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1.0 - 5.0 years
7 - 11 Lacs
Chennai
Work from Office
Business Relationship Manager Business Loans Department Business Loans (BL) Location Reporting Relationship Position Grade M1/M2/M3 Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA"s/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirement Preferably MBA/ CA Experience7-8 years" experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills
Posted 1 month ago
0.0 - 5.0 years
2 - 3 Lacs
Mumbai, Mumbai Suburban, Navi Mumbai
Work from Office
Role & responsibilities Selling of Home Loan & mortgage loan through open market, Builders , Developers , contractors, real estate agents, CA, Brokers and other various channels Develop strong relationship with the clients and sales of home loan products Two Wheeler is Compulsory Job Locations - Mumbai Suburban, Navi Mumbai, Andheri, Kandivali, Mira Road, Virar, Boisar, Bhandup, Chembur, Thane East, Badlapur, Kalyan, Dombivali , Titwala , Mahape, Ulwe, Kharghar, Panvel PUNE - NAVIPETH, CHINCHWAD, BANER , KONDHWA KHURD, CHIKHALI, AMANORA Send your CV to bookmark.hr1@gmail.com Preferred candidate profile Looking Graduates with minimum 3 months experience in sales in any industry. Candidates with prior experience in BFSI will have an added advantage Perks and benefits CTC : 2.5 - 3.5 LPA + HUGE INCENTIVES Attractive incentives
Posted 1 month ago
5.0 - 8.0 years
14 - 18 Lacs
Kolkata, Mumbai, New Delhi
Work from Office
Who We Are: Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employees to provide the very best experience. We are genuine and hard-working individuals who are not scared to improve and intentionally push beyond what is considered good enough. Looking to join a company that values its people, innovates and expands on its proprietary technology, and is growing at a ridiculous rate! Apply below! Who We Need: The National Account Executive is responsible for building and maintaining a mortgage Broker client base capable of meeting/exceeding production requirements. This role will develop tactical strategies and sales disciplines to maximize production opportunity within designated territory. This individual is expected to be effective, resourceful and predisposed to action. This position requires a fluent knowledge of the mortgage industry and strong sales acumen. The position requires a strong technology mind and the Desire to Win! What You Will Do: Solicit and Develop a prospective client pipeline. Develop tactical strategies and sales disciplines to maximize production opportunity within designated territory. Actively manage pipeline/maintain acceptable performance metrics as determined by CFW. Disciplined relationship management of approved accounts with a focus on account activity, wallet share and market-share metrics. Continuously drives improvements/efficiencies with Clients. Develop production forecasts and specific marketing/business plans outlined with actionable strategies. Engage extensively with Client and Prospective Client database through multiple verticals including but not limited to Phone, Email, Direct Marketing. Utilize prescribed CRM metrics in order to drive sufficient outbound sales actions in order to produce expected results, consistently gathering data and updating CRM systems accordingly. Share ideas and best practices for success; serve as a peer mentor when called upon. Communicate, interact develop strong rapport with Operations/Fulfillment team members. Provide market intelligence as needed. Possess fluency of industry knowledge and continuously augments expertise through training, industry publications, lending bulletins, etc. Serve as subject matter expert on Cardinal Financial policies, procedures, products and technology. Provide technical training and support to brokers with regard to Cardinals proprietary technology platform, Octane. Conduct group presentations over phone/video to promote Cardinals Value Proposition and present our process, product and technology platforms. Provide World Class service through highly disciplined follow up and guidance to our Broker Partners. Support and model the culture of Cardinal Financial. What You Need: Bachelor s degree or equivalent experience. 1+ years of proven sales experience, preferably in a high-performance environment. Previous experience in the mortgage industry or a related field is a plus but not required. Strong understanding of sales principles, including building relationships, negotiation, and closing deals. Courage to push outside your comfort zone and take consistent sales action, even in the face of rejection. Excellent phone skills with the ability to build rapport quickly, articulate solutions effectively, and deliver results in a desk-based sales role. A proactive, self-starter attitude with a strong work ethic and accountability to achieve results. An innovative mindset, with flexibility to embrace new ideas, processes, and technologies. Desire to Win / Competitive Spirit. Strong Sales Acumen / Contagious Enthusiasm. Problem Solving Skills / Conflict Resolution. Organized / Accountable to Results. Excellent networking and negotiation skills. Exceptional interpersonal, written and oral communication skills. What We Offer Strength, Stability, and Vision Great compensation package Opportunity for career growth A commitment to be a relevant market leader - we are aiming for the top! Octane, our engineered proprietary technology that is transforming the mortgage industry An empowered culture where your ideas are important and your voice matters Full Benefits, beginning the first day of the month following your start date, including - Medical, Dental, Vision, Life, Disability Insurance, and much more Generous paid time off package that also includes all major holidays 401K w/ 50% match - Beginning the 1st of the month following 30 days of employment Cardinal Financial is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills and experiences within our workforce. The expected base salary for this position ranges from twenty three thousand dollars to thirty seven thousand dollars plus commission, determined based on the applicants experience, skillset, education, training, certificates, and licenses.
Posted 1 month ago
1.0 - 6.0 years
3 - 8 Lacs
Bengaluru
Work from Office
Process Associate is responsible for meeting individual key performance metrics related to business processes assigned while adhering to quality standards under the guidance/supervision of identified mentor/lead. The incumbent is accountable for following process standard operating procedures. Also needs to identify various process related scenarios, perform proactive analysis around it and propose a solution or process improvement. Competencies: Ability to understand the basic nature of the domain and relating that to entire value chain of mortgage and title insurance solutions, Time Share property, Claims Servicing & Claims Prevention etc. Working knowledge in all the Business Applications related to Processes. Ability to Retrieve relevant information using appropriate Online Business-related Websites Ability to use these tools to perform required search and collate information. Ability to identify ad notify team members and leads in case of rule break in the tool. Ability to Process Simple, Medium and High complexity tasks Ability to Create process related reports within the desired timeframe that is expected Follow the set guidelines/framework while structuring all work products Ability to provide implementable recommendations basis the gaps and problems identified Ability to identify process gaps and/or recommend improvement ideas (Ex - Kaizens) Maintain compliance to the Quality metrics Ability to display the culture of FTR (First Time Right) While processing orders Ability to understand the explicit and implicit need of the customer and deliver to meet / exceed the expectations consistently Ability to quickly unlearn / learn various tools, processes and controls to deliver effectively Ability to comprehend and come up the learning curve required to do his tasks as per the defined training timelines/training schedule using the right resources Technical Skills: Should have basic knowledge of MS office (Word, Excel & Power-point) Should have basic knowledge of Mortgage and Accounting principles Educational Qualification and Experience: Minimum of 15 years of formal education Diploma/Graduate (Commerce/Art/Business Administration) Professional work experience of 1 year.
Posted 1 month ago
0.0 - 4.0 years
0 - 0 Lacs
ahmedabad
On-site
Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Idenfy new sources in the allocated Area/ Geography and inform the progress to reporng manager during team huddle. 2. Source Relaonship Management: Responsible for managing the relaonship with all sources assigned and idenfied by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his acvies in the prescribed format. Should maintain diary on daily basis in the prescribed format of acvies. 4. Channel Partner Recruitment: Responsible for idenfying the need for appointment of a channel partner 5. Team Huddle: Responsible for aending team huddle on a daily basis as per the set process. 6. Customer Relaonship Management: Responsible for enhancing the customer experience by developing and maintaining relaonship with customers. 7. Compleon of File: Responsible for submission of complete applicaon form, documentaons and informaon.
Posted 1 month ago
1.0 - 6.0 years
1 - 2 Lacs
Jamnagar, Junagadh, Ahmedabad
Work from Office
Relationship Officer • Sell Home Loans, Mortgage Loans & LAP • Daily field visits & client meetings • Ability to travel locally and manage field work • Visit customers, explain loan benefits • Help with documents & loan approvals Required Candidate profile • Must have 6 Months experience in Home Loan / Mortgage Loan / Loan Against Property • Must be a graduate • Candidates must be Local • Age : 21 to 30 Yrs. Call / WhatsApp : 95585 04345 HR Krushi Perks and benefits Incentives + Appraisal + PF + Promotions
Posted 1 month ago
1.0 - 6.0 years
1 - 2 Lacs
Kota, Udaipur, Sikar
Work from Office
Post : Sales Officer • Sell Home Loans, Mortgage Loans & LAP directly to customers • Meet clients, explain loan options, and collect documents • Build local contacts with builders, agents & property sites • Work with banks for smooth approvals 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 1 month ago
1.0 - 6.0 years
0 - 0 Lacs
bangalore, pune, mumbai city
On-site
An individual will be responsible to source Home Loan, LAP and Margin Money Funding cases from open market, developer channels and connectors/DSA Look at affordable with a ticket size of 40 lakhs Key Skills / Requirements Graduate with 1-3 years + relevant exp Basic knowledge about KYC Strong communication skills, both spoken as well as written Good interpersonal skills Benefits Competitive salary packages and bonuses. Mediclaim plans for you and your dependents Access to educational resources for self-improvement technical and non-technical
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
chennai, tamil nadu
On-site
The Ops Support Specialist role involves providing operations support services, which include record/documentation maintenance, account maintenance, and coordinating the opening of accounts with the Operations - Core Team. You will act as a liaison between operations staff, relationship managers, project managers, custodians, and clients. Your main objective is to offer day-to-day operations support in line with Citi's operations support infrastructure and processes. Your responsibilities will include conducting business analysis and documenting current and future states of Client Reports and Advices. You will provide status updates to project participants, create presentations for steering committee updates, and collaborate with Legal & Compliance teams to obtain sign-off on regulatory business requirements. You will play a crucial role as the primary liaison between key business stakeholders and technology, recommending business priorities and advising stakeholders on options, risks, costs, prioritizations, and delivery timelines. Moreover, you will create training sessions, webcast demos, and write User Acceptance Test scripts and business scenarios based on specified requirements. As an Ops Support Specialist, you will manage and maintain project plans, act as the project manager for follow-ups across various departments, and work on multiple projects simultaneously, focusing on delivering regulatory client requirements. Ensuring exceptional client experience by fulfilling client needs is a key behavior expected from all employees, which will be measured by specific metrics. You will need to appropriately assess risks in business decisions, prioritize the firm's reputation, and ensure compliance with laws, rules, and regulations. The preferred qualifications for this role include previous relevant experience, proficiency in Microsoft Office, general knowledge of client reporting in the industry, working knowledge of SQL environments and database queries, proven organization and time management skills, problem-solving abilities, clear and concise communication skills, and experience in Loan product/Mortgage. A Bachelor's degree or equivalent experience is required for this position. Please note that this job description provides an overview of the typical work performed, and other job-related duties may be assigned as necessary. Citi is an equal opportunity and affirmative action employer, encouraging all qualified and interested applicants to apply for career opportunities. If you require a reasonable accommodation due to a disability when using our search tools or applying for a position, please review the Accessibility at Citi information.,
Posted 1 month ago
1.0 - 5.0 years
3 - 7 Lacs
Mumbai
Work from Office
About The Role Job Responsibilities: Should have experience in Mortgage Loan, Loan against property Generating business from Direct Business. Monitoring pre and post disbursal documents formalities. Monitoring & resolving Infant delinquent cases Building relationship with current and prospective Customers Providing off roll incentive inputs for timely processing Meeting HNI customers for Business Loans Generating corporate leads and closing them Achieve the branch/location target through the team which includes branch sales target, ALR ,controlling PDD/delinquency Job Requirements : Comfortable with using MS Word and MS Excel Good Communication and interpersonal skills Demonstrable team management skills Ability to collaborate, delegate and motivate Educational Qualifications: Should be graduate and above Work Experience: Minimum work experience of 3 years Exposure in similar industry would be preferable Exposure to secured lending asset products viz. Home Finance/Personal Loan/Educational Loan etc can be considered
Posted 1 month ago
2.0 - 5.0 years
3 - 4 Lacs
Mumbai
Work from Office
About The Role Kotak Mahindra Bank Job Role"Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter Term Sheet issued by the business credit team."Stamp Duty as per Legal Stamp Duty Grid is adhered too."Limits & Collateral Maintenance."CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions."Updating of PSL for CCOD product basis the PSL template received from business along with TS SL."Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk."Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. (Wherever there is a term loan WCDL facility at the time of limit setting), Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products."Insertions (documents received post disbursement)."Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained)."Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as "pre-approved"."Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET Register (in case of non-ET transactions, if any)."Handover of PDC SPDC"s to the Vendor on a weekly basis & receive acknowledgement."Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions)."Confirmation to DMT for Release of property & verification of the property documents before releasing to customer RM customer service."Signatories for issuance of sanction letter are in accordance to the list of signatories provided by Business & Credit"Qualification Graduate Post-GraduateJob Requirement Detail oriented and ability to multi-task Good Interpersonal skills and ability to work in teams Excellent Communication Skills Proficiency in MS-Office Diploma or Graduate in electrical engineering with minimum 3 years of work experience in Data center management/ operations
Posted 1 month ago
1.0 - 5.0 years
6 - 10 Lacs
Mumbai
Work from Office
About The Role Relationship Manager-Loan Against Property Location Mumbai Reporting Relationships Location Manager The "Loan Against Property (LAP)" Business vertical is the part of "Secured Assets" division of the Consumer Bank.This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also provide loans for purchase of Commercial Properties and funding with Lease Rental Discounting. The target customer segment is small & medium traders, manufacturers & service provides and self-employed professionals. We have recently started funding Salaried customers also. The vertical has Pan India presence with coverage in most of the major towns of the country. The Sales team comprises Relationship Managers (RMs) who are responsible for acquiring LAP customers from various channels i.e. Direct Marketing Agents, Direct Sales Teams, Branch Banking & Other Group Businesses etc. Job Role: Manage sales for Loan against Property business from cross channel and open market Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF/ Working capital. Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Experience in SECURED LOAN SALES is Must Job Requirements : Qualification - Graduate MBA Skills & Experience Minimum 2 years work experience in Home LoanMortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation
Posted 1 month ago
2.0 - 5.0 years
3 - 4 Lacs
Hyderabad
Work from Office
About The Role Kotak Mahindra Bank Job Role"Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter Term Sheet issued by the business credit team."Stamp Duty as per Legal Stamp Duty Grid is adhered too."Limits & Collateral Maintenance."CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions."Updating of PSL for CCOD product basis the PSL template received from business along with TS SL."Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk."Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. (Wherever there is a term loan WCDL facility at the time of limit setting), Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products."Insertions (documents received post disbursement)."Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained)."Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as "pre-approved"."Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET Register (in case of non-ET transactions, if any)."Handover of PDC SPDC"s to the Vendor on a weekly basis & receive acknowledgement."Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions)."Confirmation to DMT for Release of property & verification of the property documents before releasing to customer RM customer service."Signatories for issuance of sanction letter are in accordance to the list of signatories provided by Business & Credit"Qualification Graduate Post-GraduateJob Requirement Detail oriented and ability to multi-task Good Interpersonal skills and ability to work in teams Excellent Communication Skills Proficiency in MS-Office Diploma or Graduate in electrical engineering with minimum 3 years of work experience in Data center management/ operations
Posted 1 month ago
2.0 - 5.0 years
4 - 7 Lacs
Aurangabad
Work from Office
Position - Relationship Manager-HYP-Construction Equipment (CE)-Marketing Branches Operations Sourcing new to bank (NTB) clients & servicing existing Clients Relationship management for Retail, SME Construction Equipment Clients Candidate should have dealt with Refinance Term Loan Sourcing- DSA/ DST/Direct & Through branch banking channels Target companies- HDFC, Axis, Induslnd Bank/ICICI Bank/ NBFC like HDB, Cholamandalam, Sundaram Finance, Hinduja Leyland finance, Mahindra Finance/L & T/ TATAIKF Finance, Manapurram finance Local candidate preferred Graduate or Post Graduate Experience in service existing clients & acquiring new to bank Clients Experience of handling Retails & SME Clients Knowledge of various CE assets, local market, Construction Equipment segment, CE clients profile Knowledge of Commercial assets Lending business Construction equipment, Commercial vehicles, Used CV/CE, Used Car, LCV etc-you can look young dynamic candidate with exp in small size commercial LAP/Mortgage business Knowledge of Various CE assets, Good negotiation skills & communication skills .
Posted 1 month ago
2.0 - 5.0 years
5 - 7 Lacs
Ahmedabad
Work from Office
Relationship Manager - Construction Equipment-CONSTRUCTION EQUIPMENT (CE)-Marketing Branches Operations Grade- M2/M3 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 Skill l HDFC BBG RM of grade E2 and E3 are preferable.
Posted 1 month ago
2.0 - 5.0 years
4 - 8 Lacs
Nashik
Work from Office
Position - Relationship Manager - Commercial Vehicles-SARAL Loans-Marketing Branches Operations Department - Commercial Bank- Commercial Vehicles Sales Job Role Responsible for sourcing and identifying new business of Commercial Vehicles LoansTerm loans for the bank through focused CBRL Regular Unbank locations across designated branch areas. Meeting individual customers to pitch in the product, conducting field visits. Prepare & collect loan documentations from customers, issuing authorities. Log in complete files with credit & resolve queries thereon for approvals. Assist customers/borrowers for documentation, servicing interests and repayment of dues. Assist customers for mortgage of collateral securities (land) in favor of bank. Collect PDD documents & update in bank system. Achieve the monthly volume and disbursement targets assigned. Manage existing dealer relationships & identify new channels for building business Supervise, motivate and guide sales team assigned and track their productivity & performance. Train & test sales team regularly on product knowledge and schemes. Share market feedback on product & schemes with Product Team in Head Office to develop customer specific product offerings. Help sales teams understand incentive schemes and dealer payout process. Publish daily performance reports & business dashboard to supervisors. Monitor approvals and disbursement TAT to remain competitive without compromising on companys norms & policies. Coordinate with operations, credit etc for necessary support & ensure loan disbursement within TAT. Identify bottlenecks areas of development in the entire customer life cycle process and share insights with product desk. Look at efficacy of the products being deployed and work on improving the value proposition to the customers being targeted. Role will require travel to understand the insights of the regional process & structure. Post Graduate Diploma in Management. Excellent Interpersonal and People Management Skills. Strong Financial acumen. Stakeholder management & team handling skills. Innovative & Zeal to work on challenging assignments.
Posted 1 month ago
2.0 - 5.0 years
3 - 4 Lacs
Mumbai
Work from Office
About The Role Kotak Mahindra Bank Job Role "Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter Term Sheet issued by the business credit team "Stamp Duty as per Legal Stamp Duty Grid is adhered too "Limits & Collateral Maintenance "CERSAI Maintenance (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions "Updating of PSL for CCOD product basis the PSL template received from business along with TS SL "Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk "Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS (Wherever there is a term loan WCDL facility at the time of limit setting), Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products "Insertions (documents received post disbursement) "Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained) "Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as "pre-approved" "Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds Property wise iefor every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET Register (in case of non-ET transactions, if any) "Handover of PDC SPDC"s to the Vendor on a weekly basis & receive acknowledgement "Liaison with Auditors & Ensure no audit queries MIS (Daily Reporting, Pending Status, Insertions) "Confirmation to DMT for Release of property & verification of the property documents before releasing to customer RM customer service Signatories for issuance of sanction letter are in accordance to the list of signatories provided by Business & Credit"Qualification Graduate Post-GraduateJob Requirement Detail oriented and ability to multi-task Good Interpersonal skills and ability to work in teams Excellent Communication Skills Proficiency in MS-Office Diploma or Graduate in electrical engineering with minimum 3 years of work experience in Data center management/ operations
Posted 1 month ago
1.0 - 4.0 years
2 - 6 Lacs
Madurai, Nagar, Dindigul
Work from Office
Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide accurate assessments and recommendations. Collaborate with internal teams to ensure seamless delivery of products and services. Stay up-to-date with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service and support to ensure high levels of customer satisfaction. Job Requirements Strong knowledge of micro mortgages and related products. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to assess client financial data. Experience working in the BFSI industry is preferred. Ability to work collaboratively as part of a team to achieve common goals. Location : - Dindigul,Madurai,Nagar,Thirumangalam
Posted 1 month ago
5.0 - 8.0 years
6 - 10 Lacs
Pune
Work from Office
Role Purpose The purpose of this role is to support delivery through development and deployment of tools. Do 1. Provide tool design, development and deployment support for the project delivery a. Interact with the internal project or client to understand the project requirement from a tool perspective b. Design the solution keeping in mind the tool requirements, current tools available as well as details on licenses required etc. c. Provide budget and timeline estimates for the tool development/ deployment as required d. For any new tool development, identify sources for development (internal or 3rd party) and work with the project managers on the development of the tool keeping in mind the production rollout timelines e. Conduct commercial discussions with the 3rd party vendors for licenses or tool development f. Conduct appropriate testing to ensure error free deployment of the tool on the project g. Ensure deployment of tool on time and within the estimated budget Mandatory Skills: ITIL Asset-Config Mgmt. Experience: 5-8 Years.
Posted 1 month ago
1.0 - 4.0 years
3 - 7 Lacs
Hubli, Gadag
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Experience in relationship management and sales is desirable.
Posted 1 month ago
6.0 - 10.0 years
4 - 8 Lacs
Hubli, Gadag, Mudhol
Work from Office
We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 6 years of experience in the BFSI industry, preferably in retail mortgages. Roles and Responsibility Manage and maintain strong relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and competitor analysis to stay informed about industry trends. Collaborate with internal teams to provide comprehensive solutions to clients. Develop and implement effective sales plans to meet or exceed monthly targets. Provide exceptional customer service and support to resolve client queries and concerns. Job Requirements Strong knowledge of retail mortgages and financial products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams. Ability to adapt to changing market conditions and regulatory requirements.
Posted 1 month ago
5.0 - 14.0 years
7 - 16 Lacs
Bengaluru
Work from Office
Escrow Associate will be responsible for ensuring that escrow analysis is processed accurately and efficiently. Their primary function is to ensure compliance with RESPA regulations. JOB FUNCTIONS AND RESPONSIBILITIES Manage independently and perform the day-to-day activities. Should be capable of understanding processes, related risks. Co-ordinate with other departments in procuring the required information. Carefully examine loan applications to ensure completeness and accuracy. Input loan data into loan origination systems, ensuring accuracy and consistency. Prepare and submit necessary documentation to lenders, investors, and government agencies. Ensure compliance with all applicable federal, state, and local regulations, including Fair Housing Laws and Truth in Lending regulations. EDUCATION / EXPERIENCE Should be a graduate. Understanding of the Mortgage Servicing Industry. Effective communication and analytical skills required. Proficient in MS Office (Excel, Access, Visio, Word and PowerPoint). Ability to prioritize tasks effectively. Ability to focus on short and long-term plans and goals. Negotiation skills are a plus. Skilled at identifying and recommending solutions. Ability to work independently. Strong verbal and written communication skills. Ability to adapt quickly to situations. WORK SCHEDULE OR TRAVEL REQUIREMENTS Mid Shift (Hybrid Work model)
Posted 1 month ago
0.0 - 2.0 years
2 - 3 Lacs
Sangareddy, Rangareddy, Hyderabad
Hybrid
Job description Job Description Excellent Opportunity for job seekers of Entire Hyderabad, Telangana. Walk in on for Bank; 14TH & 15 TH JULY 2025 We hiring for various departments under Relationship Officer Profile of Partners Payroll. - Payroll will be with one of leading partners - Career progression opportunity to Axis Bank payroll for top performers. - Attractive earning opportunity & best incentives schemes in the industry. Job Title: Relationship Officer and Relationship Executive Job Location: Hyderabad Job Specification: Job Type: Full-time Department: Mortgage( Home Loan branch & Open Market, Lap) Consumer loan( personal loan, Education Loan) AGRI B2B & B2C Sales Experience: Fresher who are ready to build their careers & Experienced in any sales profile (Field Sales, Branch Sales) Qualification: Intermediate/Graduate/Post Graduate Dress Code : Formals. *Kindly attend the interview on below mentioned location in Formals Note : Male : Branch & Field Sales Salary Range From Rs.180000/- to Rs.350000/-CTC Per Anum + Incentives. (Salary based on experience) Interview Location: Axis Pssg branch Quess Corp Limited 2nd floor, Lala 1 Land Mark, Above Nissan showroom, Opp .Ranigunj Bus depot, Secunderabad -500003 Google Map Location:- https://goo.gl/maps/M6Brp5E3Xy8Siyyo7 Contact Person : Rajkumar 7893771391 Documents required- All Xerox copies. 1. Resume(updated) 2. Aadhar card 3. PAN Card 4. Educational Documents-10TH/12th/Degree. If you have experience , bring all the 5.Offer Letters 5.Latest 3 months Pay slips 6. Relieving letters NOTE-you can also get your FRIENDS with you who are looking for job and get selected with us. If you have missed this Interview Slot, Please directly come during working days@10:00 am to the same interview venue mentioned above . Role: Retail & B2C Sales - Other Industry Type: Banking Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales Education UG: Any Graduate PG: Any Postgraduate Role & responsibilities Preferred candidate profile Role: Retail & B2C Sales - Other Industry Type: Banking Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales Education UG: Any Graduate PG: Any Postgraduate Role & responsibilitiesRole & responsibilities Preferred candidate profile
Posted 1 month ago
2.0 - 6.0 years
4 - 8 Lacs
Bengaluru
Work from Office
POSITION SUMMARY: Escrow Associate will be responsible for ensuring that escrow analysis is processed accurately and efficiently. Their primary function is to ensure compliance with RESPA regulations. JOB FUNCTIONS AND RESPONSIBILITIES Manage independently and perform the day-to-day activities. Should be capable of understanding processes, related risks. Co-ordinate with other departments in procuring the required information. Carefully examine loan applications to ensure completeness and accuracy. Input loan data into loan origination systems, ensuring accuracy and consistency. Prepare and submit necessary documentation to lenders, investors, and government agencies. Ensure compliance with all applicable federal, state, and local regulations, including Fair Housing Laws and Truth in Lending regulations. EDUCATION / EXPERIENCE Should be a graduate. Understanding of the Mortgage Servicing Industry. Effective communication and analytical skills required. Proficient in MS Office (Excel, Access, Visio, Word and PowerPoint). Ability to prioritize tasks effectively. Ability to focus on short and long-term plans and goals. Negotiation skills are a plus. Skilled at identifying and recommending solutions. Ability to work independently. Strong verbal and written communication skills. Ability to adapt quickly to situations. WORK SCHEDULE OR TRAVEL REQUIREMENTS Mid Shift (Hybrid Work model)
Posted 1 month ago
2.0 - 5.0 years
10 - 15 Lacs
Pune
Work from Office
: Job Title Senior Engineer Home Loan Savings, VP LocationPune, India Role Description Our Home Loan Savings teams at Deutsche Bank - Private Bank (TDI) develop and maintain applications for home loan savings business of Private Customers (BHW). Changes are implemented on time to market challenges as well as on development of the application landscape by using Google Cloud technology. In addition to the SAP-based home loan savings and mortgage lending core systems the application portfolio also includes the business partner data systems, the connection to payment transactions, as well as the interface to the frontends and the data preparation and delivery for the banks dispositive systems. We are acting as a pilot for the migration to the Google Cloud with our applications and are preparing for the transition to an agile collaboration model. We are now building a team in India to work closely with the existing team in Germany, leveraging virtual collaboration techniques and the diversity of our team to achieve our goals of continuous delivery, process improvement, and internalization of technical expertise. As an engineer, you are responsible for the design and implementation of technical solutions within the BHW system landscape. You are an expert in COBOL on x86. You work closely with colleagues from the business analysis, IT architecture and IT operation departments in both agile and waterfall ways, contributing to the success of the growing domain Home Loan Savings. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Together with the solution architects you drive the architecture of our platform and the development process and are responsible for software design in your area. Your primary focus will be on software design, development and unit-testing activities including peer code reviews. You provide high-quality solutions that meet functional as well as non-functional requirements. You support the team of project managers, solution architects and business analysts at all stages of the software life cycle (feasibility studies, effort estimates, technical design, development, testing and documentation) You stay up to date (especially Google Cloud Technology), supported by internal and external training, continuously develop and proactively share your knowledge with your colleagues You support the operation of our existing IT landscape through 3rd Level Support Your skills and experience Expertise and minimum 12 years of experience in Cobol development, especially on an x86 platform with Micro-Focus in combination with Oracle, SQL, and PL/SQL Very good knowledge of architecture and integration patterns, code conventions and other best practices Experience working on UNIX Shell scripting. Basic development knowledge in Oracle including writing basic to complex queries. Very good knowledge of architecture and integration patterns, code conventions and other best practices Experience with Agile/SCRUM environment including agile tooling together with Experience and knowledge of investment business and its operations. Experience managing Agile Projects along with technical skills and should be willing to perform dual role. Pro-active team player with good communication and English language skills. How well support you
Posted 1 month ago
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