38 Job openings found

RMS Manager - Job Role : Cross checking BOD for All segments before Market Start. Making Activation and Deactivation of Trading Terminal and Investor client. Ability to resolve queries on a day to day basis. Keeping Monitoring on Additional Surveillance Margin (ASM) and reporting to HOD. Blocking GSM and Illiquid scrip on Time to Time ...

ction/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business, Cross-Sell and improving Product holding per client. CASA Value Growth, deepening of existing relationships and acquiring high quality NTBs. The incumbent must possess strong knowledge of banking and investment products and solutions. Roles & Responsibilities: Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring, and reviewing RM Performance and mentoring individuals for effective telecalling for achievement of the defined goals. Also responsible for ensuring adherence with telecalling guidelines as per regulatory industry norms. Ensuring the RM Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team. Enhancing engagement with HNI customers through client meetings and/or joint calls with RMs, support functions in peer group and quality NTB Acquisitions. Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch. Responsible for driving account and MF aggregator onboarding, Privilege program onboarding, Cross Sell in the RM Portfolio and to enhance Product Per Client ratios in the managed book. Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs assigned to the RMs. Secondary Responsibilities: Incumbent is responsible to ensure that the RMs provide quality service delivery to bank's customers and ensure process adherence. Envisage data driven sales plans for the managed book to improve portfolio quality. Ensure regular reviews, daily engagement and training for the team. Client requests and complaints to be addressed efficiently within stipulated timelines. Ensure all sales activity is recorded as per the organizational process and all bank policies are adhered to by self and team. Managerial and Leadership Responsibilities:  Lead the IDFC First's customer first culture by driving the team to take up high degree servicing norms to ensure absolute customer delight. Attract and retain best-in-class talent for RM's in the region. Monitor key parameters on employee productivity and attrition rates and make necessary improvements. Champion the use of data analytics to increase engagement and product holding for customers being managed by the team.

  About the Company/Business Mid-Market business unit is part of Wholesale Banking. It provides tailored financial solutions to companies in the turnover range of Rs 500 to Rs 1500 crs.                                                                      2) Specification What are the areas (in quantitative terms) the job has an impact on?   SRM is responsible formanaging a team of RMs. Emphasis ...

Job DescriptionThe Report Processing Specialist is responsible for client reports deliverables as per client subscription and frequency.The position is for a Report Processing Specialist, who would work in Baroda / Mumbai / Delhi Nielsen Commercial Offices. The job gives an individual a good opportunity to understand the RMS Research industry.Responsibilities As ...

JOB SUMMARY To achieve agreed individual financial and non-financial targets by acquiring, growing, and retainingprofitable Retail Banking customers within acceptable risk parameters. Contribute toward achieving team’s overall target and delivering optimal portfolio return. Collaborate and build effective partnerships with other RMs, team leaders, segment heads, as well ascolleagues in CDD ...

Understand daily Margin Reporting system to exchange and its calculation. Should have fair knowledge of other securities processes like Pay-in, Pay-out, Auctions, Holding, Margin pledge etc. Should have complete knowledge of corporate actions processing and its impact of daily process. Should be good at in Excel and aptitude to learn & improve the ...

Managing team of Associate/Sr. Associate – Customer Experience (Voice). Understand daily Margin Reporting system to exchange and its calculation. Should have fair knowledge of other securities processes like Pay-in, Payout, Auctions, Holding, Margin pledge etc. Should have complete knowledge of corporate actions processing and its impact of daily process. Should be good at in ...

Position:- Senior Relationship Manager Mid-Market Function:- Corporate Banking Sales Location:- Mumbai Position Grade:- M7 (Vice President) Job Description:- · Manage a team of RMs to deliver on business targets. · Acquisition of NTB clients by closing deals sourced by RMs · Manage promoter relationships to ensure higher share of business in existing portfolio and keeping the team ...

Job Purpose:Drive business growth by delivering comprehensive training programs to franchisees, empowering them to become self-reliant and proficient in broking operations. Enhance their knowledge to navigate complexities, ensuring they are adept at addressing client needs without being hindered by basic issues.   Roles & Responsibilities: Hand hold & support to new business partners ...

Job Title: Private Banking Advisor – Branch Banking Location – Mumbai   Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to nurture ...