Banking Executive Adekon Management Pvt. Ltd

3.0 - 7.0 years

0 Lacs

kolkata, all india

On-site

Role Overview: As a Corporate Banking Operations Manager, your main responsibility will be to prepare and maintain accurate bank reconciliations for all company bank accounts. You will also be required to liaise with banks for account management, transaction queries, and issue resolution. Additionally, you will monitor bank balances, coordinate with the treasury team for fund planning, and manage documentation related to bank accounts and credit facilities. Your role will also involve ensuring timely deposit and accounting of collections, supporting audits, and maintaining banking master data in ERP/Accounting software while ensuring compliance with company policies and regulations. Key Resp...

Posted 5 days ago

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Mutual fund advisor (sales) Finowings Training Academy Pvt.Ltd

1.0 - 5.0 years

0 - 0 Lacs

lucknow, uttar pradesh

On-site

As a Mutual Fund Executive at our company, you will play a crucial role in handling mutual fund operations and providing top-notch client services. Your responsibilities will include: - Operating mutual fund panels and processing various applications (SIP, STP, SWP, Switch, Purchase, Redemption, NCT) through platforms such as NSE, BSE, MINT, CAMS, KFintech, and MFU. - Assisting clients with investment planning, updating KYC details, and managing their portfolios effectively. - Scanning, uploading forms, and addressing client queries via calls, emails, or in-person interactions. - Managing bulk transactions and ensuring timely completion before cut-off times. - Delivering excellent client ser...

Posted 4 weeks ago

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Customer Service Specialist Value Wealth

2.0 - 6.0 years

0 Lacs

thane, maharashtra

On-site

As a Service Executive, your role involves supporting Relationship Managers (RMs) and their clients to ensure smooth handling of all service-related queries. This includes quick issue resolution, strong coordination, and enhancing overall client experience. You will be responsible for handling and resolving all service requests such as KYC updates, account opening, nominee changes, transaction status, corrections, etc. Additionally, you will coordinate with internal RMs, operations team, CRM, transaction platforms, AMCs, and registrars to ensure timely closure of client issues. Tracking and monitoring all service requests to ensure TAT compliance is also a key part of your role. Furthermore,...

Posted 1 month ago

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Mutual fund advisor Finowings Training Academy Pvt.Ltd

1.0 - 5.0 years

0 - 0 Lacs

lucknow, uttar pradesh

On-site

As a Mutual Fund Executive at our company, your role involves operating mutual fund panels and processing applications such as SIP, STP, SWP, Switch, Purchase, Redemption, NCT via platforms like NSE, BSE, MINT, CAMS, KFintech, and MFU. Your key responsibilities will include: - Assisting clients with investment planning, KYC updates, and portfolio management. - Scanning, uploading forms, and resolving client queries through calls, emails, or walk-ins. - Handling bulk transactions and ensuring completion before cut-off times. - Providing excellent client service and maintaining strong communication for SIP schemes and portfolio guidance. - Studying and analyzing fund histories to offer investm...

Posted 3 months ago

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KYC Executive NetAmbit

0.0 - 4.0 years

0 - 0 Lacs

mysore, karnataka

On-site

As a Business Development Executive (BDE) at our organization, you will be responsible for performing various daily activities. These include updating KYC information, revisiting data provided by the company, and assisting in loan recovery processes. It is important to note that there are no sales targets associated with this role. The work timings for this full-time position are from 9:30 AM to 6:30 PM. The role requires you to travel across various locations in Karnataka. The offered CTC for this position is 21,000 INR, with a take-home salary of 20,000 INR along with a petrol allowance of 2,500 INR. In addition to the fixed salary, you will also have the opportunity to earn incentives of ...

Posted 5 months ago

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