Retained Finance India
Oetiker·Khalapur, Maharashtra
- Can I apply
- Needs CA Intermediate or B.Com · 5–9 yrs
- Pay
- Pay not stated
- Source
- From the company's careers page · 1 week ago
- How to apply
- On Oetiker's site: short form, ~5 min
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About the role
Servicing Branch Customers, Drives new‐to‐bank acquisition for CASA/TD/loans through referrals and cross‑sell; maintains a service‑oriented portfolio with proactive engagement and lead conversion. Servicing Branch Customers and maintaining branch operation in-line with Audit Compliance requirements. Execute area mapping, cold calls and BTL activities to meet acquisition targets.
What you'll do
- Execute area mapping, cold calls and BTL activities to meet acquisition targets
- Manage assigned portfolio for balances, usage and service requests within TAT
What you need
- 1–5 yrs of experience
- Cross-selling
- KYC
- Audit
- Compliance
- Insurance
- Any graduate
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