Handling total region for branch banking & support to bank staff fro below: o Client meetings / coverage / joint calls for Mutual funds/PMS & equity business from branch banking vertical o Portfolio creation o Training & development
Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements Help customers to Execute trade online and place orders on behalf of customers Desired Skills & Experience: MBA-Finance , M Com ,PGDM ...
1.Responsible for execution of SIP transactions. 2.Responsible for checking daily reports and maintain the quality. 3.Regular touch with all vendor/banks & AMC for daily activities. 4.Maintaining distributor data and processing commission for distributors 5.Preparing MIS reports related
Complete period end close process for multiple clients Maintain client work papers (JE workings) in accordance with company standards Reconcile balance sheet accounts Reconcile bank accounts Expense analysis Create and post period end journal entries Prepare financial statements Skill Requirements Strong accounting skills and understanding of the accounting process Ability to work in a multi-client ...
sticky products like Demat, Bill Pay, Advisory. - Deepen NET BANKING, Mobile Banking Penetration - Ensure quality of relationship while flagging. Should be capable of maintaining eligibility - Regular customer contact to establish needs of the customer and opportunities to cross-sell, to be entered
1. Managing existing relationships of the bank which includes preparation of annual proposals, interacting with credit team for sanctions, preparation and execution of loan documents, dealing with internal and external legal for mortgages. 2. Large emphasis and importance is on sourcing
of High Net Worth customers Requirements- Education: Any Graduate/Post Graduate/Professional Degree Minimum 3 years of work experience in Retail Branch Banking and minimum 1 year of experience in present company. Knowledge of the Banking Industry and Financial Markets Good Relationship Management &
of Investment products like Mutual Fund, Insurance & Current account & Saving account Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc Deepening of existing Current account & saving account relationships Generation of referrals from internal database Customer acquisition & cross sell
PURPOSE OF THE JOB To ensure portfolio quality for the Product in the location, while maintaining the service levels (TAT) to the customer (Internal and External). To reduce data entry errors as part of underwriting Adherence to the policy/process laid out by the Central team on all applications
To ensure portfolio quality for the Product in the location, while maintaining the service levels (TAT) to the customer (Internal and External). To reduce data entry errors as part of underwriting Adherence to the policy or process laid out by the Central team on all applications being processed
• To source customersfor Current Account, Savings Account Products of the bank. Customers to besourced from individuals, small businesses, trusts, associations, societies,corporates. • Revenue Generation,Customer Acquisition, Customer Retention, Cost Efficiency Through Process • Hardcore sales
To source customers for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process Hardcore sales
1.To ensure portfolio quality for the Product in the location, while maintaining the service levels (TAT) to the customer (Internal and External). 2.To reduce data entry errors as part of underwriting 3.Adherence to the policy/process laid out by the Central team on all applications being processed
and monitor cross sales of Personal Bankers Enhancing the value of existing accounts Retention of existing portfolio Corporate salaries processing Cost Management and staff productivity Responsible for Cash and Customer transactions at the Teller counters Supervising all Non-Cash transactions like DD/MC, fund
interactions, including profiling thereby aiding relationship management. Audit and Service Quality Ensure all laid down system and process are followed as stipulated by Audit and Senior Management Ensure accurate and timely submission of financial transactions.& requests. Adherence to set processes
for the repossession of the assets applicable for movable asset Supervisory functions 1. Highlighting any trends observed in the market place and identifying the fraud cases and escalation of the same to seniors 2. Ensure adherence of the pre laid down process 3. Regular visits to the stockyards to ensure safety