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Fintech • Payments • Financial Services
Lead branch acquisition and sales performance by growing deposits, selling investment and insurance products, managing fee income, ensuring regulatory compliance, overseeing administration, and maintaining branch profitability. The role manages team productivity and morale, owns branch P&L and break-even results, and collaborates with product, marketing, and operational teams on service enhancements and sales initiatives.
Fintech • Payments • Financial Services
Acquire new banking customers through external prospecting, generate revenue, retain clients, maintain quarterly balances, conduct promotional events, and cross-sell mutual funds, gold, insurance, and other asset products. Support newly acquired customers during their first three months before transitioning them to the Branch Banking team. The role requires strong target-driven sales orientation, presentation skills, and customer relationship capabilities.
Fintech • 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 application status, resolves customer queries, and achieves assigned sales targets for home loans, loan-against-property, and personal loan products.
Acquires retail loan customers through direct sourcing, referrals, cold calling, market activities, and channel partners. Generates leads, manages relationships with DSAs and connectors, 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, loans against property, and personal loans.
The Acquisition Manager – RL Sales is responsible for driving the acquisition of retail loan customers through direct and indirect channels. The role involves identifying potential customers, managing relationships with channel partners, ensuring compliance with documentation, and achieving sales targets for retail loan products such as home loans, LAP (Loan Against Property), and personal loans.
ResponsibilitiesAcquire new customers for retail loan products through DSAs, connectors, and direct sourcing.
Generate leads through market activities, referrals, and cold calling.
Ensure proper documentation and adherence to KYC norms as per company guidelines.
Coordinate with internal teams including credit, operations, legal, and technical for smooth processing of loan applications.
Maintain strong relationships with channel partners and ensure consistent business flow.
Track and update the status of loan applications to customers and partners.
Achieve monthly and quarterly sales targets as assigned.
Provide excellent customer service and resolve queries promptly.
What you need to know about the Pune Tech Scene
Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.
