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Insurance • Payments • Financial Services
Conduct internal audits across retail and commercial lending portfolios, reviewing sourcing, underwriting, operations, disbursement, collections, and servicing. Assess policy, regulatory, authority, and control adherence; identify risks, exceptions, process gaps, and compliance issues; analyze data and emerging risk themes; engage stakeholders on corrective actions; and strengthen governance, risk management, and control frameworks.
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Insurance • Payments • Financial Services
Conduct internal credit audits across banking portfolios, reviewing credit appraisal, sanctioning, monitoring, renewals, borrower assessments, financial analysis, regulatory compliance, and delegated authorities. Identify credit, process, and control risks; analyze portfolio trends and exceptions; and recommend corrective actions. Collaborate with business, credit, risk, and support teams to resolve audit findings and strengthen governance.
Insurance • Payments • Financial Services
Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel-partner relationships, meet sales targets, ensure KYC and documentation compliance, coordinate loan processing with internal teams, track application status, and resolve customer and partner queries.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth individual clients within the affluent banking segment. Build relationships, assess financial needs, recommend banking and investment solutions, conduct portfolio reviews, and drive revenue through cross-selling. The role includes regular client engagement, issue resolution, onboarding coordination, client events, compliance adherence, and collaboration with internal teams to deliver personalized service and increase client wallet share.
Insurance • Payments • Financial Services
Acquire and manage high-net-worth individual customers for retail loans and banking services. Build CASA deposits, cross-sell insurance and mutual funds, grow revenue, and maintain client relationships. Coordinate with credit, legal, operations, and product teams while ensuring KYC compliance, complete documentation, and timely customer and partner support. Leverage existing relationships to generate new business.
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Insurance • Payments • Financial Services
Acquire and manage high-net-worth clients, provide tailored banking and investment solutions, grow revenue through cross-selling, conduct portfolio reviews, maintain client engagement, resolve queries, coordinate onboarding, organize client events, and ensure regulatory compliance.
Insurance • Payments • Financial Services
Drives acquisition of retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generates leads, manages partner relationships, verifies documentation and KYC compliance, coordinates loan processing with internal teams, tracks applications, resolves customer queries, and achieves assigned sales targets for home loans, loan-against-property products, and personal loans.
Insurance • Payments • Financial Services
Acquires and manages high-net-worth individual clients in the bank’s affluent priority segment. Builds relationships, profiles financial needs, recommends banking and investment products, conducts portfolio reviews, drives cross-selling and revenue growth, resolves client issues, and organizes engagement initiatives. Ensures compliant onboarding, service delivery, and adherence to regulatory requirements while increasing client wallet share and loyalty.
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Insurance • Payments • Financial Services
Manages corporate employee banking relationships across mapped branches, driving deposit growth, cross-selling mutual funds and insurance, generating fee income, and ensuring service quality, compliance, profitability, and operational efficiency. Leads teams, resolves customer issues, monitors productivity and turnaround times, supports branch administration, and collaborates with product management and marketing to improve services and customer retention.
Insurance • Payments • Financial Services
Drives acquisition of retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generates leads, manages partner relationships, ensures KYC and documentation compliance, coordinates loan processing with internal teams, tracks applications, resolves customer queries, and meets monthly and quarterly sales targets for home loans, loan-against-property, and personal loan products.
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