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

Acquires and manages high-net-worth customers for retail loans and banking services. Builds CASA deposits, cross-sells insurance and mutual funds, grows revenue, and maintains client relationships. Coordinates with credit, legal, operations, product teams, and channel partners while ensuring KYC compliance, accurate documentation, timely customer support, and new-business generation through existing networks.

Manage and grow Commercial Vehicle business within the Saral Auto segment. Handle account opening, DMAT services, grievance resolution, and other customer service requests. Sell banking and investment products through cross-selling and referrals, support HNI relationship managers, provide tailored financial solutions, and maintain customer relationships while achieving sales targets and minimizing attrition.

Acquires retail loan customers through direct sourcing, referrals, cold calling, market activities, DSAs, and channel partners. Builds partner relationships, generates leads, ensures documentation and KYC compliance, coordinates with credit, operations, legal, and technical teams, tracks application progress, resolves customer queries, and meets monthly and quarterly sales targets for home loans, loan-against-property products, and personal loans.

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

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

Leads branch sales and profitability by growing deposits, deepening customer relationships, cross-selling financial products, generating fee income, and maintaining strong customer service. Oversees branch administration, compliance, operational excellence, team productivity, performance, and morale. Partners with product and marketing teams on product development, service enhancements, and sales initiatives.

Manage and grow Commercial Vehicle business within the Saral Auto segment. Handle account opening, DMAT services, customer grievances, cheque book requests, and other service needs. Sell banking and investment products through cross-selling and referrals, support HNI relationship managers, improve customer retention, and balance service quality with sales target achievement.

Acquire and manage high-net-worth customers for retail loans and banking services. Build CASA deposits, cross-sell insurance and mutual funds, grow revenue, maintain client relationships, and generate new business. Coordinate with credit, legal, operations, product teams, and channel partners while ensuring KYC compliance, accurate documentation, timely customer support, and issue resolution.

Lead 3–5 Business Relationship Managers focused on healthcare loan sales. Drive productivity, portfolio growth, profitability, customer acquisition, and cross-selling of banking products. Build relationships with healthcare businesses, CFOs, promoters, vendors, DSAs, and branch teams. Analyze client cash flows and business models, provide equipment and infrastructure financing, strengthen market presence, and improve operational processes.