1712 Microfinance Jobs - Page 15

Develop and implement sales and marketing strategies Identify and approach potential clients Manage and maintain customer relationships Train and support the sales team Provide excellent customer service Lead and coordinate sales activities Required Candidate profile Proven experience in Sales and Sales Management Graduation in any field Excellent analytical and problem-solving skills Strong Communication and Customer Service skills Kevisha Lathiya | 88490 20556

Develop and implement sales and marketing strategies Identify and approach potential clients Manage and maintain customer relationships Train and support the sales team Provide excellent customer service Lead and coordinate sales activities Required Candidate profile Proven experience in Sales and Sales Management Graduation in any field Excellent analytical and problem-solving skills Strong Communication and Customer Service skills Kevisha Lathiya | 88490 20556

Role & responsibilities To review and process the loan application of customers generated by the Field Officers. KYC Verification, Evaluating the group loan application. Handle data requirements related to income and documentation of customers, raised by concerned stakeholders. Maintain all MIS related to operations related to income assessment, credit verification etc. Conduct tele-verification calls to clients / customers and share observations with concerned stakeholders in business. Ensure correct and timely updating of income details of customers on internal business applications. Knowledge and understanding of reading Credit Bureau (CB) reports etc. Preferred candidate profile Working knowledge of MS Office, especially MS Word, Excel, etc. Good verbal and written proficiency of regional language and Tamil/English. Good at analysis and reporting. Good Interpersonal skills Perks and benefits Medical, PF & ESIC Benfits.

GRADE-O/AM-I/AM-IIDEPARTMENT-MICROBANKING REPORTS TO -Assistant Customer Relationship Manager ROLE PURPOSE & OBJECTIVE Manages banking relationship with 650 families within the geographic area of control by offering full range of banking services Directly responsible to acquire new customers for Group Lending (GL) business and servicing existing customers Upsell loans to right customers and family members based on requirement and capacity to repay Offer and onboard Savings Accounts and other deposit products to customer, their family members and their references Deliver prompt customer services; be accessible to customers at all times for GL, IL and Family Banking queries Generate quality leads for cross-selling for third party products offered by Ujjivan Small finance Bank. Provide timely loan for eligible repeat and top-up customers. Adherence to the defined set of processes and circulars. SIZE OF THE ROLE FINANCIAL SIZENON-FINANCIAL SIZE Portfolio Managed- 2 Cr Customers handled- 500 customers Number of portfolio products- Group Loan, Individual Loan, CASA, TD and TPP products KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Meet the set targets on Group Loans (GL) in terms of open market acquisition and repeat GL loans Convert GL customers, family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits (FD and RD) from Family members of GL customers Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify, process and refer GL customers who can be potentially given Individual loans either unsecured /secured Share customer insights/product related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products (Loans GL, IL, Secured, Deposits & Insurance) offered by Ujjivan Interact with customers in a courteous and professional manner; provide prompt, efficient and accurate services Ensure timely insurance claim settlement for his/her customers Resolve customer queries/pertaining to GL, IL & Family Banking within specified timelines Internal Process Identify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family Banking Group Loans: Fill customer profile forms, Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training (CGTs) Individual loans (for certified CROs): Analyze existing customer profile and repayment capacity, fill customer profile forms, Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms Coordinate with customers in the disbursement process Conduct Center Meeting as per schedule without fail and ensure timely repayments, collection of deposits for savings accounts / fixed deposit, updates all transactions on True-Cell, an interface to track monetary transactions Open savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy Program Give the detailed field reports to ACRM and discuss field related issues Adherence to the defined set of processes and circulars. Learning & Innovation Maintain up to date knowledge of GL, IL and Family Banking products and services as well as a working knowledge of other products offered in the branch Ensure adherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review and performance appraisal processes are completed within specified timelines MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate Experience 0-1 year experience for Graduates Field Experience preferably in product sales, banking or collection Functional Skills Knowledge on unsecured products Basic Computer knowledge (MS Office, Outlook) / Ease of technology usage Is fluent in the local languages and has a working knowledge of English Behavioral Skills Product selling skills Willingness to travel & relocation as per business requirements and career opportunities Interpersonal skills Ability to interface (orally and in writing) with all levels of associates and customers Ability to manage teams and drive performance Training skills

Job Description: We are urgently looking for a proactive and enthusiastic sales executive to join our growing team. The role involves selling products, generating leads, and achieving monthly sales targets. Role & responsibilities: Generate leads through fieldwork, cold calling, and networking. Pitch and sell the products to prospective clients. Understand customer needs and recommend appropriate solutions. Follow up on leads, close deals, and complete necessary documentation. Meet individual sales targets and contribute to team goals. Maintain good client relationships for repeat business and referrals. Attend daily sales meetings and participate in training sessions. Preferred candidate profile: Graduate in any discipline. 1+ years of sales experience in any field. Good communication and convincing skills. Must Be a Local Candidate. Goal-orientated and self-motivated. Interested candidates can apply or reach out at: Ayushi HR | HR Team +91 84603 77032 | Ayushi@tekpillar.com

ROLE PURPOSE & OBJECTIVE Actively drive acquisition of customers for unsecured loans (GL and unsecured IL). Enable conversion of existing borrowing customers for liabilities. Ensure that Family banking products are actively cross sold to family members and referrals of existing customer. Undertake initiatives to retain and deepen relationship with existing customer for unsecured loans and for liabilities Maintains process quality & ensures adherence to internal audit standards. Management of all the reporting staff. Closure of Audit points and maintaining threshold on "Needs Improvement" and "Unsatisfactory" branches. Timely disbursement of sanctioned loans. KEY DUTIES & RESPONSIBILITIES OF THE ROLEBusiness/ Financials Monitors branch performance in MB unsecured and secured loans along with ACRM Responsible for acquiring new GL customers; conversion of customers from unsecured to secured loans Key person for scaling up Family Banking in branch. Executes the sales plans for the branch for acquisition of accounts and term deposits for family member and referrals of group loan and unsecured individual loan customers Set weekly/monthly targets for the team, reviews the set targets on a regular basis Guide the CROs to enable conversion of existing borrowing customers for liabilities Execute the marketing initiatives designed by products & marketing department Assess the market potential and give feedback on product modification and new product development to the regional product teams Share insights on competitor products to the regional product/marketing teams Customer Ensure customers and CROs are educated about the unsecured loans and liabilities products offered by Ujjivan Resolve customer queries/grievances (pertaining to GL, unsecured IL, liabilities) escalated from the CROs within specified time frame Internal Process Oversee collection of documents for account opening in strict adherence to KYC norms Keep abreast of the changes in policies and guidelines by RBI, ensures his/her team is educated on the changes to ensure strict adherence Responsible for correct storage of client information and any other documentation inclusive internal reports, memos etc. Oversee follow-ups with overdue customers to collect the payments Conduct customer house visits, cross verify the documents and details in the Customer Profile forms (CPF) and Loan Application forms (LAF), conduct Group Recognition Training (GRTs) Perform visits to the Center meetings to check whether they are as per scheduled time and day. Ensure CROs deposit center meeting cash at the nearest or collocated BCs. Timely disbursement of sanctioned loans closure of Audit points and Maintaining threshold on "Needs Improvement" and Unsatisfactory" branches. Implementation of products pertaining to Government business. To ensure adherence to minimum number of House visits and center visits for the month. Learning & Innovation Coach the branch staff on unsecured loans products to drive targets and support them in conversion of existing customers for deposit products Resolve queries and escalations from the team in a well-defined timeframe Ensure adherence to training man-days/ mandatory training programs for self and reportees Ensure goal-setting, midyear -review and annual appraisal process happens within specified timelines for self and reportees Monitor timely completion of mandatory courses of the staff Monitor timely completion of mandatory annual leave of the staff. Educational Qualifications Graduate in Commerce/Business/Economics or related subjects with good analytical and sales skills to be considered. Experience Preferred experience of 2-4 years in banking, sales or collection 2-4 years of experience in MFI sales & team handling experience Functional Skills Knowledge on unsecured products Basic Computer knowledge (MS Office, Outlook) / Ease of technology usage Basic knowledge of accounting and finance administration desirable Is fluent in the local languages and has a working knowledge of English Knowledge of KYC/AML norms and other guidelines for liabilities Behavioral Skills Multiple product selling skills Willingness to travel & relocation as per business requirements and career opportunities Interpersonal skills Ability to interface (orally and in writing) with all levels of associates and customers Ability to manage teams and drive performance Training skills Contact: Dhamodharan N _ Officer-HRBP Phone: +91 7904034400 Mail:dhamodharan.natarajan@ujjivan.com

Customer leads will be sourced from the assigned bank. The assigned bank will be the primary source customer leads. Cross-selling of various financial products to Bank customers. Help partners generate and track leads & close sales. 9904750213 Nisha Required Candidate profile Qualification : Mini. Graduation in any stream Experience : 2+ Years of Experience in Banking, Insurance, Investment or BFSI Sector CTC : 3.50 LPA Only + Incentive + Other Benefits

We’re Hiring! Use company leads and get more leads through referrals Explain policies and benefits to customers over the phone Follow up and close sales Build good relationships with clients Meet sales targets and give good customer service Required Candidate profile Eligibility: Only local candidates can apply Age between 24 and 38 years Bachelor’s degree is essential Strong communication skills required Contact: Palak (HR): +91 9723104999

We’re Hiring! Use company leads and get more leads through referrals Explain policies and benefits to customers over the phone Follow up and close sales Build good relationships with clients Meet sales targets and give good customer service Required Candidate profile Eligibility: Only local candidates can apply Age between 24 and 38 years Bachelor’s degree is essential Strong communication skills required Contact: Palak (HR): +91 9723104999

Post : Area Sales Manager • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile • Graduation Must • Must have 1+ year of experience in Field Sales / BFSI Sales • Good Communication skills • Bike mandatory • To clear any confusion direct contact on : 78619 85887 HR Janak Perks and benefits Incentives + Appraisal + PF + Promotions

Designation : Direct Sales Executive Visit new customers daily to offer bank/financial products Help customers apply for loans or insurance Convert leads into sales to meet monthly targets Provide service after the sale if needed Required Candidate profile • Must have 1yr of experience in Banking / Finance / Insurance / Loan / CASA Sales • Graduation is mandatory • Vacancy for local candidate • Age : 21 to 32 YRS Call OR WhatsApp : 90819 37721 HR Riya Perks and benefits Incentive + PF + Mobile with Several

We are urgently looking for a proactive and enthusiastic sales executive to join our growing team. The role involves selling financial or insurance products, generating leads, and achieving monthly sales targets. Role & responsibilities: Generate leads through fieldwork, cold calling, and networking. Pitch and sell insurance/financial products to prospective clients. Understand customer needs and recommend appropriate solutions. Follow up on leads, close deals, and complete necessary documentation. Meet individual sales targets and contribute to team goals. Maintain good client relationships for repeat business and referrals. Attend daily sales meetings and participate in training sessions. Preferred candidate profile: Graduate in any discipline. 2+ years of sales experience (BFSI experience is a plus). Good communication and convincing skills. Must Be a Local Candidate. Goal-orientated and self-motivated. Benefits: Fixed Salary + Attractive Incentives. Career growth & promotion opportunities. Training & certification support. Interested candidates can apply or reach out at: Phone : +91 7863846975 Email : vikeeta@tekpillar.com

We are urgently looking for a proactive and enthusiastic sales executive to join our growing team. The role involves selling financial or insurance products, generating leads, and achieving monthly sales targets. Role & responsibilities: Generate leads through fieldwork, cold calling, and networking. Pitch and sell insurance/financial products to prospective clients. Understand customer needs and recommend appropriate solutions. Follow up on leads, close deals, and complete necessary documentation. Meet individual sales targets and contribute to team goals. Maintain good client relationships for repeat business and referrals. Attend daily sales meetings and participate in training sessions. Preferred candidate profile: Graduate in any discipline. 2+ years of sales experience (BFSI experience is a plus). Good communication and convincing skills. Must Be a Local Candidate. Goal-orientated and self-motivated. Benefits: Fixed Salary + Attractive Incentives. Career growth & promotion opportunities. Training & certification support. Interested candidates can apply or reach out at: Phone : +91 7863846975 Email : vikeeta@tekpillar.com

Post : Sales Executive Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Must have 1yr of experience in Banking / Finance / Insurance / Home Loan / LAP • Graduation is mandatory • Vacancy for local candidate • Age :21 to 32 YRS Call OR WhatsApp : 7874737775 Arun Perks and benefits Incentives, Performance Bonuses, Career Growth

Hiring Sales Professional! Drive sales & business growth through the team Build strong relationships with Teams to maximize productivity & retention Conduct regular meetings, training, & performance evaluations Achieve targets for the assigned area Required Candidate profile Must Be a Local Candidate. Age Criteria: 24 to 40 Years. A bachelor's degree is mandatory. Good Communication Skills. Vikeeta (HR): +91 7863846975

Post : Relationship Manager Relationship buildup with channel partners Self lead generation from branch/own networks Local travelling as per business requirements Educate the Customer about the product To close Achieving your sales targets Required Candidate profile • Must have 1 Yrs experience in Banking / Finance / Insurance /Home Loan / Lap • Must be a graduate • Candidates must be Local • Age : 21 to 32 Yrs. Call / WhatsApp : 99749 35572 HR Krushali Perks and benefits Incentives + Appraisal + PF + Promotions

Post : Business Development Manager • Understand customer needs and recommend relevant BFSI products (Loans, Insurance, Investments, etc.) • Follow up on leads and maintain strong customer engagement • Meet and exceed monthly sales targets and KPIs Required Candidate profile • Education : Any Graduate With Good Communication • Must have 1 YEARS of experience in BFSI OR Life Insurance Sales • Age : 21 to 32 Yrs • Bike mandatory Contact : 6351842742 Pratiksha Perks and benefits Incentives + Allowances + Fast track Promotion

Post : Business Development Manager Approach individuals directly for selling BFSI products Explain product benefits in easy words – no hard selling Close deals and meet sales targets on time Build strong relations for repeat business and referrals Required Candidate profile • Education : Any Graduate With Good Communication • Must have 1 YEARS of experience in Field Sales / Bfsi Sales / Loan / CASA • Age : 21 to 32 Yrs • Bike mandatory Contact : 6351842742 Pratiksha Perks and benefits Incentives + Allowances + Fast track Promotion

• Building a strong relationship with the sales team of channel partners • Handle walk in customers • Bank responsible for meeting sales through Bank • Regularly follow up with client • Generating leads from Relationship Managers and Personal Bankers Required Candidate profile • Education - Graduate with Any Stream • Experience - 1 to 7 Years experience with BFSI Domains • Skills - Customers Convincing Power • Knowledge: should have understanding of banking products

Post : Business Development Manager Looking for BFSI sales professionals to handle customer leads, walk-ins, and referrals. Promote relevant financial products and achieve sales targets. At least 1 year of BFSI sales experience needed. Required Candidate profile • Education : Any Graduate With Good Communication • Must have 1 YEARS of experience in BFSI OR Life Insurance Sales • Age : 22 to 44 Yrs Contact : 9904195437 HR Kinjal Perks and benefits Incentives + Allowances + Fast track Promotion

Post : Relationship Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Must have 1 Yrs experience in Sales / Banking / Finance / Insurance Sector • Must be a graduate • Candidates must be Local • Age : 24 to 35 Yrs. Call / WhatsApp : 9265042790 HR Azad Perks and benefits Incentives + Appraisal + PF + Promotions

Post : Business Development Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Must be Graduate • Must have 1 year of experience in Sale / Banking / Finance / Insurance Sales • Age Criteria:- 24 to 38 • For more information Call OR WhatsApp : 9328892831 HR Rensi Perks and benefits Incentives + Allowances + Fast track Promotion

Designation- Business Development Manager • Recruit Team of advisors • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile - Experience : Must 2 YR of BFSI Sale / Banking / Finance / Insurance - Graduation is mandatory - Good Communication skills -Candidate Must be Local -Age 23 to 39 yrs (Fresher's Cant Apply)

• Recruit adviser • Generate business through the advisers • Lead the team of advisers and done the field work • Motivate them to achieve targets • Provide training and guidance to them.

For more information Call On : 7984459585(Devangi) Generate leads & acquire new customers Build and maintain strong relationships with clients Achieve monthly and quarterly sales targets Planning and overseeing new marketing initiatives Required Candidate profile Minimum 1 year of experience in Sales, Banking, Finance, or Insurance. Graduation is mandatory. Age between 21 to 38 years. Good communication and interpersonal skills.