0.0 - 4.0 years

0 Lacs

noida, uttar pradesh

On-site

As a Domain Trainee/ Management Trainee - Treasury at Genpact, you will play a crucial role in cash management by reviewing legal entities and all accounts for fund management. Your responsibilities will include working on open items, collaborating with other Finance departments to resolve issues, ensuring open items are clarified through follow-up escalation matrix, and maintaining the hygiene of Reconciliations by keeping a tab on open items. Key Responsibilities: - Review legal entities and all accounts for fund management - Work on open items and collaborate with other Finance departments to resolve issues - Follow up escalation matrix to ensure open items are clarified - Maintain the hy...

Posted 1 month ago

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Private Wealth Manager Ascending Wealth Solutions

1.0 - 5.0 years

0 - 0 Lacs

pune, maharashtra

On-site

You will be responsible for managing and nurturing client relationships, providing personalized financial and taxation advice, and developing tailored solutions-oriented plans. You will act as the primary liaison between the business and clients, ensuring existing & new clients have suitable products, scouting new markets, and engaging potential leads. Additionally, you will represent the company, managing and nurturing client relationships while pursuing new sales avenues. Your role will involve lead generation through various channels, acquiring new clients, diversifying investments, and driving business development strategies for organizational growth. You will provide timely reports to c...

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Client Relationship Manager Ascending Wealth Solutions

1.0 - 3.0 years

0 Lacs

pune, maharashtra, india

On-site

Job Opening for Baner PUNE Location Only: We are Hiring Client Relationship Manager To work on Taxation & Wealth Generation Products Company Description: Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm located in Baner Pune. The founder is seasoned financial & Taxation experts with over 16+ years of experience, in finance and taxation preparation, Firm is dedicated to serving clients for their diversified financial & Taxation needs. Employee Role Description: This is a full-time on-site & filed work role for a Client Relationship Manager at Ascending Wealth Solutions LLP,Manager will be responsible for managing and nurturing client relationships, providing...

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Motor Underwriter Munich Re

5.0 - 9.0 years

0 Lacs

maharashtra

On-site

Role Overview: As a member of Munich Re in Mumbai, India, your primary responsibility will be to participate in the pricing and maintenance of casualty treaties, with a specific focus on Motor. Key Responsibilities: - Engage in Treaty pricing using the pricing platform - Manage post-renewal treaty maintenance in collaboration with the finance team - Create PowerPoint presentations for internal and external purposes - Analyze client information decks and quarterly performances to update market summaries and statistics - Regularly interact with clients and brokers - Conduct exposure analysis and review underlying coverages - Participate in Reinsurance Wordings & Maintenance of Guidelines and i...

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