with other parts of the bank Work with product and support teams under the guidance of RM to ensure seamless credit delivery
with relevant comments/remarks for future reference To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc. To conduct and assist in organizing seminars, workshops
in electronics industry To source electronic components / products and manage the inventories in line with inventory policy Ensuring complete contractual documentation, i.e., purchase orders, performance bank guarantee, advance bank guarantee, commercial comparative, are in place for transactions. To bring about
The relationship manager will be responsible for acquiring preferred clients (HNI/ Ultra HNI). Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from
Release Financial Analysis and Updates on regular basis Shareholding and stock price analysis & reporting to management Creating, Maintaining and updating the investor database, investor meeting schedules, branch visits on a regular basis Review of research coverage reports, maintenance of reports
to business initiatives with Subject Matter Expertise - Work closely with various business partners e.g. financial controllers, technology, treasury etc. to drive and manage change and improvements - Assist in implementing change management in the Finance area, through enhancements of reporting processes
ability to analyze and summarize complex information both verbally and in writing with colleagues in the United States * Open-minded about occasional business travel to the United States (Los Angeles) * Ability to assist in managing several third-party relationships (outside administrators; custodians ...