292 Job openings found

Job Description  Client Acquisition and Onboarding: Identify potential clients, initiate contact, and manage the onboarding process to establish enhanced relationships  Relationship Management: Regularly engage with clients to understand their financial goals, proactively offer suitable banking solutions, and address any concerns.  Needs Analysis: Conduct thorough client assessments to identify financial needs ...

      Key Responsibilities Identify and approach veterinarians, grooming salons, freelance pet groomers, and pet clinics. Handle all stages of onboarding Explain the app and partnership model Collect KYC documents Assist with app download and profile creation Conduct basic usage training Own ongoing relationships — solve issues, collect feedback, and keep providers active. Track onboarding metrics and ...

Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

The job description is as below: A Senior Account Executive is a professional responsible for managing key client relationships and driving revenue growth. This role often involves overseeing a team of account executives and ensuring client satisfaction while also developing and implementing strategies to expand business with existing clients.   Key Responsibilities: Primary Billing in ERP ...

Key Responsibilities: Develop and maintain relationships with clients to enhance client retention and growth. Acquire new clients through referrals, cold calling and marketing initiatives. Advise clients on investment options such as equities, derivatives, mutual funds, IPOs, margin trade funding and Loan against Shares based on their risk profile. Assist clients ...

Job Summary:We are looking for a dynamic and hands-on IT Manager with strong experience in the stock broking industry. The ideal candidate will be an all-rounder – capable of managing infrastructure, applications, trading platforms, compliance technology, cybersecurity, and coordinating with vendors and regulators. This role demands both strategic thinking and ...

We are seeking a motivated and results-driven Relationship Manager to join our team. The ideal candidate will be responsible for sourcing and managing Direct Selling Agents (DSAs) to drive business for our Unsecured Lending (Business Loan) products. This role involves client sourcing, end-to-end process management, compliance, and documentation, as well ...

   Job Responsibilities: Design, develop, and maintain SAS programs for data extraction, transformation, and reporting in alignment with banking operations.  Support analytics initiatives in areas like credit risk, fraud detection, regulatory compliance, customer behaviour analysis, etc.  Develop automated SAS reports and dashboards for internal stakeholders and regulatory bodies (e.g., RBI, BASEL, AML).  Perform data validation, data quality checks, ...

Digital Technology This role will be responsible for Develop, manage and upgrade Digital Assets like Websites, Mobile Apps, APIs, Digital technology stack for Digital assets like Mobile apps, website, API stack and integrations with focus on best in class customer experience Vendor and stake holder management with the focus on cutting edge technology adoption Manage ...

Role Details: Designation: Lead Digital Customer connect ExperienceRole type: People ManagerDepartment: DigitalReporting to: Director and Head- DigitalLocation: Mumbai HO Your Role (summary): AVP and Lead Digital Customer connect and Experience This role will be responsible for 1. Establish Customer connect for helping customers with challenges faced for transactions or servicing their queries2. Developing and implementing Digital customer service ...