Ahmedabad | Mumbai | Rajkot | Surat | Vadodara View Details Are you ready to take your professional career to new heightsJoin a growing group that s doubling in size every year. If you re eager to work in an environment where your ideas come to life every day, if solving unsolved problems keeps you motivated, and if you re passionate about sales, this role is tailor made for you! Designation : Sales Trainee Product : Solar Loans Functional Areas : Sales / Business Development Locations : Ahmedabad, Rajkot, Surat Job Responsibilities: Identify business opportunities and generate sales for Solar Loans product. Do business development activities for assigned products in the given territory. Generate sales ready meetings and qualified opportunities by rigorously prospecting and researching the market. Being the face of the company and introducing the company & products to the prospects to build funnel. Enthusiastically working on outbound activities, representing organization in a highly professional manner. Participating in marketing campaigns and events and building strong customer relationships. What We re Looking For Fresh Graduates (BBA, Bcom, etc.) / Post Graduates Excellent selling, communication and negotiation skills. Flexible, go getter and enthusiastic individual who believes in creating value and bringing in innovation.
Relationship Manager Business Loans 8 months ago Ahmedabad | Baroda | Jodhpur | Mehsana | Pune View Details PRIMARY RESPONSIBILITIES: Responsible for sourcing, structuring & servicing clients for their financial needs by offering them various secure & unsecured products majorly designed to cater to the MSME segment from open market and DSA. Responsible for attending client s queries and resolution in Responsible for coordination with support functions (Credit/Ops) in facilitating To constantly provide feedback on the ground about the market and products offered by DESIRED SKILLS: Minimum 1 year of experience in Business Loan Candidates should be locally belonging to their respective Should have good communication and negotiation
Credit File Checking as a maker role. Disbursement Docket Checking for Solar, BL, PL, LAP, HL, SCF Other loan products as a maker. Support to Doc Team HO as well as LMS entries for disbursement other tasks as a maker role. Post Disbursement activities Customer Service-related support to HO Ops. Rejection Letter dispatch MIS, IPF, Login Fees management, and other Ops tasks as guided by HO Ops Team. Collecting the needed financial documentation and assessing the clients creditworthiness. Calculating and analyzing the risk ratios of clients based on their credit score and financial history. Approving or denying loan requests and communicating decisions to both clients and management. Setting up payment plans for clients, explaining monthly installment amounts, interest rates, and other costs. Maintaining records of loan applications using loan management software. Managing loan renewals by organizing follow-up meetings with clients. Monitoring the progress of the loan application process and relaying any hindrances to clients. Ensuring that loan applications comply with the company s financial policies, state laws, and regulations. Qualifications Required: Bachelor s degree required. Minimum of 1 year s experience as an Operations Officer. Strong communication skills and proven customer service experience. Strong ethical behavior and the ability to work with sensitive financial information.
Coordination with the Relationship (Client Acquisition) Team to gather financial data and documents of clients as well as with Advocate & Valuer. Conducting a thorough financial analysis of the proposal before putting it to higher level authority for approval with given TAT with his/her written findings on credit proposal and basic do ability in terms of amount and commercials ensuring compliance with organization credit policy. Visit client office/Factory/House for personal discussion to understand the business model before putting it for approval. Conducting on sight/Call based due diligence. Prepare Credit Approval Memorandum (CAM) as per policy and discuss same with Senior Credit/Underwriting Manager. Addressing the concern raised by the Senior Credit/Underwriting Manager if any. Compiling MIS on credit findings and queries raised by the field audit report. Issuing requests and checking Credit Information Reports (CIR) of clients from other Banks and Financial Institutes. Maintain cordial relationships with other departments, manage queries, and support other miscellaneous initiatives. DESIRED SKILLS & QUALIFICATION: CA/CFA or MBA in Finance. Experience as a Credit Manager in Machinery/Equipment Finance. Experience in End to End processing of loan proposal.
Sales Manager Machinery Loans 2 days ago Ahmedabad | Bhiwadi | Faridabad | Gurugram | Mumbai | New Delhi | Rajkot | Surat 2-5 Years View Details PRIMARY RESPONSIBILITY: Responsible for setting up the distribution network for Machinery 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, Machine manufacturers, OEM, and open market sourcing. 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 DESIRED SKILLS & QUALIFICATION: Relevant experience in Machinery Sales. Candidates should be locally belonging to their respective location. Should have good communication and negotiation skills.
Bhiwadi | Faridabad | Gurugram | Mumbai | New Delhi View Details PRIMARY RESPONSIBILITY: Coordination with the Relationship (Client Acquisition) Team to gather financial data and documents of clients as well as with Advocate Valuer. Conducting a thorough financial analysis of the proposal before putting it to higher level authority for approval with given TAT with his/her written findings on credit proposal and basic do ability in terms of amount and commercials ensuring compliance with organization credit policy. Visit client office/Factory/House for personal discussion to understand the business model before putting it for approval. Conducting on sight/Call based due diligence. Prepare Credit Approval Memorandum (CAM) as per policy and discuss same with Senior Credit/Underwriting Manager. Addressing the concern raised by the Senior Credit/Underwriting Manager if any. Compiling MIS on credit findings and queries raised by the field audit report. Issuing requests and checking Credit Information Reports (CIR) of clients from other Banks and Financial Institutes. Maintain cordial relationships with other departments, manage queries, and support other miscellaneous initiatives. DESIRED SKILLS QUALIFICATION: CA/CFA or MBA in Finance. Experience as a Credit Manager in Machinery/Equipment Finance. Experience in End to End processing of loan proposal.
Sales Manager Machinery Loans 3 days ago Ahmedabad | Bhiwadi | Faridabad | Gurugram | Mumbai | New Delhi | Rajkot | Surat 2-5 Years View Details PRIMARY RESPONSIBILITY: Responsible for setting up the distribution network for Machinery 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, Machine manufacturers, OEM, and open market sourcing. 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 DESIRED SKILLS QUALIFICATION: Relevant experience in Machinery Sales. Candidates should be locally belonging to their respective location. Should have good communication and negotiation skills.
Sales Manager Machinery Loans 6 days ago Ahmedabad | Bhiwadi | Faridabad | Gurugram | Mumbai | New Delhi | Rajkot | Surat 2-5 Years View Details PRIMARY RESPONSIBILITY: Responsible for setting up the distribution network for Machinery 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, Machine manufacturers, OEM, and open market sourcing. 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 DESIRED SKILLS & QUALIFICATION: Relevant experience in Machinery Sales. Candidates should be locally belonging to their respective location. Should have good communication and negotiation skills.
Sales Manager Machinery Loans 4 days ago Ahmedabad | Bhiwadi | Faridabad | Gurugram | Mumbai | New Delhi | Rajkot | Surat 2-5 Years View Details PRIMARY RESPONSIBILITY: Responsible for setting up the distribution network for Machinery 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, Machine manufacturers, OEM, and open market sourcing. 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 DESIRED SKILLS & QUALIFICATION: Relevant experience in Machinery Sales. Candidates should be locally belonging to their respective location. Should have good communication and negotiation skills.
Bhiwadi | Faridabad | Gurugram | Mumbai | New Delhi View Details PRIMARY RESPONSIBILITY: Coordination with the Relationship (Client Acquisition) Team to gather financial data and documents of clients as well as with Advocate & Valuer. Conducting a thorough financial analysis of the proposal before putting it to higher level authority for approval with given TAT with his/her written findings on credit proposal and basic do ability in terms of amount and commercials ensuring compliance with organization credit policy. Visit client office/Factory/House for personal discussion to understand the business model before putting it for approval. Conducting on sight/Call based due diligence. Prepare Credit Approval Memorandum (CAM) as per policy and discuss same with Senior Credit/Underwriting Manager. Addressing the concern raised by the Senior Credit/Underwriting Manager if any. Compiling MIS on credit findings and queries raised by the field audit report. Issuing requests and checking Credit Information Reports (CIR) of clients from other Banks and Financial Institutes. Maintain cordial relationships with other departments, manage queries, and support other miscellaneous initiatives. DESIRED SKILLS & QUALIFICATION: CA/CFA or MBA in Finance. Experience as a Credit Manager in Machinery/Equipment Finance. Experience in End to End processing of loan proposal.
Sales Manager Machinery Loans 1 week ago Ahmedabad | Bhiwadi | Faridabad | Gurugram | Mumbai | New Delhi | Rajkot | Surat 2-5 Years View Details PRIMARY RESPONSIBILITY: Responsible for setting up the distribution network for Machinery 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, Machine manufacturers, OEM, and open market sourcing. 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 DESIRED SKILLS & QUALIFICATION: Relevant experience in Machinery Sales. Candidates should be locally belonging to their respective location. Should have good communication and negotiation skills.
PRIMARY RESPONSIBILITY: Responsible for generating fresh business and on-boarding new Anchors for Supply Channel Finance/Vendor Finance/ Dealer Finance. Responsible for leveraging the Tie Ups with Anchors for both fresh business sourcing as well as maintaining quality existing portfolio. To connect with corporate clients i.e. Their Finance Head / CFO / Director and to explain them SCF product along with key features and benefits by understanding client s business model. To meet the customers regularly to explore business opportunities and respond to their queries. To coordinate with customers and respective internal teams for TAT achievement and tracking. To maintain hygiene of the portfolio by completing renewals on time, Closing deferrals. To assist customer in routine disbursement tranches and solving their transaction level queries. Coordinate with cross functional teams i.e. Credit, Operations and accounts to ensure timely approvals, solving the quires and final disbursement and customer serving. DESIRED SKILLS & QUALIFICATION: Minimum 3-5 years of experience in managing Supply Chain Finance/Working Capital facilities in banks / NBFCs. To have decent understanding of various industries, their business model and market drivers which eventually help in sourcing and converting business effectively. To have basic understanding of financial statements, working capital terminologies and financial ratios. Candidates should have handled a portfolio of Supply Chain Finance / Working Capital Facilities for Mid and Large Corporates. Should have good command over language (Hindi & English)) and having good business communication. Should be good at Pre-sanction and post sanction documentation.
PRIMARY RESPONSIBILITY: Responsible for setting up the distribution network for Machinery 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, Machine manufacturers, OEM, and open market sourcing. 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 DESIRED SKILLS & QUALIFICATION: Relevant experience in Machinery Sales. Candidates should be locally belonging to their respective location. Should have good communication and negotiation skills.
PRIMARY RESPONSIBILITIES: Review and assess a broad range of complex loan applications within defined guidelines and accordingly take decisions or recommend for approval to higher authorities. Underwrite proposals as per the laid down policies & Conduct personal discussions with customers to establish creditworthiness and ensure completion of credit/KYC documents and verification- telephonic, field & collateral visits. Assess income to obligation ratios, in-depth knowledge of the rational behind the calculation of ratios and its impact on loan performance during the loan tenure. Maintain Portfolio MIS, Delinquency MIS, and other operations-related MIS of the cluster and regularly reporting the same. Build and facilitate the best outcomes for clients by building and leveraging effective Take ownership of client queries and use industry knowledge and experience to overcome challenges and solve problems Exceed service quality standards and strive for continuous process improvement Undertake critical review of the credit proposals with a view to bring out the industry, business, financial, management and facility structure risk contained in the credit proposal. Ensure collateral and other credit risk mitigation to facilitate the approving authority to take decision on the credit proposal. Enable quick turnaround time of credit lending proposals for the business in close liaison with the sales team. Undertake ongoing review of the credit exposures to ensure that the exposure continues to be Facilitate critical review and documentation of the proposals and effectively monitor the client & collateral creditworthiness from the pre-sanction to post disbursement phase & undertaking steps for risk mitigation, whenever required, while ensuring adherence to legal & documentation norms & policies Manage the credit underwriting function of his/her branch and facilitate quick turnaround of credit lending proposals for the branch in close liaison with the local credit analysts and sales team. DESIRED SKILLS: MBA/CA graduate Experience as a Credit Manager in Micro LAP in Bank / Experience in End-to-End processing of loan proposals
PRIMARY RESPONSIBILITY: Responsible for first level credit analysis of proposal and preparing financial and other necessary report. Responsible for follow ups and co-ordination with client for collecting documents and information from login to disbursement and to fulfil post disbursement formalities. To coordinate with underwriting team for query solving, client PD and active follows up for sanction To coordinate with ops and account for completing documentation process and disbursement of the proposal. To coordinate with customers and respective internal teams for TAT achievement and tracking. To maintain hygiene of the portfolio by completing renewals on time, Closing deferrals. To assist customer in routine disbursement tranches and solving their transaction level queries. Coordinate with cross functional teams i.e. Credit, Operations and accounts to ensure timely approvals, solving the quires and final disbursement and customer serving. DESIRED SKILLS & QUALIFICATION: Minimum 2 years of experience in managing Supply Chain Finance/Working Capital facilities in banks / NBFCs. To have decent understanding of various industries, their business model and market drivers which eventually help in sourcing and converting business effectively. To have decent understanding of financial statements, working capital terminologies and financial ratios etc. Should be prompt and clear in professional communication to manage corporate clients. Should be good at Pre-sanction and post sanction documentation.
PRIMARY RESPONSIBILITY: Coordination with the Relationship (Client Acquisition) Team to gather financial data and documents of clients as well as with Advocate & Valuer. Conducting a thorough financial analysis of the proposal before putting it to higher level authority for approval with given TAT with his/her written findings on credit proposal and basic do ability in terms of amount and commercials ensuring compliance with organization credit policy. Visit client office/Factory/House for personal discussion to understand the business model before putting it for approval. Conducting on sight/Call based due diligence. Prepare Credit Approval Memorandum (CAM) as per policy and discuss same with Senior Credit/Underwriting Manager. Addressing the concern raised by the Senior Credit/Underwriting Manager if any. Compiling MIS on credit findings and queries raised by the field audit report. Issuing requests and checking Credit Information Reports (CIR) of clients from other Banks and Financial Institutes. Maintain cordial relationships with other departments, manage queries, and support other miscellaneous initiatives. DESIRED SKILLS & QUALIFICATION: CA/CFA or MBA in Finance. Experience as a Credit Manager in Machinery/Equipment Finance. Experience in End to End processing of loan proposal.
PRIMARY RESPONSIBILITY: Responsible for branch productivity. Adherence to process, disbursement Collection etc. Should have potential to take the initiative in building a growing customer base. Responsible for recruitment of relationship managers for particular branches. Responsible for managing Profit and loss of a branch and ensuring profitability of strategic SBU. DESIRED SKILLS: A graduate / P.G in any discipline. Minimum 4 to 5 year of experience LAP / Business loan. Must have team handling Experience
Job Description: Source and shortlist suitable candidates for hiring needs. Work closely with hiring managers to understand their hiring needs and preferences for positions and provide them with a pool of qualified candidates to choose from. Screen resumes and applications to evaluate candidate qualifications and suitability for the job Arranging telephone, video, or in-person interviews. Offering job positions and completing the relevant paperwork. Keeping track of all applicants as well as keeping applicants informed on the application process. Coordinate the entire recruitment process from sourcing candidates to Joining Documentation, Reporting, Ad-hoc HR dept activities Education: PG/Any Postgraduate Preferred
PRIME RESPONSIBILITY MIS management in accordance with requirements. Login file verification. To review the annual financial planning returns by analysing main variances against forecast in year actual spend/ current allocation. Prepare all Management Information System (MIS) reports and cuts as instructed by Team. Ensure timely dissemination of reports to the respective team members via email or WhatsApp as directed. Track, follow up, and ensure the closure of Product Documentation (PDD) for the entire vertical. Ensure the timely closure of all internal audit queries related to the vertical. Coordinate daily with operations on disbursements and ensure that planned disbursements are executed as scheduled. Prepare PowerPoint presentations (PPTs) as per instructions. Track and follow up on deferral approvals, maintaining a deferral tracker, and ensure timely closure of all deferral cases. Follow up with the credit team for timely sanctions as per the plan. Organize conference calls, ensuring the required data and arrangements are in place. DESIRED SKILLS & QUALIFICATION: Minimum 2+ years of experience required in the same role. Language knows: English, Gujarati, Hindi-Mandatory
Job Summary: We are seeking a dynamic and experienced Contact Center Manager to lead our Inbound and Outbound Call Center Operations . The ideal candidate will have a strong background in managing high-performing teams, driving customer satisfaction, ensuring service-level adherence, and supporting sales, collections, and retention initiatives in the BFSI sector.There may be intercity travel also to manage 3rd party operations also Key Responsibilities: 1. Team Leadership & Management Lead, train, and mentor a team of inbound and outbound contact center executives. Set performance targets (AHT, FCR, CSAT, conversion, etc.) and ensure they are met or exceeded. Monitor team productivity and create performance improvement plans where needed. Foster a customer-first, service-oriented culture across the team. 2. Inbound Contact Center Management Manage customer queries, complaints, and service requests related to loans, investments, insurance, or digital financial services. Ensure adherence to TAT and quality assurance standards. Collaborate with backend operations and IT teams for prompt resolution. 3. Outbound Campaign Management Oversee outbound campaigns for sales - direct conversions (loan products, cross sell Work closely with sales, and marketing teams to design and execute lead generation and cross-sell/up-sell campaigns. Analyze call data and improve contact strategies for better conversions. 4. Process Optimization & Reporting Identify process gaps and implement improvements to optimize efficiency. adhere to tools and CRM systems to track performance and customer journeys. Generate daily, weekly, and monthly MIS on team productivity, call quality, customer feedback, and campaign performance. 5. Compliance & Risk Ensure all activities are compliant with regulatory standards (RBI, SEBI etc.). Conduct regular training and audits to maintain quality and compliance standards. Handle escalations and sensitive customer issues with professionalism and discretion. Key Skills Required: Proven experience in managing contact center operations in BFSI domain. Strong people management and coaching skills. Excellent communication and conflict resolution skills. Hands-on experience with CRM, dialers, ticketing, and workforce management tools. Analytical mindset and familiarity with contact center KPIs. Preferred Qualifications: Graduate Language proficiency - English , Hindi and one local language any Department: Customer Experience /Telemarketing Reports To: Marketing and digital business Experience: 5+ (with minimum 2 years in a managerial role) Industry Preference: BFSI (Banking, NBFC, Insurance, Broking, Fintech)
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