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36 jobs found for Banking / Financial Services in Salem

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  • 1..Recruit and develop financial advisor 2..Generation of new business from advisor 3..Renewal of existing business 4..Licensing of agents 5..Successful implementation of different sales promotion for the PFA 6..Co-ordination with operations for new business issuance and renewal collection 7..Coaching and mentoring intervention for the PFAS

  • A Leading financial institution is now hiring for the role of SPD sales officer. Network with all leading builders in Chennai and enter into strategic partnership for sourcing business Interact with the CRM team of Builders to source leads Conduct various activities and events along with Builders to generate leads Coordinate with Branches to close the leads generated through Builders ...

  • Senior Manager role includes, but is not limited to the following responsibilities: - Provide oversight, review, governance of day to day responsibilities of the Finance function including accounting processes and reporting, regulatory reporting for Asia entities, fix data quality issues, management reporting and variance analysis, local GAAP reporting, etc. - Preparation and Oversight of Regulatory Reporting ...

  • 1.Will be responsible for acquiring Preferred clients (HNI/UHNI ). 2.Maintaining client relationships and generate AUM from preferred clients. 3.Advising HNI/Ultra HNI clients on their Investments. 4. Comply with KYC/SEBI rules ...

  • 1.The candidate is responsible for placing orders on behalf of clients, 2.Advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 3.Must have NISM / NCFM series

  • 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 is serviced well ...

  • Responsible for selling Mutual fund Products. Prospecting of customers through New client acquisition, network, data base, References and open market. Ability to inspire trust and confidence in clients. To engage clients in meaningful conversations about their finances and take active interest in their financial investments. Ability to process several inputs provided by research team and other sources ...

  • Acquire new clients for Demat & Trading accounts through networking, database 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 they are serviced well. Ensure that customer trades actively after opening the trading account ...

  • Skills required : Excellent modelling Cross-sector experience of driver-based modelling Experience in preparing equity valuations using FCFF, FCFE, SoTP, relative valuations, etc. Good communication Education qualifications : MBA Finance/ CFA pursuing or completed preferred

  • Performing financial modeling and valuations analysis for private (IRC 409A valuations) and public companies Financial Reporting Valuations: Purchase Price Allocations (PPA), Impairment Analyses, Portfolio Valuation and other related valuations Tax Compliance and Business Valuations: Valuation of privately held companies, including valuation under section 409A, ESOP valuations, business valuations and ...

  • Roles and responsibilities Key Skills: Business analysis, business planning, system analysis RolesResposibilities: Pleasing personality, smart and presentable with good communication skills. Should have good customer negotiation and convincing skills. Candidate should be selfmotivator and target oriented. Aware of the current market scenario. Flexible regarding work timings. Good attitude, team player, target ...

  • Overall Accountability Responsible for Vouching and Confirmation of payable for Production, Non Production, Travel expenses etc. PROFILE Experience 1 to 3 years Skills Accounts Payables/ Receivables, GL, SAP B1, Accounting, Import payments, Compliances, Import payments, IDPMS, GL account reconciliation Formal Qualifications B Com / M Com or Equivalent, Strong experience in account ...

  • Planning and preparing of annual budget, implementing the Financial Literacy and CSR programs successfully in the designated branches at Regional Level. Master Trainers- Conducting training of Team Leaders, Prerakas and branches. Ensuring delivery of quality trainings by the Team and facilitating refresher trainings when required. Mentoring and monitoring of FLP Staff and their activities. Ensure that ...

  • Investor Relationship Management- Coordination and Arrangement. Creating and maintaining the relationships with various Investors, Analysts, Investment Banks, Rating agencies etc. Arranging & managing Meeting with Investors and analysts with management teams Arranging & managing the conference calls and Analyst meets Arranging for the Branch visits Participating and coordinating for various conferences ...

  • Exp: 6-8 yrs Industry-Banks only Responsibilities: 1.Should have knowledge of Retail Asset Products-HL,LAP 2.Should have experience in Retail Assets Operations especially Disbursement and Branch Related processes. 3.Should review processes and aim to simplify and automate processes with clear articulation of changes required. 4.Should take on projects/assignments and ensure End to End Closure. If ...

  • Below is the Job Description for Gold Loan Officer profile : Achievement of Gold loan targets for the branch Ensuring timely disbursement within prescribed TAT through co-ordination with Credit/ Ops teams Ensuring proper KYC documentation of custome Sourcing business through marketing activities and references in catchment area

  • Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, FDs, etc. through the Sales Channel Ensure maximum NTB Generate referrals from prospects and customers Cross Selling of Life Insurance and GI products Acquire NTB Maintain relationships Graduate Minimum 1 year experience in CASA, Corp Sales, Insurance, FDs, Asset Products Excellent networking ...

  • Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, FDs, etc. through the Sales Channel Ensure maximum NTB Generate referrals from prospects and customers Cross Selling of Life Insurance and GI products Acquire NTB Maintain relationships Graduate Minimum 1 year experience in CASA, Corp Sales, Insurance, FDs, Asset Products Excellent networking ...

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