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  • 1.The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ). 2.Maintaining client relationships and generate AUM from preferred clients. 3.Advising HNI/Ultra HNI clients on their Investments. 1.Qualification: Graduation or MBA 2. Exp: 1-8 years. 3. Must have Exp in wealth/portfolio management, financial planning or investment advisory in at least one of the following ...

  • To manage the center profitability. Manage a team of RM and drive all products like MF, insurance,Wealth,FD, Bonds etc. Handling HNI clients by themselves for closure of sales on all products. To monitor the performance & learning development of RM's Preferred candidates from Banking/Insurance/Securities with Revenue Generation model only Third party Product Knowledge like -LI, GI, HL, LAP, FD, MF, Private ...

  • In this role, the person will work with LOB clients to enhance estimation method design by improving model estimation approaches being used and/or by developing more advanced non-model estimation approaches. The person will analyze existing estimation documentation, gain access to estimation input data and assumptions, and experiment to create better statistical models or non-model approaches. The ...

  • Work Location is Bank Branch Needs to achieve annual basis systematic Targets All leads are provided by Bank Staffs. Needs to meet customers on field Achieving Targets with Leads provided Explaining products to customers Graduation / MBA Must. Min 1 year experience in any field sales. Age: 21 to 35 Work Experience letter is must Two wheeler is must BFSI Candidates are preferred. Good communication skills ...

  • Recruitment of Agents Team Handling Team to achieve annual basis systematic Targets Motivating Team to Achieve targets Needs to meet customers on field Achieving Targets with Branch Manager Explaining products to customers Graduation / MBA Must. Min 2 years experience in any field sales. Age: 24 to 35 Work Experience letter is must Two wheeler is must Local candidates are preferred Good communication ...

  • SUMMARY Provide information to the management and business to enable operational and strategic decision making KEY RESPONSIBILITIES Planning and Budgeting Creation and circulation of standardized Budget templates Consolidate inputs from all regions, prepare the proposed budget and present the finalized budget to the board for approval Track sales and present a rolling forecast month on month ...

  • Receive and respond to customer service account inquiries on account balances, transaction Responsibility of handling any inquiries and resolving customer complaints. Promote bank products and services Identify customer needs Refer customers to appropriate banking services Help to avoid loss of customers and negative reviews

  • 8 + years of experience in banking domain, a good understanding of banking rules and regulatory guidelines that impact banking. Preferably to have worked in the areas of branch banking/ Operations/ risk/ IT / Compliance /Audit functions of the bank. Job Description/ Key Responsibilities: Establish and continuously improve a consistent compliance framework for the identification, management, monitoring and ...

  • Monitoring of portfolio - regular monitoring of projects & accounts. Tracking variance in projections and actual parameters related to project Tracking of covenants, sanction terms & post disbursement compliances. Handling MIS for portfolio CA/ CA/MBAs would be more preferable for handling the monitoring/EWS/credit control role. Minimum 3-7 years of experience in handling the monitoring activities in Banking ...

  • Responsible for NRI Classic portfolio management by acquisition of new Classic customers and enhancement of existing relationships by cross-selling products Acquiring family accounts, deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Ensure that we become the primary banker for ...

  • 1. Driving the Key Performance Indicators of the team, viz Service Levels , Average Handling Time, Talk Times, AUX Times , on the floor of the Call Center during the assigned shifts. 2. Consistently delivering on the defined Service & Sales productivity targets for the assigned team 3. Ensuring appropriate handling of escalations and judicious utilization of financial & non financial authority for authorizing ...

  • Pick and drop provided. 1. Undergraduate / Any Graduate (Preferably (0-4) years of international calling experience)* 2. Excellent Communication Skills* 3. 24/7 work environment (Night / Rotational Shifts)* 4. 5 days a week* 5. Weekly offs Saturdays and Sundays* 6. Age criteria - (18-40) years ...

  • Preparing draft Facility documents, releasing all the security and facility documents for execution Handling Mortgage loans and related documentation. Monitoring of Stamp Paper record for above documents. Monitoring and tracking of all the security related documents Monitoring of Insurance Policy Tracker as per security Checking of all the Insurance Policies, ROC Search Report, Valuation reports and ...

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  • Filing important documents and communicating relevant information. Ensuring the adequacy of sales material in branches (stationery, loan agreements etc) Responding to complaints from customers and give after-sales support when requested. Maintaining MIS from Login to Disbursement Improving quality of file for processing by thorough checks in place Providing backend support to the sales team Help in ...

  • Broad level work experience areas; 1. AOP preparation and presentation to board Scenario building could be added advantage. 2. Handling Accounts Function including statutory Audit and Compliance. 3. Finance and Treasury Functions including Funding related activities. 4. Regular review of business and updates to board. 5. Income tax, GST and other direct and Indirect Taxes ...

  • Finance Analyst will be a finance partner to the relevant business team. This includes, among other things, responsibility for financial metrics, reporting, forecasting and analysis. This individual will be an active member of the leadership team. The successful candidate will be strategic, analytical, and have the demonstrated ability to effectively manage the finances of a high-growth business. Perform ...

  • Looking for a dynamic and experienced professional to develop the revenue cycle team in a new captive shared service center supporting South Asia and other parts of the world. The analyst is responsible for the revenue cycle process including credit, treasury analysis and collections, focusing on expediting the receipt of payment for goods, delivering performance that meets or exceeds the service ...

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