Uttar Pradesh Loan specialist Jobs – 22 Open Jobs Today

Senior Associate, Treasures Bancassurance Specialist, Consumer Banking Group
DBS Bank —Noida, Uttar Pradesh
- Full-time
- Master's degree
- Bachelor's degree
- MBA
Personal Loan - Team Lead (Sales)
WeCredit —Noida, Uttar Pradesh
- Full-time
- Customer service
- Finance
- 12th Pass
- Paid time off
Quick apply
12d
Sr. Associate - FCRM 5B
Genpact India Pvt. Ltd. —Noida, Uttar Pradesh
- Full-time
- Hybrid work
- English
- Finance
- Master's degree
Quick apply
Front Line Manager - Customer Care - Voice 4C
Genpact India Pvt. Ltd. —Noida, Uttar Pradesh
- Full-time
- Customer service
- English
- Bachelor's degree
Quick apply
AVP, Treasures RM (Licensed, Sales Incentive) (RG0168)
DBS Bank —Noida, Uttar Pradesh
- Full-time
- Sales
- Master's degree
- Bachelor's degree
Assistant Vice President, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Noida, Uttar Pradesh
- Full-time
- Sales
- Master's degree
- Bachelor's degree
Senior Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Noida, Uttar Pradesh
- Full-time
- Sales
- Master's degree
- Bachelor's degree
Senior Associate, Treasures Relatioship Manager, Consumer Banking Group
DBS Bank —Noida, Uttar Pradesh
- Full-time
- Sales
- Master's degree
- Bachelor's degree
Associate - BCM - Commercial Leasing & Lending 5A
Genpact India Pvt. Ltd. —Noida, Uttar Pradesh
- Full-time
- English
- Finance
- Master's degree
Quick apply
5d
Specialist - F&A - R2R - External Reporting 4B
Genpact India Pvt. Ltd. —Noida, Uttar Pradesh
- Full-time
- Hybrid work
- English
- Finance
- Master's degree
Quick apply
Specialist - BCM - Commercial Leasing & Lending 4A
Genpact India Pvt. Ltd. —Noida, Uttar Pradesh
- Full-time
- Hybrid work
- English
- Microsoft Office
- Finance
Quick apply
10d
Officer, Specialist, Contact Centre, Corporate Banking, Technology and Operations
DBS Bank —Bank, Uttar Pradesh
- Full-time
- Master's degree
- Bachelor's degree
- Communication skills
4d
Security Specialist Engineer
Ericsson —Noida, Uttar Pradesh
- AWS
- Computer networking
- Linux
Gynecologist
MedoPlus Services Private Limited —Bara Banki, Uttar Pradesh
- Up to ₹24,00,000 a year
- Full-time
- Medicine
- Analysis skills
- In-person
Quick apply
Executive, Accounts Receivable
Landis+Gyr —Noida, Uttar Pradesh
- Microsoft Excel
- Bachelor's degree
- Continuous improvement
- Flexible schedule
Relationship Manager & Branch sales manager
gHRig People Solutions —Lucknow, Uttar Pradesh
- ₹4,00,000 a year
- Full-time
- Sales
- Communication skills
Quick apply
Relationship Manager
gHRig People Solutions —Newara, Uttar Pradesh
- Full-time
- Communication skills
Quick apply
Customer Support Specialist Hindi Voice ( Freshers Welcome )
Bank_SBI —Noida, Uttar Pradesh
- Up to ₹18,000 a month
- Full-time
- Customer service
- Master's degree
- Bachelor's degree
- Cell phone reimbursement
Quick apply
17h
Branch sales manager
gHRig People Solutions —Ghaziabad, Uttar Pradesh
- ₹3,50,000 a year
- Full-time
- Communication skills
Quick apply
12d
Process Associate
Genpact India Pvt. Ltd. —Noida, Uttar Pradesh
- Full-time
- English
- Finance
- Master's degree
Quick apply

I want to receive the latest job alerts for loan specialist in uttar pradesh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

loan specialist jobs near uttar pradesh

Branch Manager jobs in Lucknow, Uttar Pradesh

Security Engineer jobs in Noida, Uttar Pradesh

Customer Specialist jobs in Chandigarh, Chandigarh

Customer Specialist jobs in Delhi

Clinical Specialist jobs in Bengaluru, Karnataka

Customer Relationship Executive jobs in Pune, Maharashtra

Customer Specialist jobs in Coimbatore, Tamil Nadu

Customer Specialist jobs in Lajpat Nagar, Delhi, Delhi

Treasurer jobs in Delhi, Delhi

School, College Clerk jobs in Punjab

Government Accounts jobs in Orissa

Accounts Receivable Clerk jobs in Noida Sector 62, Noida, Uttar Pradesh

Accounts Receivable Clerk jobs in Dwarka, Delhi, Delhi

School Accounts jobs in Ghaziabad, Uttar Pradesh

Accounts Receivable Clerk jobs in Sahibabad, Ghaziabad, Uttar Pradesh

School Accounts jobs in Hyderabad, Telangana

Accounts Receivable Clerk jobs in Gurugram, Haryana

Relationship Manager jobs in Airoli, Navi Mumbai, Maharashtra

Relationship Manager jobs in Ludhiana, Punjab

Zudio, Store Manager jobs in Bengaluru, Karnataka

Senior Associate, Treasures Bancassurance Specialist, Consumer Banking Group

DBS Bank -
Noida, Uttar Pradesh

Apply Now

Job details

Full-time

Qualifications

Financial planning
CSS
Master's degree
Customer segmentation
Bachelor's degree
Bancassurance
MBA
Banking

Full job description

Business Function

As a leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Job Purpose

Insurance counsellor is the local insurance specialist for Bancassurance Business to enable Insurance objectives of the region / cluster/ branch location allocated.
Would be directly responsible for achieving the insurance revenue target for the region / cluster/ branch location allocated.

Key Accountabilities

Accountable for achieving monthly & annual Banca sales targets, as agreed. Target comprises of New Business revenues from LI & GI and Renewal income targets
Ensure proper implementation & execution of insurance monthly strategy, across all channels and locations.
Sourcing of Insurance proposals strictly withing the approved Banca process and products.
Ensure implementation at the Branch the timely sessions and attendance of eligible participants for knowledge / skilling sessions of Specified psrson and managers.
Prospect list identification, book scoping with RMs basis the strategy for the month through Joint sitting with TLs.
Working with RHs, CHs and TLs to execute business development activities as per the monthly plan aimed at generating insurance prospects and follow by action plan to convert the prospects to clients of insurance.
Ensure proper sales spread between products mix aimed at maximizing revenue earnings of Bancassurance products and creating a sustainable revenue flow for the branch through renewals.
Sustained increases in insurance penetration of existing through cross sell and up sell of insurance products including Online insurance plans.
Drive and deliver a radical improvement in customer service in the local market which is reflected in CSS score of 4.20 or above for insurance products.
Ensure highest levels of persistency by facilitating timely collection of renewal premium and enable client contact management for insurance clients.
Timely resolution of client complaints on insurance and escalation of the same to insurer through the Bancassurance team.
Ensure regulatory compliance by timely IRDA Certification & Renewal of Certificates of sales staff as Specified Person for DBS as a Corporate Agent.

Job Duties & Responsibilities

Core responsibility of DBS Insurance Counselor is to ensure alignment of self and Insurer ICs on the execution key levers as per Banca strategy at DBS Bank.
Demonstrate the inputs at the Branch with an average of minimum of 3 insurance calls per day for the month.
Facilitate IRDA certification of new joinees within 3 months of their joining DBS and track for timely renewal of certificates.
Facilitate product & KYC/AML training for new joinees within 1 month of their joining DBS.
Initiates identification and development of new business segments and geographical areas to generate business opportunities
Manage customer’s issues on service or insurance needs. Escalate to Banca team if required.
Ensure training & briefing on all product launches & upgrades at the Branch.
Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries and update Front line sales on the same.
Facilitate TRM activation through the referral of On-line insurance products of the insurer to enable mindshare of TRMs.
Ensure internal & regulatory compliance and adherence to internal DBS Sales process.
Track and review insurance penetration of client base for RM by identifying prospects from base and cross selling to existing DBS clients.
Facilitate customer segmentation for insurance products and help in specific sales pitches to respective segments through the Tablet application developed by the insurer.
Ensure follow up for renewal premiums to increase persistency and subsequent renewal revenues.
Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks / insurers. These updates to be shared with front line team and Banca team at regular intervals.

Requirements:

Experience in Retail banca sales, HNI Sales, Wealth Management and Private Banking segment.
Sound understanding of financial planning and wealth management products in India
In-depth knowledge of local market and competition.
AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage

Education / Preferred Qualifications

Graduate / Post Graduate with MBA in relevant field

DBS India - Culture & Behaviors

Performance through Value Based Propositions
Ensure customer focus by delighting customers & reduce complaints
Build pride and passion to protect, maintain and enhance DBS’ image and reputation
Enhance knowledge base, build skill sets & develop competencies
Execute at speed while maintaining error free operations

Location:

Noida-DBIL

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time

Apply Now

Refine Your Search

loan specialist jobs in uttar pradesh

Senior Associate, Treasures Bancassurance Specialist, Consumer Banking Group

Personal Loan - Team Lead (Sales)

Sr. Associate - FCRM 5B

Front Line Manager - Customer Care - Voice 4C

AVP, Treasures RM (Licensed, Sales Incentive) (RG0168)

Assistant Vice President, Treasures Relationship Manager, Consumer Banking Group

Senior Associate, Treasures Relationship Manager, Consumer Banking Group

Senior Associate, Treasures Relatioship Manager, Consumer Banking Group

Associate - BCM - Commercial Leasing & Lending 5A

Specialist - F&A - R2R - External Reporting 4B

Specialist - BCM - Commercial Leasing & Lending 4A

Officer, Specialist, Contact Centre, Corporate Banking, Technology and Operations

Security Specialist Engineer

Gynecologist

Executive, Accounts Receivable

Relationship Manager & Branch sales manager

Relationship Manager

Customer Support Specialist Hindi Voice ( Freshers Welcome )

Branch sales manager

Process Associate

I want to receive the latest job alerts for loan specialist in uttar pradesh

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected