We have an opening for a MNC LIFE INSURANCEPosition:- Relationship Manager Channel:-BanccassuranceRole:-Team Handling of sales executiveDriving business through team assigned Regards,Preeti 91-9004613722sonal.s@stepplacements.net ...
bull; New Customer Acquisition ndash; HNI Segment for Liability Products (Savings) through Open Market and Internal Database.bull; Responsible for achieving productivity targets on Norsquo;s amp; Values.bull; Organizing Promotions amp; tie-ups for s ...
middot; Responsible for reviewing day-to-day transactions processing , policies and procedure as required. middot; Works closely with Head ndash;Branch operations to ensure that adequate control are in place in line with Internal and External proced ...
Position Title: Manager ndash; Corporate Sales Reporting RelationshipReports into: Area Manager ndash; Corporate Sales Supervises: Nobody (Currently) but this role will evolve to a man management role in some time. Designat ...
Immediately Looking fr profiles only frm TRANSACTION BANKING segment with 6+ yrs strong exp in CreditTrade Sales, local domicile of KOLKATA/DELHI/NCR/GURGAON, strong client base, good academicprofessional skill set, immediate interview schedule ...
You would be responsible for: Manage a team of asset RMs and maximize Return on Risk Weighted Assets by building a quality SME Lending book (both Funded and Non funded) from the Region. Training, Monitoring and Supporting the team to ensure that the ...
ResponsibilitiesSalesHNW Portfolio ManagementSupport to BranchesOperationsFX SupportMarketingPromotions ...
Looking for Relationship Manager - Banking ...
A role which challenges individuals to take onwarm desks and growthem. Cross selling across different product lines you willbe tasked with optimisingthe current portfolioand increasing the current customer base. ...
Looking for Priority Banking-Relationship Manager ...
1)Evaluation of Industry Reports and Analysis. 2) Identifying the fund requirement of the clients. Meeting the clients. Presenting the Company Profile and source the business from them. 3) Responsible for mandate procurement. M ...
Responsible for client's risk profiling and maintaining overall relationship. Responsible for activation of new trading a/cs and managing Investment Portfolios of HNI Clients.Bringing recurring a/cs with rich margins- both cash and stock margins. ...
Candidate currently working with Banks or Wealth Management Firms can only apply ...
Responsible for acquisition of High Net Worth savings Accounts. Deepening of existing non relationship base. Cross selling other interdepartmental products ...
To provide Investment Advisory service to HNI Clients,To meet HNI Clients with the Wealth Managers,Good knowledge of Stocks.,Knowledge of Onshore and Offshore markets.HNI client relationship management,providing advisory services to HNI Clients ...
Job Requirement/Job Description: Required: Sound understanding of execution cycles of IT projects in large and complex customer organizations. Preference would be given to candidates with experience of working in IT organizations with large nu ...
Develops new and expands existing HNI Customer relationships for liabilitiesPlans and conducts special sales initiatives and events for prospective and existing clientsCoordinates with other group companies to provideaccess to other products ...
Achieve the targets across multiple metrics like: Lead a relationship Team Existing portfolio growth Activating Nil merchants Reducing Merchant attrition Servicing the portfolio customer base Cross Sell numbers from portfolio Managing productivity o ...
Relationship Manager ...
Bank operations team is responsible for monitoring infrastructure and applications. The responsibilities of this team are as below; Monitoring of Tesco Bank Infrastructure 24 * 7 * 365 through CA Monitoring. Attending the service desk issues out of ...
1.To target the clients in the allotted geographical area. 2.To be responsible for Client Acquisition and Relationship Management. 3.Achieve optimum pricing through astute negotiations 4.Generate fee incomes through the cross-sell of products and se ...
? Selling Bankrsquo;s CMS Product to the Corporate Clients ? UnderstandingCustomer'sRequirement with respect to Disbursements Payments amp; Collections ? Coordinating with IT /Corporate banking Team for designing the Customised File Format towards P ...
Responsible for the conduction of training programs in the branch of life and non-life productsResponsible for Advisor and Sales Manager inductions to be carried out for the branchResponsible for the activation of inducted agentsCounsel branch ...
DESIRED CANDIDATE SHOULD BEFROM ANY BACK GROUND ..WILLING MEET HNI CLINETS SELLING THEM INSURANCE DIRECTLY..NO ADVISOR RECRUITMENT ...
HI we have few opening with our client which is one the most expanding and rampingup bank in india, for diffrent locations in delhi. JD: middot;Catering to PREMIUM Customers of the bank. middot;Providing various types of investments solu ...
He / she must be capable to handle client relations amp; also responsible for the Business revenue ...
An Imperia Relationship Manager handles a group of High Net Worth Imperia Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling Banks Products and Services according to Customer Ne ...
Meeting high Profile ClientsCorporates for InvestmentsProviding Investment SolutionsWealth Management ...
Your key responsibility will be to build a customer centric team and manage critical operations processes ensuring nil operational losses and customer issues. You will also need to develop a subject matter expertise in team and equip them in meeting ...
Responsibilities *Must have good knowledge of credit assessment *To be well versed with various banking products especially in corporate segment (midsize and large corporates) for e.g. Working capital loans, term loans, Bill discounting, FX PSR limi ...
Managing Corporate Relationships across various industry sectors for products like working capital, Trade FinProject Fin. Involves marketing new Credit opportunities with existingnew relationships. Knowledge in Credit analysis, proposal writing ...
Achievement of Business Plans Ensure that BPs like corporate agents, Brokers are recruited,activatedproductive Drive incentive schemesRR schemes floated by HO Regular Field observation Demonstration with the Relationships field force ...
Operational work related to Retail Forex products in existing corporates Invoicing and software entries of cards issued Statements and CRS lodging for queries of corporate cmrs Laisiosing with channel partner for corp deliveries of cards and cash on ...
1) Acquisition of new clients 2) Tradingadvise to the clients3) Retain the clients ...
Person will be responsible for maintaining relation with existing premier customer.Daily Visit the client and provide them excellent customer service.Query resolutioncross selling. ...
Responsibilities of RM Regular VisitsRegular Calls amp; touch base with customers Timely resolution of subscriber complaint Proactive handling of requests and enquiries Payment collectionsEnsure No Suspension of Account Zero Churn Revenue Grow ...
- SME customer acquisition and servicing - Selling working capital products and solutions - Cross sell of Bank products to the SME base. - Complete ownership of a portfolio of approx. 25-40 accounts. End to end management of accounts- including the ...
Develop deep understanding of various asset classes including Mutual Funds, Portfolio Management Services, Structured Products, Alternate Investments.Forming investment views and identifying themes, based on the macro/micro analysis, in close ...
1. Establishing and deepening relationships with Financial Institutions. 2. Establishing adequate credit lines for Dhanlaxmi bank by the FIs to support our outward trade business and FX business 3. Identifying opportunities and originating leads on ...
Sourcing / Business Development ndash; New Acquisitions of customers Fee Based Income To maintain existing customer base and maximize Book size Maintain Healthy and Profitable Book Size Cross Sell both Corporate and Retail Products Preparation of MI ...
Acquisition of new RetailHNI client's.Responsible for revenue generationCandidate should have requisite experience in direct selling / marketing , team managementshould have strong social network. ...
Key Objective: bull; To have Best Corporate accounts with Tata Capital bull; To convert all Dealer of Corporate and service them. bull; To have profitable outlook. bull; To have Clean Books (No NPA and minimum OD). bull; To follow best practice and ...
You would be responsible to drive complex and customized structured trade deals including forfaiting with assigned portfolio of customers to increase our margins / revenues in both Global Markets amp; Commercial Banking names. The candidate will be ...
ocation :Pune>> .>> CTC5L TO 8L>>>> JOB Profile:Managing payroll team of direct sales associate and >> achieve bussiness targets through them.empaneeling new DSA>> Designation-SM>>>> Role: Managing payroll team. ...
Managing the High Net Worth customers of the Bank Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs ...
Responsible : The person would essentially be responsible for business pertaining to our corporate solutions group. Reporting to Area Manager ndash; CSG Group * Develop new corporate relationships and nurturing the existing ones * Meet t ...
Seeking fr a dynamic prof with 2+ yrs of exp in handling HNI CLIENTS,ACQUISITION OF NEW CLIENTS,Handling product like LI,GI,MF,DEMAT A/C etc.Local domicile prof of KOLKATA , immediate int schedule. ...
Head Customer Services Division. To monitor operational issues, credit appraisals and setting up limits for industry major amp; individual dealers, coordinate with Relationship Managers of Corporate Accounts Group / Mid Corporate Group Primarily res ...
