Private Banker - Wealth Management (Cochin) Emkay Global Financial Services Ltd

8.0 - 12.0 years

0 Lacs

india

On-site

Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve ...

Posted 1 day ago

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Private Banker - Wealth Management (Bhubaneshwar) Emkay Global Financial Services Ltd

8.0 - 12.0 years

0 Lacs

india

On-site

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Corporate Action and Income Analyst Deutsche Bank

2.0 - 6.0 years

0 Lacs

karnataka

On-site

The Corporate Action and Income Analyst DWS, NCT position based in Bangalore, India involves being responsible for completing day-to-day activities accurately and timely, adhering to cut-off times and maintaining processing quality as per SLAs. The Process Executive must respond to queries and escalations promptly, act as a backup for peers when needed, and share best practices with the team. As part of the benefits package, the role offers a best in class leave policy, gender-neutral parental leaves, childcare assistance benefit, sponsorship for industry relevant certifications, employee assistance program, comprehensive hospitalization insurance, accident and term life insurance, and compl...

Posted 2 months ago

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Private Banker Emkay Global Financial Services Limited

8.0 - 12.0 years

4 - 8 Lacs

Pune, Maharashtra, India

On-site

Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity f...

Posted 4 months ago

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