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28 jobs found for Banking / Financial Services in Fort Cochin

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  • 1) To acquire new client and to build relationship with existing client. 2) Preparation and execution of financial planning according to the Financial Goal of individual 3) Provide Financial advisory service to clients on investment opportunity through various Financial instruments like -Mutual Funds, Insurance, Equity, bonds etc., 4)Review the portfolio according to change in market situation. Basic ...

  • Achieving unit business goals through quality recruitment and training of Insurance Advisors Develop business segments as per company strategy with compliance Key Responsibilities: To recruit team of Insurance Advisors as per the corporate strategy To ensure and maintain levels of productivity as prescribed To focus on and develop various business segments as per the sales strategy To train IAs ...

  • Driving Forex sales Pan India and driving effectively entire Forex structure with business development and maximisation of revenue as key focus areas. Responsible for spear heading Forex business as per goals and taking it to greater scales by obtaining licences in new areas and expanding business. Run Forex dept as per statutory and RBI guidelines without any adverse remarks. Ensure that branches ...

  • Meeting, recruiting and organizing the training for both CBMs and PFAs. Facilitating licensing of the PFAs from IRDA. Making sales calls with the PFAs and thereby generating business for the company. Interacting with the operations team for generating URL, organizing training and facing the IRDA Interacting with the underwriting team for requirements / conversion of a particular proposal logged in ...

  • Job Description: Role would be to handle the agency manager and to recruit agents to sell the insurance products Desired Candidate Profile 1) Age should be 24-38 years. 2) Experience : 4 plus years. 3)Should have team handling experience ...

  • Should be responsible for promoting Investment business , handling HNI customers, Meeting targets , Making new customers , Building relationship, Knowledge of all investment products , Business development Good Communication Skills, Leadership ability , Selling Skills, Team player

  • Acquisition & managing High / Ultra High Net Worth customers Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual ...

  • Job Description is as follows:- 1. Responsible for increasing the profitability of the Gold Loan branch. 2. New customer acquisition, improve client retention, analysing their needs and offer services accordingly. 3. Attending walk in customers & resolve product (Gold Loan) related queries. 4. Ensure 100% right valuation - capturing right cartage, proper stone deduction etc. 5. Adhering to high ethical standards, and ...

  • Achieving unit business goals through quality recruitment and training of Insurance Advisors Develop business segments as per company strategy with compliance Key Responsibilities: To recruit team of Insurance Advisors as per the corporate strategy To ensure and maintain levels of productivity as prescribed To focus on and develop various business segments as per the sales strategy To train IAs ...

  • Key account abilities and decision ownership: Submission of Detailed Budget ( DB ) Timely and accurate submission of Annual/Detailed Budget to Corporate . Ensure adherence to Guidance on all parameters in the Budget submission. Ensure alignment of all targets with wider business and circle priorities across all relevant functions/cost centres Submit all Budget related templates and presentations on time ...

  • We are hiring for Relationship Officer for one of the top banking industries @ casa,mutual funds,insurance Interested candidates kindly share peoples to: We are hiring for any banking & financial industries

  • Driving Forex sales Pan India and driving effectively entire Forex structure with business development and maximisation of revenue as key focus areas. Responsible for spear heading Forex business as per goals and taking it to greater scales by obtaining licences in new areas and expanding business. Run Forex dept as per statutory and RBI guidelines without any adverse remarks. Ensure that branches ...

  • Responsible for effective and efficient management of Admin resources. To ensure General Administration and proper Building maintenance activities. To coordinate Office Management/Services, Facilities management, Events and Travel management. To identify new Vendors and manage to cater all admin related requirements. To coordinate with authorized service providers and ensure the inauguration of branches ...

  • Driving Forex sales Pan India and driving effectively entire Forex structure with business development and maximisation of revenue as key focus areas. Responsible for spear heading Forex business as per goals and taking it to greater scales by obtaining licences in new areas and expanding business. Run Forex dept as per statutory and RBI guidelines without any adverse remarks. Ensure that branches ...

  • Meeting, recruiting and organizing the training for both CBMs and PFAs. Facilitating licensing of the PFAs from IRDA. Making sales calls with the PFAs and thereby generating business for the company. Interacting with the operations team for generating URL, organizing training and facing the IRDA Interacting with the underwriting team for requirements / conversion of a particular proposal logged in ...

  • Job Description (Online) Primary Role Reporting : To report the review of all the activity undertaken by the RE/AM in terms of sales. To report all the activity undertaken by the RE/Ams for recruitment of the partner. Undertake the responsibility of reporting the activity undertaken for sales and recruitment in the CACU system. Recruitment of the Management Trainees : To undertake the activity to ensure ...

  • • Providing Financial planning & Investment Advise • Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. • One point contact for all requirements of High Net Worth customers in the Branch • Acquisition & Servicing of High Net Worth customers • Managing the High Net Worth customers of the Bank • Achieving the Business targets assigned in terms of cross ...

  • • Own all branch-banking objectives and overall branch supervision. Complaints Handling. • Review Branch Operations reports. • Branch Merchandising & co-ordination with Marketing at product level. • Ensure compliance with Banking rules, Regulations & Procedures • Lobby Management • Ensure achievement of overall Branch Targets by generating business and cross sales. • Key Customer Relationship Management & supervision of ...

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