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1.0 - 6.0 years
4 - 8 Lacs
Mumbai
Work from Office
About The Role Elite Relationship Manager Department WCG Elite Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M5 Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for t...
Posted 2 months ago
1.0 - 5.0 years
2 - 4 Lacs
Gurugram
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfacti...
Posted 2 months ago
3.0 - 5.0 years
7 - 11 Lacs
Hubli, Gadag, Ranibennur
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 3 years of experience in the BFSI industry, preferably with a background in Merchant OD. Roles and Responsibility Develop and maintain strong relationships with merchants to increase business opportunities. Identify new business prospects and expand existing customer relationships. Provide excellent customer service to ensure high levels of customer satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network o...
Posted 2 months ago
0.0 - 3.0 years
1 - 4 Lacs
Mumbai
Work from Office
Job Responsibilities Sourcing new clients, Lead generation in the area of industry allotted, Organize client meetings. Manage corporate relationships, Documentation process & follow-ups with clients, Detailed and in-depth reports & MIS
Posted 2 months ago
2.0 - 7.0 years
4 - 9 Lacs
New Delhi, Bengaluru
Work from Office
Role Description Increase acquisition of target clientele across business instalment loan segments. Responsible for new business acquisition through open market. Build and strengthen strong network of direct sales agencies in the market. Your key responsibilities Responsible for new business acquisition through open market. Should have a strong network of DSA's in the market - Atleast 10 DSA's with whom files are discussed on a regular basis. Strong at DSA management and new DSA empanelment. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and...
Posted 2 months ago
0.0 - 2.0 years
3 - 7 Lacs
Chapra
Work from Office
Contact customers via phone, email, and other channels to follow up on overdue accounts. Negotiate payment plans and settlement agreements within approved guidelines. Monitor and track payment commitments and follow up for timely receipts. Maintain updated records of all collection activities and customer interactions in the system. Collaborate with internal departments (Sales, Finance, Customer Service) to resolve disputes or billing errors. Escalate unresolvable cases to the appropriate authority for further action. Generate and analyze aging reports and highlight high-risk accounts. Meet individual and team collection targets.
Posted 2 months ago
2.0 - 6.0 years
0 - 0 Lacs
Visakhapatnam, Chittoor, Nellore
Work from Office
Roles and Responsibilities Manage relationships with existing clients to increase sales revenue through cross-selling of banking products such as Current Account, Savings Account, Fixed Deposits, Demat Services, Forex Services, Insurance Products, etc. Identify new business opportunities by visiting potential customers in the catchment area and acquiring new clients for retail assets like LAP (Loan Against Property), Home Loans & Mortgages. Develop strong relationships with local communities to understand their financial needs and provide tailored solutions. Collaborate with internal teams to resolve customer queries and issues efficiently. Meet or exceed monthly targets set by the organizat...
Posted 2 months ago
1.0 - 6.0 years
5 - 10 Lacs
Kolkata, Durgapur
Work from Office
Role & responsibilities Acquisition of Newto–Bank MIB relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MIB Associations Build Asset Book by extending Working Capital Facilities and Term Loans to MIB Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both...
Posted 2 months ago
6.0 - 11.0 years
7 - 11 Lacs
Chennai
Work from Office
Dear Candidate, Greetings to You!!!! We have immediate opening for Area Sales Manager- Machinery Loans Location: Chennai ( Ambattur and Guindy) Reporting To: Regional Sales Manager Max Age: 38 years Notice Period : Preferering Immediate Joinee or Max 1 month notice Key Purpose of the Job (Position Summary) ASM is expected to generate business through various products like Machinery Loan, equipment loan, Plastic and Printing machines loan etc. He/she will use existing as well as new channels for sourcing new-to-company cases by understanding the credit profile of the prospect, the exact need and other credit and operational aspects. The ASM will also manage the portfolio so generated in terms...
Posted 2 months ago
2.0 - 7.0 years
4 - 9 Lacs
Bharuch, Ahmedabad, Vadodara
Work from Office
Role & responsibilities Achieves sales targets through • Effective Client interaction and Negotiation skills • Engage with the DSAs, Chartered Accountants and Connectors in the for sourcing new business on a regular basis • Raises escalation on delinquent cases/ potential NPAs and closely monitors these through the team for collection dues. 2. Client Acquisition & Relationship Management • Acquisition of new clients • Cultivate a deeper customer bonding by ensuring faster TATs in collaboration with the Credit Team, enabling the use of technology to improve operational efficiencies & responsiveness in customer service.
Posted 2 months ago
2.0 - 4.0 years
1 - 4 Lacs
Ajmer, Jaipur
Work from Office
We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 years of experience in the BFSI industry. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing customer relationships. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job R...
Posted 2 months ago
0.0 - 4.0 years
7 - 11 Lacs
Pallavaram, Chennai, Kanchipuram
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with a background in merchant operations. Roles and Responsibility Manage relationships with existing merchants to increase business growth and revenue. Identify new business opportunities and develop strategies to expand the customer base. Collaborate with internal teams to resolve issues and improve overall service delivery. Develop and implement effective sales plans to achieve targets and objectives. Provide excellent customer service and ensure high levels of customer satisfaction...
Posted 2 months ago
1.0 - 4.0 years
3 - 6 Lacs
Erode
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Merchant OD. Roles and Responsibility Develop and maintain strong relationships with merchants to increase business opportunities. Identify and acquire new clients to expand the customer base. Provide excellent customer service to ensure high levels of satisfaction. Collaborate with internal teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the industry. Build and implement effective sales strategies to meet targets....
Posted 2 months ago
2.0 - 7.0 years
5 - 14 Lacs
Pune, Ahmedabad, Mumbai (All Areas)
Work from Office
JOB DESCRIPTION Job Purpose This position is open with Bajaj Finance ltd.” Credit Analyst for Preparation of Credit Appraisal Memo (CAMs) and underwriting of corporates for Commercial Lending Vertical of Bajaj Finance Ltd. The job role includes analyzing the proposal in details including business model, Industry analysis, financial spreads, projections and risks and mitigants. An effective communicator with the ability to coordinate with internal & external stakeholders & relate to people at all levels of business and management. Duties and Responsibilities Preparation of Credit Appraisal Memo’s (CAM) covering details of financials, business, industry and management while maintaining quick T...
Posted 2 months ago
6.0 - 11.0 years
7 - 11 Lacs
Chennai
Work from Office
Dear Candidate, Greetings to You!!!! We have immediate opening for Area Sales Manager- Machinery Loans Location: Chennai Reporting To: Regional Sales Manager Interested Candidate can contact Judith Mercy Judith.mercy@efl.co.in Ph:9209402945 Key Purpose of the Job (Position Summary) ASM is expected to generate business through various products like Machinery Loan, equipment loan, Plastic and Printing machines loan etc. He/she will use existing as well as new channels for sourcing new-to-company cases by understanding the credit profile of the prospect, the exact need and other credit and operational aspects. The ASM will also manage the portfolio so generated in terms of installment recovery ...
Posted 2 months ago
2.0 - 7.0 years
8 - 12 Lacs
Sonipat, Karnal
Work from Office
Job Title: (Job Name) - RM-TIFG-WC Business Unit (PA): Infrastructure Finance Team: (Sub team in the PA) - Working Capital The job is purely for Working Capital experienced candidates Location: Karnal and Sonepat Role & responsibilities - To achieve over all business targets on volumes and profitability for the specific and NTB customers Infrastructure Finance Group Ensure Portfolio Growth and Management in line with business segments objectives. Identifying potential and scoping the clients for Asset growth (Budgeting) Ensure YoY Asset growth in line with verticals targets Responsible for managing the accounts/ clients for desired asset growth as per plan for the year Increasing Asset Produ...
Posted 2 months ago
2.0 - 5.0 years
4 - 8 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Excellent opportunity for dynamic and results-driven candidates with experience in acquiring and managing high value current account customer segment to join our MSME Business Vertical. Job Purpose for Relationship Manager SBG To acquire new customers in MSME segment for working capital / term loans products. To manage MSME customer relationships across specific branches/ geography. Roles & Responsibilities : Generate leads, meet potential customers and build the SBG portfolio. Perform necessary KYC / due diligence / market enquiry and collect required data / information. Verify references, conduct necessary unit visits, and verify completeness of documents, review financials/bank statements...
Posted 2 months ago
2.0 - 7.0 years
5 - 9 Lacs
Chandigarh, Dehradun
Work from Office
Role & responsibilities - Product - Secured Lap Position- SME/SEG - DSA Job Title - Relationship Manager CTC 8 - 9 Lpa Age 32 years Location -Chandigarh & Dehradun Education - Min. Graduate Requirement * Achieving sales targets for SME-Lap product via DSAs and Business Relationship. * Target new client acquisition through sourcing of leads and Business conversation in conjunction with channel partners * Follow the standardized process and documentation norms for quick and complaint closure of client request. Loan ticket size: Max10 CR upto
Posted 2 months ago
2.0 - 7.0 years
1 - 4 Lacs
Vapi, Ahmedabad, Rajkot
Work from Office
Key Functions & Responsibilities: Key Purpose of the Job (Position Summary): SBDM is expected to generate business through various products like Machinary Loan, equipment loan Industrial property loan. He/she will use existing as well as new channels for sourcing new-to-company cases by understanding the credit profile of the prospect, the exact need and other credit and operational aspects. The SBDM will also manage the portfolio so generated in terms of installment recovery and collections for as well as will be responsible for the health of the portfolio. Key Responsibilities: 1. Responsible for setting up the distribution network for Machinery Loan. 2. Dealership management: Conducting a...
Posted 2 months ago
2.0 - 5.0 years
4 - 8 Lacs
Hyderabad, Delhi / NCR, Mumbai (All Areas)
Work from Office
Role & responsibilities Acquire and manage Working Capital customers (new-to-bank and existing) for funding solutions such as Cash Credit, Overdraft, Bill Discounting, Term Loans, etc. Perform detailed financial analysis, credit assessment , and prepare credit appraisal memos for working capital limits. Monitor the health of the portfolio by tracking utilization, renewals, repayments, and early warning signals. Ensure compliance with all internal and external regulations, documentation, and policies. Collaborate with credit, operations, and product teams to ensure smooth customer onboarding and servicing. Maintain regular client interactions to build long-term relationships and customer sati...
Posted 2 months ago
2.0 - 5.0 years
4 - 8 Lacs
Hubli, Davangere, Bengaluru
Work from Office
Role & responsibilities Acquire and manage Working Capital customers (new-to-bank and existing) for funding solutions such as Cash Credit, Overdraft, Bill Discounting, Term Loans, etc. Perform detailed financial analysis, credit assessment , and prepare credit appraisal memos for working capital limits. Monitor the health of the portfolio by tracking utilization, renewals, repayments, and early warning signals. Ensure compliance with all internal and external regulations, documentation, and policies. Collaborate with credit, operations, and product teams to ensure smooth customer onboarding and servicing. Maintain regular client interactions to build long-term relationships and customer sati...
Posted 2 months ago
2.0 - 5.0 years
5 - 11 Lacs
Kolkata
Work from Office
Role & responsibilities Acquire and manage Working Capital customers (new-to-bank and existing) for funding solutions such as Cash Credit, Overdraft, Bill Discounting, Term Loans, etc. Perform detailed financial analysis, credit assessment , and prepare credit appraisal memos for working capital limits. Monitor the health of the portfolio by tracking utilization, renewals, repayments, and early warning signals. Ensure compliance with all internal and external regulations, documentation, and policies. Collaborate with credit, operations, and product teams to ensure smooth customer onboarding and servicing. Maintain regular client interactions to build long-term relationships and customer sati...
Posted 2 months ago
5.0 - 10.0 years
12 - 15 Lacs
Pune
Hybrid
Role & responsibilities Collaborates with colleagues and leaders to design programs that enhance employee engagement and provide structure around implementation. • Researches, plans and presents programs that support Company values/philosophy; integrates these values into company/management practices. • Plans, directs, and coordinates activities of programs to ensure that goals or objectives are accomplished within prescribed time frame, funding parameters, and budget. Keeps programs on track and meeting deadlines. • Collaborates in the development and implementation of employee programs and initiatives in the areas of Talent Sentiments, L&D, DEI, Employer Branding, etc. Manages Talent Senti...
Posted 2 months ago
4.0 - 9.0 years
5 - 10 Lacs
Surat
Work from Office
Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned Assisting the client’s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc
Posted 2 months ago
3.0 - 8.0 years
4 - 9 Lacs
Udaipur, Jaipur, Jodhpur
Work from Office
Job description Role Name - Relationship Manager - Micro Enterprise Group Business Unit: Emerging Enterprises Group Locations - Banswara, Behror, Bhiwadi, Chhabra, Gulabpura, Hindaun, Jalor, Nasirabad, Niwai, Jodhour, Udaipur and Jaipur Those who are Interested, can share their resume with sunil.maheshkar@hdfcbank.com & bihola.jagruti@hdfcbank.com While sharing resume, Please mention subjecting as RM MEG - Interested Location Job Description: To build and manage relationships with new and existing clients so as to ensure income generation from sale of product- Dukandar Overdraft relevant to the client - Shopkeeper. • Acquisition and managing a portfolio of existing relationships and achievem...
Posted 2 months ago
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