1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 12.00 LPA
Position: Sr. Executive/Assistant Manager - Finance
Location: Surat
Experience: 5 - 10 Years
Industries: Chemical
Responsibilities:
Banking Finance & Loan Management
Prepare CMA (Credit Monitoring Arrangement) reports as per the requirements of banks and financial institutions.
Prepare, compile, and submit proposals for fresh and existing bank loan facilities.
Prepare detailed Project Reports ...
1 Opening(s)
5.0 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
Job Title: Relationship Manager-NRIDepartment: Retail BankingJob Purpose:The role entails deepening the relationship by providing solutions to meet the requirements of theNRI customers and ensuring value-added customer service. The role will closely collaborate withthe product and operations teams to drive effective customer acquisition, servicing anddeepening. The role bearer is responsible for ...
3 Opening(s)
1.0 Year(s) To 14.0 Year(s)
5.00 LPA TO 10.00 LPA
Description:
Job Title: Relationship Manager-NRI
Business Unit: Retail Banking
Job Purpose:
The role entails deepening the relationship by providing solutions to meet the requirements of the NRI customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is ...
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
1 Opening(s)
7.0 Year(s) To 15.0 Year(s)
7.00 LPA TO 8.00 LPA
Qualification: B.com / M.com / MBA in FinanceExperience: min 7+ yrs experience in Banking loans, Financial audit, financial planning, budgeting, cost control, variance analysis from Real estate industry.Work location: Kurla in MumbaiPreferred industry background: Real Estate / Construction ( must have min 4 years experience in real estate)
JOB PROFILE:Banking loans, ...
8 Opening(s)
3.0 Year(s) To 8.0 Year(s)
4.00 LPA TO 8.00 LPA
Job Title: Relationship Manager-NRI
Business Unit: Retail Banking
Job Purpose:
The role entails deepening the relationship by providing solutions to meet the requirements of the NRI customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is ...
6 Opening(s)
4.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 11.50 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells bank products to existing set of branch customers, which are mapped
Informs customers ...
- Relationship Management
- Wealth Management
- Private Banking
- Banking Relationship Management
- Customer Relationship Management
- Portfolio Management
- Commercial Assets
- Cash Credit (cc)
- Overdraft (od)
- Term Loan (tl)
- Liability Products
- Casa Acquisition
- Cross-selling
- Upselling
- Mutual Funds
- Insurance Products
- Investment Advisory
- Client Acquisition
- Revenue Generation
- Retail Banking
- Financial Products Sales
- Customer Service Excellence
- Client Retention
- Business Development
- Sales Target Achievement
- Financial Advisory
- Customer Orientation
- Banking Sales
- Lead Generation
- High Net Worth Client Handling. Job Description
7 Opening(s)
4.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 11.50 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells bank products to existing set of branch customers, which are mapped
Informs customers ...
- Relationship Management
- Wealth Management
- Private Banking
- Banking Relationship Management
- Customer Relationship Management
- Portfolio Management
- Commercial Assets
- Cash Credit (cc)
- Overdraft (od)
- Term Loan (tl)
- Export Finance
- Liability Products
- Casa Acquisition
- Cross-selling
- Mutual Funds
- Insurance Products
- Investment Advisory
- Client Acquisition
- Revenue Generation
- Retail Banking
- Financial Products Sales
- Client Retention
- Business Development
- Sales Target Achievement
- Financial Advisory
- Portfolio Deepening
- Banking Sales
- Lead Generation
5 Opening(s)
2.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 11.50 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells bank products to existing set of branch customers, which are mapped
Informs customers ...
- Relationship Management
- Wealth Management
- Private Banking
- Banking Relationship Management
- Customer Relationship Management
- Portfolio Management
- Commercial Assets
- Cash Credit (cc)
- Overdraft (od)
- Term Loan (tl)
- Liability Products
- Casa Acquisition
- Cross-selling
- Upselling
- Mutual Funds
- Insurance Products
- Investment Advisory
- Client Acquisition
- Revenue Generation
- Retail Banking
- Financial Products Sales
- Customer Service Excellence
- Client Retention
- Business Development
- Sales Target Achievement
- Financial Advisory
- Customer Orientation
- Banking Sales
- Lead Generation
- High Net Worth Client Handling.