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23 jobs found for Banking / Financial Services in Bhopal

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  • Graduate in Commerce/Business/Economics or related subjects with good analytical and sales skills to be considered Preferred experience of 1-2 years in banking, sales or collection. Responsible for achieving business targets for open market liabilities (across all products) Ensure 100% conversion of existing borrowers for liabilities Guide the field staff for pitching liabilities products to existing ...

  • * Will be responsible for HNI client acquisition, equity advisory and dealing. * Achieve Business Objectives of sales numbers, revenue and product mix. * Improve business generation from new and existing clients * Cement existing relationships, develop new ones; strong service attitude. * Identify the customer requirement and need gaps and work towards bridging the same Job requirement: * Should have an experience of ...

  • Building a team of PFAs. Identifying prospective PFAs as per the guidelines of the organisation. Activation of successfully appointed new PFAs and ensuring their motivation to sell. Achieving the number of active PFAs in his / her team as per the organisations targets. Prepare monthly and annual action plans to achieve his/her goals. Measurement and tracking of relevant metrics for PFAs. Identify training ...

  • Job objective or overall purpose statement:To conduct comprehensive training on Wholesale Banking Operations products. Summary of the general nature of the job:The Region Branch Control Unit was created to conduct Process Audits, Sox Audits and 5S Audits to check on Quality initiatives in Wholesale Banking Operations locations and to train the Region Staff on various Applications and Systems. Process ...

  • Products - Wealth Manager person should have exp. of handling HNI/UHNI/PRIVY/Select Customers New Client Acquisition

  • Person should have 1 year of relevant experience in a team handling role. Must having exp. into casa

  • To manage the center profitability by constantly endeavoring to bring up productivity and also ensuring reduction in costs in areas deemed desirable by the management. To monitor the performance and learning development of Relationship Managers ...

  • Handling Branch Profitability with team. Products - Equity, LI, GI, MF, PMS, FD, Bonds, etc. Ensuring productivity of team members

  • Products - Wealth Manager person should have exp. of handling HNI/UHNI/PRIVY/Select Customers New Client Acquisition

  • Person should have 1 year of relevant experience in a team handling role. Must having exp. into casa

  • Person should have 1 year of relevant experience in a team handling role. Must having exp. into casa

  • *Execute trades on live terminal and collect cheques from clients. *Educate clients to move on to self trade on line. *Acquire new clients through references and other sources *Know market sentiment via research, valuation and data analysis *Monitor BSE/NSE and other international market performance *Provide key clients daily information related to trading and market movements Interested candidates can ...

  • Check voice loggers and ensure client details are complete 2. Get ledger conformation for suspicious trade as well as where clients are suffering losses 3. Collect LBC for client intraday losses 4. Follow up with clients having debit over 90 days 5. Follow up with the dealing team for cheque reversal cases 6. Follow up with the dealing team for clients who have not provided any cheque in the given ...

  • - Execute trades on live terminal and collect cheques from clients. - Educate clients about market behavior and encourage them to trade on line by themselves. - Acquire new clients through references and prospecting. - Gather market sentiment through research and data analysis. - Monitor BSE/NSE and other international markets' performance. - Provide key clients daily information related to trading and market ...

  • Execute trades on live terminal and collect cheques from clients. - Educate clients about market behavior and encourage them to trade on line by themselves. - Acquire new clients through references and prospecting. - Gather market sentiment through research and data analysis. - Monitor BSE/NSE and other international markets' performance. - Provide key clients daily information related to trading and market ...

  • Job Role - The key areas of responsibilities are as follows: - Increase AUM, Net Sales, and Market Share for the branch - Channel management: Develop and Strengthen relationships to promote schemes across IFAs, National Distributors and Banks Knowledge sharing and training of channel partners by making effective sales presentations on products Activation of dormant channel partners - Manage smooth functioning ...

  • Building a team of PFAs. Identifying prospective PFAs as per the guidelines of the organisation. Activation of successfully appointed new PFAs and ensuring their motivation to sell. Achieving the number of active PFAs in his / her team as per the organisations targets. Prepare monthly and annual action plans to achieve his/her goals. Measurement and tracking of relevant metrics for PFAs. Identify training ...

  • Recovery management Loans Insurance Banking Negotiation Liasoning Collection Management Retired from any Nationalised Bank

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