2812 Asset Jobs - Page 24

About The Role Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requ...

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfacti...

1. Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all B...

We are hiring an Operations Executive for the Leasing / Asset Financing industry. The role involves assisting with day-to-day operational activities, maintaining accurate documentation, and coordinating with internal teams, clients, and vendors. The ideal candidate should be detail-oriented, well-organized, and eager to grow in leasing and asset management operations. Key Responsibilities Assist in day-to-day operational activities related to leasing and asset management. Maintain accurate documentation, agreements, and lease records. Coordinate with internal teams for contract execution, invoicing, and compliance. Act as a point of contact for clients, vendors, and stakeholders for operatio...

As a Lead Treasury Analyst at Wells Fargo, you will play a crucial role in providing expert consultation to finance, accounting, and Business Line management on matters concerning corporate treasury and related financial management. Your responsibilities will include monitoring and evaluating global market conditions, funding requirements, asset and liability management, liquidity risk management, capital management, financial performance management, and related activities. You will be the go-to person for advisory on treasury finance and risk strategies, ensuring data quality, establishing controlled processes, and leading targeted projects while guiding other team members. In this role, yo...

Kaizen Realty is looking for Portfolio Manager to join our dynamic team and embark on a rewarding career journey Portfolio Management:Develop and implement investment strategies to achieve specific financial goals and objectives Construct and manage investment portfolios, including asset allocation, security selection, and risk management Continuously monitor and adjust portfolios to optimize performance and manage risk Investment Analysis:Conduct comprehensive market research and analysis to identify investment opportunities and trends Evaluate potential investments, including stocks, bonds, mutual funds, real estate, and alternative assets Assess the risk-return profiles of investments and...

Maintain healthy relations with Customers Look for better sales Opportunity to grow company Lead and manage the activity of sales team. Motivate them for Sales. Handle the walkin customers Cross sale of other banking products Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Skill required: Record To Report - Fixed Asset Accounting Designation: Record to Report Ops Analyst Qualifications: BCom Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligned with our Finance Operations vertical and will be helpi...

Title Manager - Revenue, Sales & Assets Reporting Department Revenue, Sales & Assets COE Location Gurugram Level Level - 5 About your team Finance is a global function at Fidelity International, with close to 300 dedicated employees and offices across 12 locations including UK, Germany, Bermuda, Australia, India and China. The Finance Department supports the management of the business in the achievement of business goals and objectives, and improves shareholder value by ensuring the timeliness, accuracy, integrity, consistency and relevance of financial information, in relation to the business decision-making process. The role is with Revenue Centre of excellence (COE) and the primarily resp...

Need to handle the walk-in customers in Branch Convert leads provide by branch into Sales Maintain good & Healthy relations with new & Existing Customers Implement new Sale Ideas. Cross Selling of Insurance Products Contact - 9998027778 (HR Sakshi) Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

About The Role Job Name Acquisition Manager CASA Grade M1 (Assistant Manager) JOB Role: Acquisition of New Client (NTB) through external individual efforts 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 adherence to products, processes and regulatory requirements. Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate lea...

About The Role Job Name Acquisition Manager CASA Grade M1 (Assistant Manager) JOB Role: Acquisition of New Client (NTB) through external individual efforts 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 adherence to products, processes and regulatory requirements. Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate lea...

About The Role Job Name Acquisition Manager CASA Grade M1 (Assistant Manager) JOB Role: Acquisition of New Client (NTB) through external individual efforts 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 adherence to products, processes and regulatory requirements. Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate lea...

About The Role Job Name Acquisition Manager CASA Grade M1 (Assistant Manager) JOB Role: Acquisition of New Client (NTB) through external individual efforts 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 adherence to products, processes and regulatory requirements. Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate lea...

About The Role Job Name Acquisition Manager CASA Grade M1 (Assistant Manager) JOB Role: Acquisition of New Client (NTB) through external individual efforts 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 adherence to products, processes and regulatory requirements. Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate lea...

About The Role Job Name Acquisition Manager CASA Grade M1 (Assistant Manager) JOB Role: Acquisition of New Client (NTB) through external individual efforts 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 adherence to products, processes and regulatory requirements. Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate lea...

About The Role Job Name Acquisition Manager CASA Grade M1 (Assistant Manager) JOB Role: Acquisition of New Client (NTB) through external individual efforts 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 adherence to products, processes and regulatory requirements. Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate lea...

About The Role jOB Role- Acquisition of New Client (NTB) through external individual efforts 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 adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job ...

About The Role Job Name Acquisition Manager CASA Grade M1 (Assistant Manager) JOB Role: Acquisition of New Client (NTB) through external individual efforts 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 adherence to products, processes and regulatory requirements. Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate lea...

About The Role Acquisition of New Client (NTB) through external individual efforts 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 adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job Requiremen...

About The Role Relationship Manager- New car Loans- Grade:- M2-M3 Experience:- Min 3-5 years"™ Experience in asset product. Preferably in Auto loans. Profile requirement. Dealer channel management- Sourcing business from Car loan dealers as well as from KMBL Branches. Good at MIS and Written and verbal Communication. Skill set require to effectively manage Finance Manager/General Manager of Car dealers. Focus on Fee based income and ability to Cross sell other products. Ability to manage a Team size of 8-10 DST. Service oriented with will to go extra mile to serve channel effectively. PDD management and release Channel Payout on monthly basis. Infant Management.

About The Role SME is a part of Wholesale Banking that manages lending business for Small & Medium enterprises with a turnover between 50 to 500 CR. The business is the fastest growing vertical within Wholesale Banking at Kotak and has been growing at a fast rate with a base of 3000 + customers. Wholesale Banking SME Acquisition Relationship Manager Grade Manager/Senior Manager/Chief Manager Job Responsibilities of Acquisition Relationship Manager in SME Business: To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based (Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX) Collaborate with banks"™ internal channels as well as open market...

About The Role Asst Acquisition Manager - CASA-RL SALES-Sales India JOB DESCRIPTION Candidates from banking industry only who is well versed with Current Account and Savings Account Selling who is having minimum 1-2 years of experience into retail banking (CA and SA) with earning good incentives for AAM CASA JOB Role- 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 adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values b...

About The Role Job Requirements In depth knowledge about Asset Products esp cards and Operations and processes Discussion with Subject Matter Experts (SMEs) to understand work functions and processes and gather information Develop materials to document operational end-to-end process flows Summary recommendations from SMEs for process improvements and other findings Should be able to think proactively for process changes from Business Process Re-engineering perspective Should be aware of competitive practices. Knowledge of Regulatory Guidelines Strong Communication skills Assertive attitude Good analytical skills & eye for details Keen eye for market intelligence and competition. Strong follo...

About The Role Asst Acquisition Manager - CASA-RL SALES-Sales India JOB DESCRIPTION Candidates from banking industry only who is well versed with Current Account and Savings Account Selling who is having minimum 1-2 years of experience into retail banking (CA and SA) with earning good incentives for AAM CASA JOB Role- 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 adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values b...