Maintain professional relationships with leadership teams to minimize escalations and ensure timely service resolution.Maintain professional relationships with leadership teams to minimize escalations and ensure timely service resolution.

Maintain professional relationships with leadership teams to minimize escalations and ensure timely service resolution.Maintain professional relationships with leadership teams to minimize escalations and ensure timely service resolution.

Key Responsibilities: 1. Loan Application Review: Analyse and verify loan applications and supporting documents. 2. File Assessment: CIBIL Examination, Ratio Analysis, Banking Analysis and Pull out search reports. 3. Compliance: Ensure all loan applications comply with regulatory standards and company policies. 4. Documentation: Prepare detailed reports on assessment findings and document reasons for loan approval or denial and also maintaining paper documents as per company rules. 5. Communication: Interact with loan managers (Sales) and clients to obtain additional information or clarification as needed. Education Qualification(s) - Bachelors degree in finance, Preferably CA or MBA finance or M. Com from a reputed college Relevant Skills - Understanding of key financial indicators like debt-to-income ratio, loan-to-value ratio, and cash flow analysis. - Ensuring all loan documents and applications are complete, accurate, and compliant with regulations. - Familiarity with financial regulations, KYC (Know Your Customer), anti-money laundering (AML), and other lending laws. - Ability to effectively communicate with clients, loan managers, and other stakeholders to obtain and clarify information. - Ability to identify issues or discrepancies in loan applications and find solutions or gather necessary information. - Efficient in managing multiple loan assessments and ensuring timely completion of tasks and documentation. - Proficiency in using financial software and tools, including banking systems, CIBIL tools, and report generation software. - Strong skills in preparing detailed, clear, and organized reports regarding loan approvals or denials. Relevant Experience - 2-4 years of prior experience in a similar role

Roles and Responsibilities Manage equipment leasing portfolio, including credit appraisal, documentation, and collections. Develop and maintain relationships with vendors to source new products. Identify opportunities for cost savings through vendor negotiations. Ensure compliance with regulatory requirements related to commercial leasing. Collaborate with internal teams to resolve customer queries and issues. Desired Candidate Profile 7-12 years of experience in Commercial Leasing or NBFC Sale/Leasing industry. Strong understanding of working capital management principles. Excellent communication skills for effective vendor negotiation. Ability to analyze financial data for informed decision-making.

Job Title: Senior Manager Group Business Location: Mumbai Experience Required: 8 – 10 Years Qualification: Graduate / MBA Industry: Insurance / Financial Services / Group Employee Benefits Function: B2B Sales Role Overview We are looking for a motivated and experienced B2B Sales professional to join our team in the Group Employee Benefits vertical. The selected candidate will be responsible for acquiring and managing business for Gratuity, Superannuation, and Leave Encashment products by engaging with corporate clients, primarily through Finance, HR Heads, and CXOs. Key Responsibilities Lead Generation & Prospecting : Identify potential clients and build a healthy pipeline of leads within the Mumbai corporate ecosystem. Client Engagement : Develop and nurture relationships with Finance and HR heads to understand employee benefit needs and propose suitable solutions. Sales Conversion : Manage the complete sales lifecycle—from initial outreach to closing—ensuring timely follow-ups and high-quality client interaction. Account Management : Sustain and expand relationships with existing clients to maximize wallet share and ensure long-term business retention. Product Expertise : Demonstrate a solid understanding of financial products, especially in employee benefits, debt, and equity market-linked offerings . Target Achievement : Consistently meet or exceed monthly, quarterly, and annual sales targets. Market Intelligence : Stay up-to-date with industry trends, competitor offerings, and regulatory updates to maintain a competitive edge. Preferred Skills & Competencies Strong understanding of debt and equity markets . Excellent B2B sales and account management skills. Proficient in pipeline management , data analysis, and reporting. Strong communication, negotiation, and interpersonal skills. Ability to build credibility with senior corporate stakeholders. Self-driven, with strong organizational and time management abilities.

Job Title: Chief Manager Strategy Location: Mumbai Experience Required: 5 – 10 Years Qualification: MBA from Tier-I Institutes Industry Preference: Life Insurance (preferred) Function: Corporate Strategy / Strategic Planning Role Summary We are seeking a highly motivated and strategic thinker to join the Strategy function as Chief Manager – Strategy . The role involves shaping, driving, and executing the organization’s strategic roadmap across business units. This is a high-impact, cross-functional role that requires analytical sharpness, business acumen, and the ability to work directly with leadership, including the CEO’s office, to deliver time-sensitive and outcome-driven results. Key Responsibilities Strategic Planning : Define and support the development of financial and non-financial organizational goals across short, medium, and long-term horizons. Execution Oversight : Ensure smooth execution and tracking of strategic initiatives across departments and support the delivery of key performance indicators (P&L, cost of acquisition, business efficiencies, customer/employee satisfaction, etc.). Cross-Functional Collaboration : Partner with business heads and cross-functional teams to conceptualize, align, and execute high-priority projects. Market Intelligence : Conduct environmental scans to track market trends, competition, and regulatory changes, and advise leadership on implications and response strategies. Opportunity Identification : Recognize and propose new strategic opportunities to drive organizational growth or performance improvement. Performance Reviews : Conduct and facilitate monthly business reviews and governance meetings with leadership. Leadership Communication : Prepare high-impact strategic presentations and business updates for leadership forums, board meetings, and CEO communications. Preferred Skills & Competencies Strong strategic and analytical thinking capabilities. Proficiency in business planning, decision support, and scenario analysis . Exceptional communication and presentation skills – verbal, written, and visual (PowerPoint). Adept at cross-functional collaboration and managing stakeholder expectations at all levels. Self-driven with a bias for action, problem-solving attitude, and ownership mindset. Ability to work in high-pressure environments with tight deadlines. Proficiency in Microsoft Office tools (Excel, Word, PowerPoint). Familiarity with metrics such as Cost of Acquisition , Persistency , EPI , etc., especially in the context of insurance or BFSI businesses.

Job Title: Associate Regional Head Partnership Distribution Location: Mumbai Experience Required: 8 – 12 Years Qualification: Graduate (MBA preferred) Industry: BFSI / Insurance / Bancassurance Function: Sales Leadership Role Summary We are seeking an experienced and results-driven Associate Regional Head (ARH) to lead the Bancassurance sales function across a defined region. The ideal candidate will bring strong strategic acumen, leadership skills, and in-depth knowledge of the BFSI/Insurance sector. The role focuses on driving business growth , managing partner relationships, and achieving financial objectives. Key Responsibilities Strategic Leadership : Develop and implement regional business strategies aligned with overall organizational goals to accelerate sales and profitability in the Bancassurance channel. Team Management : Lead, mentor, and guide a team of high-performing sales professionals, ensuring target achievement and professional development. Market Intelligence : Monitor market trends, competitor actions, and regulatory developments to identify business opportunities and maintain competitive advantage. Stakeholder Engagement : Build and nurture strong relationships with channel partners, clients, and internal teams to drive collaboration and long-term business outcomes. Operational Oversight : Manage regional sales operations including budgeting, forecasting, and resource allocation to optimize performance. Risk & Compliance : Identify and mitigate business risks, while ensuring adherence to compliance and regulatory norms. Sales Enablement : Design and execute training and capability-building initiatives to strengthen sales competencies across the team. Performance Monitoring : Conduct regular performance reviews, provide actionable feedback, and create a culture of accountability and continuous improvement. Preferred Skills & Competencies Proven experience in Bancassurance or Partnership Distribution in the BFSI or Insurance industry. Strong leadership skills with a track record of managing regional sales teams . Strategic thinker with excellent business acumen and data-driven decision-making . Proficiency in market analysis, forecasting , and business planning. Excellent interpersonal and communication skills for stakeholder management . Ability to manage budgets , drive cost efficiencies, and deliver ROI-focused results. Adaptability to work in a fast-paced, target-driven environment. Readiness to travel frequently within the assigned region.

Job Title: Assistant Vice President Partnership Distribution (RH Virtual Channel) Location: Mumbai Experience Required: 8–20 Years Qualification: MBA (Essential) Industry: Insurance / Financial Services / Bancassurance What We’re Looking For We are seeking a seasoned professional with substantial experience in Bancassurance and partnership distribution , specifically in managing virtual sales channels. The ideal candidate should possess strategic thinking, strong stakeholder engagement capabilities, and the ability to drive business outcomes in a dynamic, fast-paced environment. Key Responsibilities Lead and manage the RH Virtual Channel within the Partnership Distribution vertical. Develop and implement growth strategies to increase revenue generation and business performance through digital and remote Bancassurance models. Maintain and strengthen channel partner relationships , ensuring alignment with business goals. Drive operational efficiency and ensure a seamless customer experience across the virtual channel. Collaborate with internal stakeholders across functions including sales, marketing, compliance, and operations to support business objectives. Monitor and evaluate channel performance, analyze data, and generate insights to inform strategic decisions. Guide, mentor, and lead teams towards achieving sales and customer engagement targets. Preferred Skills & Competencies Proven experience in channel partner management and Bancassurance leadership roles. Exceptional stakeholder management and interpersonal skills. Strong business acumen and the ability to make informed, data-driven decisions. Ability to work collaboratively with cross-functional teams and drive results. Excellent communication and presentation skills. Strong leadership abilities with a track record in team development and performance management . Analytical mindset with a problem-solving approach. Adaptability to changing market dynamics and digital business models.

Job Title: Associate Regional Head Partnership Distribution Location: Mumbai Experience Required: 8 – 12 Years Qualification: Graduate (MBA preferred) Industry: BFSI / Insurance / Bancassurance Function: Sales Leadership Role Summary We are seeking an experienced and results-driven Associate Regional Head (ARH) to lead the Bancassurance sales function across a defined region. The ideal candidate will bring strong strategic acumen, leadership skills, and in-depth knowledge of the BFSI/Insurance sector. The role focuses on driving business growth , managing partner relationships, and achieving financial objectives. Key Responsibilities Strategic Leadership : Develop and implement regional business strategies aligned with overall organizational goals to accelerate sales and profitability in the Bancassurance channel. Team Management : Lead, mentor, and guide a team of high-performing sales professionals, ensuring target achievement and professional development. Market Intelligence : Monitor market trends, competitor actions, and regulatory developments to identify business opportunities and maintain competitive advantage. Stakeholder Engagement : Build and nurture strong relationships with channel partners, clients, and internal teams to drive collaboration and long-term business outcomes. Operational Oversight : Manage regional sales operations including budgeting, forecasting, and resource allocation to optimize performance. Risk & Compliance : Identify and mitigate business risks, while ensuring adherence to compliance and regulatory norms. Sales Enablement : Design and execute training and capability-building initiatives to strengthen sales competencies across the team. Performance Monitoring : Conduct regular performance reviews, provide actionable feedback, and create a culture of accountability and continuous improvement. Preferred Skills & Competencies Proven experience in Bancassurance or Partnership Distribution in the BFSI or Insurance industry. Strong leadership skills with a track record of managing regional sales teams . Strategic thinker with excellent business acumen and data-driven decision-making . Proficiency in market analysis, forecasting , and business planning. Excellent interpersonal and communication skills for stakeholder management . Ability to manage budgets , drive cost efficiencies, and deliver ROI-focused results. Adaptability to work in a fast-paced, target-driven environment. Readiness to travel frequently within the assigned region.

Job Summary: pan india role We are looking for dynamic professionals with 15 years of experience in the Banking, Finance, Insurance, NBFC, Gold Loan, or Fintech industry. The role requires individuals with strong customer service , sales aptitude , and communication skills , along with proficiency in MS Office . Key Responsibilities: Manage day-to-day branch operations, ensuring smooth and efficient service delivery. Handle and resolve customer complaints in a timely and professional manner. Develop and maintain strong customer relationships to drive sales and satisfaction. Ensure high levels of customer retention and loyalty through excellent service. Collaborate with team members to achieve branch sales targets and operational goals. Maintain accurate and timely records of customer interactions and transactions. Ensure compliance with internal policies and regulatory standards. Implement process improvements to enhance operational efficiency. Mentor and guide junior team members as needed. Analyze and resolve complex customer issues with professionalism. Manage branch inventory and administrative supplies. Contribute to creating a positive and professional branch environment. Preferred Skills: Excellent customer service and interpersonal communication. Strong sales, negotiation, and relationship-building skills. Proficiency in MS Office (Excel, Word, PowerPoint). Problem-solving and analytical mindset. Time management and organizational efficiency. Ability to multitask in a fast-paced, target-driven environment. Attention to detail with a focus on accuracy and compliance. Adaptability to shifting priorities and operational needs. Sound understanding of financial products, services, and banking processes.

Function Summary Introduction: This function is a critical aspect of an organizations overall operations, responsible for driving long-term growth, aligning business activities with organizational goals, and ensuring operational efficiency. This function focuses on formulating, executing, and monitoring business strategies that steer the company towards achieving its mission and objectives. Job Summary The Senior Manager Quality and Process assurance is responsible for developing and implementing quality control procedures, monitoring and analyzing processes, and conducting audits in coordination with concerned stakeholders. Key Responsibilities Develop and Implement Quality Control Procedures: Create and maintain quality assurance standards and procedures to ensure compliance with industry regulations and company policies. Monitor and Analyze Processes: Regularly review and analyze operating processes to identify areas for improvement. Conduct Audits and Inspections: Perform regular audits and inspections to ensure adherence to established quality standards. Coordination with Departments: Work closely with various departments to address quality issues and implement effective solutions. Prepare Quality Reports: Compile and present quality reports to management, highlighting key findings and recommendations. Train Staff: Develop training materials and conduct training sessions on quality control processes and standards. Customer Feedback: Review customer feedback and implement necessary changes to improve service quality. Compliance: Ensure all processes comply with relevant regulations and standards. Key skills required Strong organizational and communication skills. Proficiency in process writing, audit / process assurance and quality assessment. Ability to analyse data and identify trends. Detail-oriented with strong problem-solving skills. Key Relationships Management (Internal /External) External: Process writing vendors Internal: Cross-functional teams Desired qualification and experience Education: Bachelor's degree (any stream), MBA or equivalent is preferred. Experience: Minimum of 3-5 years of experience in quality assurance, process management, preferably in the life insurance sector.

Key Responsibilities: Acquiring new customers under Small & Medium Enterprise Group Segment. Sourcing through open market & channel partners. Conduct sales promotion activities in open market and improve relationships through expos and events, various activities etc. Skills in CAM Preparation, Balance Sheet Analysis, Financial ratios, Security documentation and Scrutiny of security documents. Evaluating Financials and interaction with customer to understand the business and financials Interaction with the credit and ops team for sanction of fresh/renewals proposals and limit updation. Monitoring of File process and maintain TAT. Reporting of Competition and market information. Track sensitive customer accounts to control delinquency. Sourcing profitable business by balancing CoA with fee-based income. Implementing process for the sales and marketing operations and accountable for growth. Conduct market research and surveys to keep pace with the changing market trends and competitor moves. Selecting & deciding the right distribution channel for the product Achieve business targets in the designated territory via the existing dealer network, identifying new opportunities for growth. Develop and maintain the distribution network for the achievement of primary and secondary sales. Coordinated with customers to communicate the product, pricing and building brand image. Focused on customer satisfaction by handling customer feedback and minimizing customer grievances. Education Qualification(s) - A Master of Business Administration (MBA) or a Masters in Finance can provide an edge. Relevant Skills - Strong business acumen - Good communication skills - Possess effective interpersonal skills - Self-starter and motivated - Aggressive and competitive - Ability to handle stress - Strong Network building ability - Ability to work in a fast-paced, dynamic environment. - Ability to work and thrive with a focus on deliverables & aggressive deadlines. Relevant Experience - 5+ years of experience managing Sales & Business Development in NBFC / Banks. - Sound Knowledge of SME Loans, Business Loans, Working Capital Loan, Equipment Loan & Term Loan. - Direct Sales - Channel Management - Sales & Marketing Relationship Management

L2 - team handing role

We seeking for a person with strong domain knowledge in Insurance and financial Planning to work in a Virtual centre and manage the integrated Sales team across the Centre. A proactive approach is required in assessing learning and development needs, effectively aligning programs/interventions with business objectives, and creating/executing Training Modules in Bank Relationships Looking for a person with strong domain knowledge in Insurance & Financial Planning will be working in Virtual centre, managing the integrated Sales team across the Centre. Proactive approach required in assessing the learning & development needs, effectively aligning programs / interventions with business objectives and creating / executing the Training Modules in Bank Relationship.

The role is one level above the Branch Manager . Responsible for managing a team of Front Line Sales (FLS) . In larger branches, the Branch Manager along with their team will report to this role .

Job Title: Senior Manager Persistency (Content Development) Location: Mumbai Experience Required: 6 – 8 Years Function: Operations / Customer Engagement / Content Management Qualification: Graduate / Postgraduate Role Summary We are looking for a dynamic and experienced professional to lead the Content Development function within the Persistency team. This role involves overseeing the creation of compelling, compliant, and customer-centric communication across multiple channels. The ideal candidate will possess strong expertise in content strategy, creative development, campaign execution, vendor governance, and stakeholder engagement. Key Responsibilities Lead a content development team to produce targeted and engaging communication for customers, aligned with business goals. Explore and implement new digital and offline channels to enhance customer outreach and engagement. Design and manage customer communication campaigns aimed at improving policy renewals through non-intrusive, value-driven messaging. Track and optimize campaign performance using analytical tools, ensuring high ROI and persistency improvement. Ensure all content and communication activities comply with internal guidelines, audit norms, information security protocols, and regulatory requirements. Identify and lead special projects that contribute to persistency enhancement and operational efficiency. Manage vendor relationships: Conduct regular governance reviews, assess performance, and drive improvements and innovation across third-party partners. Oversee the timely clearance of vendor invoices and manage agreement renewals in coordination with compliance and procurement teams. Preferred Skills & Competencies Proven experience in content creation , campaign management , and communications strategy . Prior exposure to tools like Adobe Campaign Classic , Adobe Experience Manager (AEM) , Customer Journey Analytics , or other marketing automation platforms. Strong team leadership , stakeholder management , and vendor governance capabilities. Deep understanding of regulatory compliance , risk management , and audit controls in communication functions. Project management proficiency with the ability to handle multiple high-impact initiatives simultaneously. Advanced skills in MS Office Suite , with emphasis on data interpretation, reporting, and presentation. Strong verbal and written communication skills, with the ability to present insights and influence cross-functional stakeholders.

Individual role - Recruiting Insurance manager and distribution partner

Job Title: Senior Manager Underwriting Location: Mumbai Experience Required: 6 – 8 Years Function: Operations / Underwriting Qualification: Graduate (Postgraduate preferred) Role Summary We are seeking an experienced underwriting professional to lead and manage the distribution function within the underwriting department. The role demands strong expertise in risk assessment, turnaround time (TAT) adherence, sales support, complaint resolution, and cross-functional collaboration to ensure high-quality underwriting service delivery. Key Responsibilities Underwriting Leadership : Oversee end-to-end underwriting for new business and policy revival cases, ensuring accuracy, risk management, and timely decision-making. TAT & Quality Control : Monitor and enforce turnaround time and quality metrics for underwriting cases in alignment with service level agreements (SLAs). Productivity & KPIs : Drive performance for self and team against defined productivity and quality KPIs. Process Management : Contribute to process improvements, automation initiatives, and efficiency gains through system enhancements (e.g., Life Asia). Complaint & Query Resolution : Address and resolve complaints from internal stakeholders (e.g., sales teams) and external partners (e.g., banks, distribution partners) proactively. Sales Support : Manage underwriting query inboxes to support sales queries and ensure effective communication with distribution teams. System Implementation & Testing : Participate in UAT, BRS review, and other system enhancement activities related to underwriting platforms. Team Training & Development : Provide coaching, mentoring, and knowledge transfer to team members, enabling skill development and adherence to underwriting standards. Data Analysis & Reporting : Leverage data to identify trends, support decision-making, and drive operational efficiency. Collaboration : Coordinate with branch operations and sales teams to ensure seamless execution of underwriting and service processes. Preferred Skills & Competencies Strong leadership and team management experience. In-depth knowledge of life insurance underwriting processes and risk assessment. Familiarity with underwriting platforms, particularly Life Asia . Proficient in data management , reporting, and root cause analysis. Experience in sales collaboration , service delivery, and stakeholder management. Exposure to project management and automation initiatives . Excellent communication and interpersonal skills . Ability to handle complaints and queries with professionalism and responsiveness. Process-driven with attention to detail and quality.

Team handling min 10 cr of business in current origination min 2-year vintage in current origination

Individual role - Recruiting Insurance manager and distribution partner