Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives. Acquiring high value relationships into the private banking group. Managing relationships of super HNI clients, Good communication and listening skills Good sales and negotiation skills Sound knowledge Should have an ...
the financial needs of clients. - Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. - Shared responsibility for soliciting, developing, managing, and retaining client relationships
Channel-Retail Sales - AMC background)Reporting structure Currently directly to Head - Sales, Strategy & Institutional BusinessProducts : Private Equity/Real Estate, Mutual Funds, PMSChannels Institutions: Family Offices, NDs, RDs & IFAsSales target achievement Maintain an aggressive contact plan
Job Title: PMO (Banking Project) PMI certifications like PMP / RMP is an added advantage Location: Bangalore Notice period : Max 15 days (OR) Immediate Joiners Experience 11+ year. Job Description Review Project Status Reports through Project review tools and highlight key Risks /issues Good communication skills Local candidates required for the desire post PMI certifications like PMP / RMP is an added advantage
investment products and non-income products to the HNW group being managed by the RM. Activities : - Regular Branch interaction for lead generation for BBG and updates on the leads. - Updating LTS and conversion of leads generated by the branches - Cam Preparation & query resolution - Documentation
range of Trade services consisting of Imports/Exports/Bank Guarantees-Local & Foreign/Letter of Credit - Local and Foreign/Buyer's Credit/Foreign Direct Investment (FDI)/Overseas Direct Investment (ODI)/Merchanting Trade Transactions/Local Bills,etc., as well as meeting business objectives consisting
Training of New Hires Conduct training for all the new joiness in the unit . Adherence to the Training module for new hire trainees. New hires staff to be on calls within the specified period after completion of the training module Amend and update the new joinee module on an ongoing basis as and when required Staff on Board Recruiting the staff by conducting interviews on a regular basis Have the ...
and subsequent updating of trails 3. To Effectively manage all customer related complaints and issues 4. To Achieve given fee collections target for the month 5. To Achieve rolled out targets on rollbacks and resolutions month on month 6. End to end management of repossession kits issued to the vendors
are Screened & Suspected Applications are Sampled Manage DSE & Customer Investigations and Interrogations Visit DSAs, Investigate on field with the support of Risk Consultants Updating Investigations & Sampling details in APS (Application Processing System) Risk Consultant Management Allocation and Track
We have an urgent opening with TOP Captive Banking MNC @ Bangalore. Looking for Oracle PLSQL MANAGER with project management & people management role. Experience : 10-13 yrs Work Location : Bangalore Skill required Skills Oracle PL/SQL development Good hands on experience on UNIX
Manage PB performance Ensure that each Personal Banker meets the defined objectives of the Classic on Phone Portfolio Sales Process Ensure the PB calls the customers as per the calling plan Distribute the daily triggers for calling Ensure the birthday calls are made in time to customers daily
Sales Management (1) Sales Planning Plan sales and build sales strategy for the unit Carry out analysis to check trends and implement actionables to improve conversions Analyse triggers to evaluate and guide PB on the pitching of appropriate products Meet the targets defined every month (2) Sales
learning Early delinquency targets to be below All India levels of 30+ POS, on POS Market updating and vendor management To visit the market / meet the customers and document the same on a regular basis To keep the PDD under control as per policy Coordination and activating Sales for early resolution
Deposits (Corporate Deposits, Takings & Placements), Syndicated Lending & Trade Finance, Treasury, Forex, Nostro Reconciliation, Sales Administration Private Banking o Modules: Securities, Asset Management, , Repos, Derivatives Financial Accounting & Reporting with experience in Regulatory reporting and GL Technical T24 Upgrade T24 Migration T24 Customizations Interfaces (TWS / WCF / Biztalk adaptor) Jbase to Oracle ...
reviews Manage New Client Adoption or Periodic Review stream, to ensure that all requests are approved in accordance with regulatory requirements and the banks internal policies Manage exception ensuring that all SLAs defined with the Business on timeliness and quality are adhered Domain Skills Relevant