loan-compliance-jobs-in-mangalore, Mangalore

186 Loan Compliance Jobs nearby Mangalore

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posted 6 days ago

Executive Manager

SKILLLABS RESOURCE SERVICES PRIVATE LIMITED
SKILLLABS RESOURCE SERVICES PRIVATE LIMITED
experience3 to 4 Yrs
location
Karnataka
skills
  • commercial vehicle
  • collections
  • field work
  • auto loans
  • 2wheeler
Job Description
 Job Title: Executive Manager Collections (L4 Grade)  Company: BACL Experience: 3-4 Years (Auto Loans Collections + Team Handling) Requirement: Minimum CIBIL Score 650 Job Summary: BACL is hiring an experienced **Executive Manager Collections (L4 Grade)** to lead and manage the auto loans collections portfolio. The ideal candidate must have strong team-handling exposure, field collections experience, and the ability to drive performance and recovery targets. Roles & Responsibilities: * Manage **auto loan collections portfolio** and ensure timely recovery.* Lead, guide, and motivate a **team of collection officers** to achieve monthly targets.* Conduct regular field visits for delinquent cases and high-bucket accounts.* Monitor team performance, provide training, and improve productivity.* Maintain coordination with legal, risk, and branch teams for high-risk cases.* Ensure compliance with company policies and RBI collection guidelines.* Analyze collection MIS/Reports and implement corrective action plans.* Maintain customer relationships while handling disputes or escalations professionally. --- ###  Candidate Requirements: * **3-4 years experience** in auto loans collections (mandatory).* Proven **team handling** experience.* Strong negotiation, recovery, and field collection skills.* Good communication and people-management abilities.* Must have **CIBIL score of 650+**.* Ability to work under pressure and achieve recovery targets.  
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posted 1 week ago

Cluster Manager - Two Wheeler Loans

Krazybee Services Private Limited
experience10 to 15 Yrs
location
Bangalore
skills
  • vehicle loans
  • auto loans
  • two wheeler finance
  • two wheeler loan
  • two-wheeler loans
Job Description
Key Responsibilities 1. Business Development & Sales Drive business targets for two-wheeler loans across allocated branches/dealers. Develop and maintain strong relationships with dealerships, DSA partners, and channel partners. Identify new market opportunities and expand dealer network within the cluster. Monitor daily/weekly/monthly sales performance and implement action plans to improve conversions. Ensure achievement of disbursement, sourcing, and cross-sell targets. 2. Team Management Lead, guide, and motivate sales executives, credit officers, and field teams. Conduct regular reviews, provide feedback, and ensure effective manpower productivity. Support hiring, training, and skill development of team members. 3. Dealer & Partner Relationship Management Maintain strong partnerships with two-wheeler dealerships. Ensure dealer satisfaction, timely payouts, and compliance with business agreements. Conduct dealer visits and business review meetings. 4. Credit & Risk Management Ensure quality sourcing as per company credit policy. Work closely with the credit team to optimize approval rates while maintaining portfolio quality. Identify high-risk cases and take preventive actions. 5. Collections & Portfolio Management Monitor early delinquency cases & coordinate with the collections team. Ensure healthy portfolio performance and reduction of NPAs. Conduct portfolio health checks and drive recovery initiatives when required. 6. Compliance & Process Adherence Ensure adherence to internal policies, guidelines, and regulatory norms. Conduct periodic audits at dealer points and branches. Maintain documentation accuracy and timely system updates. 7. Customer Service Ensure high customer satisfaction across touchpoints. Resolve escalations and provide solutions to customers and channel partners. Champion customer-first culture within the cluster.
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posted 6 days ago
experience3 to 6 Yrs
Salary4.0 - 9 LPA
location
Karnataka, Maharashtra+4

Maharashtra, Tamil Nadu, Andhra Pradesh, Telangana, Delhi

skills
  • credit cards
  • customer satisfaction
  • mortgage loans
  • branch sales
  • mutual funds
  • banking sales
  • branch relation
  • branch relationship manager
  • insuarance
Job Description
Job Role- Branch Relationship Manager  As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help ourcustomers realise their dreams and ambitions across ~500 branches in the country. As a market leaderin the consumer banking business, DBS has a full spectrum of products and services, includingdeposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards andpersonal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBSclients having an AUM INR 1 million through need-based approach and ensure clientcoverage and product penetration through cross-sell and up-sell of DBS products and services. To manage && maintain the highest customer satisfaction and service levels through pro-activeclient engagement && relationship management, coordinating internally with DBS Service andDistribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly && annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation && execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.  Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an addedadvantage Contact Person- Adam Contact detail- 8778148373 Email- adam@livecjobs.com
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posted 6 days ago

Executive Manager

SKILLLABS RESOURCE SERVICES PRIVATE LIMITED
SKILLLABS RESOURCE SERVICES PRIVATE LIMITED
experience3 to 4 Yrs
location
Mysore
skills
  • commercial vehicle
  • collections
  • field work
  • auto loans
  • 2wheeler
Job Description
 Job Title: Executive Manager Collections (L4 Grade)  Company: BACL Experience: 3-4 Years (Auto Loans Collections + Team Handling) Requirement: Minimum CIBIL Score 650 Job Summary: BACL is hiring an experienced **Executive Manager Collections (L4 Grade)** to lead and manage the auto loans collections portfolio. The ideal candidate must have strong team-handling exposure, field collections experience, and the ability to drive performance and recovery targets. Roles & Responsibilities: * Manage **auto loan collections portfolio** and ensure timely recovery.* Lead, guide, and motivate a **team of collection officers** to achieve monthly targets.* Conduct regular field visits for delinquent cases and high-bucket accounts.* Monitor team performance, provide training, and improve productivity.* Maintain coordination with legal, risk, and branch teams for high-risk cases.* Ensure compliance with company policies and RBI collection guidelines.* Analyze collection MIS/Reports and implement corrective action plans.* Maintain customer relationships while handling disputes or escalations professionally. --- ###  Candidate Requirements: * **3-4 years experience** in auto loans collections (mandatory).* Proven **team handling** experience.* Strong negotiation, recovery, and field collection skills.* Good communication and people-management abilities.* Must have **CIBIL score of 650+**.* Ability to work under pressure and achieve recovery targets.  
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posted 2 weeks ago

Executive Collection Manager-CV Loans

SKILLLABS RESOURCE SERVICES PRIVATE LIMITED
SKILLLABS RESOURCE SERVICES PRIVATE LIMITED
experience2 to 7 Yrs
Salary2.5 - 5 LPA
location
Bangalore, Belgaum+2

Belgaum, Hubli, Chitradurga

skills
  • auto loans
  • recovery
  • collections
  • commercial vehicle
  • vehicle finance
  • three wheeler
  • bucket
  • two wheeler
Job Description
Collection Executive Manager - Commercial Vehicle finance Role: Manage end-to-end collections for the commercial vehicle loan portfolio. Responsibilities: Handle overdue EMI accounts and meet monthly collection & recovery targets. Monitor CV portfolios (Two wheeler, Three wheeler, Four wheeler, LCV, HCV, tractor, tippers, etc.) across buckets. Team Lead and supervise field collection executives/agencies. Conduct field visits for skip/critical/high-value delinquent cases. Negotiate settlements, restructuring, and payment plans with customers. Coordinate repossession of vehicles in default cases and manage auction/disposal. Maintain MIS reports and ensure compliance with company & regulatory guidelines. Requirements: 2-7 years of experience in commercial vehicle/auto loan collections. Strong field recovery, negotiation, and team-handling skills. Graduate; NBFC/BFSI background preferred.
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posted 6 days ago

Executive Manager

SKILLLABS RESOURCE SERVICES PRIVATE LIMITED
SKILLLABS RESOURCE SERVICES PRIVATE LIMITED
experience3 to 4 Yrs
Salary3.0 - 4.0 LPA
location
Bangalore
skills
  • auto loans
  • collections
  • field work
  • agency
Job Description
 Job Title: Executive Manager Collections (L4 Grade)  Company: BACL CTC: 8 Lpa Experience: 34 Years (Auto Loans Collections + Team Handling) Requirement: Minimum CIBIL Score 650 Job Summary: BACL is hiring an experienced **Executive Manager Collections (L4 Grade)** to lead and manage the auto loans collections portfolio. The ideal candidate must have strong team-handling exposure, field collections experience, and the ability to drive performance and recovery targets. Roles & Responsibilities: * Manage **auto loan collections portfolio** and ensure timely recovery.* Lead, guide, and motivate a **team of collection officers** to achieve monthly targets.* Conduct regular field visits for delinquent cases and high-bucket accounts.* Monitor team performance, provide training, and improve productivity.* Maintain coordination with legal, risk, and branch teams for high-risk cases.* Ensure compliance with company policies and RBI collection guidelines.* Analyze collection MIS/Reports and implement corrective action plans.* Maintain customer relationships while handling disputes or escalations professionally. --- ###  Candidate Requirements: * **34 years experience** in auto loans collections (mandatory).* Proven **team handling** experience.* Strong negotiation, recovery, and field collection skills.* Good communication and people-management abilities.* Must have **CIBIL score of 650+**.* Ability to work under pressure and achieve recovery targets.  
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posted 2 days ago

Sales Manager Bommanahalli

Krazybee Services Private Limited
experience3 to 8 Yrs
Salary3.0 - 6 LPA
location
Bangalore
skills
  • home loans
  • sales
  • team handling
Job Description
Job Overview The Sales Manager Loan Against Property is responsible for achieving LAP business targets by sourcing new customers, managing channel relationships, driving sales activities, and ensuring smooth end-to-end loan processing. The role requires strong market knowledge, customer management skills, and the ability to lead and motivate a team . Key Responsibilities 1. Business Development & Sales Source new LAP customers through direct sales, DSAs, connectors, and referral networks. Achieve monthly and quarterly sales targets for Loan Against Property. Generate leads through various on-ground activities, market visits, and relationship management. Conduct customer meetings for profiling, requirement understanding, and product pitching. 2. Channel & Relationship Management Build and manage relationships with DSAs, channel partners, CA networks, and real estate consultants. Provide training and product knowledge sessions to improve channel productivity. Resolve partner queries and ensure smooth coordination for login-to-disbursement. 3. Loan Processing & Coordination Collect and verify all required documents from customers. Coordinate with credit, legal, and technical teams for file approval. Ensure adherence to policy norms and maintain high-quality sourcing. Follow up on pending documents and ensure timely disbursements. 4. Market Intelligence Track competitor products, pricing, and market trends. Provide feedback to management for product and process enhancement. Identify new potential markets or customer segments. 5. Compliance & Reporting Maintain accurate MIS and daily sales reports. Ensure compliance with internal policies, regulatory norms, and audit requirements. Monitor portfolio quality and support collections team if required. Key Skills & Competencies Strong knowledge of LAP products (Home loans/Mortgage). Excellent communication and negotiation skills. Good understanding of credit assessment and documentation. Relationship-building and networking skills. Ability to work under pressure and achieve targets. Customer-first approach with problem-solving attitude. Qualifications & Experience Bachelors degree (Any degree). Min 3 - 4 years of experience in mortgage/LAP/secured loans sales. Existing relationships with DSAs and connectors is a strong advantage. Work Environment Field-intensive role with frequent customer and DSA visits. Coordination with internal credit, operations, legal, and technical teams.
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posted 1 week ago

Mortgage Loan Processor

AFGS - Accounting and Finance Global Services Pty Ltd
experience2 to 6 Yrs
location
Karnataka
skills
  • Loan Processing
  • Effective communication
  • Data security
  • Mortgage Industry
  • Underwriting processes
  • Australian Aggregator softwares
  • Documentation requirements
  • Organizational skills
Job Description
Role Overview: You are responsible for handling day-to-day tasks as a Mortgage Loan Processor at AFGS - Accounting and Finance Global Services Pty Ltd. Your role will include processing loan applications, verifying borrower information, coordinating with applicants and lenders, ensuring compliance with regulatory requirements, collaborating with underwriters, and ensuring timely approval of mortgage loans. Key Responsibilities: - Process loan applications efficiently - Verify borrower information accurately - Coordinate with applicants and lenders effectively - Ensure compliance with all regulatory requirements - Collaborate with underwriters for smooth processing - Ensure timely approval of mortgage loans Qualifications Required: - Strong knowledge and experience in the Mortgage Industry - Proficiency in Loan Processing and Underwriting processes - Experience with Australian Aggregator softwares such as My CRM, Flex, Broker Engine, Mercury, etc. - Familiarity with documentation requirements - Excellent attention to detail and ability to work in a fast-paced environment - Effective communication and organizational skills - Previous experience in the mortgage industry is a plus - Ability to maintain confidentiality and ensure data security,
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posted 2 weeks ago

Loan Servicing Business Manager Associate

Chase- Candidate Experience page
experience5 to 9 Yrs
location
Karnataka
skills
  • Project Management
  • Business Management
  • Operations Management
  • Human Resources
  • Reporting
  • Analytics
  • Governance
  • Risk Management
  • Data Visualization
  • Communication Skills
  • Product Management
  • Financial Industry
  • Accounting Processes
  • Microsoft Suite
  • ProblemSolving
Job Description
Role Overview: As the Loan Servicing Business Manager - Associate at our company, you will play a crucial role in supporting banking operations within the Loans group. Your main responsibility will be to ensure the smooth functioning of the office by executing essential tasks and requirements. This position provides you with the opportunity to have a meaningful impact and gain broad exposure to the financial industry. Key Responsibilities: - Manage initiatives to resolve diverse problems identified by the Wholesale Lending Loan Operations India team. - Advise and influence senior leaders on key business decisions and major change initiatives. - Develop high-impact presentations for internal and external stakeholders. - Execute creative analyses and provide insights to identify issues and arrive at recommendations. - Provide reporting and analytics support on key projects and programs. - Assist in all BAU reporting, metrics, and scorecards. - Assist with key project reports and Senior Executive packs. - Manage appropriate governance around all aspects of Loan Operations initiatives, including people, technology, firm assets, regulatory, compliance, and financial matters. - Monitor resiliency processes to proactively manage risk. - Manage local administrative requirements and assist in pursuing seat sharing strategies to improve efficiency. Qualifications Required: - Hold a bachelor's degree with at least 5+ years of proven Project/Business Management experience, including the use of project plans and issue logs. - Experience in status reporting (project status, risks, issues, change controls, action items). - Excellent infographic/visualization skills. - Ability to work with cross-functional teams and interact with all staff levels. - Ability to be flexible, follow tight deadlines, organize and prioritize work in order to support concurrent projects. - Strong PC skills in Microsoft Suite (e.g. Word, Excel, PowerPoint, Visio, and Project) required, as well as the ability to use web-based technology. - Results-oriented self-starter who can lead efforts with minimal direction. - Highly adaptable with an ability to multi-task, prioritize and escalate appropriately in a fast-paced environment. - Excellent written/verbal communication and presentation skills - the ability to convey complex information simply and clearly to senior business leaders. Please note that the JD does not include any additional details about the company.,
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posted 2 months ago

Lead Solutions Analyst- Business Analyst

Chase- Candidate Experience page
experience6 to 10 Yrs
location
Karnataka
skills
  • Business requirements
  • Installment loans
  • Compliance reporting
  • Business rules
  • Business logic
  • Delinquency management
  • Recurring billing
  • EMIs
  • Product pricing
  • BRDs
  • User Stories
  • Jira
  • Confluence
  • Communication skills
  • Stakeholder management
  • Credit card processes
  • Product delivery
  • Stakeholder collaboration
  • Revolving credit
  • Balance transfers
  • Chargeoffs
  • UAT testing
  • Process flows
  • Data mappings
  • Interest computation models
  • Regulations
  • standards
  • FSDs
  • Agile environments
Job Description
As a Business Analyst at JPMorgan Chase within the Accelerator Business, you will have the opportunity to work with Product, Technology, and Client teams to drive innovation and make a significant impact in the dynamic world of credit card lending. Your expertise in credit card processes will be instrumental in defining business requirements, supporting product delivery, and collaborating with stakeholders to ensure successful project outcomes. Key Responsibilities: - Collaborate with Product Managers, Technology Teams, and Client Stakeholders to gather, document, and translate business requirements into clear BRDs, User Stories, and Functional Specifications. - Work with product teams to build configurable LMS that support multi-bank and fintech use cases. - Define current and future state business processes and conduct gap analysis between existing systems and new product requirements. - Serve as a subject matter expert in revolving credit, installment loans, and balance transfers. - Define business rules for charge-offs, including criteria for write-offs, recovery strategies, and compliance reporting. - Partner with product and engineering teams to design and build products aligned with business objectives. - Support UAT testing, production rollout, and post-launch issue resolution. - Document process flows, data mappings, and business logic for technical and non-technical audiences. Qualifications Required: - 6 years of experience as a Business Analyst in the Credit Card domain. - Expertise in credit card lending workflows, including delinquency management and charge-offs. - Hands-on experience in managing recurring billing, installment plans, and interest computation models. - Proficiency in EMIs, balance transfers, and revolving credit product pricing. - Knowledge of industry-specific regulations and standards. - Strong skills in writing BRDs, FSDs, User Stories, and Process Flows. - Experience working in Agile environments with tools like Jira and Confluence. - Excellent communication and stakeholder management skills.,
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posted 1 month ago
experience2 to 6 Yrs
location
Karnataka
skills
  • loans
  • research
  • analytical skills
  • time management
  • interpersonal skills
  • communication skills
  • product management
  • financial services industry
  • business financial statements
  • cash flow capacity
  • prioritization
  • problemsolving skills
Job Description
Role Overview: As a Loan Servicing Specialist Operations Analyst, you will play a vital role within the Loans group. Your responsibilities will include adhering to quality and quantity SLAs, ensuring compliance with policies and guidelines, supporting the secondary trading desk, liaising with various bank departments and external contacts, completing funding within the SLA, and identifying process improvements to enhance productivity and efficiency. You will serve as the subject matter expert (SME) and first point of contact for process-related queries and clarifications, as well as the first escalation point for customer issues. Key Responsibilities: - Adhere to established QUALITY & QUANTITY SLAs consistently. - Ensure 100% compliance with process-related policies, guidelines, and controls. - Support the secondary trading desk with trade booking and settlements. - Liaise with bank departments and external contacts, including Borrowers and Trustees. - Follow up timely with agents or customers for any missing notifications. - Complete all funding within the SLA on the same day. - Serve as the SME and first internal POC for process-related queries and clarifications. - Act as the first point of escalation for process-related issues from customers. - Identify changes to processes to improve productivity and efficiency. Qualification Required: - Hold a bachelor's degree in finance or a related field, or possess equivalent work experience. - Minimum 2 years of experience in the financial services industry with a proven track record of delivery. - Understand business financial statements, cash flow capacity, and loans across various industries. - Exhibit strong research, analytical, and comprehension skills to analyze large data sets. - Manage clients effectively, build partnerships, and lead while engaging multiple stakeholders. - Utilize effective time management and prioritization skills to achieve business objectives. - Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments.,
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posted 2 months ago

Cluster Manager - Home Loans

Weekday AI (YC W21)
experience10 to 14 Yrs
location
Karnataka
skills
  • Team Leadership
  • Stakeholder Management
  • MultiBranch Operations
  • Sales Credit Management
  • Collection Handling
  • Compliance Risk Oversight
  • Technology Proficiency
  • Result Orientation
Job Description
As a candidate for this position with one of Weekday's clients, you will be responsible for leading teams of Branch, Relationship, and Customer Service Managers. Your role will involve driving business growth, sales productivity, and compliance across branches. Additionally, you will oversee loan disbursal, credit checks, and collection management including NPAs. Building strategic partnerships with builders and channel partners through networking and marketing will be a key aspect of your responsibilities. You will also be required to manage branch operations and provide administrative oversight to ensure profitability, risk control, and a strong customer experience. Key Responsibilities: - Lead teams of Branch, Relationship, and Customer Service Managers. - Drive business growth, sales productivity, and compliance across branches. - Oversee loan disbursal, credit checks, and collection management including NPAs. - Build strategic partnerships with builders and channel partners through networking and marketing. - Manage branch operations and administrative oversight. - Ensure profitability, risk control, and a strong customer experience. In order to excel in this role, you should possess the following essential skills: - Team Leadership - Multi-Branch Operations - Sales & Credit Management - Collection Handling - Stakeholder Management - Compliance & Risk Oversight - Technology Proficiency - Result Orientation To be considered for this position, you should have 10 to 12 years of experience in home loans/housing finance. A graduate degree is required, and an MBA would be preferred. This is a full-time position based in Bangalore, Hubli, Belagavi, and Mysore with a salary range between Rs 1400000 to Rs 1800000 per annum (INR 14-18 LPA).,
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posted 1 week ago
experience5 to 9 Yrs
location
Mysore, Karnataka
skills
  • Sales
  • Cross selling
  • Team management
  • Compliance
  • Business targets
  • Client relationships
  • Retail loan products
  • Network
  • relationships
  • Lead generation activities
  • Market trends analysis
Job Description
As a Sales Manager for Retail loan products, your role is crucial in driving sales and ensuring that business targets are met. Your main responsibilities include: - Aggressively driving sales numbers and achieving business targets for Retail loan products through cross selling, while also enhancing client relationships. - Retaining and expanding the company's customer base for retail loan products to encourage repeat business and referrals. - Maximizing sales through a strong network and relationships to ensure business growth. - Developing and maintaining strong liaisons with clients for repeat business and referrals. - Ensuring timely processing of files from the login stage to disbursement by liaising with internal departments like Operations and Credit. - Optimizing team productivity by effectively managing a team of relationship managers to achieve team results and meet business targets. - Aligning with the team on ground lead generation activities for Sales. - Leading and supervising the team to implement the growth agenda through training, motivation, and deployment strategies. - Keeping abreast of market trends and competitor intelligence to develop effective sales and marketing strategies. - Providing feedback to the central product and policy team based on your understanding of the markets, competition, processes, and available products. - Ensuring compliance with all Audit/RBI regulations, company processes, policies, and reports. This role requires a Post Graduate/Graduate in any discipline.,
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posted 2 months ago

Relationship Manager - Home Loan Sales Channel Manager

PRIMATE CONSULTING SERVICES PRIVATE LIMITED
PRIMATE CONSULTING SERVICES PRIVATE LIMITED
experience3 to 8 Yrs
Salary3.0 - 7 LPA
location
Hyderabad, Bangalore+3

Bangalore, Gurugram, Pune, Mumbai City

skills
  • direct sales
  • real estate agents
  • home loan sales
Job Description
 Position Title: Relationship Manager - Home Loan Sales Channel Manager Department: Sales Location: Bangalore/Hyderabad/Pune/Mumbai/Gurgaon Reports To: Area Sales Manager Job Summary: The Relationship Manager for Home Loan Sales (Channel Manager) will be responsible for driving sales of home loans and related products through direct sales efforts, focusing on relationship building with potential customers. This role involves meeting sales targets, managing relationships with leads, and ensuring that the entire loan process runs smoothly from inquiry to disbursement. The Relationship Manager will work closely with other team members and stakeholders to ensure a seamless customer experience. Key Responsibilities: 1. Sales & Business Development: o Generate and close home loan sales through direct marketing and referrals. o Meet monthly and quarterly sales targets for home loan products. o Build and maintain relationships with builders, real estate agents, and other stakeholders to generate leads. o Prospect potential customers through various channels, including tele-calling, customer visits, and online lead generation. 2. Customer Relationship Management: o Build and maintain strong relationships with customers from the initial inquiry to loan disbursement. o Provide excellent customer service and ensure all queries are addressed promptly. o Educate customers on loan products, interest rates, and the application process. 3. Loan Process Management: o Assist customers in completing loan applications and gathering necessary documentation. o Coordinate with the credit team to ensure timely processing and approval of home loan applications. o Track the loan application status and ensure smooth disbursement by working with relevant teams. 4. Market Knowledge: o Keep up-to-date with market trends, product offerings, and competitor activities. o Provide valuable insights and feedback to the sales team and product heads regarding market conditions and customer preferences. 5. Documentation & Compliance: o Ensure proper documentation and KYC (Know Your Customer) compliance. o Follow up on loan documentation and ensure all documentation is complete and accurate for successful loan approval. 6. Reporting & Analytics: o Maintain and report daily, weekly, and monthly sales progress. o Track individual performance against targets and ensure alignment with organizational goals. o Analyze customer feedback and provide insights for product development. Skills and Qualifications: Educational Qualification: Graduate/Postgraduate in any discipline. A background in finance or sales is preferred. Experience: o Minimum 2-3 years of experience in sales, preferably in home loans. o Experience in handling direct sales and achieving sales targets. Key Skills: o Excellent communication and interpersonal skills. o Strong negotiation and persuasion abilities. o Ability to work independently and as part of a team. o Basic knowledge of the home loan market, interest rates, and financial regulations. Technical Skills: o Proficiency in MS Office and CRM tools. o Knowledge of loan processing software and customer management tools is a plus. Personal Attributes: Self-motivated with a drive to meet sales targets. Goal-oriented with a customer-first approach. Ability to work in a fast-paced and dynamic environment. Strong problem-solving skills and attention to detail. Work Environment: Full-time role with flexibility in working hours. Combination of in-office and field work (customer meetings and site visits).
posted 2 months ago

Relationship Manager - Home Loan Sales DSA

PRIMATE CONSULTING SERVICES PRIVATE LIMITED
PRIMATE CONSULTING SERVICES PRIVATE LIMITED
experience3 to 8 Yrs
Salary3.0 - 7 LPA
location
Hyderabad, Bangalore+2

Bangalore, Gurugram, Pune

skills
  • direct sales agents
  • network of dsas
  • home loan sales
Job Description
 Position Title: Relationship Manager - Home Loan Sales DSADepartment: SalesLocation: Bangalore/Hyderabad/Pune/Mumbai/GurgaonReports To: Area Sales Manager________________________________________Job Summary:The Relationship Manager for Home Loan Sales (DSA) will be responsible for driving sales of home loans through a network of Direct Sales Agents. The individual will support DSAs in achieving their sales targets, assist in identifying new business opportunities, and ensure a smooth loan process for customers. This role will also involve providing ongoing guidance and training to DSAs to enhance their performance and ensure high-quality service.________________________________________Key Responsibilities:1. Sales & Business Development:o Achieve sales targets for home loans through a network of DSAs.o Identify and onboard new DSAs to expand the sales network.o Develop and implement strategies to generate leads and convert them into home loan sales.o Provide guidance to DSAs on improving their sales pitch and techniques.2. Customer Relationship Management:o Build strong relationships with potential home loan customers and ensure they have a positive experience throughout the loan process.o Address customer queries and concerns promptly, ensuring customer satisfaction.o Coordinate with the processing team to ensure smooth loan approval and disbursement.3. Loan Process Management:o Support DSAs in gathering all necessary documentation for loan applications.o Ensure that all loan applications processed by DSAs are complete, accurate, and comply with internal policies.o Work with credit teams to ensure timely loan approvals and disbursements.4. Market Knowledge:o Keep up-to-date with industry trends, competitor products, and market conditions.o Share insights with the sales team to identify new business opportunities and improve sales strategies.5. Reporting & Compliance:o Track and report on sales progress for both individual DSAs and the team as a whole.o Ensure that all DSA activities are in compliance with regulatory requirements and company policies.o Maintain and update customer data and sales records in CRM systems.________________________________________Skills and Qualifications: Educational Qualification: Graduate in any discipline. A background in finance, sales, or marketing is preferred. Experience:o Minimum 2-3 years of experience in home loan sales or financial product sales.o Prior experience managing DSAs or sales teams is a plus. Key Skills:o Strong interpersonal and communication skills.o Good negotiation skills and the ability to close deals.o Strong relationship-building capabilities.o Knowledge of home loan products, interest rates, and market trends.o Ability to provide mentorship and support to sales agents. Technical Skills:o Familiarity with MS Office, CRM tools, and loan processing software.  
posted 2 months ago
experience4 to 8 Yrs
location
Karnataka
skills
  • Underwriting
  • Process Automation
  • Business Analyst
  • Mortgage Loan Origination
  • Technology Transformation
  • Encompass LOS
  • DULP AUS engines
  • TRID Timelines
  • API Integrations
  • BPMN Workflows
  • Intelligent Document Processing
Job Description
As a Business Analyst at SAIGroup's latest investment, JazzX AI, you will have the exciting opportunity to work on transforming the future of work through an AGI platform designed for the enterprise. Your role will involve partnering with clients to enhance efficiency, accuracy, and compliance through the deployment of the JazzX Mortgage Solution. Below are the key responsibilities and qualifications required for this position: Key Responsibilities: - Lead discovery sessions with client stakeholders to document current-state workflows and identify pain points - Analyze and document processes within client Loan origination systems across origination, processing, underwriting, and closing - Define to-be workflows aligned to JazzX Mortgage Solution and perform fit gap analysis - Develop clear Business Requirements Documents (BRDs), user stories, and acceptance criteria for JazzX implementation - Translate operational pain points into actionable design inputs for product and engineering teams - Support UAT, pilot rollouts, and performance tracking (time-to-close, touches, exception rates) - Serve as the primary liaison between client operations, JazzX delivery, and Product teams - Partner with product teams to refine the JazzX platform and continuously improve delivery Qualifications: - 4+ years in Mortgage Loan Origination (processing/underwriting focus) for the US market - Deep understanding of Encompass LOS (ICE Mortgage Technology) or equivalent Loan origination systems, DU/LP AUS engines, VOE/VOA, title, appraisal, and credit ordering workflows, and TRID timelines and disclosure management - Experience bridging operations and technology in a consulting, business analysis, or process improvement role - Strong communication, facilitation, and documentation skills Preferred Qualifications: - Experience in AI, workflow automation, or LOS modernization projects - Familiarity with API integrations, BPMN workflows, or intelligent document processing - Prior consulting or implementation experience with fintech or mortgage technology firms Joining JazzX AI offers you the chance to be a part of a pioneering team that is shaping the future of AI-driven solutions. You will have the opportunity to work on groundbreaking projects that have the potential to revolutionize industries and technology interactions. In addition to a competitive salary, we provide equity options, health, dental, and vision insurance, flexible working arrangements, and more, making it an attractive package for individuals seeking to make a significant impact in the field.,
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posted 2 months ago
experience0 to 4 Yrs
location
Karnataka
skills
  • Compliance
  • Risk management
  • Commercial Loan Closing
  • Preclose activities
  • Postclose activities
  • Customer diligence
  • Regulatory diligence
  • Portfolio maintenance
  • Data evaluation
  • Customer relationships
Job Description
As a Commercial Loan Closing Associate at Wells Fargo, your role will involve assisting with pre-close and post-close activities for commercial, commercial real estate, and problem loans. You will be responsible for coordinating loan closings with customers, performing customer, loan, and regulatory diligence, and conducting ongoing portfolio maintenance. Your tasks will also include evaluating and uploading data into the systems of record, managing an assigned portfolio of loans, and ensuring compliance with all bank policies, procedures, and regulatory requirements. You will collaborate with peers, colleagues, and managers to resolve issues and achieve goals, as well as interact with internal customers. While receiving direction from leaders, you will also exercise independent judgment to develop your knowledge of functions, policies, procedures, and compliance requirements. Key Responsibilities: - Assist with pre-close and post-close activities for various types of loans - Coordinate loan closings with customers - Perform customer, loan, and regulatory diligence - Evaluate and upload data into systems of record - Manage an assigned portfolio of loans - Ensure compliance with all bank policies, procedures, and regulatory requirements - Collaborate with peers, colleagues, and managers to resolve issues and achieve goals - Interact with internal customers Qualifications Required: - 6+ months of Commercial Loan Closing experience, or equivalent demonstrated through work experience, training, military experience, or education Desired Qualifications: - Experience in Commercial Loan Closing, or equivalent demonstrated through work experience, training, military experience, or education Please note that the job posting for this position ends on 29 Sep 2025. Wells Fargo is committed to equal opportunity and values diversity in its workforce. Employees are expected to support strong customer relationships while maintaining a risk mitigating and compliance-driven culture. Adherence to risk programs, policies, and procedures is crucial for the success of customers and the company. Proactive monitoring, governance, risk identification, and escalation are key aspects of the risk management processes at Wells Fargo. If you are applying from Canada, Wells Fargo encourages applications from all qualified candidates, including women, persons with disabilities, aboriginal peoples, and visible minorities. Accommodations for applicants with disabilities are available upon request during the recruitment process. Please be aware that third-party recordings are prohibited unless authorized by Wells Fargo, and the company requires candidates to represent their own experiences during the recruiting and hiring process.,
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posted 1 month ago
experience8 to 13 Yrs
location
Karnataka
skills
  • Strong Analytical Logical Reasoning
  • Knowledge
  • understanding of LMA Loan Market Association Market
  • Strong knowledge
  • understanding of Syndicated loan market secondary loan trading
  • Proficiency in MS Office applications with advanced knowledge of excel
Job Description
Role Overview: You will be joining the Loan Trading team in India within TDI TSCO, providing Middle Office support to London/Frankfurt secondary. The team's main responsibility is to manage all middle office roles of a loan trade lifecycle, including Trade support and Trade Settlement businesses like Credit solutions (CSU) and Distressed Product Group (DPG) desk activities. Your role will involve dealing with Trader, Sales, Finance, Agent Bank, and Clients. Key Responsibilities: - Manage Trade Support Functions (Middle Office) by ensuring accurate static set up of clients in Loan IQ System, which includes KYC Checks, Credit Agreement, Deals, facility & Loan set up in Loan IQ, Control Reporting, etc. - Manage Trade Closing (Middle Office) function, involving trade booking in ClearPar, Loan Trade Documentation Process, Portfolio Position Management, Complex Calculations, Compile Pricing Letter / Funding Memo, Broker & Transfer Fee management, Corporate Actions, Interaction with Trading desk, agent & clients, manage any ad-hoc requests received from the Trading desk, and resolve any Pre-settlement discrepancies with loan servicing team if any. - Be accountable for managing the workflow through the middle office directly. - Work with Legal and Compliance to analyze new regulatory requirements (reporting) and deploy new processes. - Participate in various short-term projects to maintain data integrity. - Liaise with trading desk, internal legal, treasury, other operations groups, and fellow Bank Debt team members to resolve issues as needed. - Implement and maintain ongoing monitoring of individual and departmental productivity measures. - Establish and maintain processes and procedures to ensure quality client service, servicing, processing, and closing. - Implement and maintain ongoing monitoring of individual and departmental productivity measures. Qualifications Required: - Bachelors degree or post-graduation degree in Finance. - Minimum of 8-13 Years of work Experience in Loans product. - Excellent verbal & written communication along with a dynamic & confident approach. - Strong Analytical & Logical Reasoning skills. Additional Details: Please visit our company website for further information: [Deutsche Bank Website](https://www.db.com/company/company.html) We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative, and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair, and inclusive work environment.,
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posted 3 weeks ago
experience5 to 9 Yrs
location
Karnataka
skills
  • Sales
  • Cross selling
  • Team management
  • Compliance
  • Business targets
  • Client relationships
  • Retail loan products
  • Network
  • relationships
  • Lead generation activities
  • Market trends analysis
Job Description
As a Sales Manager, your role involves driving sales and ensuring that business targets for Retail loan products are achieved. Your key responsibilities include: - Aggressively driving sales numbers and achieving business targets for Retail loan products through cross-selling and enhancing client relationships. - Retaining and expanding the company's customer base for retail loan products to ensure repeat business and referrals. - Maximizing sales through a strong network and relationships. - Developing and maintaining strong liaisons with clients for repeat business or referrals. - Ensuring that files are processed from the login stage to disbursement and liaising with internal departments for completion. - Optimizing team productivity by effectively managing the team of relationship managers to achieve team results and meet business targets. - Aligning with the team on the ground for lead generation activities. - Leading and supervising the team in implementing the growth agenda through training, motivation, and deployment strategies. - Keeping abreast of market trends and competitor intelligence to develop effective sales and marketing strategies. - Providing feedback to the central product and policy team based on an understanding of markets, competition, processes, and available products. - Ensuring compliance with all Audit/RBI regulations, as well as company processes, policies, and reports. Qualifications required for this role include: - Post Graduate/ Graduate in any discipline.,
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posted 2 months ago
experience5 to 9 Yrs
location
Mysore, Karnataka
skills
  • Sales
  • Cross selling
  • Team management
  • Compliance
  • Business targets
  • Client relationships
  • Retail loan products
  • Network
  • relationships
  • Lead generation activities
  • Market trends analysis
Job Description
You will be responsible for driving sales and ensuring business targets are achieved for Retail loan products. Your key responsibilities will include: - Aggressively driving the sales numbers and achieving the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade client relationships. - Retaining and expanding the company's base of customers for retail loan products to ensure repeat business or referrals. - Maximizing sales through a network and relationships to ensure strong business. - Developing and maintaining strong liaisons with clients for repeat business or referrals. - Ensuring the files are processed from the login stage to disbursement and liaising with internal departments (Operations and Credit) for completion. - Optimizing team productivity by effectively managing the team of relationship managers to assure achievement of team results and meet the business targets and profitability of the area. - Aligning with the team on ground lead generation activities for Sales. - Leading and supervising the team for the implementation of the growth agenda through appropriate training, motivation, and deployment strategies. - Constantly keeping abreast of market trends and competitor intelligence to build and develop effective sales and marketing strategies. - Using understanding of the markets, competition, process, and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. - Ensuring compliance with all Audit/RBI regulations as well as processes, policies, and reports as per company designed systems. Qualifications required for this role: - Post Graduate/ Graduate in any discipline.,
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