10170 Banking Operations Jobs - Page 4

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling Keywordsportfolio,shares,investm...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling Mandatory Key Skills portfolio,s...

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Candidate Profi...

1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and ...

Manage treasury & banking operations - liquidity, cash flow, SAP reconciliations; oversee trade finance instruments - LC, SBLC, BG, Buyer’s Credit; execute forex hedging, monitor currency exposure; prepare cashflow forecasts & EDPMS/IDPMS reporting Required Candidate profile B.Com + MBA (Finance) preferred 7-8 years of experience with relevant knowledge of treasury & banking operations Proficiency in SAP Treasury & Excel Should have worked with Banks or in banking domain

ExecutiveSr. ExecutiveAssociateSenior Associate, IFD/ IFA Channel 1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on pri...

Job Description ExecutiveSr. ExecutiveAssociateSenior Associate, IFD/ IFA Channel 1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advi...

Role: Digital Relationship Executive - E-Channel Sales Employment Type: Full-time | Directly on Banks Payroll Location: Vashi, Navi Mumbai Qualification: Graduation is mandatory. Experience: Freshers: Welcome to apply (sales inclination preferred). Experienced: 0 - 2 years of experience in outbound sales, telesales, or financial product sales preferred. Experience in banking, insurance, or fintech domains will be an added advantage. Work Schedule: Shift Timings: 9:30 AM - 7:00 PM (rotational shifts) Work Days: 5 days a week (2 rotational week-offs) Compensation: For Freshers: 2.10 LPA (CTC) + Unlimited Incentives For Experienced: 2.79 LPA (CTC) + Unlimited Incentives ( Up to 27,000 Inhand) W...

Role: ICICI Lombard - Digital Telesales -Location: Vashi -Shift: 9:30 Am to 7 PM (Rotational) -Week Off: 2 Rotational Off | 5 Days Work -Fresher/ Exp Both can apply -Exp. 0-2 Years -Salary: Upto 27K + Incentives -Age: 18 to 30 years Required Candidate profile Qualification : Graduate ongoing studies or college students Not allowed Apply Now, For More Details, Contect: HR Deepali - 7030021594 Perks and benefits Competitive Salary with Career growth opportunity!

Maintains accounts in Tally, handles project costing, AP/AR, bank & vendor reconciliation. Manages BG records, validity, renewal & release. Handles GST/TDS compliance, e-invoices & returns. Strong in Excel, BG process, construction costing Leave encashment Health insurance

Role Details: To deliver premium client experience to all affluent clients mapped and bring continuous improvements in Affluent Client Service parameters. Role Description: Support in managing all Affluent Banking sales and service activities for the assigned location/s. Provide complete and comprehensive information to customers about Bank products, services and ensure best services are provided to them. Analyse and have thorough understanding of clients cash, capital and investment needs. Manage and improve the customer journey to create a superior customer experience. Ensure customer onboarding is seamless and monitor the performance of client accounts and suggest ways to improve returns....

About The Role Project Role : Banking Processor Project Role Description : Capture and validate client information related to banking and loan documentation. Process account creations, on-board new clients and perform maintenance for all banking products; including retail and commercial lending, bank accounts, card services. Must have skills : Camunda BPM Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Banking Processor, you will engage in the essential task of capturing and validating client information pertinent to banking and loan documentation. Your typical day will involve processing account crea...

About The Role Skill required: Com.Bkg- Credit UW - Commercial Credit Underwriting Designation: Banking Advisory Associate Qualifications: MCom/Master of Business Administration Years of Experience: 1 to 3 years What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.Com.Bkg- Credit UW stands for Commercial Banking Credit Underwriting. It involves evaluating the creditworthiness of businesses applying for loans or credit. This process includes analyzing financial statements,...

About The Role Skill required: Com.Bkg- Credit UW - Commercial Credit Underwriting Designation: Delivery Operations Senior Analyst Qualifications: MCom/Master of Business Administration Years of Experience: 5 to 8 years What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.Com.Bkg- Credit UW stands for Commercial Banking Credit Underwriting. It involves evaluating the creditworthiness of businesses applying for loans or credit. This process includes analyzing financial sta...

We are looking for a skilled Sales Manager to lead our car loans team. The ideal candidate will have a strong background in sales and mentoring, with a proven track record of driving business growth. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet targets. Build and maintain relationships with key stakeholders, including dealerships and financial institutions. Analyze market trends and competitor activity to identify opportunities. Collaborate with cross-functional teams to drive business development. Monitor and control expenses to ensure profitability. Disclaimer: This job descri...

About The Role Skill required: Core Banking Operations (incl. Payments) - Retail Banking Account Operations Designation: Banking Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst saf...

About The Role Skill required: Core Banking Operations (incl. Payments) - Retail Banking Card Operations Designation: Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.Banking services refer to the various financial services provided by banks to their customers. It includes account opening, kyc, managing accounts, processing transactions, offering loans and credit cards and mortgages, providing ...

About The Role Skill required: Commercial Banking Operations - Core Banking Designation: Banking Operations New Associate Qualifications: BCom/Under Gradudate Years of Experience: 0 to 1 years What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from ri...

Company Description RBL Bank is one of India's rapidly growing private sector banks, operating across 28 states and Union Territories with an extensive network of 517 branches, 1,166 business correspondent branches, and 414 ATMs. The Bank provides specialized services across six key business verticals, including Corporate & Institutional Banking, Commercial Banking, and Retail Banking. With over 11.53 million customers, the Bank is committed to delivering financial services tailored to individual and business needs. RBL Bank is publicly listed and recognized for its commitment to customer-centric services and financial inclusion. For more information, visit the official website: RBL Bank. Ro...

About The Role Skill required: Banking Services - Core Banking Designation: Business Advisory Associate Qualifications: BCom Years of Experience: 1 to 3 years What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.Banking services refer to the various financial services provided by banks to their customers. It includes account opening, kyc, managing accounts, processing transactions, offering loans and credit cards and mortgages, providing investment products, insurance ser...

Company Description Unity Small Finance Bank is a new-age bank that utilizes advanced technology to deliver safe, convenient, and user-friendly banking services. The bank is committed to innovation and customer-centric solutions, striving to meet the financial needs of individuals and businesses alike. With a focus on seamless banking experiences, Unity Small Finance Bank aims to provide top-quality financial products and services tailored to its customers. It is dedicated to maintaining high standards of security and simplicity in its offerings. Role Description This is a full-time, on-site role for a Sales Manager at Unity Small Finance Bank, located in Kanchipuram. The Sales Manager will ...

About The Role Skill required: Banking Services - Core Banking Designation: Business Advisory Analyst Qualifications: BCom Years of Experience: 3 to 5 years What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.Banking services refer to the various financial services provided by banks to their customers. It includes account opening, kyc, managing accounts, processing transactions, offering loans and credit cards and mortgages, providing investment products, insurance servi...

About The Role Skill required: Core Banking Operations (incl. Payments) - Retail Banking Account Operations Designation: Banking Operations Associate Manager Qualifications: Any Graduation Years of Experience: 10 to 14 years Language - Ability: English(Domestic) - Proficient What would you do? You will be managing the team of Banking Operations Analysts and Content Management Specialists:Your key responsibilities are as follows:?¢Develop and manage comprehensive project plans, including detailed timelines, budgeting, and resource allocation.?¢Deliver effective business solutions while ensuring contractual obligations are fulfilled.?¢Oversee seamless onboarding and transition processes for ne...