308 Od Jobs - Page 5

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

Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned. with different products like OD/CC/ BG/Term Loans/Forex/etc Cross sell of Liability based products liked FD, SA

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 satisfaction JOB REQUIREMENT 4 to 5 years work experience Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

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 satisfaction JOB REQUIREMENT 4 to 5 years work experience Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 9 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 pursue new business leads to achieve sales targets. Collaborate with internal teams to provide excellent customer service and support. Analyze market trends and competitor activity to stay ahead in the industry. Build and implement effective sales strategies to drive growth. Manage and grow a portfolio of existing clients while acquiring new ones. Job Requirements Strong understanding of the BFSI industry, particularly in Merchant OD. Excellent communication, negotiation, and interpersonal skills. Ability to work independently and as part of a team to achieve goals. Strong analytical and problem-solving skills with attention to detail. Experience in building and maintaining strong client relationships. Familiarity with sales principles and practices, with a focus on achieving targets.

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

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

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 the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. 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 Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Share rapport with other operating units to customize and develop solutions To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc. Job Requirement Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years" experience in the local market preferably some background in Sales & Credit Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc.

As an Area Sales Manager in Business Development at OXYZO, your primary responsibility will be to source leads within the target segment identified by team leaders and Risk Bible. You will need to conduct a minimum of 2-3 meetings per day with new clients, persuading them to consider one of OXYZO's product offerings, sharing financial data, and guiding them through the valuation process. It is essential to collect relevant financial information from clients for the evaluation and underwriting processes related to working capital limits. Furthermore, you will be required to facilitate Personal Discussions between Risk team members and clients, addressing any queries from the Risk team and ensuring a smooth resolution. It is crucial to understand the evaluation and underwriting methodology as guided by team leaders and Risk team members. Driving commercial negotiations and securing closures in alignment with the Risk team's sanctions will be a key part of your role. Additionally, you will be facilitating loan and limit agreement executions in collaboration with the post-sanction team, ensuring client cooperation throughout the process and enabling smooth disbursements by collecting necessary documents from clients. We are seeking a candidate with a strong academic background and prior experience in similar products such as Business Loans, Unsecured Working Capital, Secured Finance, LC, BG, LAP, CC, OD, etc. The ideal candidate should have a well-established DSA/CA network in Punjab, Himachal, and UK. An understanding of B2B sales and SME sales aligned with market dynamics, coupled with knowledge of consumer behavior principles, is desirable. The role requires someone who is highly self-motivated, hardworking, and capable of leading teams effectively. Excellent communication and interpersonal skills are essential, along with a drive to contribute to the growth of SMEs nationwide. The successful candidate must thrive in high-pressure environments and demonstrate a hands-on approach to tasks, with a willingness to hustle and deliver results. Flexibility in travel and proficiency in Hindi, English, and the local language are necessary attributes for this role.,

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 the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. 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 Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Share rapport with other operating units to customize and develop solutions To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc. Job Requirement Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years" experience in the local market preferably some background in Sales & Credit Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc.

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 satisfaction Job Requirements 4 to 5 years work experience Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

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 of contacts within the industry. Job Requirements Minimum 3 years of experience in the BFSI industry, preferably in Merchant OD. Strong knowledge of the BFSI sector and its regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is an advantage.

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

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 information about the competition

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.

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 organization.

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 Life and Non-Life) and various other Wealth Management Products Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client Meeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the Productivity.

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 of installment recovery and collections for as well as will be responsible for the health of the portfolio. Key Functions & Responsibilities Responsible for setting up the distribution network for machinery loan/ finance. Dealership management: Conducting a survey of dealers in the market for a given set of products. Liaison with the network for sourcing new business. Achieve sales targets for given the basket of products through dealer network, manufacturers, OEM, Charted accountants and market combing. Devise finance schemes to suit customers requirements. Recommend manufacturers & dealers as a part of continuous business development. Manage portfolio of existing customers and provide prompt service. Explore opportunities of cross selling other products. Collections & Delinquency management. Education: Any Graduate /Postgraduate Experience: 5 to 13 Years Language Skills: English, Local Language If you are interested Please post your resume to kanimozhi.s@efl.co.in or call 9699761624 Kindly refer your friends for the same.

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.

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 Requirements Minimum 2 years of experience in the BFSI industry, preferably in a similar role. Strong understanding of business development principles and practices. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with small finance banks or similar institutions is an advantage.

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. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong understanding of the BFSI industry, particularly in merchant operations. Excellent communication and interpersonal skills to build strong relationships with customers and colleagues. Ability to work in a fast-paced environment and meet deadlines. Strong problem-solving and analytical skills to analyze data and make informed decisions. Experience working with small finance banks or similar institutions is an advantage. Ability to adapt to changing circumstances and priorities.

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. Job Requirements Strong knowledge of the BFSI industry, particularly in Merchant OD. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience in building and maintaining client relationships. Familiarity with sales principles and practices.

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 TATs. •Understanding of financials and due diligence process for lending to be carried out as per the Lending programs for Commercial lending division of Bajaj Finance Limited •Thorough monitoring of accounts sourced, keep track on customer business and report any early warning signals and take appropriate actions as identified to ensure NIL delinquency in the Portfolio. •Ensure & review that the covenants & conditions as per sanctioned terms are regularly monitored. •Monitoring of the end user industries covering the existing and prospective portfolio and identify any early warning signals •Regular tracking of progress on the agreed key metrics towards delivering on the strategy. •Track developments in the respective markets and provide feedback to the management team Required Qualifications and Experience Educational Qualifications a)Qualifications CA/MBA in Finance b)Work Experience a)Minimum 2 years in the Corporate Lending industry, preferably with a reputed Bank / NBFC. b)Exposure in u/w for Corporate Clients would be preferred. Contact Person - MitaliSingh, 9699042721 HR Team Bajaj FinServ

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 and collections for as well as will be responsible for the health of the portfolio. Key Functions & Responsibilities Responsible for setting up the distribution network for machinery loan/ finance. Dealership management: Conducting a survey of dealers in the market for a given set of products. Liaison with the network for sourcing new business. Achieve sales targets for given the basket of products through dealer network, manufacturers, OEM, Charted accountants and market combing. Devise finance schemes to suit customers requirements. Recommend manufacturers & dealers as a part of continuous business development. Manage portfolio of existing customers and provide prompt service. Explore opportunities of cross selling other products. Collections & Delinquency management. Education: Any Graduate /Postgraduate Experience: 5 to 13 Years Language Skills: English, Local Language

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 Product Mix for the client CC/OD/WCDL/TL/DRUL etc Increasing the asset book by acquiring new customers Portfolio monitoring and review Preferred candidate profile Preferred experience of 2 years as RM in working capital product Exposure to banking preferable Exposure to commercial/ capital equipment market, SME preferred Perks and benefits As per industry norms. Please share your resume on mail id - swathi.sankaran@hdfcbank.com Subject - WC Location_Name