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37 jobs found for Banking / Financial Services in Sūrat

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  • Responsible for implementation and monitoring customer care and support program for 15+ branches through Customer Care Representatives (CCR) for delivering seamless customer experience Implement customer retention programs through CCRs Responsible for implementing customers life events management framework at a cluster of branches Review and closure of customer complaints received through CCRs at ...

  • The Housing Loan Officer will be responsible for originating loans, conducting borrower interviews, analyzing credit histories. Loan Officers will work closely with the Housing core team in West region, ensuring all documentation is obtained as the loan moves through the process to closing. Following up on lead submissions and / or answering calls from customers Educating borrowers on the loan process ...

  • Eligibility for ASST. BRANCH MANAGER : 1. Graduate from regular courses (Not from open/distance courses) 2. Minimum 4 years of experience in Financial companies 3. Age above 27 years. Job Description: The candidate must have a passion to drive business to achieve the allotted target. The candidate must have good contacts to generate resources for the organization and cross sell our other lifestyle products ...

  • Implementation of Fraud management plan for the organization Developing tools and techniques for detection and deterrence of fraud Promoting an anti-fraud culture that encourages employees, customers, agents/advisors, vendors, service partners to act with integrity, selflessness, objectivity, openness and honesty through communication and awareness programs Investigation of all suspected cases of fraud ...

  • 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 ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that customer are serviced well. Ensure that customer trades actively after opening of the trading account ...

  • We are an exceutive search firm and having an urgent requirement in Ahmedad for Dmat Sales and Home Sales prduct ...

  • 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 ...

  • Motivating and coaching channel partner staff. Downloading contest to channel partner staff. Product training and query regarding ETlife. Product saving with BANCA partner. Discuss with customer about his need. Selling need base product. Meet customer to his giving time. Lead update in the company LMS system. Coordinate with sales operation team for resolve our cases. Job Requirements Typically a Commerce ...

  • - 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 ...

  • - 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 ...

  • - 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 ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that customer are serviced well. Ensure that customer trades actively after opening of the trading account ...

  • - 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 ...

  • - 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 ...

  • • Ensure the steady flow of CMS Product and Process Knowledge in the Domain (CMS) Good communication and presentation skills. Strong People Management and Relationship skills. Team Orientation and Customer Focus. Analytical and Problem Solving ...

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