Primary Duty: Source new clients through field visits/digital channels / Approve loan applications within policy limits.
Secondary Tasks: Cross-sell banking products / Monitor portfolio delinquency.
Compliance: Adhere to RBI/SEBI/AML guidelines and audit requirements. Stakeholder Coordination: Liaise with teams like Credit, Operations, DSAs for seamless execution.
Reporting: Maintain MIS on sales/NPA/customer grievances and suggest improvements.
Skills & Qualifications: Education: Degree, e.g., MBA/CA/LLB.
Technical: CIBIL analysis/CRM tools/Legal drafting.
Behavioral: Communication/Negotiation/Leadership.
Keyskills: Wealth Management CRM tools loan applications CIBIL analysis Cross selling Legal Drafting