The candidate for this position will excel at creating and closing new opportunities. By using a consultative approach to selling, this person will use their expertise to identify and qualify leads, leading to sales opportunities with both new and existing customers. Responsibilities Meet and exceed sales targets Successfully create business from new and existing customer accounts Manage complex negotiations with senior-level executives Build rapport and establish long term relationships with customers Qualifications 2-5 years' quota carrying sales experience Experience and working knowledge of CRM systems Demonstrable track record of over-achieving quota Strong written and verbal communication skills Show more Show less

Company Description UBI Services Limited (UBISL), a wholly-owned subsidiary of Union Bank of India, is involved in various financial services. It was initially a primary dealer in government securities but now focuses on broking services for banks, mutual funds, and insurance companies. Additionally, UBISL distributes retail loan products, including housing and vehicle loans, from Union Bank of India. They also offer mutual fund investments and institutional broking services. Role Description This is a full-time on-site role for a HR Recruiter, located in Thane. The Recruiter will be responsible for managing the end-to-end recruitment process, including sourcing, screening, and interviewing candidates. Day-to-day tasks also include collaborating with hiring managers to understand staffing needs, developing recruitment strategies, maintaining candidate databases, and ensuring an excellent candidate experience. The role requires effective communication and coordination with various departments to align recruitment efforts with organizational goals. Qualifications Proven experience in recruitment, talent acquisition, and candidate sourcing Strong interviewing, assessment, and selection skills Excellent communication and interpersonal skills Experience in developing recruitment strategies and using recruitment tools Ability to manage multiple recruitment projects and meet deadlines Strong organizational and time-management skills Bachelor's degree in Human Resources, Business Administration, or related field Experience in the BFSI industry is Must. Show more Show less

Job : Full Time Role : Functional Consultants, Zoho CRM Experience : 3-4 years. Joining : Immediate / 30 Days Educational Requirements : Any Graduate Job Description • Understanding over banking products like ..Home Loan, Car Loan, Education Loan, MSMS loan etc • Deep functional understanding of ZOHO • ZOHO CRM Plus, Deals Module, Analytics, Creator, ZOHO One ZOHO Desk, Mail Merge • Understanding over – Incentive and commission calculation for the Partners, Regional Executives etc.. • API – Integration • Reports – Weekly payout reports, Start performers, weekly payment deals, Deal stages by campaign, Digital Leads, Weekly payment slab module etc. • Efficient implementation, customization and administration of Zoho and related apps • Complete knowledge of System configuration and setup • Proficiency in technical documentation integration of ZOGO apps with third party applications • Reporting & Analytics: Build custom reports and dashboards to provide insights into sales and marketing performance. Continuously analyse CRM data to identify trends, insights, and areas of improvement. • CRM Management: Oversee and manage all aspects of Zoho CRM (sales) and Zoho Desk (customer service) with an eye for continuous improvement and efficiency. • Workflow Development: Build, optimize, and map additional workflows for specialized sales outreach, translating them into blueprints and enhancing key data KPIs and metrics. • Monitoring & Reporting: Implement constant monitoring and optimization of processes, ensuring alignment with company growth. Share daily and weekly reports with the Chief of Staff, tracking performance and opportunities. • Collaboration: Work independently yet communicate regularly with sales, marketing, and customer service teams. Understand existing workflows, suggest improvements, and support the alignment with company goals. • The ability to write custom functions in Deluge is a plus. • Comprehensive understanding of Google Suite, with basic knowledge of Asana and Zapier. • Writing test cases that can be delivered to clients and support them during UAT process. • Interact with the business users/clients, debug and derive the technical issue to resolution.

Position Relationship Executive – Education Loan Position Purpose (Objective) The purpose of this role in the Education Loan Sales department is to drive the sales and origination of Education loans. The ultimate goal is to facilitate the acquisition of Education loans, contributing to the organization's growth and revenue target Role & Responsibilities · 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. Job Specific skills · Target oriented and ready to work on filed · Good product knowledge · Good communication skills KRA’s Application Assistance · Assist customers in completing loan applications, ensuring all required documentation is submitted accurately and promptly · Document collection Customer Engagement · Manage the end-to-end sales process, from initial customer contact to loan approval and disbursement · Interact with potential borrowers through various channels such as phone calls, emails, in-person meetings to understand their home loan requirements and financial situations Business Acquisition · Ensure that all Education loan applications and interactions with customers adhere to regulatory and compliance standards · Maintain relationship with partners

Company Description UBI Services Limited (UBISL) is a wholly owned subsidiary of Union Bank of India, a premier Public Sector Bank, with its registered office in Mumbai. Established in 1999 as a Primary Dealer in Government Securities & Treasury Bills, the company is now expanding its business to include doorstep service for Housing and Vehicle Loans as a distribution arm of Union Bank of India. UBISL offers end-to-end solutions, helping prospective buyers from free consultation on property or car searches to loan arrangements, providing comprehensive financial solutions. Role Description This is a full-time on-site role for a Relationship Executive – Education Loan, located in Kanpur. The Relationship Executive will be responsible for managing client relationships, providing consultation on education loans, processing loan applications, and offering financial solutions to clients. The role includes identifying prospective clients, conducting market research, meeting with clients, and ensuring customer satisfaction throughout the loan process. Qualifications Client Relationship Management and Customer Service skills Consultation and advisory skills in the education loan sector Experience in Loan Processing and Financial Solutions Excellent Communication and Interpersonal skills Ability to work independently and handle multiple tasks Knowledge of financial products and market trends Bachelor's degree in Finance, Business Administration, or a related field Previous experience in the banking or financial services industry is a plus

Company Description UBI Services Limited (UBISL), a wholly owned subsidiary of Union Bank of India, is based in Mumbai and was incorporated in 1999. Initially established as a Primary Dealer in Government Securities and Treasury Bills, the company now also engages in Institutional Broking, MF distribution, and trading/investment in various securities. UBISL is expanding its services to provide doorstep financial solutions for housing and vehicle loans as a distribution arm of Union Bank of India, offering comprehensive solutions from consultation to loan arrangement. Role Description This is a full-time on-site role for a Sales Manager located in Amritsar. The Sales Manager will lead sales initiatives, manage client relationships, and drive revenue growth. Responsibilities include identifying and pursuing new business opportunities, developing sales strategies, coordinating with various departments, providing excellent customer service, and ensuring targets are met. The role involves regular client interactions, sales presentations, and participation in networking events. Qualifications Strong sales skills including lead generation, negotiation, and closing deals Excellent communication and presentation skills Strong analytical skills and ability to understand market trends Experience in financial services and knowledge of housing and vehicle loans Ability to work independently and as part of a team Bachelor's degree in Business, Finance, Marketing, or related field Proven experience in sales management or a related role

Company Description UBI Services Limited (UBISL), a wholly owned subsidiary of Union Bank of India, is based in Mumbai. Incorporated in 1999, the company has evolved from a primary dealer in Government Securities and Treasury Bills to engaging in institutional broking activities, mutual fund distribution, and trading in various government securities. As part of its expansion, UBISL now offers doorstep services for housing and vehicle loans, providing comprehensive financial solutions from free consultation to loan arrangement for prospective buyers. Role Description This is a full-time on-site role for a Retail Salesperson located in Kerala, India. The Retail Salesperson will be responsible for assisting customers in their purchases, providing detailed information about products, and ensuring high levels of customer satisfaction. Daily tasks include managing product displays, handling sales transactions, offering exceptional customer service, and meeting sales targets. The role also involves keeping up-to-date with product features and ensuring a pleasant shopping experience for customers. Qualifications Strong product knowledge and understanding of retail sales techniques Excellent communication and customer service skills Proven ability to meet sales targets and handle sales transactions efficiently Good interpersonal skills and a customer-oriented attitude Ability to work flexible hours, including weekends and holidays Previous experience in a similar role in the retail industry is an advantage A high school diploma or equivalent is required; a bachelor’s degree is preferred

Roles and Responsibilities Manage a team (FOS) responsible for collections, ensuring timely recovery of outstanding debts. Develop and implement effective strategies to improve collection efficiency and reduce delinquencies. Oversee loan collection processes, including credit control, payment recovery, and debt recovery operations. Handle customer queries related to loan disbursements, interest calculations, and other financial matters. Analyze data to identify trends and areas for improvement in the collections process. Job Type: Full-time Benefits: Health insurance Leave encashment Paid sick time Application Question(s): What is your current CTC in Lacs per annum? Do you have DRA Certificate? Do you have prior work experience into Loan Recovery? Work Location: In person

Position:- Cluster Head – Education Loan Position Purpose (Objective) To drive the growth and profitability of the education loan segment by developing and executing effective sales strategies, building strong relationships with educational institutions and consultants, and ensuring high levels of customer satisfaction. This role involves leading a sales team, managing key accounts, and overseeing the end-to-end process of education loan applications to achieve targeted business outcomes’- Business Target Achievement Monthly Basis. 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 customer’s 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. Job Specific skills · Bachelor’s degree in business or related field. · Experience in planning and implementing sales strategies. · Experience in customer relationship management. · Experience managing and directing a sales team. · Excellent written and verbal communication skills. · Dedication to providing great customer service. Ability to lead a sales team KRA’s Consultant Meetings and Relationship Management · Conduct face-to-face meetings with consultants once a week. · Document and follow up on key discussion points and action items from each meeting. · Achieve a 100% satisfaction rating from consultants on the quality of interactions and support provided. Prospect Sourcing and Development · Source new prospects through consultants per month. · Achieve a conversion rate of 100% from sourced prospects to qualified leads. · Increase the prospect pipeline value by 100% each quarter. Participation in Consultant Seminars · Participate in a Maximum no. of seminars per month. · Generate new prospects or leads from each seminar attended. · Collect feedback from seminar attendees and achieve an average satisfaction score of 100% on seminar content and presentation. Team Performance and Incentive Achievement · Facilitate performance reviews and provide support to ensure that 100% of executives achieve their monthly targets. · Monitor and report on the performance metrics of each executive. Increase in Reference Business · Achieve a 100% increase in reference business each month. · Develop and execute a referral program to encourage and reward existing clients for referrals. · Track and report on referral sources and their contribution to the business growth.