4685 Mutual Funds Jobs - Page 33

Relationship Manager - Commercial Vehicles Relationship Manager who will be responsible for sourcing of new business from open market / RL branch network or CA / DSA channel network. Sourcing and servicing of Working capital ( Both Fund Based and Non Fund Based restricted to Transport / Logistics segment segments which includes products like Cash credit / Overdraft / WCTL / BG / LC / BC) Cross sell of other banking products Souring and Servicing of WC, Inventory Funding or Trade Advance to automobile Dealerships Warehousing Projects Finance ( restricted to transport / logistics segment ) Lease Rent Discounting (restricted to transport / logistics segment and automobile segments ) Evaluation of financials and structure the transactions with suitable product offerings to meet the clients finance requirement Preparing the marketing proposal and coordinating with credit team for approval of the NTB proposals Coordinating with technical, legal and operations team for loading and disbursement of files Actively evaluating the opportunity of cross sell to increase the wallet share Login and monitoring of TOD and Adhoc facilities on regular basis Coordination with the Trade team for non fund based transaction Coordinating with ops and monitoring for renewal / DRS / Enhancement / Property insurance updation. Taking care of WCDL disbursement and its tracking for deposits of payment on the due date. DRS Tracker. Monitoring of same and put reminder to client if any DRS exceed their deadline Arranging and submission of Book debts / stock statement on monthly basis i.e within deadline RCU of files prior login of any file ( renewal or enhancement )

Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 satisfaction Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

Description for Internal Candidates Branch RM-BD The Role involved Accquision of new customer and sales of all banking products with the given portfolio, A relationship sales officer is a professional whose responsibilities includemanaging customer expectations, identifying new business markets, recording daily customer transactions-analyse the needs and accordingly cross sell various banking products such as Current/Saving accounts, Loan products & third party products like Insurance & Mutual funds. KRAs: Acquire new customer base for new branch To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. THE ROLE (bold): REVENUE GENERATION,CUSTOMER ACQUISITION,CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS Same Posting Description for Internal and External Candidates Same Posting Description for Internal and External Candidates

Role-Digital Acquisition Manager-CA-Digital 811 Short Description for Internal Candidates Description for Internal Candidates Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. Same

Role-Digital Acquisition Manager-CA-Digital 811 Short Description for Internal Candidates Description for Internal Candidates Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. Same

Job Responsbibilites: To Ensure Quality portfolio. To focus on improving Collections in the area assigned individually or in a team / as a team. To adhere to the BANKS processes and procedures. To adhere to Audit requirement Job Requirements: Passion for Collection. Willing to Take challenges and responsibility Should have the ability to convince the customer to pay on our terms and conditions Educational Qualification Should be Graduate Work Experience Minimum work experience of 1-3 year in collections.

tions) The Kotak Mahindra Group The entire spectrum of financial needs of individuals and corporates is addressed at the Kotak Mahindra Group. Completing a successful 29 year run, Kotak firmly invests in serving the financial services needs of customers. The Group today offers complete financial solutions including areas like Retail Finance, Equities, Mutual Funds, Life Insurance, Wealth Management (Private Banking), Tax Planning and Investment Banking etc. The Kotak Mahindra Group offers the understanding, the experience, the infrastructure and most importantly the commitment to deliver pragmatic end-to-end solutions that truly work. Kotak Wealth Management The Kotak Mahindra Group (Kotak) has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin. The Kotak client base ranges from entrepreneurs to business families, and also includes employed professionals. Kotak provides financial advice and manages wealth for 44% of Indias top 100 families with Wealth Management offices spread across 10 cities in India. The Client Relations team in Kotak Wealth Management works exclusively on portfolios of large advisory and family office clients of the firm. The role requires the Relationship Manager to take full ownership of his/her client portfolios. Job Role Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. Acquire New Clients for the firm and also develop new territories. Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients. Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioral skills. Deliver Sales Targets Job Requirements Excellent written and oral communication skills Strong Organizational Skills Strong Communication and Interpersonal Skills Experience in investment/financial services Team player and Collaboration skills Relationship Management Skills

Role-Digital Acquisition Manager-CA-Digital 811 Short Description for Internal Candidates Description for Internal Candidates Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. Same

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

Develop and execute a Mobile banking channel strategy that positions Banks Mobile Banking business in a leading stance in the marketplace. Review existing mobile banking offerings for enhancements as a result of business goals, competitive pressures and revenue opportunities Proactively scans the environment in the development and implementation of new mobile banking products and services Identify and evaluate potential revenue opportunities for the usage of various products for the MB channel Liaise actively with various business /product owners or external partners to help deliver Mobile Banking products to our customers in the most efficient, cost effective and a simplistic way using appropriate technology Maintain and track usage, uptimes, faults, towards ensuring that the MB channel is available 24/7/365 Ensure the maintenance of operational efficiency and risk & control framework as per operational procedure guidelines. Communicates status of projects and serious issues to Senior Management, and proactively recommends work-arounds and viable solutions to improve customer experience around the use of Mobile Banking Engagement and timely closures of proposal/ plans / designs with internal and external stakeholders w.r.t new solutions/ use cases Completely own the assigned product including research, conceptualization, acquisition, adoption, engagement and customer experience. Design innovative and elegant solutions for complex workflows. Create things that people will love and talk about. Develop wireframes, user stories, customer journeys, behavioral specifications and personas. Create business case to justify the proposed investment. Review Test Plans in Mobile Banking projects Work with Internal customers to resolve their issues, identify opportunities for automation to minimize manual intervention Supporting business in case of live issues by coordinating with technology and getting it resolved in the expected TAT Working with multiple delivery and business partner teams Review User Guides and train users on newly developed Systems Provide inputs to process team while preparing processes related to systems Maintain Timely & Accurate MIS and Reporting. Knowledge of entire project SDLC and active involvement in projects from requirement documentation to post production support

Description for Internal Candidates Branch RM-BD The Role involved Accquision of new customer and sales of all banking products with the given portfolio, A relationship sales officer is a professional whose responsibilities includemanaging customer expectations, identifying new business markets, recording daily customer transactions-analyse the needs and accordingly cross sell various banking products such as Current/Saving accounts, Loan products & third party products like Insurance & Mutual funds. KRAs: Acquire new customer base for new branch To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. THE ROLE (bold): REVENUE GENERATION,CUSTOMER ACQUISITION,CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS Same Posting Description for Internal and External Candidates Same Posting Description for Internal and External Candidates

CEC Team Leader - Inbound - Credit Cards Department Customer Experience Center Location Thane/Noida/Bangalore Reporting Relationship CEC Team Manager- Inbound Position Grade Manager Job Role Responsible for managing a team of 15-18 officers handling inbound calls in Credit Cards Manage Team to deliver on Quality, Call productivity, Sales, and Shrinkage as per the defined benchmarks Manage Floor to monitor discipline on floor, resolve officers queries to assist customers, raise issues to respective dept. for resolution, update officers on process/product updates, workstation availability, shrinkage, etc. Manage escalated customer calls (complaints) with end-to-end resolution Graduate Minimum 5 to 6 years of relevant experience in servicing of financial products and at least one year in managing a team Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females7AM till 8PM) including Sunday/holidays Leadership skills including team motivation, make team adaptable to changes, deliver overall SOPs, etc Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

Portfolio Manager Department Kotak Mahindra Bank Retails Assets Reporting Relationship Reporting to Location Collections Manager Position Grade M1 M2 Monitoring and maintaining collection for the area. Managing repossession. Co-ordination with collection agency, repossession agent, sale of asset, Legal formalities. Graduate Min 2 5 years of experience in collections. Confident, ability to handle a team of collections, can go to the field when required and also give training to his team when needed

Job Role Go To Market / Alliances & Digital Solutions Manager Job Responsibility Candidate must have a deep understanding of emerging banking products (such as Open Banking/API banking, Payments, Lending) Products & Services Must have the ability to work with cross-functional teams (Product, Business and Group-wide Relationship teams) Must have sound knowledge on the latest compliance and regulatory framework around digital banking products. Must be able to work along with product, legal and compliance team to influence and create new emerging business models. Create and Identify new strategic opportunities with the vision to take new or enhanced products to market. Develop the framework and collaterals to support the new pipeline and client engagement process. Research market trends and competitive analysis to bring in outside in perspective of digital products. Good to have extensive network across the Fintech and startup community. Strong documentation, review & presentation skills required Good Communication and people skills. Good Negotiating Skills. Sound Knowledge of Excel, Power Point. Knowledge of Visual design tools, Adobe Forms or SQL an added advantage Educational Qualifications Post Graduation or MBA Experience Profile 3-6 years

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

Description for Internal Candidates Branch RM-BD The Role involved Accquision of new customer and sales of all banking products with the given portfolio, A relationship sales officer is a professional whose responsibilities includemanaging customer expectations, identifying new business markets, recording daily customer transactions-analyse the needs and accordingly cross sell various banking products such as Current/Saving accounts, Loan products & third party products like Insurance & Mutual funds. KRAs: Acquire new customer base for new branch To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. THE ROLE (bold): REVENUE GENERATION,CUSTOMER ACQUISITION,CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS Same Posting Description for Internal and External Candidates Same Posting Description for Internal and External Candidates

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

JOB ROLE Responsible for NTB acquisition of customers. Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. JOB REQUIREMENT Blend of service and sales orientation MBA / Graduate Minimum work exp. 1 year

Job Title Sales Team Member Business Correspondent Job ProfileRole will be a Combination of Relation Manager & sales officer. Be part of fastest growing sales channel in financial services industry. As part of sales job, incumbent is required to do field work Job involves sourcing & nurturing of village by building relationship & cross selling Assest & liability products and investment products. He/She would be the bridge between the village and the bank branch. Managing & acquiring additional incremental customers from that particular village cluster for the bank. Though references/cold calling. Eligibility: Preferred QualificationGraduate.

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 satisfaction Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

Description for Internal Candidates To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

Description for Internal Candidates Branch RM-BD The Role involved Accquision of new customer and sales of all banking products with the given portfolio, A relationship sales officer is a professional whose responsibilities includemanaging customer expectations, identifying new business markets, recording daily customer transactions-analyse the needs and accordingly cross sell various banking products such as Current/Saving accounts, Loan products & third party products like Insurance & Mutual funds. KRAs: Acquire new customer base for new branch To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. THE ROLE (bold): REVENUE GENERATION,CUSTOMER ACQUISITION,CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS Same Posting Description for Internal and External Candidates Same Posting Description for Internal and External Candidates

Portfolio Manager Department Kotak Mahindra Bank Retails Assets Reporting Relationship Reporting to Location Collections Manager Position Grade M1 M2 Monitoring and maintaining collection for the area. Managing repossession. Co-ordination with collection agency, repossession agent, sale of asset, Legal formalities. Graduate Min 2 5 years of experience in collections. Confident, ability to handle a team of collections, can go to the field when required and also give training to his team when needed

CEC Officer - Inbound - Privy Department Customer Experience Center Location Thane/Bangalore Reporting Relationship CEC Team Leader - Inbound Position Grade Assistant Manager/Deputy Manager Job Role To Attend the inbound calls of customers in both Retail Liabilities & Credit Cards and process the queries & requests to customer's satisfaction To identify and convert the opportunities for cross selling (banking product) on customer's call Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target) Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance Graduate Preferably 1-2 years with 6 months which should to be in customer service role - Understanding of call center industry an advantage Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females7AM till 8PM) including Sunday/holidays Flexible to get scattered 8 Week Offs in a month with 9hours shift Good listening skills and strong communication abilities. Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers