Top Tech Jobs & Startup Jobs in Mumbai

Prepare credit appraisal notes for SME lending clients, coordinate with business teams on risk-assessment terms, obtain customer information for credit notes, monitor sanctioned account conditions, and produce monthly and quarterly monitoring reports.

Manage small-business banking relationships by providing working capital solutions, acquiring and cross-selling customers, analyzing business cash flows, growing portfolio profitability, engaging CFOs and promoters, monitoring competitors, delivering client service, and coordinating customized process improvements with branch and operating teams.

Manage dealer and branch channels for new car loan sourcing, oversee finance relationships, and drive fee-based income and cross-selling. Lead 8–10 DST team members, manage PDD processes and monthly channel payouts, handle infant management, maintain MIS, and provide effective written and verbal communication and service to dealers.

Acquires and manages high-net-worth individual relationships for retail loan and banking products. Responsibilities include building CASA deposits, cross-selling insurance and mutual funds, nurturing existing clients, coordinating with credit, legal, operations, and product teams, ensuring KYC compliance, supporting customers and channel partners, and generating new business from existing relationships.

Manages and grows a portfolio of affluent clients by assessing financial needs, providing tailored financial solutions, building trusted relationships, meeting sales targets, and ensuring regulatory compliance. Collaborates with product specialists, conducts client reviews, reports on performance, participates in networking events, and contributes to regional sales growth. Requires financial product knowledge, strong communication skills, CRM and Microsoft Office proficiency, and regional travel for client meetings.

Prepare credit appraisal notes for SME lending clients, coordinate with business teams and customers to gather information, assess risk terms, monitor accounts against sanction conditions, and produce monthly or quarterly monitoring reports.

Acquires customers for retail loan products 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 application progress, resolves queries, and achieves assigned sales targets.

Manages relationships with small-business clients by providing working-capital and trade-finance solutions. Acquires new customers with branch teams, cross-sells banking products, develops CFO and promoter relationships, grows portfolio profitability, analyzes client cash flows and business models, monitors competitors, ensures quality service, and coordinates process improvements and customized solutions.

Acquires 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 application status, resolves customer queries, and achieves assigned sales targets for home loans, loan-against-property products, and personal loans.

Acquire and manage high-net-worth customers for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, generate revenue, and maintain long-term client relationships. Coordinate with credit, legal, operations, and product teams while ensuring KYC compliance, accurate documentation, and timely customer support. Leverage existing client relationships to identify new business opportunities and support channel partners.