadership Energetic self-starter with the ability to navigate the organization proactively, develop, and drive the delivery of strategic vision. Communication skills Excellent communication capabilities, able to convey messages clearly and succinctly with the appropriate level of detail to cross-functional teams, senior management, and clients. Problem solving Logical and structured approach to planning, problem-solving, and decision-making. Technical proficiency Advanced skills in Microsoft Excel, Visio, PowerPoint, SharePoint, OneNote, and Project. Preferred qualifications, capabilities, and skills SWIFT expertise Proficient in the SWIFT messaging standard. Arcesium platform Familiarity with the Arcesium platform.

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

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 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 Achieve home loan disbursement targets through assigned DSA partners. Drive daily productivity through regular engagement and support to DSAs. Create and convert the prospects for cross selling opportunities. Sales and Channel Development Conduct onboarding, training, and motivation sessions for DSA sales staff. Monitor DSA leads and assist in file movement, eligibility checks, and query resolution. Compliance and Risk Management Ensure adherence to sourcing quality, documentation norms, and process compliance. Track DSA behavior to avoid mis-selling or documentation lapses. Customer Experience Ensure prompt customer service and quick turnaround on queries raised by DSA leads. Coordinate between DSAs and internal teams for smooth processing. Digital Adoption and Innovation Drive usage of digital tools among DSA partners for efficient lead flow and tracking. 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

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 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 Achieve home loan disbursement targets through assigned DSA partners. Drive daily productivity through regular engagement and support to DSAs. Create and convert the prospects for cross selling opportunities. Sales and Channel Development Conduct onboarding, training, and motivation sessions for DSA sales staff. Monitor DSA leads and assist in file movement, eligibility checks, and query resolution. Compliance and Risk Management Ensure adherence to sourcing quality, documentation norms, and process compliance. Track DSA behavior to avoid mis-selling or documentation lapses. Customer Experience Ensure prompt customer service and quick turnaround on queries raised by DSA leads. Coordinate between DSAs and internal teams for smooth processing. Digital Adoption and Innovation Drive usage of digital tools among DSA partners for efficient lead flow and tracking. 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

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 Achieve home loan disbursement targets through assigned DSA partners. Drive daily productivity through regular engagement and support to DSAs. Create and convert the prospects for cross selling opportunities. Sales and Channel Development Conduct onboarding, training, and motivation sessions for DSA sales staff. Monitor DSA leads and assist in file movement, eligibility checks, and query resolution. Compliance and Risk Management Ensure adherence to sourcing quality, documentation norms, and process compliance. Track DSA behavior to avoid mis-selling or documentation lapses. Customer Experience Ensure prompt customer service and quick turnaround on queries raised by DSA leads. Coordinate between DSAs and internal teams for smooth processing. Digital Adoption and Innovation Drive usage of digital tools among DSA partners for efficient lead flow and tracking. 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

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

As an analyst we are seeking a dynamic and enthusiastic individual to join our Customer Success team as a junior analyst. The successful candidate will play a crucial role in ensuring our customers have a positive experience with our products and services. This entry-level position offers an excellent opportunity for professional growth and development within the field of customer success. Good to have : Resolve Merchant tickets over Freshdesk and call the merchant. Quick turnaround time to answer Merchant queries and maintain the right categorisation of tickets Identify and assess Merchant needs to achieve customer satisfaction and deliver quality responses. Follow communication procedures and guidelines Go the extra mile to engage customers and keep them happy Collect and pass feedback to the respective stakeholders bring in impactful solutions You will be able to interact with some of the largest new age businesses in the country. Mandatory Qualifications: Minimum qualification - Bachelors Degree Min 2 - 3 years of experience. Should be willing to work in rotational shifts b/t 9am to 9pm Experience in monitoring transactions and ensuring compliance with relevant regulations. Strong proficiency in handling both email and voice processes. Excellent communication and interpersonal skills. Ability to multitask and manage time effectively. Attention to detail and ability to analyze information accurately. Strong problem-solving and decision-making skills. Ability to work collaboratively in a team environment. Knowledge of industry trends and best practices in fintech or banking.

- Deal With The Walk-In Customers In Branch - Will Have To Work On The Leads Given From Branch - Set Up A Meeting With Potential Customers And Close The Deal - Close the leads provided by Company - Generate business through the Lead Required Candidate profile • Any Graduate • At least 1 year experience in sales