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27 jobs found for Banking / Financial Services in Trichy

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  • 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 ...

  • Sr. Branch Manager/ Branch Manager - Key Responsibilities: 1. Responsible to manage sales and expansion of Equity, Distribution business & broking activities. 2. Leading a Sales team of relationship managers and generating revenue through your team across all the products (Equity, Currency, Forex, Commodities, Wealth Management, Distribution Business through Retail / HNI Clients). 3. Ensuring the productivity of Center ...

  • Take complete ownership of all Tableau related dashboarding and create world-class visualisation which would be published to internal and external stakeholders. Analyse data sets and trends for anomalies, outliers, trend changes, and opportunities. Data Analytics skills required. Use the data to prepare regular and insightful descriptive analytics reports which should show the key trends. Partner with ...

  • Take complete ownership of all Tableau related dashboarding and create world-class visualisation which would be published to internal and external stakeholders. Analyse data sets and trends for anomalies, outliers, trend changes, and opportunities. Data Analytics skills required. Use the data to prepare regular and insightful descriptive analytics reports which should show the key trends. Partner with ...

  • Take complete ownership of all Tableau related dashboarding and create world-class visualisation which would be published to internal and external stakeholders. Analyse data sets and trends for anomalies, outliers, trend changes, and opportunities. Data Analytics skills required. Use the data to prepare regular and insightful descriptive analytics reports which should show the key trends. Partner with ...

  • 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

  • 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 ...

  • 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 ...

  • 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 ...

  • 1) Will be responsible for Recruitment, Sales & Marketing, Channel Management, Business Development, Key Account Management & People Management. 2) Preferably 2+ years experience in Branch channel. 3) Excellent Interpersonal Skills / Communication & Presentation Skills and Relationship Management Skills ...

  • 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 ...

  • POSITION SUMMARY Responsible for collection, validation & analysis of Mutual fund data. KEY RESPONSIBILITIES Collection, validation, analysis of mutual fund information. Updating the mutual fund information into our databases in a timely manner. Perform quality checks. Communicate with UK and Offshore asset management companies via email/telephone. Provide clarifications to clients' queries based on ...

  • Collection, validation, analysis of mutual fund information. Updating the mutual fund information into our databases in a timely manner. Perform quality checks. Communicate with UK and Offshore asset management companies via email/telephone. Provide clarifications to clients' queries based on priority and urgency levels. Additional Information

  • 3 - 5 years B. COM / M. COM Mandatory Skills MAINTENANCE OF BOOKS OF ACCOUNTS BILLS & INVOICES PROCESSING Optional Skills Job Description Position Summary The Senior Executive will be responsible for the maintance of books of accounts. Key Responsibilities Preparing and maintaining books of accounts viz. journal , ledger , cashbook and other subsidiary books Preparing Bank Reconciliation Statement Accounts ...

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