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1.0 - 5.0 years
2 - 4 Lacs
chennai
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 2 weeks ago
0.0 - 5.0 years
2 - 5 Lacs
hyderabad
Work from Office
About The Role Role: Elite Relationship Manager WC Position Code: 3424 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. 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 growth and functionality of business model. Maintain optimum portfolio hygiene by e...
Posted 2 weeks ago
0.0 - 5.0 years
2 - 5 Lacs
mumbai
Work from Office
About The Role Role: Elite Relationship Manager WC Position Code: 3424 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. 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 growth and functionality of business model. Maintain optimum portfolio hygiene by e...
Posted 2 weeks ago
0.0 - 5.0 years
2 - 5 Lacs
pune
Work from Office
About The Role Role: Elite Relationship Manager WC Position Code: 3424 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. 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 growth and functionality of business model. Maintain optimum portfolio hygiene by e...
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
patiala
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 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
surat
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 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
mumbai
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 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
mumbai
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 2 weeks ago
1.0 - 5.0 years
6 - 9 Lacs
gandhinagar
Work from Office
About The Role Dealer GIFT City Branch Department BMU Location Gandhinagar Number of Positions 01 Reporting Relationships VP GIFT City Position Grade M5 / M6 Kotak Mahindra Bank Gift City Branch is the International Financial Services Center Banking Unit [IBU] set up in Gujarat International Finance Tec - (GIFT) City. It deals with non-individual entities across the globe for their funding (Non INR) requirements; extending ECBs to Indian corporates, Trade and other transaction banking products. The Treasury function at KMB GIFT City is responsible for balancing and managing the daily cash flow and liquidity of funds for the Kotak GIFT City , and ensures that all parts of the associated areas...
Posted 2 weeks ago
15.0 - 20.0 years
25 - 30 Lacs
bengaluru
Work from Office
We are hiring for Cluster Head - Business banking for A private bank Position : Cluster Head Business : Business Banking Locations : Bangalore Handling a Team of Business Banking Relationship managers in allocated cluster Generating the Business Banking business to the bank Should have Minimum 10 + sales experience into Business Banking TFX in Banking with 2+ Team handling. Interviews are going on!!!. Interested Candidates share their profiles Vijayakumar.avula@upgrad.com or call to 9959342908.Role & responsibilities Preferred candidate profile
Posted 2 weeks ago
8.0 - 13.0 years
8 - 15 Lacs
bengaluru
Work from Office
We are hiring for Trade Forex Counselor - Bangalore for A private bank Position : Trade Forex Counselor - Bangalore Business : Trade Forex Counselor Locations : Bangalore CTC up to 15 L Should have Minimum 10 + sales Trade Forex or Counselor experience in Banking Interviews are going on!!!. Interested Candidates share their profiles Vijayakumar.avula@upgrad.com or call to 9959342908.
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
You will join PhillipCapital India Pvt. Ltd., a distinguished member of the PhillipCapital Group of Singapore, as an Investment Advisory Sales Manager in Mumbai. In this full-time on-site role, you will be responsible for providing solutions to customers and acquiring new business opportunities. Your primary focus will be on offering a range of financial products such as Equity, Derivatives, Commodities, Fixed Income, Mutual Funds, Insurance, Forex, etc. It is essential to have a strong understanding of securities markets, asset classes, and derivatives. Your role will involve connecting and building relationships with key stakeholders in the capital market, including FPIs, HNIs, HFTs, Fund ...
Posted 2 weeks ago
0.0 - 5.0 years
5 - 15 Lacs
vadodara
Work from Office
Key Accountabilities and main responsibilities Strategic Focus Participate as a positive member of the team and maintain good working relationships with colleagues, including cooperating with others to achieve the teams goals, providing support and assisting other teams across the business as required. Learn, Maintain and update relevant systems and data bases, participating in pre and post system testing for enhancements as required. Responding to correspondence to process and deadline Maintain relevant systems/data bases. Help with preparation of correspondence, presentations, reporting as per business requirements. Understanding compliance and adhere to all legislative, procedural, indust...
Posted 2 weeks ago
8.0 - 13.0 years
4 - 8 Lacs
chennai
Work from Office
BG/LC process and working with customer on this subject and focusing on AR to reduce the past dues. Project Sales invoice submission to customers & uploading the invoice in the respective customer portal Preparation & Posting of Prepaid and Forex entries Preparation of Monthly JV & Checklist AP Reconciliation, Supplier Advance Reconciliation & Employee Advance Reconciliation Balance sheet Reconciliation for all the accounts Intercompany Back charges invoice preparation & Circulating to ICO parties and reconciliation. Supporting to Statutory Audit & Tax Audit and Statutory Compliance Handling of Bank related works Preparation of Daily Sales Report and other reports to the management Finalizat...
Posted 2 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
ponnur
Work from Office
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) Officer Sales-1 : Graduate...
Posted 2 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
anantapur
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
3.0 - 6.0 years
4 - 8 Lacs
ahmedabad
Work from Office
We are looking for a highly skilled and experienced Asst Project Lead to join our team at Jones Lang LaSalle Property Consultants (India) Pvt. Ltd., located in the Real Estate - Other industry. Roles and Responsibility Manage and coordinate project activities to ensure timely completion and quality results. Collaborate with cross-functional teams to achieve project goals and objectives. Develop and implement project plans, resource allocation, and risk management strategies. Conduct site visits to monitor progress and identify potential issues or conflicts. Coordinate with clients, vendors, and stakeholders to meet their needs and expectations. Analyze project data and metrics to optimize pe...
Posted 2 weeks ago
4.0 - 6.0 years
6 - 8 Lacs
pune
Work from Office
Location City Pune Department Accounting and Finance Controllership Experience 4 - 6 Years Salary 500000 - 600000 INR Designation Lead Associate Total Position 1 Employee Type Permanent Job Description JOB DESCRIPTION: DESIRED SKILL: o Accounting Review of Accounting for Sales, Purchase Vendor Invoices keeping in mind the basic TDS GST compliances Review of Accounting for Bank Cash Transaction + BRS Review of Accounting for Employee Expense Claims+ Know How of Perquisites GL Accounting know-how basis IGAAP Accounting Principles Know How on Prepaid, Provisions for Expenses, Depreciation, Forex Know How of Inventory workings o Tax Compliance TDS, GST Payments Return Filings Know How Good commu...
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
mumbai, navi mumbai
Work from Office
The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank About the Role Sales Managers (SM) are a part of the Banks sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensur...
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
thane
Work from Office
The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank About the Role Sales Managers (SM) are a part of the Banks sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensur...
Posted 2 weeks ago
4.0 - 9.0 years
27 - 30 Lacs
bengaluru
Work from Office
Role Description Its a popular perception that if you have experience in Trade Finance Operations, you are never out of job. We handle multiple products like Letter of Credit, Collections, Bank Guarantees etc. Depending on your appetite to learn, you will get enough opportunities to learn multiple products/processes. The learning never ends in Trade Finance Operations. Our subject matter experts will ensure that you get the necessary training on the products and processes. Your key responsibilities Managing the portfolio of sourced transaction processing of a particular country or a set of countries Stakeholder management Client satisfaction Multiple internal clients, across distinct process...
Posted 2 weeks ago
10.0 - 20.0 years
10 - 15 Lacs
bengaluru
Work from Office
Role/Job Title - Trade and Fx Counsellor Place of work - Banglaore CTC : up to 15Lacs - Business - Retail Banking Function/ Department - Branch Banking Job Purpose The role entails acting as a single point of contact for all trade related (forex, cross border, domestic etc.) products for the region/branches assigned to. The role bearer would be responsible for acquiring and driving the trade relationship and providing Fx related services and support as an individual contributor or through the branch team contributing to the larger branch banking channel objectives. Roles & Responsibilities Key / Primary Responsibilities of the Role - List the primary deliverables "- Drive product & marketing...
Posted 2 weeks ago
7.0 - 11.0 years
0 Lacs
pune, maharashtra
On-site
The Summit Techno Functional Analyst will be responsible for providing analysis, documentation, designing, and developing solutions for regulatory and change projects. You are expected to manage business users/stakeholders in terms of project delivery. It is crucial to have a good knowledge of SDLC, and excellent Summit development skills are required. You should be able to understand the functional requirements provided by the business analyst and act as a point of contact for the project in all phases of SDLC. Your main duties and responsibilities will include liaising with business users to gather requirements, design, and develop solutions. You will work with the business analyst in desi...
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
indore, madhya pradesh
On-site
You will be responsible for developing new customer relationships and expanding existing ones for liabilities (CA driven) and commercial assets. Your primary focus will be on ensuring high levels of customer service orientation and adherence to bank policy. Cross-selling existing bank products and informing customers of new products or enhancements to enhance their banking relationship will also be a key part of your role. Additionally, you will be involved in planning and executing special sales initiatives and events for prospective and existing clients. Collaborating with other group companies to provide seamless access to additional products and services will be important. You will maint...
Posted 2 weeks ago
15.0 - 20.0 years
30 - 45 Lacs
kolkata
Work from Office
Finance & Account of listed Co ,Taxation ,Audit, , Bank Liaising for Term loan, Treasury & Banking ,Financial Planning , IND AS, Project Management , Plant Commercial & Operations , Investments , Liaising with SEBI, IT departments ,NCLT Matters etc. Required Candidate profile Person should be a CA can handling finance , Bank Liaising for Term loan, Treasury & Banking ,Financial Planning , IND AS, Project Management ,Investments , Liaising with SEBI ,NCLT Matters etc.
Posted 2 weeks ago
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