35 Clearing Operations Jobs - Page 2

Hello, Greetings from Kotak Life Insurance..!!! Kotak Life Insurance is looking for candidates for the role of Assistant Manager for Branch Operations and below is the Job Description attached. Interested candidates can share their resume to kli.jayshree-jain@kotak.com or Whatsapp on 7972001255. Job location: Bangalore Age limit : 28 Years Job Description : 1. New Business proposal form processing. 2. Primary underwriting. 3. Customer Service. 4. Renewal Calling 5. Stale Cheque Closure. 6. Surrender Retention Retention of customers who come to branch for surrender of policy, by means of educating about benefits of long term stay and use of retention kit. 7. ECS Sourcing Convincing and registering customers for ECS by means of educating customers about benefits from walk-in customers, renewal calling and at all touch points with customers and achieving assigned monthly targets. 8. Driving conversion of new business by means of follow-up with sales team on requirements. 9. Driving End to End TAT. 10. Medical Co-ordination in medical proposal forms with medical center, sales team and customer. 11. Riders sourcing from walk-in customers and renewal calling. 12. Follow-up with customers for arranging Direct Credit documents towards all types of pay-outs [ like surrender ( part or full), maturity, survival benefit etc. ] 13. Other back office work. 14. Receipting of Premiums new business , renewals, agency, shortfall premiums etc. all types of payments in cash and cheque at branches. 15. Banking of cheque and cash collected on previous day thru Bank appointed pick-up person. 16. S2S Service to Sales and cross sell. Desired Candidate Profile Graduate+1year of experience Perks and Benefits A great learning opportunity A pathway for growth in career with Kotak Life

Dear Candidate, We are Hiring for Clearing Operation-MNC-Bangalore!!! Role: Clearing Operation-Investment Banking Location: Bangalore Contract: 6 Months Shift: EMEA Required Skills: 6 Months-3 Years Experience Knowledge of listed derivatives Trade Support Group functions The individual will be expected to learn quickly to acquire the required technical/product knowledge. Notice: Immediate-30 Days If Interested, please share updated CV to arthie.m@orcapod.work

About The Role Operations Manager - Support Services-Operations Job Requirements: 1. Pre disbursement KYC checking, agreement book and RTO set, verifications 2. Verification of documents, asset details and loading the documents in system 3. Handling the operations team 4. Checking and releasing the payouts after checking the Post disbursement documents. 5. Checking the NACH documents and cheques 6. Handling the high volume in month end 7. 2 years"™ Experience in retail asset operations and disbursement related activities

About The Role Operations Manager - Support Services-Operations Job Requirements: 1. Pre disbursement KYC checking, agreement book and RTO set, verifications 2. Verification of documents, asset details and loading the documents in system 3. Handling the operations team 4. Checking and releasing the payouts after checking the Post disbursement documents. 5. Checking the NACH documents and cheques 6. Handling the high volume in month end 7. 2 years"™ Experience in retail asset operations and disbursement related activities

About The Role Operations Manager - Support Services-Operations Job Requirements: 1. Pre disbursement KYC checking, agreement book and RTO set, verifications 2. Verification of documents, asset details and loading the documents in system 3. Handling the operations team 4. Checking and releasing the payouts after checking the Post disbursement documents. 5. Checking the NACH documents and cheques 6. Handling the high volume in month end 7. 2 years"™ Experience in retail asset operations and disbursement related activities

The system generates cash and check collection reports and reconciles them with real instruments. Upon receipt of the cash reward, we will accurately update our payment entry system with respect to the collection. Deposit cash and checks.

Role & responsibilities Job description About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank’s products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization’s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank’s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank’s products. Promoting bank’s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank’s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank’s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Skills Refer to the Job Description Preferred candidate profile

Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Supervisory responsibility Supervise & monitor Personal Banker desks and contract sales staff Branch administration Lobby Management Ensure quality customer service is delivered Resolution of customer queries/complaints Customer service to ensure walk in customers issues Monitor Staff productivity and give guidance on improving the same in conjunction with the Branch Manager Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable Branch Operations and Audit Compliance Transactional responsibility Authorize Personal Banker transactions Corporate salaries processing Cost Management and staff productivity Responsible for Cash and Customer transactions at the Teller counters Supervising all Non-Cash transactions like DD/MC, fund transfer etc Penetration of Saving Accounts on non liability customers Reconciliation and maintenance of suspense accounts register as per the required format Sales Branch Merchandising Generate business, cross sell and monitor cross sales of Personal Bankers Generate leads for Third Party Products to the customers Ensure that all tellers are adequately trained on the Products of the bank.

Required Experienced Accountant for Clearing Forwarding & Logistics Company at Andheri , Mumbai Required Candidate profile Minimum 1 year experience in Clearing Forwarding & Logistics Company. Commerce Graduate. Must have knowledge of GST , TDS filling , Tally , Logistics & Clearing operations .

Roles and Responsibilities : Manage inventory as well as warehouse, transportation, and other logistics processes Develop new strategies to streamline processes and reduce cost Ensure that quality, quantity, customer satisfaction, and financial commitments are met Perform metrics reporting and data analysis tasks to identify issues and opportunities for process improvements Partner and communicate with DCBL, Vendors, and Stockists including SP. Manage and develop logistics staff Create and manage budgets Having experience in Hub Operation. Have experience in Rake Operations. Dealing with Transporters. Daily Interaction with business stakeholders. Desired Candidate Profile Cement Logistics Background mandatory Bachelor's degree in supply chain management, operations or logistics 5+ years of experience working in logistics, warehouse, or transportation operations Firm grasp of supply chain, inventory, distribution, business, and management principles Strong team player Ability to manage, coach, and provide training for direct reports Exceptional organizational and analytical skills Working knowledge of logistics and SAP. Perks and Benefits The best in the industry