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1.0 - 6.0 years
2 - 4 Lacs
Bengaluru
Work from Office
Looking into experience HL/LAP-MLAP
Posted 3 weeks ago
1.0 - 5.0 years
1 - 2 Lacs
Betul, Prayagraj, Rewa
Work from Office
Post : Relationship Officer • Meet new people every day and explain home loan benefits • Coordinate with lenders to get fast approvals • Work on the ground at housing sites and local markets • Enjoy fixed pay plus unlimited incentives Required Candidate profile Graduate Min. 6 Months of exp. in Home Loan / Mortgage Loan / LAP Sales Age : 21 to 30 years Candidate have good communication skills Call OR WhatsApp: 6351842742 Pratiksha Perks and benefits Hike + Incentives + PF + Promotions + Insurances
Posted 3 weeks ago
4.0 - 8.0 years
5 - 10 Lacs
Tumkur, Bengaluru
Work from Office
Role & responsibilities Business and Financial Management : - Delivery in Volume - Able to Source HNI Clients (Min 50 Lac ticket Size) - Percentage payout to channel - Insurance Achievement - Delinquency Customer Focus : - Possession of database of salaried and self employed customers. Portfolio Management People / Team : - No. of DSA which are active vs inactive No. of rejects due to non-adherence in providing documents while logging in. Process / Quality Improvement : - Adherance to process and Quality manifested in a Login to Conversion ratio of 60% No.of rejects due to non-adherence in providing documents while logging in. Preferred candidate profile a) Having handled DSAs before b) Understanding of Mortgage business c) Knowledge of local market conditions d) Competitor knowledge e) Knowledge of channels servicing the different financial institutions. f) Fundamental legal documentation understanding. Perks and benefits Medical Insurance of 5 Lakhs Sum Insured GPA + GTLI CUG Airtel Sim Card Performance Based Incentives
Posted 3 weeks ago
1.0 - 6.0 years
1 - 2 Lacs
Prayagraj, Nagpur, Pune
Work from Office
Loan officer • Manage sales of home loan products. • Source and develop new business through the open market. • Fulfill leads and implement sales strategies to meet targets. • Ensure compliance with all audit and regulatory requirements. Required Candidate profile • Must have 1 YEAR exp. in Home Loan / LAP / Mortgage Loans • Must be a graduate • Good Communication Skills • Age : 21 to 29 years WhatsApp your resume on Mob : 97140 76279 HR Krish Perks and benefits Hike + Incentives + PF + Promotions + Insurances
Posted 3 weeks ago
1.0 - 6.0 years
1 - 2 Lacs
Panipat, Rohtak, Yamunanagar
Work from Office
Loan Exeecutive • Manage sales of home loan products. • Source and develop new business through the open market. • Fulfill leads and implement sales strategies to meet targets. • Ensure compliance with all audit and regulatory requirements. Required Candidate profile • Must have 1 YEAR exp. in Home Loan / LAP / Mortgage Loans • Must be a graduate • Good Communication Skills • Age : 21 to 29 years WhatsApp your resume on Mob : 95585 04345 HR Krushi Perks and benefits Hike + Incentives + PF + Promotions + Insurances
Posted 3 weeks ago
1.0 - 6.0 years
1 - 2 Lacs
Kochi, Vijayawada, Hyderabad
Work from Office
Home Loan officer • Manage sales of home loan products. • Source and develop new business through the open market. • Fulfill leads and implement sales strategies to meet targets. • Ensure compliance with all audit and regulatory requirements. Required Candidate profile • Must have 1 YEAR exp. in Home Loan / LAP / Mortgage Loans • Must be a graduate • Good Communication Skills • Age : 21 to 29 years WhatsApp your resume on Mob : 74909 71634 HR Mahek Perks and benefits Hike + Incentives + PF + Promotions + Insurances
Posted 3 weeks ago
0.0 - 2.0 years
0 - 0 Lacs
chandigarh
On-site
Identify and approach potential customers in the open market (field sales). Generate leads through cold calling, market visits, and referrals. Explain home loan products, features, and benefits to prospective customers. Assist clients in completing the loan application and documentation process. Follow up with internal departments for loan processing and disbursement. Meet monthly sales targets and contribute to overall branch goals. Build and maintain relationships with customers and channel partners.
Posted 3 weeks ago
5.0 - 8.0 years
8 - 12 Lacs
Patna
Work from Office
Roles and Responsibilities Manage a team of sales professionals to achieve monthly targets for Home Loans. Develop and execute strategies to increase market share and revenue growth in the assigned territory. Conduct regular performance reviews with team members to identify areas of improvement and provide coaching/training as needed. Build strong relationships with channel partners, builders, and other stakeholders to drive business opportunities. Ensure compliance with company policies, procedures, and regulatory requirements.
Posted 3 weeks ago
3.0 - 6.0 years
5 - 9 Lacs
Hyderabad
Work from Office
To drive sales and ensure business targets are achieved o Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships.o Retain and expand the company's base of customers for retail loan product so as to ensure repeat business or referralso Maximize sales through a network and relationships to ensure strong businesso Develop and maintain strong liaisons with the clients for repeat business or referrals. o Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion.o Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the areao Align with the team on ground lead generation activities for Sales. o Lead and supervise the team for the implementation of the growth agenda through appropriate training, motivation and deployment strategieso Constantly keep abreast on market trends and competitor intelligence so as to build and develop effective sales and marketing strategieso Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market.o Ensure compliance to all Audit / RBI regulations as well as processes, policies and reports as per company designed systems. Post Graduate/ Graduate in any discipline
Posted 3 weeks ago
1.0 - 4.0 years
2 - 3 Lacs
Hyderabad
Work from Office
Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.
Posted 3 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
Bharuch, Vijapur, Halol
Work from Office
Position : Sales officer/ Relationship Officer Products : Home Loan, Lap(Open market) Experience : Min 1 Year of experience in Home Loan and Lap Ctc : Max 3.5LPa Age : 32 Years Locations : Bharuch, Vapi, Vadodara, chhatral, Halol, Vijapur, Jamnagar , Bhuj, Junagadh , Mandvi , Rajkot Contact : 8788586682
Posted 3 weeks ago
0.0 - 3.0 years
4 - 8 Lacs
Hyderabad
Work from Office
Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations.
Posted 3 weeks ago
2.0 - 5.0 years
10 - 14 Lacs
Jamnagar
Work from Office
Relationship Manager - Construction Equipment-CONSTRUCTION EQUIPMENT (CE)-Marketing Branches Operations Role- Relationship Manager Job Profile : Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along with English. Should have the good inter personal skills and polite attitude to handle customers. Should have excellent people Management skills so that he can coordinate between different department / Branches / customers well. Must be Techno Savvy and should be well versed with latest computer skills. Should work with Mantra of Speed, Scale and Skill. Able to source Working capital Loan facilities to Agri Related Industries and Food Processing and Agro Processing Industries and Other Manufacturing Industry in MSME Segment and responsible for overall Quality Business along with size of business. Must have basic knowledge of working capital finance along with understanding of reading balance sheet and P & L. Candidate also having good knowledge about properties / legal will have edge over others since it is a Mortgage Business and loans are secured by properties. Candidate with Knowledge of local area, strong networking and negotiation skill will have edge over others. Sourcing of New Customers and ensure month on month disbursement having ticket size from Rs. 2 crore to Rs. 25 crore. Each RM is expected to do minimum 3 New Cases per month. He is expected to meet and appoint New CAs / Financial Consultants, DMAs, Kotak Bank Branch and source business on daily basis, he has to meet at-leats 2 New Leads every working day. Candidate should have excellent follow-up Management skills. Ensure that Customer requirements and complaints are serviced at the local level with speed and quality. Collaborate with trade finance ,CMS, operation, treasury , legal and branch banking team for seamless customer service Closely work with credit team for managing client expectation and effective risk management Candidate should be willing to run extensively for sourcing the business as the profile is 80% of Filed Job and 20% of Office job. Must have Own Vehicle with valid driving license. Job Requirements : Post Graduate Diploma / Post Graduate in Banking and Finance / And (Major / Minor) Marketing and Finance will have edge over others Strong oral and written Communication Relationship Management Skilll HDFC BBG RM of grade E2 and E3 are preferable.
Posted 3 weeks ago
7.0 - 14.0 years
20 - 25 Lacs
Hyderabad
Work from Office
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world s most innovative financial organizations. We are looking for a Senior Product Associate to join our Data and AI Product team and support the delivery of data-driven solutions that power transformation across the Home Lending business. As a Senior Product Associate in Home Lending Transformation , you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities Partner with Product Managers to identify new product opportunities through user research and market discovery. Plan and assess the implications of new product features on the overall product experience. Analyze, track, and evaluate product metrics, ensuring alignment with time, cost, and quality targets throughout the product development life cycle. Write requirements, epics, and user stories to support product development. Support the development and delivery of data products that power AI and analytics in Home Lending. Define product requirements and coordinate the delivery of foundational data assets and pipelines. Collaborate with data owners, engineers, and analysts to prioritize key datasets for ingestion, transformation, and consumption. Participate in stakeholder meetings to review progress, gather feedback, and ensure alignment. Measure and report on key metrics related to product adoption and business impact. Required qualifications, capabilities, and skills 3+ years of experience in product management or a relevant domain area. Proficient knowledge of the product development life cycle. Experience in product life cycle activities, including discovery and requirements definition. Developing knowledge of data analytics and data literacy. Familiarity with structured data ingestion, transformation, and consumption for reporting or machine learning. Basic understanding of cloud data platforms like AWS (e. g. , S3, Glue, Athena, Lake Formation). Bachelors degree required. Preferred qualifications, capabilities, and skills Developing knowledge of cloud-based technologies. Domain knowledge in Home Lending Mortgage Origination. Understanding of the data life cycle. Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world s most innovative financial organizations. We are looking for a Senior Product Associate to join our Data and AI Product team and support the delivery of data-driven solutions that power transformation across the Home Lending business. As a Senior Product Associate in Home Lending Transformation , you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities Partner with Product Managers to identify new product opportunities through user research and market discovery. Plan and assess the implications of new product features on the overall product experience. Analyze, track, and evaluate product metrics, ensuring alignment with time, cost, and quality targets throughout the product development life cycle. Write requirements, epics, and user stories to support product development. Support the development and delivery of data products that power AI and analytics in Home Lending. Define product requirements and coordinate the delivery of foundational data assets and pipelines. Collaborate with data owners, engineers, and analysts to prioritize key datasets for ingestion, transformation, and consumption. Participate in stakeholder meetings to review progress, gather feedback, and ensure alignment. Measure and report on key metrics related to product adoption and business impact. Required qualifications, capabilities, and skills 3+ years of experience in product management or a relevant domain area. Proficient knowledge of the product development life cycle. Experience in product life cycle activities, including discovery and requirements definition. Developing knowledge of data analytics and data literacy. Familiarity with structured data ingestion, transformation, and consumption for reporting or machine learning. Basic understanding of cloud data platforms like AWS (e. g. , S3, Glue, Athena, Lake Formation). Bachelors degree required. Preferred qualifications, capabilities, and skills Developing knowledge of cloud-based technologies. Domain knowledge in Home Lending Mortgage Origination. Understanding of the data life cycle.
Posted 3 weeks ago
0.0 - 6.0 years
2 - 8 Lacs
Salem
Work from Office
Company Summary "First American (India) is a GCC (Global Capability Center) of the First American Financial Corporation (NYSE: FAF) family of companies. FAI is a proud member of the FORTUNE 500 companies and has been amongst the Fortune 100 Best Companies to Work For list for eight consecutive years. First American Financial Corporation provides comprehensive title insurance, closing/settlement, property data and technology solutions. First American (India) creates quality solutions for its customers by combining software, back office, and knowledge processing operations to fulfill First Americans business requirements. Our priorities are our employees, customers, and shareholders - in that order. First American (India) has been ranked amongst Indias Best Companies To Work For 2023: Listed amongst the Top 100 by Great Place To Work India, FAI is also certified Best Workplaces for Women and Workplace with Inclusive Practices. Specialized Business helps homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals, homebuilders and developers, title agencies and legal professionals close transactions. Specialized Business Functions, services Direct, Agency customers and Third-Party affiliates in the areas of Escrow, Settlement, Closing, Funding and Title Services. Job Summary Demonstrate basic knowledge of escrow. Understanding the basic nature of the domain and relating that post-closing process - Knowing when to obtain help in case of issues Monitors own work to ensure delivery within the desired performance standards. Understands the importance of delivery within expected time, budget and quality standards and displays concern in case of deviation. Takes initiative to develop own technical / behavioral skills; reflects and learns from experiences of self and others. Is receptive to new ideas and different perspectives, Questions routine/ procedures that do not seem efficient and can be improved. Adapts to other cultures and unfamiliar situations, thinks on the feet displays sense of urgency for completion of deliverables. Encourages teamwork and collaboration by promoting openness and dialogue, facilitates participation of self and other team members in organizational decisions and motivates other team members and drives pride and positivity in work. Exhibits professionalism in conduct of work and respects others views. Displays excellent verbal and written communication skills and interpersonal skills required to interact with colleagues including customer, onshore counterpart, supervisors, team members, analysts and business teams
Posted 3 weeks ago
0.0 - 6.0 years
2 - 8 Lacs
Bengaluru
Work from Office
Company Summary "First American (India) is a GCC (Global Capability Center) of the First American Financial Corporation (NYSE: FAF) family of companies. FAI is a proud member of the FORTUNE 500 companies and has been amongst the Fortune 100 Best Companies to Work For list for eight consecutive years. First American Financial Corporation provides comprehensive title insurance, closing/settlement, property data and technology solutions. First American (India) creates quality solutions for its customers by combining software, back office, and knowledge processing operations to fulfill First Americans business requirements. Our priorities are our employees, customers, and shareholders - in that order. First American (India) has been ranked amongst Indias Best Companies To Work For 2023: Listed amongst the Top 100 by Great Place To Work India, FAI is also certified Best Workplaces for Women and Workplace with Inclusive Practices. Specialized Business helps homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals, homebuilders and developers, title agencies and legal professionals close transactions. Specialized Business Functions, services Direct, Agency customers and Third-Party affiliates in the areas of Escrow, Settlement, Closing, Funding and Title Services. Job Summary Demonstrate basic knowledge of escrow. Understanding the basic nature of the domain and relating that post-closing process - Knowing when to obtain help in case of issues Monitors own work to ensure delivery within the desired performance standards. Understands the importance of delivery within expected time, budget and quality standards and displays concern in case of deviation. Takes initiative to develop own technical / behavioral skills; reflects and learns from experiences of self and others. Is receptive to new ideas and different perspectives, Questions routine/ procedures that do not seem efficient and can be improved. Adapts to other cultures and unfamiliar situations, thinks on the feet displays sense of urgency for completion of deliverables. Encourages teamwork and collaboration by promoting openness and dialogue, facilitates participation of self and other team members in organizational decisions and motivates other team members and drives pride and positivity in work. Exhibits professionalism in conduct of work and respects others views. Displays excellent verbal and written communication skills and interpersonal skills required to interact with colleagues including customer, onshore counterpart, supervisors, team members, analysts and business teams
Posted 3 weeks ago
1.0 - 3.0 years
3 - 7 Lacs
Hyderabad
Work from Office
Taking ownership and being accountable of mortgage applications, from initial submission through to offer, delivering a seamless service to brokers and partners Reviewing and screening residential owner occupied and buy to let (in both individual names and trading companies names) mortgage applications to understand the customer and application type, ensuring the correct packaging requirements are set Applying a future thinking, holistic approach by anticipating the need of the underwriter, this will be done through: o Understanding and assessing the risk of the application o Using and interpreting lending policy to ensure the case meets the packaging guidelines Being responsible for the quality of data, identify and correct inaccuracies, including customer personal data, property portfolio and income and commitments, including the validation of documentation Working to agreed deadlines, meeting and exceeding set SLAs at each touchpoint Managing all mortgage documents and supporting information, by assessing and validate documents, ensuring they meet the relevant policy and regulatory guidelines. Ensuring the case is managed through the relevant systems, ensuring one customer and application record that is reflective of the information required to manage risk and deliver for our customers, including using relevant third party websites and systems, e.g. Companies Hous o Credit reference reports, EPC reports, Companies House searches Undertaking required Customer due-diligence through: o Document assessment and validation; proof of ID, proof of address o Ensure accuracy of data from a customer identity perspective o Ensure CDD policies are adhered Protecting the customer and the Bank by having a strong knowledge of anti-money laundering policies and fraud prevention processes. Identification of potential external fraud, and scheme misuse to protect the bank against possible bad debts. Adhering to required data management standards by applying the correct updates and notes in a clear and concise way Mandatory Skills: Mortgage( DM).: Experience: 1-3 Years.
Posted 3 weeks ago
5.0 - 10.0 years
5 - 8 Lacs
Pune
Work from Office
Role- Area Business Manager- Retail. Qualification- Graduation/ Any Graduation. Experience- 05 to 10 Years in Mortgage loan with team handling. Product- Mortgage, Loan Against property Location- Chandan Nagar, Swargate, PCMC Key Skills- Mortgage, Team handling, open market, Area Manager, Direct Channel. CTC to be provided- 05.00 LPA to 08.00 LPA Resume share with- suyog.monde@sbfc.com Mobile Number- 8369114072 Interview address- SBFC, Shop No. 109 & 110 Part(UGAF), 1st Floor, The Pentagaon Building, Shahu College Road, Near Panchami Hotel, Pune Responsibilities Effective communication of individual target and team target expectation to the team and plan accordingly. Adherence of anywise sales plan for market activities, Ensuring regular follow up to track progress and take corrective action. Ensuring proper planning and availability of resources in advance for all market activities (Door to Door marketing, Pamphlet distribution), coordinate with staff, ensuring all areas are covered. Interact with branch operations team to check existing borrower (EB) customer calling for upselling, Responsible for ME target for the region. Ensure achievement of the assigned target & create healthy branch portfolio. ensure productivity of sales team BSMs and SOs. Create and drive area specific marketing strategies to build the Brand of SBFC in the area. Devise new and creative ways of branding and lead generation (High visibility Field activity) which adapt to the unique requirements of the location and help increase brand & Product visibility and build a funnel of serviceable customers. Coming up with creative marketing strategies for existing customers (greeting cards and messages on festivals, collecting appreciation and suggestion letters from customers) in order to collect new customer references. Conduct competitor benchmarking in the area and develop competing strategies.
Posted 3 weeks ago
0.0 - 5.0 years
0 - 2 Lacs
Gangapur, Beawar, Ajmer
Work from Office
Job description Designation : Relationship Officer / Sr. Relationship Officer Product : Home Loan / LAP Experience : Minimum One Year Experience in Retail Sales (HL / LAP) Minimum Qualification : Graduate in any stream Desired Candidate Profile: Should have sales orientation Customer retention An immense interest in developing relationship with the customers Good communication skills and coordination skills Good convincing and negotiation skills Able to manage high ticket size of the loans Ability to understand customers need, explain various products and convince them about the product offerings Should be able to manage overall responsibilities including customer expectations, identifying new business markets and recording customer requirements Resolving Customer issues and queries Maintaining customer relationship and cross selling to existing customers Identification of right customer, ability to understand customers need, explain various products and convince them about the product offerings Compensation: As per the last drawn salary + performance based attractive incentives Interested candidate can share their resume on 8505044754 , Nishi.kumari@auhtm.in,
Posted 3 weeks ago
3.0 - 5.0 years
5 - 7 Lacs
Hyderabad
Work from Office
Taking ownership and being accountable of mortgage applications, from initial submission through to offer, delivering a seamless service to brokers and partners Reviewing and screening residential owner occupied and buy to let (in both individual names and trading companies names) mortgage applications to understand the customer and application type, ensuring the correct packaging requirements are set Applying a future thinking, holistic approach by anticipating the need of the underwriter, this will be done through: o Understanding and assessing the risk of the application o Using and interpreting lending policy to ensure the case meets the packaging guidelines Being responsible for the quality of data, identify and correct inaccuracies, including customer personal data, property portfolio and income and commitments, including the validation of documentation Working to agreed deadlines, meeting and exceeding set SLAs at each touchpoint Managing all mortgage documents and supporting information, by assessing and validate documents, ensuring they meet the relevant policy and regulatory guidelines. Ensuring the case is managed through the relevant systems, ensuring one customer and application record that is reflective of the information required to manage risk and deliver for our customers, including using relevant third party websites and systems, e.g. Companies Hous o Credit reference reports, EPC reports, Companies House searches Undertaking required Customer due-diligence through: o Document assessment and validation; proof of ID, proof of address o Ensure accuracy of data from a customer identity perspective o Ensure CDD policies are adhered Protecting the customer and the Bank by having a strong knowledge of anti-money laundering policies and fraud prevention processes. Identification of potential external fraud, and scheme misuse to protect the bank against possible bad debts. Adhering to required data management standards by applying the correct updates and notes in a clear and concise way Mandatory Skills: Mortgage( DM). Experience: 3-5 Years.
Posted 3 weeks ago
8.0 - 10.0 years
10 - 12 Lacs
Hyderabad
Work from Office
Role Purpose The purpose of this role is to increase revenue, maximize process efficiency & cost-effectiveness, and ensure excellent customer experience, through effective supervision of daily operations and personnel, contract compliance, resource optimization and capability development within an account. Do Maximize process efficiency and cost effectiveness through strategic planning, contract compliance and governance mechanisms Strategy Planning with Senior Stakeholders Collaborate with leaders to provide strategic and operational plans associated with the account Plan the strategy for the coming years by identifying new geographies for alternate revenue streams Ensure a deep enough understanding of clients individual experiences to head off potential issues before they become problems Contract compliance & adherence Ensure all SLA parameters are met in the account and maintain a green card at all times Review and drive appropriate actions/ systemic changes on internal and external audit findings to ensure no major non-compliances are cited Monitor and review the account on various delivery parameters to ensure quality delivery as per budget and timelines Delivery governance in the account Understand customer goals and key performance metrics and ensure exceeding those goals throughout the project Ensure a green card for all accounts in terms of performance and quality Monitor and review delivery dashboards/ MIS across accounts to track progress and identify potential red flags Participate and share account performance across operational, quality and fulfillment parameters with internal and external stakeholders Lead and manage project escalations, potential risks or early warning signs on project delivery to eliminate any revenue leakage Ensure regular invoicing as per the contract terms and condition Forecast and track key account metrics Invoicing Timely submission of invoices to the client as defined in the SOW Provide information required and resolve any invoicing issues raised by the client Collect and analyze statistics (costs, customer service metrics etc.) Assume responsibility of budgeting and tracking expenses Ensure outstanding performance against key metrics mentioned in the agreement Regular cadence around contract compliance Evaluate performance with key metrics (accuracy, customer service metrics etc.) Set direction for the team, track progress against targets through regular cadence calls and course correct as require Drive the focus of the team on quality and adherence to contract compliance processes Drive and implement structured cadence around quality, both process and transactional Cadence with delivery lead to ensure margins are met and the account numbers are at par to what is committed Weekly calls with WFM to ensure resource optimization, compliance to the manpower numbers agreed in the contract, future planning in case of ramp ups etc. Resource Allocation & Retention Conduct effective resource planning to maximize the productivity of resources (people, technology etc.) Review and monitor resource planning and fulfillment in line with account requirements and costs of delivery Optimize manpower and minimize leakages by working closely with delivery head Ensure retention by offering relevant trainings and certifications of all allocated resources Lead one-on-one floor connect and other engagement activities to improve stickiness of the delivery team Collaborate and influence internal key stakeholders to manage and resolve issues to ensure fulfillment and flawless delivery of projects Mandatory Skills: Mortgage(Originations). Experience: 8-10 Years.
Posted 3 weeks ago
5.0 - 8.0 years
5 - 8 Lacs
Bengaluru
Work from Office
Taking ownership and being accountable of mortgage applications, from initial submission through to offer, delivering a seamless service to brokers and partners Reviewing and screening residential owner occupied and buy to let (in both individual names and trading companies names) mortgage applications to understand the customer and application type, ensuring the correct packaging requirements are set Applying a future thinking, holistic approach by anticipating the need of the underwriter, this will be done through: o Understanding and assessing the risk of the application o Using and interpreting lending policy to ensure the case meets the packaging guidelines Being responsible for the quality of data, identify and correct inaccuracies, including customer personal data, property portfolio and income and commitments, including the validation of documentation Working to agreed deadlines, meeting and exceeding set SLAs at each touchpoint Managing all mortgage documents and supporting information, by assessing and validate documents, ensuring they meet the relevant policy and regulatory guidelines. Ensuring the case is managed through the relevant systems, ensuring one customer and application record that is reflective of the information required to manage risk and deliver for our customers, including using relevant third party websites and systems, e.g. Companies Hous o Credit reference reports, EPC reports, Companies House searches Undertaking required Customer due-diligence through: o Document assessment and validation; proof of ID, proof of address o Ensure accuracy of data from a customer identity perspective o Ensure CDD policies are adhered Protecting the customer and the Bank by having a strong knowledge of anti-money laundering policies and fraud prevention processes. Identification of potential external fraud, and scheme misuse to protect the bank against possible bad debts. Adhering to required data management standards by applying the correct updates and notes in a clear and concise way Mandatory Skills: Mortgage( DM). Experience: 5-8 Years.
Posted 3 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
Mumbai
Work from Office
Role Purpose The purpose of this role is to execute the process and drive the performance of the team on the key metrices of the process. Do Ensure process is executed as per the client contract Conduct briefings before every shift to drive focus on key metrices and debrief at the end of the shift to drive focus of the team on quality and adherence to contract compliance processes Prepare notes from the huddle meetings and share it with the team Prepare and share the performance data of the team with the client at the end of the shift Interact with the client and prepare note to share updates and changes with the team Review the performance on the key process metrices and conduct RCA to improve quality parameters Prepare presentation on weekly and monthly performance data for the manager to be shared with the client Collaborate and influence internal key stakeholders to manage and resolve issues to ensure fulfillment and flawless delivery of projects Be part of the discussion between manager and WFM team on forecast and number of agents required Organize fun hours on Friday for the team to promote team engagement Identify opportunities for automation within the account and share it with the manager Provide details and data to the automation team to support the automation initiative Drive performance of the team on the identified metrices of the process Review last 6-8 weeks performance data (RAG) and identify low performers Provide feedback and coach the outliers/ low performers to improve their performance metrices Prepare Performance Coaching & Counselling Plan (PCCP) to document and support the low performers Handhold the employees on performance on process and monitor for improvements Identify training needs for new joiners especially and track their daily progress Conduct process trainings as well as refresher trainings are provided to bridge the capability gap or if there is any change from the clients end Stakeholder Interaction & Management Coordinate with internal and external stakeholders to ensure compliance and quality in the delivery for accounts Interact and engage with the client manager to communicate and update progress against account plan, project delivery etc. Participate in monthly review meetings with Account Delivery leadership updating them on the status and progress of the account Work with quality team to ensure the quality improvements as per the delivery standards of the contract Provide timely assistance in case of an escalation and support resolution of escalations/ issues Effective Team Management Resourcing Hire adequate and right resources for the team Talent Management Ensure adequate onboarding and training for the team members to enhance capability & effectiveness Build an internal talent pool and ensure their career progression within the organization Manage team attrition Drive diversity in leadership positions Performance Management Set goals for the team, conduct timely performance reviews and provide constructive feedback to own direct reports Ensure that the Performance Nxt is followed for the entire team Employee Satisfaction and Engagement Lead and drive engagement initiatives for the team Track team satisfaction scores and identify initiatives to build engagement within the team Mandatory Skills: Mortgage( DM). Experience: 5-8 Years.
Posted 3 weeks ago
0.0 - 3.0 years
2 - 5 Lacs
Bengaluru
Work from Office
Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Mandatory Skills: Mortgage( Active/ Default Servicing). >
Posted 3 weeks ago
2.0 - 3.0 years
3 - 7 Lacs
Bengaluru
Work from Office
Eurofins Scientific is an international life sciences company, which provides a unique range of analytical testing services to clients across multiple industries. The Group believes it is the world leader in food, environment, pharmaceutical and cosmetics products testing and in agroscience CRO services. It is also one of the global independent market leaders in certain testing and laboratory services for genomics, discovery pharmacology, forensics, CDMO, advanced material sciences and for supporting clinical studies. In addition, Eurofins is one of the leading global emerging players in specialty clinical diagnostic testing. In 2018, Eurofins generated 4.2 billion Euro proforma turnover in 800 laboratories across 47 countries, employing about 45.000 staff. POSITION TITLEProcess Associate REPORTING TOTeam Leader REPORTING LOCATIONBangalore WORKING LOCATIONBangalore Job description Proven ability to work on transactional processes related to F&A. Support AP invoice processing and ensure all transactions are completed on time with high accuracy. Ability to work on multiple transactional processes. Create process documents and monitor SLA"™s for supporting projects. Maintain and improve key performance measures. Proactively manage customer issues related to the support requirement. Qualifications Total experience of 2-3 years. Bachelor"™s degree in Commerce. Should have experience in managing Accounts Payable. Should have good logical reasoning and analytical skills. Should have passion to continuously learn and grow. Basic knowledge in MS Office, especially Excel and PowerPoint. Good written and verbal communication. Additional Information What we offer: A launch pad into various senior management opportunities "“ within the many business lines of Eurofins globally "“ or into the management hierarchy in our different corporate functions. The opportunity to grow your project management skills in a demanding, fast growing organization. A chance to become part of a highly motivated international team of professionals.
Posted 3 weeks ago
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