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Acquire and manage high-net-worth customers for retail loan and banking products. The role involves growing CASA portfolios, cross-selling insurance and mutual funds, nurturing client relationships, coordinating with internal teams, ensuring KYC compliance, supporting customers and channel partners, and generating new business from existing client networks.

Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel-partner relationships, generate leads, ensure accurate documentation and KYC compliance, coordinate loan processing with internal teams, track application status, resolve customer queries, and achieve monthly and quarterly sales targets for home loans, loan-against-property, and personal loan products.

Manage and grow Commercial Vehicle banking relationships within the Saral Auto segment. Handle account opening, Demat services, grievance resolution, and other customer service requests. Meet sales targets by cross-selling banking and investment products, generating referrals, and providing tailored financial solutions. Support HNI relationship managers, strengthen customer retention, and balance service quality with sales performance.

Acquire and manage high-net-worth customers for retail loans and banking services. Build CASA deposits, cross-sell insurance and mutual funds, generate revenue, and maintain long-term client relationships. Coordinate with credit, legal, operations, and product teams, ensure KYC compliance and documentation, support customers and channel partners, and identify new business opportunities through existing client networks.

Acquire and manage high-net-worth customers for retail loan and banking products. Build CASA deposits, cross-sell insurance and mutual funds, grow revenue, and maintain long-term client relationships. Coordinate with credit, legal, operations, and product teams; ensure KYC compliance and accurate documentation; support customers and channel partners; and generate new business from existing clients.

Manages corporate employee relationships and branch performance by growing deposits, cross-selling mutual funds and insurance, generating fee income, and ensuring regulatory compliance. Oversees service delivery, branch administration, team productivity, customer satisfaction, profitability, and issue resolution while coordinating with product, marketing, and internal stakeholders.

Acquire retail loan customers through direct sourcing, referrals, cold calling, and channel partners. Generate leads, manage relationships with DSAs and connectors, ensure KYC and documentation compliance, coordinate application processing with internal teams, track loan status, resolve customer queries, and achieve assigned sales targets for home loans, loans against property, and personal loans.

Manages credit card collections and recovery operations, including repossessions, external agency coordination, legal formalities, delinquent account resolution, and field visits. Leads and trains collections staff, monitors portfolio performance, coordinates asset disposal, and ensures compliance with bank policies, regulations, and ethical standards.

Leads 3–5 Business Relationship Managers focused on healthcare-sector loan sales. Drives productivity, customer acquisition, portfolio growth, profitability, and cross-selling of banking products. Develops relationships with healthcare businesses, CFOs, promoters, branch teams, DSAs, manufacturers, and vendors. Analyzes client business models, trade activity, and cash flows to identify funding opportunities while improving operational processes and strengthening market presence.

Leads regional corporate employee sales across mapped branches by growing deposits, cross-selling mutual funds and insurance, generating fee income, and managing profitability. Oversees branch administration, compliance, service delivery, team productivity, customer satisfaction, and relationship management. Coordinates with product, marketing, and internal teams to improve offerings and resolve customer issues within required turnaround times.