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  • Responsible for managing a team of 6 to 15 Personal Bankers in order to ensure that the portfolio objectives like cross-sell, income, quality parameters and regular service interactions etc are met and the Prime customers are serviced properly. Manage PB performance: Ensure, the PB are actively tracking their leads in order to ensure the customer is met and the lead closed in a timely fashion Service ...

  • Unique Contacts to the Portfolio Customers - VRM needs to contact unique set of around 30-35 customers of their portfolio each day and do relationship building. In the process of the conversation VRM to address queries/complains & provide 100% resolutions too. All these interactions are to be captured in CRM and any service/sales outcomes during the call is supposed to be followed up Triggers - VRMs also ...

  • Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build relationships and understand the profile. Achieving MTD and YTD ...

  • We are looking for a qualified Accountant to handle prepare, compute, manage, research and analyze all accounting data, in order to provide quantitative information on performance, financial position, solvency, liquidity and cash flows of our business. Responsibilities : Manage all accounting operations based on accounting principles. Prepare budget and financial forecasts. Publish financial statements in ...

  • 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 ...

  • 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 ...

  • The main focus of a KAM is New Corporate Acquisition. Team lead role  Acquisition of salary accounts and Cross of Third Part products in the portfolio responsible for.  Maintaining relationships with the department heads contact people at

  • Trade Finance Export advising 7-10yrs Immediate Joiner and 15 days only

  • 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 ...

  • Investment Banking reconciliation in Custody, Derivative, Hedge Fund Recon/ Mutual Fund/ Cash & Position, NAV /GAV Recon / TLM /Fixed Income / Settlement/ Trade/ Custody or similar ...

  • As head of the Investment team of the organization, the Investment Manager will primarily be responsible for looking for strategic opportunities for the company, working closely with startups accumulating all the resource within and without the organizations Ecosystem to accelerate the startup growth. Roles & Responsibilities: Investment (80%) Actively give opinion about market and give investment ...

  • 1. Preparation of documentation in the cases allotted. 2. The incumbent will be responsible to track & control the delinquency of the area. 3. Regular follow up with the default customers. 4. The incumbent will be involved in coordinating and liai..... Opening for COLLECTION & RECOVERY MANAGER ALL- Kerala, Tamilnadu, Karnataka, Telangana Job Description 1. Preparation of documentation in the cases allotted. 2. The ...

  • 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 ...

  • Shift Timings: Day Shift / UK Shift / Rotational Shift Process Name : Technical Support / IT Helpdesk profile Work Location : Bangalore Salary Package : 2 lakh (Freshers) - 5 lakh (Experienced) Rounds of Interviews : HR round / Voice & Accent / Manager Round Graduate Qualifications : Any Graduates Post-Graduate Qualifications : Any Post-Graduates Experience Needed : Candidates who are Fresher's / Recent Graduates / Candidates ...

  • Extensive knowledge of GMI Application as an SME for the Account Setup and Configuration Management & Trading domain experience. Hands on experience in IBM AS/400, RPG, CL, RPGILE, CLLE, SQL & DB2/400. Strong analytical skills for quicker resolution of production issues. Handling crisis bridge in case of high severity issues. Good communication skill (both verbal & written ...

  • Assistant Vice President in Loss Forecast and Portfolio Analytics team will be responsible for the oversight and production of the Credit Loss forecast and loan loss reserve(LLR). There are four positions responsible for supporting one of the following teams; Card Services, Mortgage Banking, Business Banking, or Central Strategy. In this highly visible role, the successful candidate will be able to ...

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