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Relationship Manager - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Communication, Networking, Negotiation, Follow Up, Working Capital Finance, Balance Sheet Analysis, Mortgage Lending, Property Law, Legal Aspects
Specialization
The ideal candidate must be self-motivated, high-energy, and possess excellent communication skills in English, Hindi, and the local language. A deep understanding of working capital finance, balance sheet analysis, and the legal aspects of mortgage lending is required for this field-intensive role.
Experience Required
Minimum 2 year(s)
Sr. Sales Executive - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND R at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Tractor Finance, Crop Finance, Retail Finance, Vehicle Finance, Scv Vehicles, Used Vehicle Finance, Refinance, Sales
Specialization
Candidates must possess a minimum of two to three years of experience specifically in Tractor and Crop Finance products and business operations. Essential knowledge includes the entire lifecycle of SCV Vehicles and used vehicle finance, covering both new/refinance and used vehicle business markets.
Experience Required
Minimum 2 year(s)
Collections Executive - Tractor and Crop Finance-Tractors and Farm Equipmen at Kotak Mahindra Bank
Palanpur, gujarat, India - Full Time
Skills Needed
Collections, Finance, Recovery, Portfolio Quality, Customer Convincing
Specialization
Candidates must possess a passion for collections and be willing to take on challenges and responsibility, demonstrating the ability to convince customers to adhere to payment terms. A minimum of a graduate degree and 1 to 3 years of experience are required.
Collections Executive - Tractor and Crop Finance-Tractors and Farm Equipmen at Kotak Mahindra Bank
Palanpur, gujarat, India - Full Time
Skills Needed
Collections, Finance, Recovery, Portfolio Quality, Customer Convincing
Specialization
Candidates must possess a passion for collections and be willing to take on challenges and responsibility, demonstrating the ability to persuade customers to meet payment terms. A minimum of a graduate degree and 1 to 3 years of experience are required.
Collections Executive - Tractor and Crop Finance-Tractors and Farm Equipmen at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Collections, Customer Persuasion, Portfolio Management, Audit Compliance, Financial Procedures, Negotiation
Specialization
Candidates must possess a graduate degree and 1-3 years of relevant experience. Strong communication skills and the ability to convince customers to meet payment terms are essential.
Global Finance and Business Management - Commercial and Investment Bank at JPMC Candidate Experience page
New York, New York, United States - Full Time
Skills Needed
Product Control, Financial Control, P&L Analysis, Risk Analysis, Balance Sheet Analysis, Funding Analysis, Financial Reporting, Process Improvement, Microsoft Excel, Accounting, Fixed Income Financing, Data Analysis, Communication Skills, Stakeholder Management, Control Focus
Specialization
Candidates must have at least 3 years of experience in product control, financial control, or accounting, along with a bachelor's degree in a related field. Proficiency in Microsoft Excel and strong analytical skills are required, with a solid understanding of financial products like repos, swaps, and bonds being preferred.
Experience Required
Minimum 2 year(s)
Relationship Manager - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Retail Sales, Tractor Finance, Crop Finance, Relationship Management, Retail Liabilities, Financial Instruments, Customer Service, Branch Administration, Cross Selling, Deposit Pool Management, Leadership, Agricultural Finance
Specialization
The ideal candidate should have a strong background in retail liabilities and a deep understanding of financial instruments. Excellent leadership skills and experience in customer service cycles are required for this role.
Experience Required
Minimum 2 year(s)
Relationship Manager - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Retail Sales, Tractor Finance, Crop Finance, Relationship Management, Retail Liabilities, Financial Instruments, Customer Service, Branch Administration, Cross Selling, Deposit Pool Management, Leadership
Specialization
The ideal candidate should possess a strong background in retail liabilities and a deep understanding of financial instruments. Excellent leadership skills and experience in customer service cycles are required for this role.
Experience Required
Minimum 2 year(s)
Collections Executive - Tractor and Crop Finance-Tractors and Farm Equipmen at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Collections, Customer Negotiation, Portfolio Management, Audit Compliance, Communication, Problem Solving
Specialization
Candidates must hold a bachelor's degree and possess 1-3 years of relevant experience. Strong negotiation skills and a willingness to handle challenging collection tasks are essential.
Investments and Debt Finance Senior Specialist, Asia and the Pacific [Open at UNDP
Bangkok, , Thailand - Full Time
Skills Needed
Sustainable Finance, Thematic Bond Issuance, Debt Finance, Green Bonds, Financial Analysis, Blended Finance, Market Analysis, Policy Reform, Project Management, Stakeholder Engagement, Capacity Building, Monitoring And Reporting, Strategic Planning, Investment Assessment, Fixed Income Markets
Specialization
Candidates must hold an advanced university degree in finance, economics, or a related field, or a bachelor's degree with additional qualifying experience. A minimum of 7 to 9 years of professional experience in sustainable finance or thematic bond issuance is required.
Experience Required
Minimum 5 year(s)
Senior Accounting & Reporting Specialist – Central Accounting at Delivery Hero
Berlin, , Germany - Full Time
Skills Needed
General Ledger Accounting, Ifrs, Hgb, Sap S/4hana, Financial Reporting, Month End Closing, Accruals, Provisions, Account Reconciliation, Financial Statements, Audit Support, Onestream, Analytical Skills, Problem Solving, Intercompany Recharges, Lease Accounting
Specialization
Candidates must hold a degree in Accounting, Finance, or Business Administration with at least 6 years of relevant experience in general ledger accounting. Proficiency in both German and English, along with strong technical knowledge of HGB and IFRS, is required.
Experience Required
Minimum 5 year(s)
Senior Accounting & Reporting Specialist – Central Accounting at Delivery Hero
Berlin, , Germany - Full Time
Skills Needed
Accounting, Financial Reporting, Fair Value Accounting, Amortized Cost Accounting, Financial Instruments, Provisions, Ifrs 16 Lease Accounting, Intercompany Recharges, M&A Contract Analysis, Hgb Reporting, Ifrs Reporting, Month End Close, Account Reconciliations, Gl Account Analysis, Sap S/4hana, Process Improvement
Specialization
Candidates must possess a degree in Accounting, Finance, or Business Administration along with at least 6 years of hands-on general ledger accounting experience, preferably within an international group headquarters or listed parent company. Fluency in both German and English is mandatory, alongside strong technical expertise in HGB and solid practical IFRS knowledge.
Experience Required
Minimum 5 year(s)
Senior Accounting & Reporting Specialist – Central Accounting at Delivery Hero
Berlin, , Germany - Full Time
Skills Needed
General Ledger Accounting, Financial Statements Preparation, Ifrs Reporting, Hgb Accounting, Month End Close, Accruals, Provisions, Account Reconciliations, Gl Account Analysis, External Audit Support, Sap S/4hana, Process Improvement, Automation, Financial Instruments Accounting, M&A Contract Analysis
Specialization
Candidates must possess a degree in Accounting, Finance, or Business Administration, coupled with at least six years of hands-on general ledger accounting experience, preferably within an international group headquarters. Strong technical knowledge of both HGB and IFRS accounting standards is mandatory, along with fluency in both German and English.
Experience Required
Minimum 5 year(s)
Finance Business Partner - Operations at Co-Operative Bulk Handling Limited
Perth, Western Australia, Australia - Full Time
Skills Needed
Financial Planning, Analysis, Reporting, Stakeholder Management, Excel, Power Bi, Sap, Oracle, Budgeting, Forecasting, Month End Reporting, Reconciliation
Specialization
Requires an accounting degree and CA or CPA qualification with experience in financial planning and analysis. Proficiency in Excel and Power BI is essential, with SAP or Oracle experience being beneficial.
Experience Required
Minimum 2 year(s)
Customer Service Executive - UCV Finance - UCV Finance - Motor Finance - Sa at Tata Capital
Raichur, karnataka, India - Full Time
Skills Needed
Communication Skill, Negotiation Skill, Market Knowledge, Industry Knowledge, Analytical Skill, Product Knowledge, Execution Excellence, Customer Centricity, Lead Generation, Customer Relationship Management, Cross Selling, Dealer Relationship Management, Data Entry, Stakeholder Management
Specialization
Candidates must be any graduate with 0-2 years of experience specifically in Vehicle Sales, requiring strong functional skills like communication, negotiation, and product knowledge. Essential hiring parameters include comfort with market movement, a learning attitude, possession of a bike and license, and good knowledge of RTO and the product.
Customer Service Executive - UCV Finance - UCV Finance - Motor Finance - Sa at Tata Capital
Raichur, karnataka, India - Full Time
Skills Needed
Communication Skill, Negotiation Skill, Market Knowledge, Analytical Skill, Product Knowledge, Execution Excellence, Customer Centricity, Lead Generation, Customer Relationship Management, Dealer Relationship Management, Data Entry, Stakeholder Management
Specialization
Candidates must be any graduate with 0-2 years of experience specifically in Vehicle Sales, requiring strong functional skills like communication, negotiation, and product knowledge. Essential hiring parameters include comfort with market movement, a learning attitude, possession of a bike and license, and good knowledge of RTO procedures.
Customer Service Executive - UCV Finance - UCV Finance - Motor Finance - Sa at Tata Capital
Chhatarpur, Madhya Pradesh, India - Full Time
Skills Needed
Lead Generation, Business Development, Dealer Relationship Management, Document Updation, Collection Management, Portfolio Maintenance, Scheme Communication, Sales Training, Customer Needs Assessment, Finance Scheme Explanation, Mis Reporting, Productivity Tracking
Specialization
The role requires understanding customer needs to properly explain finance schemes and ensuring the correct implementation and training on all finance schemes at the dealer level. Candidates must meet minimum productivity metrics, including maintaining targeted login-to-conversation ratios.
Customer Service Executive - UCV Finance - UCV Finance - Motor Finance - Sa at Tata Capital
, karnataka, India - Full Time
Skills Needed
Communication Skill, Negotiation Skill, Market Knowledge, Analytical Skill, Product Knowledge, Execution Excellence, Customer Centricity, Lead Generation, Customer Relationship Management, Cross Selling, Dealer Relationship Management, Deal Processing, Data Entry, Stakeholder Management
Specialization
Candidates must be any graduate with 0-2 years of work experience specifically in Vehicle Sales, and must be comfortable moving in the market. Essential requirements include possessing a bike and license, good knowledge of RTO regulations, and strong product knowledge.
Customer Service Executive - UCV Finance - UCV Finance - Motor Finance - Sa at Tata Capital
Hyderabad, Telangana, India - Full Time
Skills Needed
Customer Service, Sales
Specialization
The primary requirement is fulfilling the role of a Customer Service Executive for Motor Finance sales operations. Specific experience or educational prerequisites are not detailed in the provided description.
Customer Service Executive - UCV Finance - UCV Finance - Motor Finance - Sa at Tata Capital
Jamnagar, gujarat, India - Full Time
Skills Needed
Lead Generation, Business Development, Relationship Management, Sales, Document Management, Portfolio Management, Customer Guidance, Training, Mis Reporting, Finance Schemes, Communication
Specialization
The candidate is expected to manage dealer counters, provide training to sales teams, and ensure accurate reporting of lead status. They must meet productivity targets and maintain a healthy portfolio through timely communication and customer guidance.
Relationship Manager - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND at Kotak Mahindra Bank
, maharashtra, India -
Full Time

Start Date

Immediate

Expiry Date

19 May, 26

Salary

0.0

Posted On

18 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication, Networking, Negotiation, Follow-up, Working Capital Finance, Balance Sheet Analysis, Mortgage Lending, Property Law, Legal Aspects

Industry

Banking

Description
We are seeking a high-energy, self-motivated Relationship Manager – TFE to drive quality business in the MSME segment, specifically targeting Agri-related industries, food processing units, and manufacturing sectors. The ideal candidate will be a strong team player with excellent communication skills in English, Hindi, and the local language, and possess a deep understanding of working capital finance, balance sheet analysis, and property/legal aspects of mortgage lending. This role is field-intensive (80% field, 20% office) and demands strong networking, negotiation, and follow-up skills to ensure consistent business sourcing and customer satisfaction.
Responsibilities
The Relationship Manager will be responsible for driving quality business within the MSME segment, focusing on Agri-related industries, food processing units, and manufacturing sectors. This involves consistent business sourcing and ensuring customer satisfaction through strong field presence and relationship management.
Relationship Manager - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Communication, Networking, Negotiation, Follow Up, Working Capital Finance, Balance Sheet Analysis, Mortgage Lending, Property Law, Legal Aspects
Specialization
The ideal candidate must be self-motivated, high-energy, and possess excellent communication skills in English, Hindi, and the local language. A deep understanding of working capital finance, balance sheet analysis, and the legal aspects of mortgage lending is required for this field-intensive role.
Experience Required
Minimum 2 year(s)
Sr. Sales Executive - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND R at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Tractor Finance, Crop Finance, Retail Finance, Vehicle Finance, Scv Vehicles, Used Vehicle Finance, Refinance, Sales
Specialization
Candidates must possess a minimum of two to three years of experience specifically in Tractor and Crop Finance products and business operations. Essential knowledge includes the entire lifecycle of SCV Vehicles and used vehicle finance, covering both new/refinance and used vehicle business markets.
Experience Required
Minimum 2 year(s)
Collections Executive - Tractor and Crop Finance-Tractors and Farm Equipmen at Kotak Mahindra Bank
Palanpur, gujarat, India - Full Time
Skills Needed
Collections, Finance, Recovery, Portfolio Quality, Customer Convincing
Specialization
Candidates must possess a passion for collections and be willing to take on challenges and responsibility, demonstrating the ability to convince customers to adhere to payment terms. A minimum of a graduate degree and 1 to 3 years of experience are required.
Collections Executive - Tractor and Crop Finance-Tractors and Farm Equipmen at Kotak Mahindra Bank
Palanpur, gujarat, India - Full Time
Skills Needed
Collections, Finance, Recovery, Portfolio Quality, Customer Convincing
Specialization
Candidates must possess a passion for collections and be willing to take on challenges and responsibility, demonstrating the ability to persuade customers to meet payment terms. A minimum of a graduate degree and 1 to 3 years of experience are required.
Collections Executive - Tractor and Crop Finance-Tractors and Farm Equipmen at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Collections, Customer Persuasion, Portfolio Management, Audit Compliance, Financial Procedures, Negotiation
Specialization
Candidates must possess a graduate degree and 1-3 years of relevant experience. Strong communication skills and the ability to convince customers to meet payment terms are essential.
Global Finance and Business Management - Commercial and Investment Bank at JPMC Candidate Experience page
New York, New York, United States - Full Time
Skills Needed
Product Control, Financial Control, P&L Analysis, Risk Analysis, Balance Sheet Analysis, Funding Analysis, Financial Reporting, Process Improvement, Microsoft Excel, Accounting, Fixed Income Financing, Data Analysis, Communication Skills, Stakeholder Management, Control Focus
Specialization
Candidates must have at least 3 years of experience in product control, financial control, or accounting, along with a bachelor's degree in a related field. Proficiency in Microsoft Excel and strong analytical skills are required, with a solid understanding of financial products like repos, swaps, and bonds being preferred.
Experience Required
Minimum 2 year(s)
Relationship Manager - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Retail Sales, Tractor Finance, Crop Finance, Relationship Management, Retail Liabilities, Financial Instruments, Customer Service, Branch Administration, Cross Selling, Deposit Pool Management, Leadership, Agricultural Finance
Specialization
The ideal candidate should have a strong background in retail liabilities and a deep understanding of financial instruments. Excellent leadership skills and experience in customer service cycles are required for this role.
Experience Required
Minimum 2 year(s)
Relationship Manager - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Retail Sales, Tractor Finance, Crop Finance, Relationship Management, Retail Liabilities, Financial Instruments, Customer Service, Branch Administration, Cross Selling, Deposit Pool Management, Leadership
Specialization
The ideal candidate should possess a strong background in retail liabilities and a deep understanding of financial instruments. Excellent leadership skills and experience in customer service cycles are required for this role.
Experience Required
Minimum 2 year(s)
Collections Executive - Tractor and Crop Finance-Tractors and Farm Equipmen at Kotak Mahindra Bank
, maharashtra, India - Full Time
Skills Needed
Collections, Customer Negotiation, Portfolio Management, Audit Compliance, Communication, Problem Solving
Specialization
Candidates must hold a bachelor's degree and possess 1-3 years of relevant experience. Strong negotiation skills and a willingness to handle challenging collection tasks are essential.
Investments and Debt Finance Senior Specialist, Asia and the Pacific [Open at UNDP
Bangkok, , Thailand - Full Time
Skills Needed
Sustainable Finance, Thematic Bond Issuance, Debt Finance, Green Bonds, Financial Analysis, Blended Finance, Market Analysis, Policy Reform, Project Management, Stakeholder Engagement, Capacity Building, Monitoring And Reporting, Strategic Planning, Investment Assessment, Fixed Income Markets
Specialization
Candidates must hold an advanced university degree in finance, economics, or a related field, or a bachelor's degree with additional qualifying experience. A minimum of 7 to 9 years of professional experience in sustainable finance or thematic bond issuance is required.
Experience Required
Minimum 5 year(s)
Senior Accounting & Reporting Specialist – Central Accounting at Delivery Hero
Berlin, , Germany - Full Time
Skills Needed
General Ledger Accounting, Ifrs, Hgb, Sap S/4hana, Financial Reporting, Month End Closing, Accruals, Provisions, Account Reconciliation, Financial Statements, Audit Support, Onestream, Analytical Skills, Problem Solving, Intercompany Recharges, Lease Accounting
Specialization
Candidates must hold a degree in Accounting, Finance, or Business Administration with at least 6 years of relevant experience in general ledger accounting. Proficiency in both German and English, along with strong technical knowledge of HGB and IFRS, is required.
Experience Required
Minimum 5 year(s)
Senior Accounting & Reporting Specialist – Central Accounting at Delivery Hero
Berlin, , Germany - Full Time
Skills Needed
Accounting, Financial Reporting, Fair Value Accounting, Amortized Cost Accounting, Financial Instruments, Provisions, Ifrs 16 Lease Accounting, Intercompany Recharges, M&A Contract Analysis, Hgb Reporting, Ifrs Reporting, Month End Close, Account Reconciliations, Gl Account Analysis, Sap S/4hana, Process Improvement
Specialization
Candidates must possess a degree in Accounting, Finance, or Business Administration along with at least 6 years of hands-on general ledger accounting experience, preferably within an international group headquarters or listed parent company. Fluency in both German and English is mandatory, alongside strong technical expertise in HGB and solid practical IFRS knowledge.
Experience Required
Minimum 5 year(s)
Senior Accounting & Reporting Specialist – Central Accounting at Delivery Hero
Berlin, , Germany - Full Time
Skills Needed
General Ledger Accounting, Financial Statements Preparation, Ifrs Reporting, Hgb Accounting, Month End Close, Accruals, Provisions, Account Reconciliations, Gl Account Analysis, External Audit Support, Sap S/4hana, Process Improvement, Automation, Financial Instruments Accounting, M&A Contract Analysis
Specialization
Candidates must possess a degree in Accounting, Finance, or Business Administration, coupled with at least six years of hands-on general ledger accounting experience, preferably within an international group headquarters. Strong technical knowledge of both HGB and IFRS accounting standards is mandatory, along with fluency in both German and English.
Experience Required
Minimum 5 year(s)
Finance Business Partner - Operations at Co-Operative Bulk Handling Limited
Perth, Western Australia, Australia - Full Time
Skills Needed
Financial Planning, Analysis, Reporting, Stakeholder Management, Excel, Power Bi, Sap, Oracle, Budgeting, Forecasting, Month End Reporting, Reconciliation
Specialization
Requires an accounting degree and CA or CPA qualification with experience in financial planning and analysis. Proficiency in Excel and Power BI is essential, with SAP or Oracle experience being beneficial.
Experience Required
Minimum 2 year(s)
Customer Service Executive - UCV Finance - UCV Finance - Motor Finance - Sa at Tata Capital
Raichur, karnataka, India - Full Time
Skills Needed
Communication Skill, Negotiation Skill, Market Knowledge, Industry Knowledge, Analytical Skill, Product Knowledge, Execution Excellence, Customer Centricity, Lead Generation, Customer Relationship Management, Cross Selling, Dealer Relationship Management, Data Entry, Stakeholder Management
Specialization
Candidates must be any graduate with 0-2 years of experience specifically in Vehicle Sales, requiring strong functional skills like communication, negotiation, and product knowledge. Essential hiring parameters include comfort with market movement, a learning attitude, possession of a bike and license, and good knowledge of RTO and the product.
Customer Service Executive - UCV Finance - UCV Finance - Motor Finance - Sa at Tata Capital
Raichur, karnataka, India - Full Time
Skills Needed
Communication Skill, Negotiation Skill, Market Knowledge, Analytical Skill, Product Knowledge, Execution Excellence, Customer Centricity, Lead Generation, Customer Relationship Management, Dealer Relationship Management, Data Entry, Stakeholder Management
Specialization
Candidates must be any graduate with 0-2 years of experience specifically in Vehicle Sales, requiring strong functional skills like communication, negotiation, and product knowledge. Essential hiring parameters include comfort with market movement, a learning attitude, possession of a bike and license, and good knowledge of RTO procedures.
Customer Service Executive - UCV Finance - UCV Finance - Motor Finance - Sa at Tata Capital
Chhatarpur, Madhya Pradesh, India - Full Time
Skills Needed
Lead Generation, Business Development, Dealer Relationship Management, Document Updation, Collection Management, Portfolio Maintenance, Scheme Communication, Sales Training, Customer Needs Assessment, Finance Scheme Explanation, Mis Reporting, Productivity Tracking
Specialization
The role requires understanding customer needs to properly explain finance schemes and ensuring the correct implementation and training on all finance schemes at the dealer level. Candidates must meet minimum productivity metrics, including maintaining targeted login-to-conversation ratios.
Customer Service Executive - UCV Finance - UCV Finance - Motor Finance - Sa at Tata Capital
, karnataka, India - Full Time
Skills Needed
Communication Skill, Negotiation Skill, Market Knowledge, Analytical Skill, Product Knowledge, Execution Excellence, Customer Centricity, Lead Generation, Customer Relationship Management, Cross Selling, Dealer Relationship Management, Deal Processing, Data Entry, Stakeholder Management
Specialization
Candidates must be any graduate with 0-2 years of work experience specifically in Vehicle Sales, and must be comfortable moving in the market. Essential requirements include possessing a bike and license, good knowledge of RTO regulations, and strong product knowledge.
Customer Service Executive - UCV Finance - UCV Finance - Motor Finance - Sa at Tata Capital
Hyderabad, Telangana, India - Full Time
Skills Needed
Customer Service, Sales
Specialization
The primary requirement is fulfilling the role of a Customer Service Executive for Motor Finance sales operations. Specific experience or educational prerequisites are not detailed in the provided description.
Customer Service Executive - UCV Finance - UCV Finance - Motor Finance - Sa at Tata Capital
Jamnagar, gujarat, India - Full Time
Skills Needed
Lead Generation, Business Development, Relationship Management, Sales, Document Management, Portfolio Management, Customer Guidance, Training, Mis Reporting, Finance Schemes, Communication
Specialization
The candidate is expected to manage dealer counters, provide training to sales teams, and ensure accurate reporting of lead status. They must meet productivity targets and maintain a healthy portfolio through timely communication and customer guidance.