11 Pbg Jobs

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7.0 - 12.0 years

20 - 22 Lacs

bengaluru

Work from Office

Opening in Leading Bank Private Banking Group - Bangalore Role/Job Title: Investment Portfolio Counsellor Department : Wealth Management > Sales > Private Banking Group Age : up to 35 CTC up to 22L Job Purpose: Leading Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Roles & Responsibilities: Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct t...

Posted 17 hours ago

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10.0 - 20.0 years

30 - 45 Lacs

bengaluru

Work from Office

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore Designation: Private Banker or Partner Location: Bangalore CTC: 30Lacs to 45Lacs Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores. A...

Posted 2 weeks ago

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4.0 - 9.0 years

5 - 10 Lacs

mumbai

Work from Office

Currently working with tally is mandatory Preparation of Data for Outstanding Follow-up Following up with customer on receivables on phones / emails / letters. Letter drafting and sending of reminders for outstanding receivables. Maintenance of customer data base and timely updation. Recording of issues discussed with customers. Alarming management on timely basis for major outstanding receivable. Coordination with Sales / Marketing dept & Accounts for outstanding amount. Resolving customers issues / queries if any. Submitting necessary documents / information to customers as required. Collection of retention amount / Expired Bank Guarantees. Reconciliation of ledger accounts. Qualities requ...

Posted 2 weeks ago

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4.0 - 9.0 years

0 - 0 Lacs

mumbai city

On-site

We are having opportunity for Credit Control for Gandhi Automation - Malad(w). Tally experience is mandatory . JD: Preparation of Data for Outstanding Follow-up Following up with customer on receivables on phones / emails / letters. Letter drafting and sending of reminders for outstanding receivables. Maintenance of customer data base and timely updation. Recording of issues discussed with customers. Alarming management on timely basis for major outstanding receivable. Coordination with Sales / Marketing dept & Accounts for outstanding amount. Resolving customers issues / queries if any. Submitting necessary documents / information to customers as required. Collection of retention amount / E...

Posted 2 weeks ago

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8.0 - 13.0 years

32 - 47 Lacs

kolkata, chandigarh, hyderabad

Work from Office

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Posted 1 month ago

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5.0 - 10.0 years

3 - 8 Lacs

kota

Work from Office

Hiring: Company Secretary Location: Kota (Rajasthan) Industry: Conveyor Beltings • Special Purpose Conveyor Belts • Material Handling Solutions Experience: 510 Years Salary: Negotiable (as per experience) Key Responsibilities: Registration of Trademark & Intellectual Property Compliance Ensuring compliance with Companies Act & other regulatory frameworks Monitoring legal frameworks and advising on corporate governance Handling E-voting procedure during AGM, preparing scrutinizers report & voting results Appointment, resignation & changes of Directors, Auditors & KMPs Drafting, altering & maintaining MOA and AOA Organizing Board/Committee/General Meetings & preparing minutes Maintaining statu...

Posted 1 month ago

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7.0 - 12.0 years

11 - 18 Lacs

hyderabad

Work from Office

Hi Opening in Leading Bank for the following position Designation: Privy RM Wealth Management Grade: Senior Manager & AVP CTC up to 18Lacs Location: Hyderabad Job Description: Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers - 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 Customers - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and e...

Posted 1 month ago

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4.0 - 9.0 years

5 - 10 Lacs

Mumbai

Work from Office

Currently working with tally is mandatory Preparation of Data for Outstanding Follow-up Following up with customer on receivables on phones / emails / letters. Letter drafting and sending of reminders for outstanding receivables. Maintenance of customer data base and timely updation. Recording of issues discussed with customers. Alarming management on timely basis for major outstanding receivable. Coordination with Sales / Marketing dept & Accounts for outstanding amount. Resolving customers issues / queries if any. Submitting necessary documents / information to customers as required. Collection of retention amount / Expired Bank Guarantees. Reconciliation of ledger accounts. Qualities requ...

Posted 2 months ago

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6.0 - 11.0 years

5 - 12 Lacs

Mumbai

Work from Office

Currently working in tally is mandatory Preparation of Data for Outstanding Follow-up Following up with customer on receivables on phones / emails / letters. Letter drafting and sending of reminders for outstanding receivables. Maintenance of customer data base and timely updation. Recording of issues discussed with customers. Alarming management on timely basis for major outstanding receivable. Coordination with Sales / Marketing dept & Accounts for outstanding amount. Resolving customers issues / queries if any. Submitting necessary documents / information to customers as required. Collection of retention amount / Expired Bank Guarantees. Reconciliation of ledger accounts. Qualities requir...

Posted 2 months ago

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8.0 - 13.0 years

35 - 100 Lacs

Kolkata, Chandigarh, Hyderabad

Work from Office

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Posted 3 months ago

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5.0 - 10.0 years

6 - 7 Lacs

Udupi

Work from Office

Key Responsibilities Lead and manage tendering activities for EPC projects Scrutiny of tender documents with respect to technical and commercial aspects. Evaluating tender documents, drawings, schedules & forms etc. Tendering of Transmission Line Projects and Substation Projects covering aspects like Preparing Brief Tender Study / Synopsis of Tender, Studying & Analysis of Qualification Requirement Criteria for Tender, Sending enquiries to reputed vendors / approved vendors of Client, Tabulation & Comparison of offers received from vendors, Compilation of Complete Techno-Commercial Documents, Cost or Price Analysis of Supplies and Services to be provided, Preparation of Final Bid Price, Bidd...

Posted 3 months ago

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