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Acquire and manage high-net-worth priority banking customers, generate leads, deepen relationships through cross-selling, execute sales and engagement initiatives, coordinate integrated financial solutions, maintain account records, resolve customer queries, and ensure compliance with bank policies.

Acquire and manage high-net-worth individual customers for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, maintain client relationships, coordinate with internal teams, ensure KYC and documentation compliance, support customers and channel partners, and generate new business through existing networks.

Acquire and manage high-net-worth customers for retail loans and banking services. Grow CASA accounts, cross-sell insurance and mutual funds, generate revenue, maintain client relationships, coordinate with internal teams, ensure KYC compliance, and support customers and channel partners.

Acquires retail loan customers through direct sourcing, referrals, cold calling, market activities, DSAs, and channel partners. Generates leads, manages partner relationships, ensures KYC and documentation compliance, coordinates loan processing with internal teams, tracks application progress, resolves customer queries, and meets monthly and quarterly sales targets for home loans, loans against property, and personal loans.

Manage and grow an existing working capital client portfolio by structuring credit solutions, renewing and enhancing limits, monitoring utilization, ensuring documentation and compliance, minimizing delinquencies, and driving cross-sell and new customer acquisition. Build relationships with business promoters, conduct client visits, generate CASA accounts and float income, and coordinate with credit, operations, trade, and branch teams to resolve issues.

Acquires 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 sales targets for home loans, loans against property, and personal loans.

Manage small-business banking relationships by assessing client needs, providing working-capital and trade-finance solutions, acquiring customers, cross-selling banking products, and growing portfolio profitability. Build relationships with CFOs and business owners, analyze cash flows and business models, monitor competitors, strengthen brand presence, deliver high-quality service, and coordinate process improvements with branch and operating teams.

Drives customer acquisition 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 status, resolves customer queries, and achieves assigned sales targets for home loans, loans against property, and personal loans.

Acquire and manage high-net-worth priority banking customers, generate leads, deepen relationships, cross-sell banking products, and deliver strong customer service. The role includes executing sales initiatives, coordinating with product managers and group companies, resolving client queries, maintaining relationship records, and ensuring compliance with bank policies.

Acquire and manage high-net-worth clients within the affluent banking segment. Build relationships, assess financial needs, recommend banking and investment solutions, grow revenue through cross-selling, conduct portfolio reviews, resolve client issues, support onboarding, organize engagement initiatives, and ensure compliance with banking policies and regulations.