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  • LAS (HNI and Promoter) Acquiring new clients for LAS and maintaining relationship with the existing clients for new business. Preparing Credit Approval Memorandum for new deals and renewals. Coordinating with inter-department like Credit for Approvals, Treasury for arranging funds, Operations for smooth flow of disbursements, Legal for various activities etc. Monitoring share margin tracking sheet and ...

  • To devise mechanisms for achieving Sales and Revenue targets and deploy resources accordingly To map the target HNI clients in the area and drive relationships with them To effectively deploy schemes & prioritize sales To keep abreast with the research generated internally and ensure that they are shared with the HNIs; also pass feedback of customer requirements to the research team To achieve ...

  • Analyses of data, resolution of breaks and clean up of existing data Implement data quality processes around all data inputs and outputs to and from Risk Management Systems Implementation of business rules for automation of data quality processes Work with the team to improve overall BAU process, coordinate with IT for automation. Supervisory controls and governance. Produce weekly Management updates ...

  • 1. Formulating and executing the strategies to increase the PMS client base 2.Preparation and execution of financial planning for retail and corporate clients 3. Organizing financial planning seminars in corporate 4. Providing advisory services into various instruments like insurance(life & non life), MF, PMS, Bond, Equity, Real Estate, Gold(ETF), &FMP. 5. Analyzing and reviewing clients portfolio according to ...

  • Financial analysis and In-depth eligibility calculation of cases of LAP as per defined policy programs. To maintain TAT of cases logged in for processing. Co-ordinating with vendors for technical, legal etc reports. Delinquency management. Tracking emi bounced cases and analysing such cases for future actionable. MIS monitoring with correct information. Tracking TAT of each and every case. Co-ordinating ...

  • He/she should have great skills in effective project leadership and an understanding of project initiation, budget control, project tracking and reporting, risk and issue analysis and quality assurance. Work with third party agencies to jointly scope, manage and deliver projects At the start of a project, analyze the areas that could potentially throw the delivery off track, log risks, create a mitigation ...

  • Fund Raising Project Finance Debt Financing Financial Modelling Banking Relations Strategic Financial Planning

  • 1. Formulating and executing the strategies to increase the PMS client base 2.Preparation and execution of financial planning for retail and corporate clients 3. Organizing financial planning seminars in corporate 4. Providing advisory services into various instruments like insurance(life & non life), MF, PMS, Bond, Equity, Real Estate, Gold(ETF), &FMP. 5. Analyzing and reviewing clients portfolio according to ...

  • Research sector research, identification of companies in that space, profiling companies in detail and comparables in India and abroad Deal / Transaction Research : keep track of transaction in various sectors and transaction parameters in both unlisted and listed space Weekly deal tracker track weekly deals and report to the team with a deal report Execution which would include pitch presentation ...

  • nteract with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy Keep abreast of micro economic indicators, global & domestic financial markets and its impact on stock movements Help customers to Execute trade online and place orders on behalf of the customers Desired Skills required: Should have very good ...

  • Primary Responsibilities Functional responsibilities - HO reporting in Deutsche Bank - HO IUC & related Exception management in DB - Knowledge of IFRS; able to connect that knowledge to HGB and USGAAP for reporting purposes - Balance sheet substantiation - Understanding of Deutsche Bank Consolidation method for IFRS reporting - Understanding of Deutsche Bank quarterly and annually disclosure form reporting (IFRS ...

  • - Rendering accurate and timely accounting statements in compliance with customer expectations and departmental standards. - Reviewing transactions on a daily basis to ensure conformity to established policies and procedures - Monitoring cash and asset variances between the core systems and the accounting system on a daily basis and resolving discrepancies - Monitoring income activity and ensuring that all ...

  • Looking for candidates having experience in Financial Reporting/ Regulatory Reporting/ Product Control/ Liquidity Reporting in the Investment Banking domain. This role is that of a VP in the Liquidity Management/ Reporting team in one of the global bank's having its set up in India. CA's would be preferred but not a mandate. Tenured AVP's or existing VP's will be a good fit for the role ...

  • a) Preparation of MIS sources and uses statement with ancillary reports for a. Borrowing Mix b. Assets Mix b) Responsible for preparation and circulation of Weekly/Daily Balance Sheet and other ancillary reports forming part of Balance Sheet a. Reconciliation with Cashflow summary b. Reconciliation with Group Consolidated monthly financials c) Group Interest Rate Sensitivity (IRS) a. Ensuring effectiveness ...

  • Job Profile :- Products: Loan against shares, margin funding, LAP 1)Sales of Loan against properties, Mortgages &. Loan against shares, margin funding, LAP from Retail HNI & corporate clients. 2)Maximizing revenues by focusing on closing the deals efficiently after co-coordinating with clients. 3)Continuously monitor key accounts, identify problem service areas & take corrective actions. 4)Acquire new clients & Manage ...

  • Leading end-to-end execution of M&A and Capital Raising transactions Management of key client relationships Augmenting distribution reach for syndication process Deal origination Coordinate and lead sector research Profile Requirements: 1-2 years of corporate finance experience in an investment bank, corporate M&A, Private Equity or any other corporate finance environment Experience of ...

  • 1. Preparation of the credit assessment notes covering detailed analysis of business, industry, management and financials. 2. Finalization of terms and conditions (e.g. facility to be provided and structure) of the proposals in consultation with Relationship Managers. 3. Ratings of the client using banks internal credit rating module. 4. Coordinate with the client for timely submission of stipulated monthly ...

  • Responsible for deal origination, structuring, obtaining credit approvals and implementation of financial solutions for a portfolio of clients spanning the commercial banking clients from the Gems & Jewellery domain in particular . Evaluating credit risk profile of companies and structuring suitable financial solutions for them including structured finance, project finance, off-balance sheet finance ...

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