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2.0 - 4.0 years
4 - 6 Lacs
Akot
Work from Office
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.
Posted 1 week ago
2.0 - 4.0 years
4 - 6 Lacs
Ardhapur
Work from Office
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.
Posted 1 week ago
2.0 - 4.0 years
4 - 6 Lacs
Karanja
Work from Office
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.
Posted 1 week ago
2.0 - 4.0 years
4 - 6 Lacs
Saharanpur
Work from Office
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.
Posted 1 week ago
2.0 - 4.0 years
4 - 6 Lacs
Khurja
Work from Office
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.
Posted 1 week ago
2.0 - 4.0 years
4 - 6 Lacs
Guwahati
Work from Office
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.
Posted 1 week ago
2.0 - 4.0 years
4 - 6 Lacs
Shrigonda
Work from Office
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.
Posted 1 week ago
5.0 - 8.0 years
7 - 10 Lacs
Nagina
Work from Office
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.
Posted 1 week ago
5.0 - 10.0 years
40 - 45 Lacs
Bengaluru
Work from Office
We are currently seeking an experienced professional to join our team in the role of Equity Derivatives Quant Principal responsibilities Developing and enhancing the available products and models available to trade Enhance reserve methodologies; Enhance model performance monitoring Timely completion of model development tasks with little or no bugs; Positive feedback from the trading, structuring and valuation control desks; Successful release of new models in quant libraries Resolving issues raised by users and IT teams in using the Quant libraries; Assisting other members of the Equities Quant team with technical issues; Assisting IT with any integration issues they may have with our libraries. Following internal and regulatory guidelines for Releases and Documentation of the Quant libraries and tools; Define and run the relevant tests; Being able to roll back to a different version of the codebase, thanks to a robust versioning Provide support of product development tasks; Develops new products with their appropriate model, model calibration tools and risks. Develops and maintains complex products such as Vol Caps, Quantitative Investment Strategies, Collateralized Loans, new one-off trades; Defines model reserves methodologies in collaboration with Product Control and Trading. Monitors these reserves. Contributes to their industrialization Participate in Model Governance Development of model performance indicators, Liaise with IMR in Model reviews and implement remediative actions to findings arising from such reviews. Develop and maintain a testing framework for new products and models; Day to day support / Bugs fixing; Assist in the release of the Quant libraries and tools; Assist in deploying the product development tools to users Requirements A degree based on Mathematical Finance from a top tier university Experience in model development in derivatives (at least 5 years) Familiarity with C++ Scripting and Python experience Advanced C++ (at least 5 years) You ll achieve more at HSBC
Posted 1 week ago
1.0 - 2.0 years
3 - 4 Lacs
Guntur
Work from Office
JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. Career Opportunities Position DM - Customer Advisory Team Deputy Manager- 5B Department Customer Advisory Team Reporting to Branch Relationship Manager JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.
Posted 1 week ago
1.0 - 3.0 years
3 - 5 Lacs
Bengaluru
Work from Office
Fi is a new age money management app designed to simplify your financial life. With Fi, you can save, pay, invest, or borrow, all in one place. You can track and analyze your expenses across Fi and all your other bank accounts. You can also apply for a credit card, access instant loans, and grow your wealth and more with our range of investment options. At Fi, we re redefining how people engage with money and content is at the heart of every user experience we build. As a Product Marketing Manager , you ll play a critical role in shaping how our products are positioned, launched, and experienced by users. From naming and messaging to launch strategies and user engagement, you ll help define the voice of the product and connect it to the people who need it. We re looking for someone who s creative yet analytical, driven by intuition but grounded in data. You should be comfortable working in a fast-paced, collaborative environment and excited about the opportunity to own outcomes. What you ll do at Fi -Design and execute go-to-market strategies for product and feature launches -Drive user education and feature discovery through in-app messaging, campaigns, and lifecycle comms -Use user insights and data to influence feature prioritization and marketing focus -Analyze product usage and funnel data to identify opportunities for growth and retention -Create content and messaging across formats: in-app copy, email, landing pages, social, etc. -Own experiments (A/B tests, funnel tweaks, onboarding flows) to improve product adoption -Work cross-functionally with product, design, growth, and content teams to ship fast and iterate -Monitor performance, track KPIs, and present learnings and updates to stakeholders What makes you a fit -1 3 years of experience in product marketing, growth, or content in a tech-first org -You re a great storyteller who knows how to simplify complex ideas -You re hands-on ready to write copy, dig into data, and push things live -You can connect user insights to product features and business goals -You have a strong sense of ownership and bias to action This is a 5 days work from office role and we are in Brookfield, Bengaluru.
Posted 1 week ago
1.0 - 5.0 years
3 - 7 Lacs
Bengaluru
Work from Office
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. Verification of Financial details of the clients provided by the Analyst. Collecting, processing, and maintaining large sets of data. Execute projects of varying nature -- from as simple as data entry and mining, to as complex as lead generation. Maintains database by entering new and updated customer and account information. Prepare Minutes of Meetings (MOM) Financial review and analysis Competency / Skills: Knowledge of financial statements Good data entry speed Prior experience in Audit/Rating preferred. Basic Knowledge in Excel Excellent written and verbal communication skills Each word in the name should start with caps, name should end with alphabet, can contain only alphabets, dot, space, apostrophe() Mobile number should begin with 7 or 8 or 9,should be 10 digits, spaces/dots/dashes are not allowed. * invalid email address Relevant Work Experience in years (CRAs / Banks / Finance Companies) *
Posted 1 week ago
1.0 - 6.0 years
3 - 8 Lacs
Hyderabad
Work from Office
Job Description: We are seeking for a analyst of commercial real estate experience to join a growing origination team in India. He/she will be responsible for supporting the team in all aspects of sourcing, structuring and closing multifamily and commercial real estate loans. Day-to-day responsibilities include providing financial, underwriting and market analysis to assist in the evaluation and processing of transactions. The analyst will command the details of various lending programs, including Freddie Mac and Fannie Mae. Essential Job Duties: Assist prescreen offices in end-to-end financial analysis of US Commercial Real Estate loans across all the multi-family deals. Include financial and cash flow Analysis, market information research, borrower level analysis, real estate documents analysis. Analyzing and interpret property performance through financial statements (operating statements and rent roll) and Real Estate Owned Schedules for different property types. Review and evaluate third party reports including real estate appraisals, environmental reports, property condition reports, zoning analysis etc. and maintain consistency among the reports. Requires advance knowledge of financial real estate terms. Basic understanding of approaches to value of real estate assets. Command in reviewing market reports like REIS and CoStar to understand prevailing demand-supply, rents, and vacancy rates. Able to do the detailed narrative write-up on complete scenario of the deal involving the property description, location summary, market details, cash flow notes and the borrowers summary. Running background credit search for Sponsors, Guarantors and Borrowers. Responsible for evaluating strengths, weaknesses and risks associated with the loan and preparing presentations for loan committee and management. Engaging the third parties for preparation of different types of reports mandated by the Lenders. Review & underwrite loans ensuring compliance and maintaining the value proposition. Finding property value through underwriting process and completing loan analysis within specified TAT. Work closely with team to develop and pursue new relationships, and to provide exceptional service to existing clients of the firm. Skills, Education and Experience: Bachelors/Master s degree in accounting, Finance, Economics, Real Estate, or other related fields. Financial Statements experience/knowledge is preferable Ability to collaborate in a team environment. Strong communication skills, both written and verbal. Customer service focused. Ability to problem-solving and exercise independent judgment while displaying a high degree of initiative and accuracy. Ability to organize and prioritize projects to complete multiple tasks on schedule. Technical skills: Advanced in Microsoft Office suite of applications, specifically Excel and SharePoint. Strong work ethic and pro-active team player able to work effectively under sometimes stressful conditions.
Posted 1 week ago
2.0 - 4.0 years
4 - 6 Lacs
Dhule
Work from Office
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
Posted 1 week ago
2.0 - 4.0 years
4 - 6 Lacs
Karimganj
Work from Office
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.
Posted 1 week ago
2.0 - 4.0 years
4 - 6 Lacs
Aizawl
Work from Office
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.
Posted 1 week ago
2.0 - 5.0 years
4 - 7 Lacs
Bengaluru
Work from Office
Key Responsibilities: Customer Interaction: Greet and engage with customers both in-person and via phone, email, or social media. Understand their needs, preferences, and budget to recommend suitable used cars from the outlet s inventory. Sales Process Management: Guide customers through the entire sales process, from initial inquiries to final purchase, ensuring a smooth, informative, and customer-friendly experience. Product Knowledge: Maintain in-depth knowledge of the used car inventory, including features, specifications, prices, and any additional services such as warranties or financing options. Be able to explain the value of the cars to potential buyers. Negotiation & Closing Sales: Effectively negotiate pricing and financing options with customers while ensuring profitability for the outlet. Close deals and ensure all paperwork is completed accurately and promptly. Lead Generation: Actively seek out and generate new leads through various channels (e.g., walk-ins, online inquiries, referrals, and promotions) and follow up on leads to convert them into sales. Customer Relationship Management: Build and maintain long-term relationships with customers to encourage repeat business and referrals. Provide after-sales support, ensuring customer satisfaction and addressing any concerns or issues. Sales Targets & Performance: Meet or exceed monthly and annual sales targets. Track individual sales performance and adjust strategies as necessary to achieve goals. Market Research & Competitor Analysis: Stay informed about current market trends, customer preferences, competitor offerings, and pricing strategies to ensure the outlet remains competitive and attractive to buyers. Team Collaboration: Work closely with other sales staff, the procurement team, and management to ensure inventory is well-stocked and that customers needs are met efficiently. Reporting & Documentation: Keep accurate records of customer interactions, sales, and related documentation. Prepare regular sales reports for management, outlining achievements, challenges, and opportunities. Compliance & Standards: Ensure all sales transactions comply with legal, financial, and company policies, including proper documentation, registration, and adherence to warranty and return policies. Key Requirements: Education: High School Diploma or equivalent; a Bachelor s degree in Business, Marketing, or a related field is a plus. Experience: At least 2-5 years of experience in automotive sales, retail sales, or a customer-facing sales role, preferably in a used car outlet or dealership environment. Skills: o Strong communication, negotiation, and interpersonal skills. o Ability to build rapport with customers and close sales deals effectively. o Sound knowledge of cars, including their features, benefits, and industry trends. o Excellent organizational and time-management skills. o Basic understanding of financing options available for car buyers (e.g., loans, leasing, trade-ins). o Strong problem-solving skills and the ability to manage customer concerns professionally. o Proficiency in using CRM software and Microsoft Office Suite (Excel, Word, Outlook). Other Requirements: Valid driver s license and a clean driving record. A passion for cars and a genuine interest in helping customers find the right vehicle. Desirable Attributes: Enthusiastic, energetic, and goal-driven. Ability to work well in a team-oriented environment. Prior experience with online car sales platforms or social media marketing. A proactive and self-motivated approach to meeting sales targets.
Posted 1 week ago
3.0 - 5.0 years
5 - 7 Lacs
Mumbai
Work from Office
Are you curious, motivated, and forward-thinking? At FIS you will have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all rewarding. We are a Global Operations team providing best in class Cleared Derivatives services to top tier investment banks and financial institutions. Our services include Trade clearance & allocation, Reconciliations, Trade Break Management, Exchange Funding & Client Margining, Brokerage, Static Data and Trade Lifecycle Management. About the team The Structured CLO/CDO team provides collateral administration services, such as cash & data reconciliations, as well as portfolio testing & payment calculations. As Collateral Administrator, our team also works alongside trustees, portfolio managers, and accountants to provide reporting on client portfolio What you will be doing Virtus Account replacement position for GDO staff in CLO CS team Business critical position is currently handling Cash Flows, Trades Funding, reconciliation, for multiple client working on 9 deals from one location to Pune, Open to work in shifts to cover client requirements. As the primary point of contact,. Oversee daily transaction & reporting activity of assigned outsourcing relationships Solve complex problems through research and/or communications with clients, external resources, and internal teams Support personnel at client institutions in day-to-day routines and financial processing Guarantee quality service levels, perform daily servicing activities, ensuring timeliness and accuracy Assist in developing procedures that ensure processing functions are completed accurately and timely with minimal risk exposure May select, develop, and evaluate personnel to ensure the efficient operations May regularly interact with senior management or executive levels within the enterprise May establish operational objectives, work plans, and assignment delegation. What you bring: Knowledge / Experience Min 3-5 years of experience on Reconciliation/ investment Accounting/ Trust Accounting/ Fund Accounting. Bachelor s degree in business administration, finance, related field, or equivalent combination of education, training, and work experience Typically, at least 4 years of financial services industry experience in managing institutional assets, and one or more years of leadership responsibility Knowledge/experience with structured finance, preferably CLO/CDOs, syndicated loans, or corporate trust securities, as well as trust system experience Working knowledge of cash reconciliations, financial transaction processing, trade settlements, data analysis, and reporting Client servicing experience and excellent interpersonal skills to build high levels of customer satisfaction Solid organizational, leadership, decision-making, and problem-solving skills Ability to analyze situations or data, along with in-depth knowledge of organizational objectives Ability to establish and maintain effective working relationships with all levels of management, colleagues, and clients (internal & external)Establish strong relationship with onshore counterparts. Working closely with the team to identify process needs, putting strong controls in place, reviewing work and reviewing process related documentations on timely basis. Raise any issues related to process and get it resolved. Skills Ability to multitask Microsoft office literate Excellent communication skills/personality for client interaction The candidate should ideally be able to work effectively in a high-pressure environment requiring elite level organization, and multi-tasking within time sensitive parameters. Qualifications Bachelor s Degree or equivalent. Competencies Ability to discuss process issues, concerns with onshore counterparts and get it resolved. Organized approach: Manage and adapt priorities according to client and internal requirements Self-starter: Work autonomously and as part of a global team What we offer you As a Managed Service Operations Analyst, you will work with various Derivative Exchanges, Clearing Brokers and FIS teams supporting the front to back trade lifecycle, from post trade execution through to settlement. You will form partnerships with our client s oversight & control groups, trading desks and client services to ensure our contractual commitments are executed and completed in adherence to our Standard Operating Procedures, Risk & Control Framework and Service Level Agreements. You will be challenged to help continuously improve the day-to-day services provided, the control environment and the overall client experience. We strongly encourage and support a we challenge mindset.
Posted 1 week ago
3.0 - 6.0 years
5 - 8 Lacs
Hyderabad
Work from Office
Job Description: We are seeking for an analyst of commercial real estate experience to join a growing origination team in India. He/she will be responsible for supporting the team in all aspects of sourcing, structuring and closing multifamily and commercial real estate loans. Day-to-day responsibilities include providing financial, underwriting and market analysis to assist in the evaluation and processing of transactions. The analyst will command the details of various lending programs, including Freddie Mac and Fannie Mae. Essential Job Duties: Assist underwriters in end-to-end underwriting of US Commercial Real Estate loans across all the multi-family deals. Include financial and cash flow Analysis, market information research, borrower level analysis, real estate documents analysis. Analyzing and interpret property performance through financial statements (operating statements and rent roll) and Real Estate Owned Schedules for different property types. Review and evaluate third party reports including real estate appraisals, environmental reports, property condition reports, zoning analysis etc. and maintain consistency among the reports. Requires advance knowledge of financial real estate terms. Basic understanding of approaches to value of real estate assets. Command in reviewing market reports like REIS and CoStar to understand prevailing demand-supply, rents, and vacancy rates. Able to do the detailed narrative write-up on complete scenario of the deal involving the property description, location summary, market details, cash flow notes and the borrowers summary. Running background credit search for Sponsors, Guarantors and Borrowers. Responsible for evaluating strengths, weaknesses and risks associated with the loan and preparing presentations for loan committee and management. Engaging the third parties for preparation of different types of reports mandated by the Lenders. Review & underwrite loans ensuring compliance and maintaining the value proposition. Finding property value through underwriting process and completing loan analysis within specified TAT. Work closely with team to develop and pursue new relationships, and to provide exceptional service to existing clients of the firm. Skills, Education and Experience: Master s degree in Accounting, Finance, Economics, Real Estate or other related fields. Ability to collaborate in a team environment. Strong communication skills, both written and verbal. Customer service focused. Ability to problem-solve and exercise independent judgement while displaying a high degree of initiative and accuracy. Ability to organize and prioritize projects to complete multiple tasks on schedule. Technical skills: Advanced in Microsoft Office suite of applications, specifically excel and SharePoint. Strong work ethic and pro-active team player able to work effectively under sometimes stressful conditions.
Posted 1 week ago
5.0 - 8.0 years
7 - 10 Lacs
Bangarapet
Work from Office
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.
Posted 1 week ago
7.0 - 9.0 years
9 - 11 Lacs
Vapi
Work from Office
LT009813-NPC1 RL - Retail Assets:Sales Manager - CE INTERNAL USAGE No. of Vacancies 1 Reports to Area Sales Manager CE Is a Team leader? YES Team Size Off Role Relationship Officer Grade Deputy Manager / Manager Business RL - Wheels Department Wheels Sub - Department CV and CE Location PAN India Locations About The Retail Lending department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the Rural lending business of the bank. In Wheels vertical - Auto Loans (New/ Used Car loans), Commercial Vehicle Loans, Construction Equipment Loans, Two Wheeler Loans and SCF & WCF Loans to offered to an array of customers to meet their personal or business needs About the Role Sales Managers (SM) are a part of the Banks sales force whose primary responsibility is to effectively manage a team (the field force) to get customers, service and retain them for the bank and explore new business opportunities. Sales Managers manages off rolls- Relationship officers mapped responsible for selling loan products to the customers based on their needs. They monitor their team performance and motivate them to achieve the targets on weekly, monthly and quarterly basis. Key Responsibilities Manage the Off role Relationship Officers to achieve the sales targets across products (Construction Equipment) across the various assigned channels Review the business productivity Product Wise Target v/s Achievement Analysis of team. Establish sales objectives by creating a sales plan and target for all areas in lines with the assigned business objectives and targets Strengthening and building relationship with dealer principal and manager To keep updating on present available finance schemes and to suggest any new schemes as per the geography, product, customer profile and competition Responsible for leading, guiding and supporting teams of specific regions and getting results as per the set targets and objectives Desired Qualifications Graduation / Post graduation with commercial vehicle loans work experience Field related experience (from reputed Bank/ NBFC) Team handling experience ( team of 5 alteast) Role Proficiencies For successful execution of the job, a candidate must possess the following: Knowledge o Experience of handling Sales Function in Retail Lending vertical would be preferred Abilities o Knowledge of industry, technology, marketing, and product trends o Knowledge of regulatory guidelines and norms o Ability to conduct research and data driven insights o Ability to manage complex client situations o Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment o Ability to handle pressure and meet deadlines o Ability to coach and mentor others o Demonstrate exceptional leadership skills, portraying an ability to move and inspire a large sales group in a unified direction and vision
Posted 1 week ago
9.0 - 14.0 years
30 - 35 Lacs
Pune
Work from Office
About Godrej Properties Limited: Godrej Properties brings the Godrej Group philosophy of innovation, sustainability, and excellence to the real estate industry. Each Godrej Properties development combines a 125-year legacy of excellence and trust with a commitment to cutting edge design, technology, and sustainability. In FY 2021, Godrej Properties emerged as the largest developer in India by the value and volume of residential sales achieved. Godrej Properties has deeply focused on sustainable development. In 2010, GPL committed that all of its developments would be third party certified green buildings. In 2020,2021 and again in 2022, the Global Real Estate Sustainability Benchmark ranked GPL #1 globally amongst listed residential developers for its sustainability and ESG practices. In 2017, GPL was one of the founding partners of the Sustainable Housing Leadership Consortium (SHLC), whose mission is to spread sustainable development practices across the Indian real estate sector. In recent years, Godrej Properties has received over 300 awards and recognitions, including the Porter Prize 2019, The Most Trusted Real Estate Brand in the 2019 Brand Trust Report, Builder of the Year at the CNBC-Awaaz Real Estate Awards 2019, and The Economic Times Best Real Estate Brand 2018. Role Overview: The Deputy General Manager (DGM) - Legal will oversee and manage the legal aspects of real estate transactions, litigation, documentation, customer agreements, and legal support for project and society formation. This role requires extensive knowledge of litigation, land laws, real estate regulations, and legal procedures, while also ensuring compliance with statutory requirements. The DGM will work closely with internal teams and external stakeholders, including solicitors, JV partners, and customers, providing strategic legal advice and supporting negotiation processes. Key Responsibilities: 1. Litigation and Bills Management: Litigation: Handles litigation matters related to Consumer and RERA cases, with in-depth knowledge of Maharashtra land laws and society formation-related issues. Verifies bills from solicitors/advocates, ensuring the timely processing of payments. Ensures compliance with timelines (TAT) for litigation and timely payments. 2. Deal Evaluation and Documentation: Land Records and Due Diligence: Conducts thorough due diligence on land records (titles, deeds, and potential cases) as per the due diligence checklist before meetings with JV Partners. Reviews statutory compliance for real estate and all applicable laws, advising business development teams during negotiations with JV Partners and their legal teams. Assists in determining the legal structure of the deal (revenue, area, profit-sharing models) in consultation with legal consultants. Maintains comprehensive documentation of land records and related transactions. Ensures effective negotiation with JV Partners and their advocates/solicitors. Drafting Agreements: Coordinates with external legal firms for the drafting of various legal documents, such as Development Agreements, Term Sheets, Affidavits, Indemnities, Power of Attorney, Bank Guarantees, Share Purchase Certificates, etc. Ensures timely approval and finalization of agreements from the Head Office (HO). 3. Customer Documentation and Support: Customer Agreements: Gathers inputs from cross-functional teams to prepare customer agreements and ancillary documents for both new and existing projects. Coordinates with external legal consultants to finalize draft agreements, such as Apartment Buyer Agreements, possession schedules, payment terms, and delay clauses. Reviews and finalizes clauses in customer agreements in consultation with HO, ensuring timely and accurate documentation. Manages the entire process of stamp duty and registration for legal documents. 4. Legal Support in Society/Association Formation: Society/Association Formation: Handles all legal formalities for society/association formation, including registration, drafting of conveyance/sales deeds, and lease deeds. Engages with the Society/Association for finalizing necessary deeds and documents. 5. Legal Advisory Support: Internal Legal Advisory: Provides timely legal advice to internal departments on legal concerns or queries impacting various business functions. Reviews contracts prepared by the Contracts team, ensuring legal controls and checkpoints are integrated. Contributes to the creation and maintenance of a knowledge repository regarding laws, regulations, and by-laws pertaining to the real estate industry. Customer Legal Support: Provides required documentation for customers, such as documents related to housing loans, name additions, or property transfers. Advises customers on stamp duty and other relevant legal regulations. 6. Litigation Representation: Court Representation: Represents the company in court hearings, particularly in Consumer Litigation cases. Provides support in arbitration matters, ensuring the company s interests are represented effectively. 7. Process Adherence and Improvement: Compliance and Process Adherence: Complies with company-defined legal guidelines, processes, and project timelines. Ensures high process compliance levels, continuously striving for improvements in efficiency. Process Improvement: Identifies opportunities to improve processes and recommends ideas to enhance efficiency, reduce costs, and improve productivity within the legal function. Actively participates in process improvement initiatives to streamline legal operations. 8. People Development and Learning: Self-Development and Learning: Identifies self-development needs and takes proactive steps to enhance legal expertise through training, education, and project involvement. Works effectively as a team player, continuously acquiring new skills and contributing to the development of the legal team. Who are we looking for? Required Skills & Experience: LLB with 15+ years of relevant legal experience in real estate, litigation, or related fields. Strong knowledge of Maharashtra land laws, real estate regulations, RERA, and statutory compliance. Proven experience in managing legal documentation and advising on deal structures. Excellent negotiation and communication skills, with the ability to engage with external legal consultants, JV partners, and internal stakeholders. In-depth experience in handling consumer litigation, arbitration matters, and real estate disputes. Ability to manage multiple tasks efficiently while ensuring adherence to legal and process guidelines. Key Performance Indicators (KPIs): Effective and timely closure of deals with minimal legal disputes. Accurate and timely documentation and legal agreements. Timely processing of litigation-related bills and payments. Zero delays in the formation of societies/associations and related legal documentation. Contributions to the knowledge repository and successful implementation of process improvements. An inclusive Godrej Before you go, there is something important we want to highlight. There is no place for discrimination at Godrej. Diversity is the philosophy of who we are as a company. And has been for over a century. It s not just in our DNA and nice to do. Being more diverse - especially having our team members reflect the diversity of our businesses and communities - helps us innovate better and grow faster. We hope this resonates with you. We take pride in being an equal opportunities employer. We recognize merit and encourage diversity. We do not tolerate any form of discrimination on the basis of nationality, race, color, religion, caste, gender identity or expression, sexual orientation, disability, age, or marital status and ensure equal opportunities for all our team members. If this sounds like a role for you, apply now! We look forward to meeting you.
Posted 1 week ago
15.0 - 20.0 years
50 - 60 Lacs
Mumbai
Work from Office
STCI Finance Limited - Head Credit STCI Finance Ltd : Career Careers / Current Vacancy Head Credit - MSME Role & Responsibility Build a strong credit function in consultation with Head MSME Lending Develop credit underwriting & approval systems for secured MSME loans Oversee credit appraisal and ensure portfolio quality with strong risk controls and early warning systems; design and implement tech-enabled credit evaluation processes Monitor credit performance and drive refinements in credit strategy as the business scales Age, Qualifications & Experience 40 to 45 years - Post Graduate degree in Finance or CA 15 -20 years experience in BFSI of which 8-10 years in Credit; 5 or more years managing the Credit function/underwriting independently for / SME / MSME lending in a Bank/NBFC Demonstrated track record of setting up and growing/building a strong credit function for a Bank/NBFC (AuM Rs 2500 crs+) Experience in digital lending/tech-based credit approval/underwriting
Posted 1 week ago
15.0 - 20.0 years
50 - 60 Lacs
Mumbai
Work from Office
STCI Finance Limited - Head Collections STCI Finance Ltd : Career Careers / Current Vacancy Head Collections - MSME Role & Responsibility Build and lead the collections strategy for secured MSME loans across India in consultation with Head MSME Lending Set up and manage a field collections team and partner agencies Collaborate with credit, sales, risk, and legal teams to reduce NPAs Establish MIS and reporting frameworks to monitor performance Routinely manage delinquencies daily and drive resolution of overdue accounts Age, Qualifications & Experience 40 to 45 years - Possess a Graduate degree 15-20 years experience in BFSI of which 8-10 years in Collection; 5 or more years leading Collections for / SME / MSME/Commercial Lending business in a Bank/NBFC Demonstrated track record of setting up and running a strong Collection system for Micro / SME / MSME/Commercial Lending business in a Bank/NBFC (AuM Rs 2500 crs+) Must have been involved in using technology (tools/apps) for collections tracking and borrower engagement
Posted 1 week ago
5.0 - 8.0 years
9 - 10 Lacs
Coimbatore
Work from Office
RPMG: Legal Manager INTERNAL USAGE No. of Vacancies Reports to SVP I Is a Team leader Y/N Team Size Grade VP Business Retail Banking Department RPMG Sub - Department Legal Location About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like home loans, car loans, and personal loans among others. They also offer working capital loans and business loans for small businesses and is also responsible for receivables/collections business of the bank. About the Role The Legal Manager handles multiple portfolios for loans. The Circle Legal Manager ensures NPA resolution and recoveries through Legal tools in delinquent buckets adhering to defined processes while using the appropriate legal tools at each level of legal action. The Legal Manager also ensures compliance with the audit procedures of the bank. Key Responsibilities Ensure appropriate legal initiation basis Product-wise cut-offs for eligible legal data. Timely and appropriate legal initiation with respect to limitation Act. Documentation & storage of files for legal action cases. Timely updation of Gen-X Legal data. Timely reconciliation and data cleanup with respect to resolution, Upgradation, & Settlements. Withdrawal of Legal action and retrieval of files for future reference. Lawyer Empanelment, Payment of Court fees and Professional fees Legal Process/ MIS circulation and co-ordination. Ensure filing of Appeal or exit from Legal case as required. Liaison with various team like operations, Collections, empaneled agencies (internal or external) to ensure results. Ensure contingency plan for all legal related activities Ensure achievement of the monthly resolution targets Ensure that all empanelled agencies are fully compliant with RBI guidelines and bank s collections policy Ensure adherence to the set process and audit requirements in place. Ensure adequate training on the SOPs of the bank, processes and various policies of the bank Qualifications Law Graduate from a recognized institute Role Proficiencies Knowledge and understanding of prevailing Laws 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 Legal suits. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment Ability to handle pressure and meet deadlines.
Posted 1 week ago
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