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19 jobs found for Banking / Financial Services in Sūrat

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  • Underwriting & making proposals of Business loans Visiting customers for personal discussions and deal structuring To evaluate proposals of customers for Business loans Decision making within defined TAT

  • Job Description: 1. Co-ordinate with team at other branches for data collection 2. Maintaining date & publishing MIS / Dashboards 3. Liase with Head office for budget approval etc. 4. Planning & organizing events / R&R activities Job Specification: 1. Good knowledge of advanced excel 2. Network of events vendors 3. Good communication skills

  • To support the business in the management of credit exposure and collection of trade debt. Accountable for managing the regional accounts receivable portfolio according to the credit policy. Responsible for credit risk assessment for New / Existing customers periodically and regular updates on customer credit files. Responsible for monthly reporting to treasury and business , as well as constant and pro ...

  • 1. Expertise in tapping prospects, analyzing their requirements, rendering guidance to clients and negotiate (commercially) for Loan products. 2. Candidate has experience of managing direct business of bank. 3. To ensure internal and external customer satisfaction 4. Product Business Loan , MSME , Unsecured Loans 5. Locations - Mumbai , Surat , Solan , Shillong , Hyderabad and Bangalore ...

  • Disbursement of Installment Products like Personal Loans/Business Loans, Education Loans, Auto Loans, TW Loans & Loan against Commercial vehicles / equipments within defined TAT. By Ensuring all the files are disbursed as per TAT and Policy. There should be No excess/Short disbursement. Handling of post disbursement activities like PDD updation in the systems. Attending walk in customers and resolution of ...

  • 1. Disbursement of Business Banking Products like Cash Credit, Letter of Credit, Bank Guarantee, Loan against Property, Loan against Commercial vehicles / equipment, Health Care Finance within defined TAT 2. Verification of loan documents, property documents as per legal opinion, valuation report, compliance of approved terms and conditions. 3. Maintenance of proper records as per defined process 4. Verification ...

  • Disbursement of Installment Products like Personal Loans/Business Loans, Education Loans, Auto Loans, TW Loans & Loan against Commercial vehicles / equipments within defined TAT. By Ensuring all the files are disbursed as per TAT and Policy. There should be No excess/Short disbursement. Handling of post disbursement activities like PDD updation in the systems. Attending walk in customers and resolution of ...

  • The HNI FA will be responsible to increase client base and revenues and track the HNI segment in the market for new client acquisition and deepening existing relationships. Acquire new clients for Demat & Trading accounts through networking, data base and references. He will be responsible for setting the standards in client servicing and delivery, thereby creating a differentiation and a suitable ...

  • - Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have a customer-centric approach and ensure that customers are serviced well. - Ensure that customers trade actively after opening the ...

  • Up- sell & Cross Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc. Relationship Management: Render service to all allocated customers Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency ratio. Customer orientation & reporting/ (MIS): Implement and adhere to Need Based Selling ...

  • Designation : Head - Project Finance Experience : 5+ Years CTC: 6LPA-9LPA+ Variable Gender : Male/Female Qualification: MBA Finance/Marketing, M.Com Location : Surat Willing to Relocate Surat Key Responsibility: Requirements for Loan or funds from client and processed with bank. Candidate must have a depth knowledge of Banking credit side activities and processes The candidate should have a Credit Manager ...

  • Designation : Executive - Project Finance Experience : 1-2 years CTC: 3 LPA- 6LPA+ Variable Gender : Male/Female Qualification: MBA Finance/Marketing, M.Com, B.Com Location : Surat Willing to relocate candidates to Surat Key Responsibility: Requirements for Loan or funds from client and processed with bank. Candidate must have a depth knowledge of Banking credit side activities and processes The candidate should ...

  • Designation : Head - Project Finance Experience : 5+ Years CTC: 6LPA-9LPA+ Variable Gender : Male/Female Qualification: MBA Finance/Marketing, M.Com Location : Surat Willing to Relocate Surat Key Responsibility: Requirements for Loan or funds from client and processed with bank. Candidate must have a depth knowledge of Banking credit side activities and processes The candidate should have a Credit Manager ...

  • 1. Disbursement of Business Banking Products like Cash Credit, Letter of Credit, Bank Guarantee, Loan against Property, Loan against Commercial vehicles / equipment, Health Care Finance within defined TAT 2. Verification of loan documents, property documents as per legal opinion, valuation report, compliance of approved terms and conditions. 3. Maintenance of proper records as per defined process 4. Verification ...

  • Authorise all Inward clearing instruments within the cut-off timings without exceptions. Tallying of chequesreceived verification and authorization of entries. Book receivable or payables under intimation to the unit-in-charge. Handling of Returns and Referrals : Identify and return eligible cheques to the presenting bank. Raise referrals for cheques as applicable including Co-operative Bank cheques and ...

  • Scrutinize & understand the submitted documents like LC, BG, Export/ Imports, etc. Ensuring error free capturing of data provided by customer into core system of bank Ensuring maximum transactions are processed within Turn Around Time Coordinating with internal departments like treasury, TF, front office, retail branches, etc. Reconcile & process SWIFT messages with customers request Audit Compliance ...

  • Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the ...

  • Sales Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship ...

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