Role & Responsibilities (-Primary Responsibility - Secondary Responsibility) The Cluster Head will lead a team of Sales Manager & Executives & will be responsible for, training & managing performance of the team and achieving the month Education Loan disbursement targets. Assigning Prospects leads to executive daily Joint houses visit to customer with executive to customers place Supporting executive to sanction the cases On boarding new consultants / Partners (06 every month) Minimum 80 % of executives to be qualified for incentive every month Highlighting to resolve the local issues to the UBISL head office Ensuring the team targets are achieved in terms of monthly segment vise Logins and eventually loan disbursements.

Develop, implement, and manage an effective compliance framework, ensuring adherence to regulatory standards and best practices. Interpret and monitor changes in regulatory requirements, communicating these changes to relevant stakeholders and implementing necessary adjustments to policies and procedures. Conduct and Coordinate regular audits, and compliance reviews to identify areas of improvement and ensure that the companys operations meet regulatory standards. Collaborate with internal teams to provide guidance on compliance matters, offering training and support to ensure understanding and adherence to policies. Prepare and submit regulatory reports, filings, and disclosures to regulatory authorities in a timely and accurate manner. Design and conduct training sessions to educate employees on compliance-related matters and encourage a culture of compliance within the organization. Oversee the development and implementation of compliance-related technologies or tools to enhance monitoring and reporting. Prepare and circulate Board and other Committee Meetings agenda item pertaining to compliance matters, prepare minutes of the meetings and track Action Taken Report (ATR).

Roles and Responsibilities Source candidates through various channels such as job portals, social media, employee referrals, and networking events. Conduct initial screening of resumes and cover letters to filter out unsuitable applicants. Coordinate with hiring managers to understand their requirements and schedule interviews accordingly. Manage the recruitment process from sourcing to onboarding new employees.

We are looking for the position of Admin - Asst Manager / Deputy Manager. 1.Skills - Experience in Administration, Petty Cash Management, Facility Management, Insurance Handling ( would be an advantage). 2.Experience - 3 to 6 years of relevant experience 3.Location - Thane Head Office 4.Education - Graduation 5.Should have good computer knowledge. 6. Must have office note making experience. 7. Male employee prferred.

Job Title: Empanelment Executive (DSA/DSE Onboarding & Operations) Job Summary: We are looking for a dynamic and detail-oriented professional to join our Empanelment team. The ideal candidate will be responsible for onboarding DSA (Direct Selling Agents), DSE (Direct Sales Executives), and partners (including sub-partners), managing their documentation, and ensuring smooth operational integration across various regions and verticals. The candidate must be well-versed with KYC processes, background verification (BGV), and have strong coordination and follow-up skills. Key Responsibilities: 1. Empanelment & Onboarding: - Identify and empanel DSAs, DSEs, and Partners (including sub-partners). - Cover 10 regions including HL (Home Loan) and VL (Vehicle Loan). - Focus on 2 verticals: EL (Education Loan) and MSME (Micro, Small, Medium Enterprises). 2. Documentation & Data Management: - Collect and verify individual and company-related documents: - PAN Card - Aadhaar Card - Cancelled cheque - Attested KYC documents - GST Number and Company PAN (for corporate empanelment) 3. Application Handling: - Assist in application uploads and processing. - Ensure Aadhaar-PAN linking is completed for operational approval. 4. Background Verification (BGV): - Coordinate the BGV process. - TAT (Turnaround Time): 3 to 5 working days. - Handle both positive and negative BGV outcomes effectively. 5. Physical & Tele Verification: - Conduct physical verification if required. - Make verification calls post-document and BGV clearance. Requirements: - Bachelor's degree in any field, Minimum 1-2 years of experience in onboarding/empanelment or operations preferred. - Good knowledge of KYC norms and regulatory documentation. - Strong coordination, communication, and follow-up skills. - Proficient in MS Excel and basic data management tools. Desirable Skills: - Experience in NBFC/BFSI sector is an added advantage. - Prior experience working with HL/VL/EL/MSME verticals. Employment Type: Full-Time Salary: As per industry standards.

Position Purpose In this role one will assist the main Company Secretary in ensuring compliance with corporate governance standards, regulatory requirements, and best practices across multiple jurisdictions. This role involves supporting the main company secretary in managing the corporate governance functions for companies incorporated in India, Singapore and other jurisdictions, ensuring timely and accurate compliance with legal and regulatory obligations. Role & Responsibilities Assist the Company Secretary in overseeing and ensuring secretarial compliance with statutory and regulatory requirements. Prepare and file documents required by regulatory authorities, Internal teams including annual returns, resolutions, RBI flings and other statutory filings. Maintain and update corporate records, including registers, minute books, and other statutory documents. Assist in coordinating and organizing meetings of the board of directors, shareholders, and committees, including scheduling, preparing materials, and managing post-meeting follow-up actions. Assists in the development and implementation of policies and procedures as related to areas. Monitor changes in corporate governance regulations and practices in relevant jurisdictions and assists in compliance. Job Specific skills ICSI Membership no. Knowledge of company law Strong attention to detail, organizational skills, and ability to manage multiple tasks. Excellent communication skills, both written and verbal. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and corporate secretarial software. Experience Minimum of 2-3 years of experience in company secretarial practice. Location Thane (Head Office)

Focus on outbound sales of Union Bank of India Home loan, Car loan & Education loan Communicate with potential customers present the plan and understand the requirement of customers. Explain product features and details to the potential customers and arrange the with the sales team Resolve project-related inquiries and ensure customer satisfaction Communication with potential customers by follow up on phone, mails, social media Accomplish sales objectives with the team to execute sales & marketing strategies Maintain detailed knowledge of the company's products and services and be aware of industry changes Daily reporting to management Digital Calling for Home Loan, Car Loan & Education Customers Sales calling for Home Loan, Car Loan & Education Loan follow up External Call received from Home Loan & Car Loan Customers Communicate with potential customer and answer their query. Understand the requirement and maintain the database. Communicate with customer home loan, Car loan and Education loan with Google Ads (Digital Marketing) Communicate with RE, SM and Cluster Head about the Leads, from Login, Sanction to Disbursement. Briefing to the customer about the product, also convincing the customer about the product, Handling queries of the Client etc, Maintain detailed knowledge of the company's products and services and be aware of industry changes Communication with potential customers by follow up on phone, mails, social media.

Generate leads from the open market and through different channels and daily the targets in CRM system Monitor the leads and check for the quality of sourcing and ensure quick conversion of prospects as per the targets. Keeping Track for Case login to case sanction Updating customer for case update and pendency Responsible for daily target achievements Maintain in-depth knowledge of the product, interest rates, terms, and eligibility criteria.

Roles & Responsibilities Responsible for ensuring that the company adheres to all relevant statutory, regulatory, and policy requirements. Collaborating with team for collecting the documents related to the compliance audits when needed. Help managers to identify solutions to compliance issues. Investigate irregularities and non-compliance issues. Report back to business functions on current risk and compliance performance highlight or escalate areas of concern. Assist in the gathering of internal information in response to regulatory requests. Manage voluntary best practice relating to professional standards Maintain, review and update the organisation's internal procedures and policies

About the Role: We are looking for a passionate and proactive CS Management Trainee to join our team and support our Company Secretary in ensuring regulatory compliance, secretarial work and corporate governance functions. This role offers practical exposure to real-time company law matters and prepares you for a full- fledged CS role post qualification. Key Responsibility: Assist in drafting Support in filing various forms with MCA, ROC, and other regulatory bodies. Maintain statutory registers, records. Track compliance deadlines under Companies Act and SEBI regulations Handling Corporate Governance Coordinate with internal departments & external consultants Prepare reports and presentation Stay updated with latest amendments in Company Law and related regulations Eligibility Criteria: Passed Executive level of ICSI and enrolled for Management Training Good understanding of Companies Act, 2013, SEBI regulations, and corporate laws Proficient in MS Office (word, Excel, PowerPoint) Eagerness to learn and attention to detail

Position Junior Risk Roles & Responsibilities Evaluate existing policies and procedures to mitigate identified risk. Managing and preparing all documents related to risk assessments and reviews of standard operating procedure. Contribute in developing risk management and controls system. Conduct due diligence and risk assurance ensure continuous monitoring and improvement. To implement risk mitigation actions plans. Ensure that the organization Complies with relevant laws, regulations and industry standards. Job Specific Skills Strong eye for detail to identify nuances in policies and procedures. Ability to conduct thorough research and stay updated on best practices for risk frameworks and indicators. Ability to anticipate well. Good analytical skills. Education Qualification Any Graduation degree.

Review and approve all KYC documents in the CRM system to ensure compliance. Ensure timely creation of all Partner codes in the CRM system. Regularly check and update KYC documents for existing Partners and Sub-Partners. Verify and check related parties' data for audit purposes. Maintain records of Partner and Sub-Partner invoices on a monthly basis. Share daily Empanelment Management Information System (MIS) reports with the Accounts Team and relevant regional teams. Conduct weekly meetings with Sales Coordinators to discuss updates and ensure smooth communication. Address and resolve queries related to Empanelment by coordinating with the Accounts Team, Regional Head, and Sales Coordinators. Coordinate with the CRM team to implement modifications and improvements in the CRM system as needed. Ensure that all KYC documents and procedures comply with regulatory requirements and internal policies. Manage and streamline the code creation and documentation update processes to minimize delays. Maintain accurate and up-to-date records of invoices and partner data. Work closely with internal teams to facilitate smooth operations and address any issues promptly. Provide timely and accurate reports and updates to relevant teams and stakeholders.

MIS Executive Maintenance of MIS of payout for business calculation Finalization of deals on monthly basis. Partner commission & FM Commission module Creation for proper tracking of Payments of Partners and Sub Partners on monthly basis. Prepare Invoices of Partner & sub partners Tracking of Queries related to payouts, Incentives and deals raised by the sales team Verify all product deals (Car loan, Home Loan, Mortgage loan, MSME Loan) amount in Finacle and update the same in CRM Prepare Incentives of REs and Supervisor’ Experience in data maintaining. Attention to detail and excellent diagnostic skills Effective communication and interpersonal skills After Finalisation on end of the month verify all product deals (Car loan, Home Loan, Mortgage loan, MSME Loan) amount and update the same in CRM as per requirement. Data add in google sheet for calculation process. (Partners, Sub partners, Users & Deals) Monthly maintaining these data and after that share Confirmation certificate to all RH’s. After final signed approval of RH will process invoices. The Invoice creations of Partners and Sub Partners was efficiently handled which helped for their Payments on time, which helped to build its relationship with the clients effectively. Tracking of Queries related to payouts, Incentives and deals raised by the sales team. Partner commission & FM Commission module creation for proper tracking of Payments of Partners and Sub Partners on monthly basis. Handling CRM modules which are partners, sub partners, deals, CRM users, Dashboards, Partner & FM commission, Reports. Prepare Incentives of RE’s and Supervisor’ Prepare Notes for calculating monthly business from CRM. Resolving queries of Salespeople as well as HO staff regarding any issues in CRM. Partner commission & FM Commission module Creation for proper tracking of Payments of Partners and Sub Partners.