Loan Officer Job Vacancies in Lucknow

As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%

Hiring: Relationship Officer MSME / LAP / Housing LoanDepartmentSales AssetsDesignationExecutive / Senior Executive / Assistant Manager IReporting ToSales ManagerRole OverviewThe Relationship Officer will be responsible for sourcing quality customers as per business targets while strictly following bank processes and policies. The role requires strong coordination with internal teams and maintaining long-term customer relationships.Product CategoriesRO MSME / LAPMinimum 1 year experience in MSME Loan / Loan Against Property (secured business loans).Must be handling Direct Market Sourcing (DST model).Strong understanding of MSME / LAP products, documentation, and sourcing mechanism.Exposure to Affordable MSME / Affordable LAP is mandatory.RO Housing LoanMinimum 1 year experience in Housing Loan / Mortgage Loan (secured).Must be handling Direct Market Sourcing (DST model).Good understanding of Housing Loan products, documentation, and sourcing process.Exposure to Affordable Housing Loan segment is mandatory.Key ResponsibilitiesSourcing loan customers as per business plan and targets.Maintaining strict credit discipline and ensuring zero default.Monitoring loan portfolio through regular visits and utilization checks.Ensuring compliance with policies and procedures.Handling complete documentation and file processing.Maintaining accurate records and timely reporting.Resolving customer queries and ensuring satisfaction.Completing loan formalities including explanation of terms, signature collection, and documentation.Performing additional tasks assigned by management.Eligibility & CriteriaGraduation in any stream (mandatory).Minimum 1 year relevant experience with proper relieving letter.23 years BFSI experience preferred.Maximum age: 30 years.CIBIL score: 700 or above.Employment gap should not exceed 4 months.Candidates must join at similar CTC.Avoid candidates from Personal Loan, Credit Card, Fresher, or Unsecured Loan background.Salary & BenefitsSalary up to 25,000 per month (depending on experience & last CTC).Fuel AllowanceMediclaimTerm InsuranceDocuments RequiredAadhaar Card & PAN Card (Copy)Last 3 months payslips / Latest increment letterCurrent organization offer letterExperience & Relieving letter of previous organization

As a Tele Sales Officer, you will be responsible for making outbound calls to potential customers to promote and sell products or services. You will need to engage with customers, provide information about products, answer questions, and close sales.Key Responsibilities:- Make outbound calls to potential customers.- Promote and sell products or services over the phone.- Engage with customers and build rapport.- Provide information about products and services.- Answer any questions customers may have.- Close sales and meet sales targets.Required Skills and Expectations:- Excellent communication skills.- Ability to persuade and close sales.- Patience and persistence.- Good listening skills.- Basic computer knowledge.- Ability to work independently and as part of a team.- Willingness to learn and adapt to different sales techniques.- Ability to handle rejection and remain positive.

We Have Opening In HDFC Sales Pvt. Ltd.,Position Available is Home loan Sales Officer and loan officer.Job Description:HDFC Sales Private Limited is a wholly owned subsidiary of HDFC Bank,offering financial management solutions to individuals and corporations.It focuses on areas like mortgages, life and general insurance, and other financial products.Established in 2004, HDFC Sales has grown to over 380 locations across IndiaA home loan, also known as a mortgage, is a type of secured loan used to finance the purchase, construction, or improvement of a propertyHDFC Bank offers home loan interest rates starting at 8.45% p.a. The interest rate can vary based on the type of loan, loan amountWork :Key responsibilities include identifying potential clients, explaining loan options, and managing the loan application process from start to finish.For ex: You can generate the leads in Builders, Real Estate Agents, Property Broker, Direct Selling Agents Etc.Note: Graduation Mandatory

Profile- Relationship Officer- MSMEKey Responsibilities:* Source MSME/small business loan leads through fieldwork* Meet customers, explain loan products, and collect documents* Conduct field verification of business and residence* Submit files for processing and follow up till disbursal* Cross-sell bank products like accounts and insurance* Ensure compliance with bank policies and credit normsWe are hiring for a leading bankRole: Relationship Officer HL / LAP / MortgageType: 100% Field SalesCTC: Up to 3 LPA + IncentivesLocation: Gorakhpur, Mahmoorganj, Deoria, Bareilly, Lucknow, Moradabad, Requirement: Graduate with Min. 1 yr exp in HL/LAP/Mortgage SalesInterested candidates can share their resume at *9759214475.Local & relevant candidates onlyReferences appreciated

We are Hiring, Sales Manager - DSA/DST- Channel: Near Prime & Affordable- Product: HL & Lap- Sourcing from DSA , Connecter, Builder or references- Candidate should earn incentives in last 3 months* Hr. Shivani -9429770204

1.Sales achievement personality 2. Leads generation negotiate with leads and close the deal 3.Handle pressure 4.Building strong relationship with clients 5.ability to develope and implement strategies 6. Result oriented 7.Strongly informed social activities,sales &marketing trends, values.

Roles & Responsibilities: - HL / Lap/ BLResponsible for calling on the Quality leads generated by the company for Home Loan product, end to end responsible from login to disbursement.Should be able to understand various business profiles of self-employed & non- professionals.End to end complete customer assessment by visiting his business place, residence and security proposed with ownership attitude.Ability to understand customers' needs, explain various products and convince them about the product offerings.Responsible for taking care of all the home loans requirements such as Home Loans documentation, Project Updates to customer, Site Visits, if required.Provide all the relevant information to the customer during various Lending Cycle.Provide all the Project approvals, financial, technical documentations as required by the bank or any financial institute.Establishing strong credibility between the organization and all leading financial institutions.Active counselling to home buyers on the potential of home loans and options available.Pursuing the files shared with banks for faster processing.Checking the CIBIL report of the customer.

Graduation is mandatoryExperienced candidates need to provide experience proof. Need non local candidates (Migrated candidates required)Male candidates onlyAge 21 to 31 years.Salary-11k to 13k in HandA driving License is mandatory.Android phone is compulsoryThe bike is compulsory.Male candidates only, Android phone is compulsory, Need non local candidates (Migrated candidates required), Experienced candidates need to provide experience proof., More Details Contact Us

generate lead of client , understand need of client ,sales to secured loan cross check paper document for sales loan , direct sales .b2cWe have also opening in Kanpur ,Varanasi, Etawah ,Raebareli

Job Position: Part-Time Business Development/ Sales Executives Requirements : 1. Must be 25 years of Age 2. Must have Business Development/Sales experience in BFSI ( Banking / Financial Services ) 3. Should know cold calling 4. Should be available to spend 4-5 Hours /day ( 10 AM to 7 PM ) Job type: Part Time ( Work from Home ), 5 Hours/Day Salary: Rs 8,000 / Monthly ( incentives on achieving Targets ) Leads: To be provided by the Company & self-referrals are preferred Location: Anywhere in India

Job Openings for 5 Relationship Manager minimum 1 Year Experience in ,loans,Mutual Funds Sales,Insurance or credit card sales Educational qualification : Any Bachelor Degree with Good knowledge in Financial analysisLocation LucknowGood communication and convincing skillsCandidate should have their own vehicle and valid driving License.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation

Indias diverse and comprehensive financial services industry is growing rapidly, owing to demand drivers (higher disposable incomes, customized financial solutions, etc.) and supply drivers (new service providers in existing markets, new financial solutions and products, etc.). The FNBS INDIA (Finolend Business Solution Pvt. Ltd.) comprises several key sub segments. These include, but are not limited to- mutual funds, pension funds, insurance companies, stock-brokers, wealth managers, financial advisory companies, and commercial banks- ranging from small domestic players to large multinational companies. The services are provided to a diverse client base- including individuals, private businesses and public organizations.Note: We are startup company, providing free of cost Banking Services at door step to our Client.We do not provide direct Banking Facilities, we do help to our clients to make Right decisions to avail the Needful Banking products, we are not a Bank, NBFC or any other Financial platform.We are just service provider to make customer's easier way to get Banking services at Door step without pay any service Fees.GENERAL DESCRIPTION Sales Executive Team Handling Sales Target Achievement on Daily Basis Target Must be Achieved at least 80% of Given Monthly Target to justify the Salary Payout Knowledge of Savings Bank Accounts, Credit Cards, Demat Accounts, Loans, Insurance Etc. must be Good.WORK EXPERIENCE REQUIREMENTS Two or more years experience with Open Market sourcing and Team Handiling Experience of Same aligned Products like Saving accounts, Credit cards Etc. Must be Required Having a good Market and Customers Types & Relation Network

Male / Female Both Can ApplyAge 18 -28Qualification - Graduation Pass can applyExperience -1-2 years Experience in Finance (Secured Loan / MSME Loan / Business Loan) Salary As per Last CTCOther Benefits - Attractive Incentive, Fuel ,PF,ESIC/Health Insurance & Other Benefits Document required Latest Resume,Color passport photo,Educational certificates,KYC documents (Driving License / Pan Card)Locations- Aligarh /Ayodhya / Azamgarh / Basti / Bulandshahar / Deoria / Gorakhpur /Haldwani / Jaunpur / Jhansi /Kanpur / Lucknow / Noida / Prayagraj / Saharanpur / Varanasi / Bijnor / Dehradun / Kashipur / Roorkee.Interested candidates can share their Cvs on

We are looking for 100 Bank Officer Posts in NEW DELHI,Udaipur, Rajasthan,Ludhiana, Punjab,Gurugram / Gurgaon, Haryana,Lucknow, Uttar Pradesh,CASA,Field Executive,Current Account,Saving Account,FD,LOAN,RD, with deep knowledge in CASA,Field Executive,Current Account,Saving Account,FD,LOAN,RD and Required Educational Qualification is : Other Bachelor Degree, B.A, B.Arch, B.C.A, B.B.A, B.Com

Hiring for a private sector bankProfile: Relationship officerCTC - upto 4 LPAQualification : min graduation

Urgently required experienced Field Loan Officers for a reputed Bank. 1. Should have minimum 1yr experience as Loan Officer (mortgage lending, banking)2. Should have worked on any of these loans: Home Loan Secured Loan LAP MSME loans Gold loans CASA. KCC CROP LOAN Business Secured loans. Insurance3. Should have two wheeler4. Should have worked with Bank or Finance companyAttractive salary package and incentives.

Designation : Area Sales Manager Loan Two wheeler, Three wheelerQualification : Any Graduate Exp: 3 to 5 Yrs Salary : 3 to 5LPA Industry : Banking/FinanceLocation : Lucknow, Uttar PradeshSkills : Excellent communication skills , Team handlingJob Role & Responsibilities :1. Managing a team2. Increase penetration & support Company in growing market share through frontline sales team.3. To ensure sale of finance schemes to customers (Within & Outside dealership) as per the targets through the front line sales team4. Maintain & improve the relationship with the dealers through frontline sales team5. Resolve the issues escalated by frontline sales team & the dealers.6. Acquiring more customers through ADC/Rural channel7. Market intelligence / planning & executing activities, lead generation/sourcing8. Managing the team of executives w.r.t. compliance/policy adherence & regular network visits & managing DCC portfolio9. FEMI/NS collection of FEMI bounce case & nonstarter (DCC/NDCC)10. Resolution of customer complaints.11. Coordinate with training team to improve the efficiency of the frontline sales team12. Interview & Selects DMAs/CSMs and recommend the same to RM & HO for final approval13. Understand various reports & take corrective action with the dealership & frontline sales team14. Maintain & improve the productivity of front line sales team15. Responsible for PDD i.e., post disbursal docs viz., RC details etc.16. Update RMs on daily/weekly basis w.r.t. Targets vs Achieved & escalate the issues to them

Industry - Banking SectorBank Name - Utkarsh Small Finance BankProfile - Sales Officer & Senior Sales OfficerQualification - Graduate With Good English Communication Skill.Experience - Minimum 1 Year Any Banking SectorSalary - 16000/- to 22000/- + ESIC+ PF +IncentiveGender - Male & Female Can ApplyLocation - Delhi, Rajasthan, Lucknow, Bareilly, Moradabad, AgraDuties & Responsibilities-----Utkarsh Small Finance Bank is a proud solitary Small Finance Bank from Varanasi. Established in 2009 with the mission to empower the low-income group financially, it has reached to new heights today. The objective of our bank is 'Ummeed' - giving hope to customers for fulfilling their dreams and needs.Note - Charges ApplyOnly Serious Candidate Can Apply

Job Role:1. Responsible for lane to lane/ Area mapping of Area/ Geography at regularintervals with the help of supervisor. Identify new sources in the allocated Area/Geography and inform the progress to reporting manager during team huddle.2. Source Relationship Management:Responsible for managing the relationship with all sources assigned andidentified by him in his geography/area.3. Maintain Reports:Responsible for maintaining reports related to sales and all his activities in theprescribed format. Should maintain diary on daily basis in the prescribed formatof activities.4. Channel Partner Recruitment:Responsible for identiifying the need for appointment of a channel partner5. Team Huddle:Responsible for attending team huddle on a daily basis as per the set process.6. Customer Relationship Management:Responsible for enhancing the customer experience by developing andmaintaining relationship with customers.7. Completion of File:Responsible for submission of complete application form, documentations andinformation.Candidate Eligibility:1. The candidate must be a graduate pass out from any stream.2. 0.6 to 1 Year of experience in sales is preferred3. The job requires extensive traveling so the candidate must be willing to travelwithin the city.4. Candidate must have good communication skills.

Relationship Officer- HL/ LAPResponsibilities:* Sales Generation: Actively promote and promote Home Loans and Loan Against Property merchandise to capability clients.* Client Engagement: Identify and interact with potential clients to recognize their monetary needs and advise suitable solutions.* Relationship Management: Build and keep robust relationships with customers to foster purchaser loyalty and repeat organization.* Market Analysis: Stay updated on marketplace dispositions and competitor services to correctly function economic institution products.* Documentation: Assist clients with the mortgage software manner, making sure all required documentation is gathered and submitted as it ought to be.* Cross-Selling: Promote greater banking products and services that align with client wishes.* Customer Support: Provide top-notch put-up-income help to make certain clients pleasure and deal with any queries or concerns.

Profile :- Sales Officer Job Role :- this is field sales profile . visit in the open market and sell the home loan products to the customer and sell the other banking products .

Name: HDFC Sales Pvt. Ltd.,(On roll Job)Job DescriptionHDFC Sales Private Limited is a wholly owned subsidiary of HDFC Bank,offering financial management solutions to individuals and corporations.It focuses on areas like mortgages, life and general insurance, and other financial products.Established in 2004, HDFC Sales has grown to over 380 locations across IndiaA home loan, also known as a mortgage, is a type of secured loan used to finance the purchase, construction, or improvement of a propertyHDFC Bank offers home loan interest rates starting at 8.45% p.a. The interest rate can vary based on the type of loan, loan amountWork :Key responsibilities include identifying potential clients, explaining loan options, and managing the loan application process from start to finish.For ex: You can generate the leads in Builders, Real Estate Agents, Property Broker, Direct Selling Agents Etc.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender