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1.0 - 5.0 years
2 - 4 Lacs
bhagwanpur
Work from Office
About The Role Elite Relationship Manager KRAs 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 f...
Posted 1 week ago
1.0 - 6.0 years
4 - 8 Lacs
ahmedabad
Work from Office
About The Role Job Role Manage big ticket size clients having group exposure above 5 Cr Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Achieve a minimum of 15% YOY growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely closure of all pending PDD"™s. Tracking and liaison with customer for any stock statements submissions pending, Stock insurance pending and ensure timely stock audit gets done. Visit to client locations at frequent intervals to stay connected and ensure gro...
Posted 1 week ago
1.0 - 5.0 years
2 - 4 Lacs
pune
Work from Office
About The Role Elite Relationship Manager KRAs 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 f...
Posted 1 week ago
1.0 - 5.0 years
2 - 4 Lacs
surat
Work from Office
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...
Posted 1 week ago
1.0 - 5.0 years
2 - 4 Lacs
gurugram
Work from Office
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...
Posted 1 week ago
5.0 - 10.0 years
14 - 17 Lacs
gandhidham, ahmedabad, vadodara
Work from Office
Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc Drive targeted product mix and persistency for insurance products to enhance profitability Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes Explore various avenues of increasing volumes through NTB / Referral for RFR business Acquisition of new customers for RTFx business (New to Forex) and sourcing of...
Posted 1 week ago
6.0 - 11.0 years
4 - 9 Lacs
bengaluru
Work from Office
Role & responsibilities Grade: Sr Manager / Manager Business: Retail Banking Department: Fee Department Location: Bengaluru About Fee Department The Fee Department of the Bank is responsible for sourcing Retail Fee from TPP LI, GI, Mutual Funds, Axis Direct etc and Retail Forex & Remittances / RTFx. The Department drives business from Branch Banking channels and other Asset Channels of the Bank. About the Role Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc Drive targeted product mix and persistency for i...
Posted 1 week ago
2.0 - 6.0 years
7 - 9 Lacs
mumbai
Work from Office
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 primary market products 6) Organising events to develop the Business ...
Posted 1 week ago
2.0 - 6.0 years
7 - 9 Lacs
vadodara
Work from Office
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 primary market products 6) Organising events to develop the Business ...
Posted 1 week ago
2.0 - 4.0 years
7 - 9 Lacs
ahmedabad
Work from Office
1) Identifying & Empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empaneled 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 primary market products 6) Organizing events to develop the Business of ...
Posted 1 week ago
2.0 - 6.0 years
3 - 4 Lacs
mumbai, maharashtra, india
On-site
Key Responsibilities: Operational Excellence: Oversee and manage the daily operations of financial processes within the FM domain, ensuring seamless execution of financial products such as OTC derivatives , forex , swaps , futures , and other financial instruments, while adhering to internal policies and regulatory standards. Financial Product Expertise: Utilize your in-depth knowledge of OTC derivatives , forex , swaps , futures , and other financial products to assess market trends, manage product development, and ensure product delivery aligns with client needs and business objectives. Process Improvement: Identify opportunities for process optimization and automation within the finance o...
Posted 1 week ago
5.0 - 10.0 years
5 - 10 Lacs
bengaluru, karnataka, india
On-site
In fast changing markets, customers worldwide rely on Thales. Thales is a business where brilliant people from all over the world come together to share ideas and inspire each other. In aerospace, transportation, defence, security and space, our architects design innovative solutions that make our tomorrows possible.Present in India since 1953, Thales is headquartered in Noida, Uttar Pradesh, and has operational offices and sites spread across Bengaluru, Delhi, Gurugram, Hyderabad, Mumbai, Pune among others. Over 1800 employees are working with Thales and its joint ventures in India. Since the beginning, Thales has been playing an essential role in India s growth story by sharing its technol...
Posted 1 week ago
2.0 - 5.0 years
5 - 7 Lacs
ahmedabad
Work from Office
We are seeking a passionate and knowledgeable Business Development Manager. As BDM you will be responsible for sales, revenue and expenses, reports management .If you are someone who is proactive, detail oriented, and thrives in a fast pase environment then this is for you .Youll work closely with a diverse group of people coming from both leading MNCs such as McKinsey, BCG, KPMG, Deloitte, EY, and startups such as Byjus, Paytm etc. to establish, nurture, and grow business across categories & territories. Roles and responsibility: Onboarding Forex Agents onto our platform through calls and meetings. Achieve growth and hit sales targets by successfully managing the sales team/Associate. Desig...
Posted 1 week ago
8.0 - 12.0 years
0 Lacs
noida, uttar pradesh
On-site
You should have a thorough understanding of the forex and derivative market, including exposure management, hedging instruments, and strategies. It is essential to comprehend interest rate scenarios in different geographies and analyze fast-changing economic situations. Familiarity with the banking regulatory frameworks in major world economies, SOX compliance, and operating within control frameworks is necessary. Joining the global corporate treasury team presents an opportunity to contribute to the development and implementation of treasury policies and procedures. Your role will involve managing foreign currency risk through forward and derivative contracts, engaging with bankers, middle ...
Posted 1 week ago
2.0 - 6.0 years
7 - 9 Lacs
hyderabad
Work from Office
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 primary market products 6) Organising events to develop the Business ...
Posted 2 weeks ago
2.0 - 6.0 years
7 - 9 Lacs
mumbai
Work from Office
Executive /Sr. Executive /Associate /Senior 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 ...
Posted 2 weeks ago
5.0 - 10.0 years
22 - 25 Lacs
hyderabad
Work from Office
Global Procurement Europe (GPE) Finance plays a key role and represents ~40% of PepsiCo Europe P&L. This is a critical role in managing $2.0Bn direct material cost for Central Europe and Greater Balkans business units (BU) and dedicated to support the following areas within GPE Finance: Finance Business Partnering with Seasonings & Ingredients, Foil and labels from Flexible packaging accountable for ~$0.5Bn direct materials spend within Europe. Business partner support to Central Europe and Greater Balkans $0.4Bn- to provide commodity trend analysis and cost transparency to support business decisions and pricing strategies. Prepare Forecasts for these BUs during all Financial cycles (monthly...
Posted 2 weeks ago
2.0 - 6.0 years
7 - 9 Lacs
thiruvananthapuram
Work from Office
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 primary market products 6) Organising events to develop the Business ...
Posted 2 weeks ago
2.0 - 4.0 years
1 - 3 Lacs
noida
Work from Office
List the strategic/ planning aspects of the role (if any) List the functional duties/ responsibilities that are executed and their result (non-numeric) List the managerial responsibilities of the job holder o List the administrative responsibilities of the Job holder o List any team responsibilities and what are the results expected List the stakeholder interactions involved o List the liaising activities with other teams (internal or external) to achieve results List the audit/ compliance related activities List the reporting/ MIS responsibilities (Start each sentence with an action verb) Qualifications Education (formal degrees, certifications) Experience (No. of years, relevant fields) Ro...
Posted 2 weeks ago
2.0 - 4.0 years
1 - 3 Lacs
mumbai
Work from Office
List the strategic/ planning aspects of the role (if any) List the functional duties/ responsibilities that are executed and their result (non-numeric) List the managerial responsibilities of the job holder o List the administrative responsibilities of the Job holder o List any team responsibilities and what are the results expected List the stakeholder interactions involved o List the liaising activities with other teams (internal or external) to achieve results List the audit/ compliance related activities List the reporting/ MIS responsibilities (Start each sentence with an action verb) Qualifications Education (formal degrees, certifications) Experience (No. of years, relevant fields) Ro...
Posted 2 weeks ago
0.0 - 1.0 years
6 - 10 Lacs
gurugram
Work from Office
Overview Financial Reporting of Intercompany & crosscharges for India & Bangladesh Responsibilities Oversee and manage Intercompany activities - cross charges, reconciliations, payments, remittances and rejections. Ensure accuracy and compliance across all transactions. Review and approve month-end forex, branch, intercompany remittance, periodical royalty workings and JVs. Review the submissions made to the sector team for related party transactions. Provide month-on-month variance analysis pertaining to related party transactions. Collaborate with multiple stakeholders, including the IBM support team, sector reporting team, auditors, senior management, and foreign intercompany entities. Co...
Posted 2 weeks ago
2.0 - 5.0 years
4 - 7 Lacs
bengaluru
Work from Office
We are seeking Virtual KYC Agent to join our team at Niyo. The role involves conducting Know Your Customer (KYC) process for customers seeking forex services. The ideal candidate will have excellent communication skills, a professional, and a proactive approach to upholding Niyo s brand identity with experience in V-KYC on financial products onboarding. Key Responsibilities: Engage with customers to verify their identity, eligibility, and documentation for forex services, ensuring compliance with KYC regulations. Clearly explain the KYC process, required documents, and benefits of process to customers. Participate actively in training sessions to stay updated on KYC compliance, product knowl...
Posted 2 weeks ago
5.0 - 10.0 years
10 - 14 Lacs
hyderabad
Work from Office
Overview We are PepsiCo PepsiCo brands can be found in just about every country on the planet, and globally were transforming how we make, move and sell our products. Were in the midst of a digital transformation, defining what it means to be a CPG company in this digital age, by embracing emerging tech. Weve created centers of excellence, designed to inspire our people. These arent regular work environments: theyre incubators for inventive thinking and problem-solving. Theyre where our teams come together to create brand new solutions from the ground up, to solve complex global challenges and disrupt the norm. Overview: Finance Business Partnering with BU teams. Business partner support to ...
Posted 2 weeks ago
8.0 - 12.0 years
30 - 35 Lacs
mumbai
Work from Office
Job Description: It is a regulatory reporting role while leading a team of 5-7 team members. Candidate should have understanding and experience of Trade finance related regulatory reporting to both internal and external stakeholders (regulators, govt agencies) with accuracy and on timely basis. Namely Interest Equalization statement, Trade Credit, NESL- National E-Governance Services Ltd, Import of gold return, Stressed Asset Reporting SMA reporting1, R returns, FIU-KYC Data, Risk based supervision . Refer below highlighted details for more reports. ** Knowledge of regulations, FEMA, RBI circulars and Master Directions related to trade products (Exports,Imports, Guarantees, Financing & relev...
Posted 2 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
guwahati
Work from Office
. Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Off...
Posted 2 weeks ago
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