21 Ncfm Certification Jobs

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution.AffluentBusiness offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identificati...

Roles And Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) Liaising with branch st...

Roles And Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) Liaising with branch st...

As a member of the Fixed Income Research - Data team in CRISIL Intelligence division, your role will involve: - Researching Fixed Income products such as bonds, CP & CD - Collecting primary and secondary trading data from various sources like websites and term sheets, and updating the database - Creating daily data feed files and data reports in Excel using FIDB and Bond Valuer - Addressing internal and external data queries - Ensuring high-quality data management - Planning and meeting deliverable deadlines - Gathering information on Indian Fixed Income products from diverse sources in a tactful manner - Identifying automation opportunities in the data collation process Qualifications requi...

As a Relationship Manager (RM) focusing on High Net Worth (HNW) customers, your role is crucial in enhancing profitability by increasing relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing relationships. You will be the one point contact for all financial needs, aiming to elevate current relationship value and wallet share for increased profitability. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acquire new customers who meet product criteria - Regularly interact with customers to build rapport and update profiles - Enhance the overall value and book size of the portfolio - Mai...

Roles And Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products( Education loan, real estate, housing loans) , acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, De...

Role Overview: As a Relationship Manager, your primary role is to offer a superior customer experience to enhance the profitability of relationships. This involves increasing the relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing the relationship. You will be the one-point contact for all financial needs and services, thereby increasing current relationship value and wallet share for increased profitability. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acquire new customers who meet the product criteria - Regularly interact with customers to build rapport and update profiles -...

As a Relationship Manager, your role involves including HNI customers into the Preferred Programe and providing them with a superior customer experience to enhance profitability. Your responsibilities include: - Acquiring new to Bank Imperia relationships - Liaising with branch staff to identify eligible customers and acquire new customers meeting product criteria - Regularly interacting with customers to build rapport, update profiles, and enhance the overall value of the portfolio - Maintaining portfolio quality and hygiene parameters - Cross-selling bank products based on customer needs - Conducting joint calls with Supervisor as per defined process - Offering advisory services in coordin...

As a Relationship Manager, your primary role is to include HNI customers into the HNW Program and provide them with a superior customer experience to increase the profitability of the relationship. You will be responsible for acquiring new Bank's HNW relationships, serving as a one-point contact for all their financial needs, and enhancing the current relationship value. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acquire new customers who meet the product criteria - Regularly interact with customers to build rapport and update their profiles - Enhance the overall value and book size of the portfolio - Maintain the quality and hygi...

The role involves being responsible for including HNI customers into the HNW Program and providing them with a superior customer experience to enhance the profitability of the relationship. This includes increasing the relationship size, cross-selling appropriate products, acquiring family accounts, and retaining and enhancing the relationship. As a Relationship Manager, you will also be tasked with acquiring new Imperia relationships for the bank. Your role will be to act as a one-point contact for all the financial needs and services of the customers, thereby enhancing the current relationship value and wallet share to increase profitability. Your responsibilities will include liaising wit...

The role involves being responsible for including HNI customers into the HNW Program and providing them with a superior customer experience to increase the profitability of the relationship. The Relationship Manager (RM) is tasked with acquiring new Imperia relationships, serving as a one-point contact for all financial needs, enhancing current relationship value, and increasing profitability from these relationships. The primary responsibilities include liaising with branch staff to identify eligible customers, acquiring new customers meeting product criteria, maintaining portfolio quality, and cross-selling bank products based on customer needs. The RM must achieve monthly and yearly reven...

As a Relationship Manager, your main purpose is to include HNI customers into the HNW Program and provide them with a superior customer experience to enhance the profitability of the relationship. This involves increasing the relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing the relationship. You will also be responsible for acquiring new Bank's HNW relationships and serving as a one-point contact for all their financial needs and services. By doing so, you will enhance the current relationship value, increase wallet share, and ultimately boost profitability from these relationships. Your responsibilities will include liaising with br...

As a Relationship Manager, your primary responsibility will be to include High Net Worth Individual (HNI) customers into the HNW Program and provide them with a superior customer experience. This will help in increasing the profitability of the relationship by expanding the relationship size, cross-selling appropriate products, acquiring family accounts, and retaining and enhancing the relationship. You will also focus on acquiring new Imperia relationships and serving as the single point of contact for all their financial needs and services. By doing so, you will enhance the current relationship value, increase wallet share, and ultimately boost profitability from these relationships. Your ...

You will be responsible for including HNI customers into the HNW Program and providing them with a superior customer experience to enhance the profitability of the relationship. This involves increasing the relationship size, cross-selling the right products, acquiring family accounts, retaining, and enhancing the relationship. Additionally, you will be acquiring new Bank's HNW relationships and acting as a one-point contact for all their financial needs and services to enhance the current relationship value and wallet share, thereby increasing profitability from these relationships. As part of HNW Portfolio Management, your duties will include liaising with branch staff to identify eligible...

The role of a Relationship Manager (RM) is crucial in acquiring High Net Worth Individuals (HNI) customers into the HNW Program and providing them with a top-notch customer experience. Your primary goal will be to increase the profitability of the relationships by enlarging the relationship size, cross-selling appropriate products, acquiring family accounts, and retaining and enhancing the relationships. As an RM, you will also be responsible for acquiring new HNW relationships for the bank and acting as the main point of contact for all their financial needs and services. This approach will help in enhancing the current relationship value, increasing wallet share, and ultimately boosting pr...

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role: The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identificat...

Responsible for including HNI customers into the HNW Program and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross-selling the right products, acquiring family accounts, retaining, and enhancing the relationship. The Relationship Manager (RM) is also responsible for acquiring new Bank's HNW relationships. To be a one-point contact for all their financial needs and services, thus enhancing the current relationship value and wallet share which will further increase profitability from these relationships. Liaising with branch staff to flag eligible customers from the HNW portfolio. Acquire new customers who m...

As a Relationship Manager, your primary responsibility is to bring High Net Worth Individuals (HNI) into the HNW Program and provide them with an exceptional customer experience to maximize the profitability of the relationship. This involves increasing the relationship size, cross-selling relevant products such as Education loans, real estate, and housing loans, acquiring family accounts, and retaining and enhancing the overall relationship. You will serve as the main point of contact for all their financial needs, aiming to enhance the value of the current relationship and increase profitability. Your role includes managing the HNW Portfolio through activities such as acquiring, enhancing,...

As a member of the Fixed Income Research - Data team in CRISIL Intelligence, located in Pune or Mumbai, your primary responsibilities will include conducting research on fixed income products such as bonds, CP & CD. You will be tasked with collecting primary and secondary trading data from various websites and term sheets, updating this information in the database, and preparing daily data feed files. Additionally, you will be responsible for generating data reports in Excel using FIDB and Bond Valuer, as well as addressing internal and external data queries. Your role will require you to ensure the high quality of data management, adhere to established processes, and successfully plan and m...

The Trading department in Moradabad is looking to fill 2 openings, with a preference for female candidates. Candidates should be at least 20 years old with a PG/ Graduate qualification, ideally with NCFM certification. A minimum of 1 year of experience is required. The ideal candidate should possess good communication skills, fluency in English, and knowledge of various trading terminals such as NEAT, ODIN, and NOW. Strong networking skills are a plus, and NCFM certification is mandatory. Responsibilities include taking client orders for buying and selling equity, client follow-ups, and providing trading cum investment advisory services in equities and F & O.,

Roles And Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) Liaising with branch st...