84 Banking Management Jobs - Page 3

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

Experience: 7 plus years of Investment Banking experience in the relevant sector Deal closure experience is must. Qualifications/Requirements: - MBA CA - Strong financial modelling skills and maturity to understand critical deal terms. - Experience at an investment bank with solid transaction experience across a range of transaction types who can independently lead transaction execution including investor reach out and pitches, negotiation of terms working with vendors, and advising and finalizing definitive documents and closing. - Deal closure experience. - Demonstrated experience in managing day-to day aspects of client relationships and transactions with superior attention to detail and quality deliverables. - Develop valuation for complex transactions across a variety of sectors. - Impeccable research, quantitative and analytical skills, especially in explaining market events. - Ability to independently lead sector coverage and garner new business. The candidate will need to develop deep understanding of the sectors we work. - Monitor & mentor junior teammates and ensure their growth within their roles. - Manage execution of transactions by coordinating diligence and presentations across multiple stakeholders. - Demonstrated experience in managing day-to-day aspects of client relationships and transactions with superior attention to detail and quality deliverables. - Strong networking with VC & PE ecosystem in India & overseas. - Strong communication skills and ability to work with tight deadlines. - Willingness to travel .

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

Qualifications/Requirements : - MBA/CA - Minimum one deal closure experience. - Strong financial modelling skills and maturity to understand critical deal terms. - experience at an investment bank solid transaction experience across a range of transaction types. - Develop valuation for complex transactions . - Impeccable research, quantitative and analytical skills, especially in explaining market events. - Demonstrated experience in managing day-to-day aspects of client relationships and transactions with superior attention to detail and quality deliverables. - Experience with networking with VC & PE ecosystem in India & overseas. - Strong communication skills and ability to work with tight deadlines. - Willingness to travel

Hiring For Customer service voice For one of the leading bank Any Graduate/ UG+ Min 1year Banking/ Customer service exp Excellent spoken English required Location-Gurgaon salary up to40 k in hand cabs in odd hours Apply now 9942180221 9576328330 Required Candidate profile Graduate /UG in any domain. Excellent communication in English Work from Office Flexible in 24/7 Shift 5Days Working 2 rotational off mostly day shift Immediate joiner Fully Vaccinated cabs Perks and benefits Cabs day shift medical Insurance

Hiring For Customer service voice For the financial process 12th and above + Min 1year BPO Customer service experience Excellent spoken English required Location-Gurgaon salary flat 40k in hand cabs in odd hours Call/ WhatsApp Viraj @8294897343 Required Candidate profile Graduate /UG in any domain. Excellent communication in English Work from Office Flexible in 24/7 Shift 5Days Working 2 rotational off mostly day shift Immediate joiner Fully Vaccinated cabs Perks and benefits Both side cabs 70% day shift medical Insurance

We are looking for a highly motivated and skilled individual to join our team as an Assistant Manager in the banking industry. The ideal candidate should have 0-2 years of experience. Roles and Responsibility Manage and oversee daily operations to ensure efficiency and productivity. Develop and implement strategies to achieve business objectives and goals. Collaborate with cross-functional teams to drive growth and expansion. Analyze market trends and competitor activity to identify opportunities and threats. Build and maintain strong relationships with clients and stakeholders. Monitor and control expenses to ensure cost-effectiveness. Job Requirements Graduation or Post Graduation from any stream with a minimum of 50% marks. Candidates who have completed Graduation or Post Graduation are eligible. Regular mode of education is required, including 10th, 12th, and Graduation degrees. Good communication skills in English are essential. Ability to work in a fast-paced environment and adapt to changing priorities. Strong analytical and problem-solving skills with attention to detail. A graduation degree following the 10+2+3 pattern is compulsory. Candidates may have a maximum of 2 years of education gap between 10th and Graduation. Graduation or Post Graduation from any stream with 50% and above Candidates who have completed Graduation / Post Graduation are eligible 10th, 12th & Graduation should be in regular mode (Correspondence, Distance Learning, Vocational, Open Schooling are not allowed) Graduation Degree (10+2+3 Pattern) is Compulsory 50% in 10th, 12th & Graduation Good Communication Skill in English is must 2 Years Gap in Education allowed between 10th & Graduation 0-2 Years of Work experience

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 enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. Your key responsibilities Acquisition Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk,Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number. Your skills and experience The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualificationrequired is Graduation. Minimum Experience should be 6-12 Years in relevant field.

Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customers

Urgent Required any fresher graduate candidates for pay roll banking profile. candidate must be having good communication skill and good knowledge of computer.We have opening in Banking sector. Back office, Branch sales, credit Acquisition Manager.

Expertise in cash ops, forecasting, FX, interco funding, KYRIBA, PowerBI, treasury audits, reconciliation, debt/investment planning, netting cycles, cash flow reporting, process improvement, bank structuring, and global treasury coordination.

Some careers have more impact than others. If you re looking for a career where you can make a real impression, join HSBC and discover how valued you ll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Manager GFX Operations Principal responsibilities Provide daily operations support to ensure all controls are carried out accordingly as required. This will allow additional layer of control to prevent Operational Loss, Reputational Risk, etc. Establish and maintain effective relationship with business areas and identify areas of service improvements by implementing regular calls and feedback mechanism. Effective communication with the team members on organization strategy and goals required for the respective roles and responsibilities. Motivate, develop, reward and recognize team members to meet process deliverables, manage staff. To continually assess the operational risks inherent in the processes, taking account of changing operating procedures, staff movements, legal and regulatory requirements, management restructures, and the impact of new technology Requirements A university graduate and or an MBA in Finance/ Banking, management/business administration with minimum 5 to 7 years of working experience in Treasury market operations business. Knowledge of Derivatives, Equities Foreign Exchange/Money Market product and in payment operations. Knowledge of SWIFTS, Foreign exchange trade life cycle Flexibility to work shifts You ll achieve more at HSBC HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc. , We consider all applications based on merit and suitability to the role. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Job Purpose Corporate Treasury Operations & Management Opening of Letter of Credits / Bank Guarantees and Fixed deposits and making amendments in LC's, Renewal of bank Guarantees and FDR's Analysis of account statement of banks and further making regular payment of interest as well as refund of excess interest charged by banks Discounting of LC's and coordinating with banks regarding the same. Updating all deposited & withdrawal (ECS Cheque/Cash from diff. location) from bank a/c. Preparation of Bank reconciliation statements. Handle Accounts Documentation like Debit & Credit Note and the Billing System of company. Participating in the entire process of fund raising from start up to the completion of the deals Skills and academic qualifications Educational Qualifications Minimum Qualification - CA Preferred Qualification - CA Functional Skills Functional Skills Required - Sound understanding of Banking and Treasury Working knowledge of IT, accountancy, budgeting and scheduling software Technical Skills required - MS Excle and SAP Exp. Mandatory Relevant and total experience Total Number of experience required - A minimum of 3 years of experience is required in a similar kind of profile. Relevant experience required in - A minimum of 3 years of experience is required in a similar kind of profile.

About this role: Wells Fargo is seeking a Commercial Banking Portfolio Manager. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Research complex credit investigations and diverse credit information for loans Identify opportunity for process improvements within scope of responsibilities or functional area Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers Required Qualifications: 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Banking activities - obtaining UTR Nos. and to reply to payment queries To ensure payment utility Bills and Credit Card Payments End – to – End responsibilities of Banking operations including bank visits Salary registers with PF , ESI and TDS

Finance Assistant Manager ?? Finance (CA) Jodhpur Qualified Chartered Accountant 1 8 - 10 Years Male Taxation & Compliance, Payment Follow-ups & Collections, Debtor Management, Banking Management, Leadership & Team Management Apply

JOB TITLE - Area Manager-Gold loans QUALIFICATION & EXPERIENCE REQUIREMENT - Graduate, with minimum 5-6 years of experience in Gold Loan team management in both sales and operations. ROLE PURPOSE & OBJECTIVE- Responsible for business lines of 8-10 branches, ownership of P&L Asset & Branch Banking of Branches Drive Gold loan in the respective areas. The position is responsible for overall growth, Profit and Loss and success of the business in the area. Responsible for the control and recovery of loans in his/her area, risk assessment and recovery strategies Identification of suitable locations for Ujjivan gold loan business in consultation with Product Team and get the activation done of location. Identifying the Gold Appraisers for branches in near by location for smooth functioning of the Business Flow Goal setting, resource planning for branches/personnel in assigned area. Work closely with product and marketing team to drive suitable branding and marketing activities in his/her respective areas. All physical assets requirement for Gold Loan business need to in place as per defined policy. Smooth roll out of Gold Loan business in assigned branches with all required aspects in place.

work- Oversee fund performance Manage capital structure & asset finance Ensure compliance, regulatory standards Business growth through partnerships leadership initiatives and team Good Representation skills Fundraising and valuation Expert only Annual bonus Health insurance Provident fund

Key Responsibilities: Promote and sell banking, insurance, and home loan products to prospective customers. Handle client inquiries, explain product features, and manage documentation. Generate leads and follow up for conversions through cold calls, referrals, and walk-ins. Recruit and manage a team of agents (for Agency Manager role). Ensure monthly targets and KPIs are met. Build and maintain strong client relationships.

Role & responsibilities: 1.Responsible for Budget & forecast Preparation & Budgetary Control - Analysis Actual, Budget, Forecast 2.Responsible for monthly MIS & Analysis Actual, Budget, Forecast. Various reconciliation 3.Responsible for Fixed Asset Accounting, Inventory management & controlling. 4.Responsible for Cost saving project tracking. 5.Responsible for Statutory compliance - Direct Tax, Indirect Tax, others. 6.Responsible for Pricing Control (Purchase & Sales], Material reconciliation - Inward Vs Outward 7.Responsible for tracking of Operation KPI. 8.Responsible for Product/Customer wise Profitability, Margin analysis/Contribution analysis. 9.Responsible for Statutory Audit, Internal Audit, GST Audit. 10.Responsible for day-to-day Finance transactions - AR, AP, Bank Reco. & others.

Role & responsibilities should have worked in a controllership role for at least 3-to-4 years in a Corporate Office should have worked closely with promoters especially in promoter-managed (mineral based or commodity based) businesses should have managed statutory compliances should have provided data-driven support for business decisions should have worked in an ERP environment preferably Oracle Financials Preferred candidate profile Male 35-to-40 years in age

We are looking for a highly skilled and experienced Customer Service Officer to join our team in Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in customer service. Roles and Responsibility Handle customer inquiries and resolve issues professionally. Provide excellent customer service through various channels. Respond to customer complaints and concerns promptly. Collaborate with internal teams to improve overall customer experience. Develop and maintain knowledge of products and services. Identify opportunities to upsell and cross-sell products. Job Requirements Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Excellent problem-solving and analytical skills. Proficient in using technology and software applications. Strong attention to detail and organizational skills. Ability to work collaboratively as part of a team. Experience in retail banking or related fields is preferred. Competitive salary and benefits will be offered to the right candidate.

Job Title: Admin Export Banking Executive Location: Chennai Employment Type:Full-time How to Apply: Interested candidates can send their updated resume to tanmay1234@gmail.com & Whatsapp +91-9003054410 with the subject line Application for Senior Banking Executive. Job Summary: We are seeking a highly experienced and detail-oriented Senior Banking Executive to oversee and manage export documentation, payment follow-ups, and daily operational logistics. Acting as a key liaison between clients and senior management, this role is pivotal in ensuring smooth financial and operational transactions, fund planning, and client servicing. The ideal candidate will have extensive experience in exports-imports and banking, along with excellent organizational and communication skills. Key Responsibilities: 1. Export Documentation & Payment Management: - Review and verify all export-related documentation for accuracy and compliance. - Monitor pending payments and proactively send reminders to clients. - Communicate with clients regarding payment statuses and tentative payment planning. 2. Financial Planning & Fund Management: - Check daily account balances for effective fund planning. - Collaborate with internal teams to ensure efficient financial operations. 3. Client Relationship Management: - Act as the primary point of contact for clients, addressing their requirements and concerns. - Support the CEO in managing client accounts and ensuring a high standard of service. 4. Logistics & Operations: - Coordinate with logistics teams to ensure smooth daily operations. - Troubleshoot and resolve operational challenges effectively and efficiently. 5. Leadership & Team Support: - Serve as the second-in-command after the CEO for client-related matters. - Provide guidance and support to team members as needed. Qualifications & Experience: - Minimum of 5 years of experience in Exports-Imports and Banking divisions. - Strong knowledge of international trade regulations and financial practices. - Excellent organizational and multitasking skills. - Proficient in handling client communications and building relationships. - Experience in fund management and daily operational logistics is essential. - Bachelor's degree in Finance, Business Administration, or a related field (preferred). Key Skills: - Attention to detail and accuracy in documentation. - Strong analytical and problem-solving abilities. - Excellent written and verbal communication skills. - Proficiency in [Insert relevant tools/software, e.g., Tally, SAP, Excel]. - Ability to work collaboratively with internal and external stakeholders. Why Join Us? - Opportunity to work in a dynamic and growth-oriented environment. - Competitive compensation and benefits package. - Chance to play a critical role in the company's export and banking operations. How to Apply: Interested candidates can send their updated resume to tanmay1234@gmail.com with the subject line Application for Senior Banking Executive. Application Deadline: 30th May''25

Provide excellent customer service by understanding and addressing the need clients Build and maintain strong relationships with customers to ensure their satisfaction and loyalty Conduct financial transactions. Required Candidate profile Bachelor's degree Strong communication and interpersonal skills Ability to multitask and work in a fast-paced environment Proficient in Microsoft Office and banking software

Responsibilities for Banking Managers: Ensure bank policies follow guidelines and suggest improvements. Build relationships to promote loans, investments, and banking services. Monitor loan processing and credit investigations for accuracy. Responsibilities for Operations Managers: Oversee daily operations to improve efficiency and workflow. Manage budgets, resources, and ensure smooth business processes. Analyze performance and implement strategies for better productivity. Please Note: We have partnerships with multiple international employers and recruitment firms in Canada, Australia, and the United Kingdom. Your profile will be screened to determine the most suitable country based on eligibility.