16092 Relationship Management Jobs - Page 40

Roles and Responsibilities To be responsible for managing Key Clients NR and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which required to gain business wallet share from NR clients. Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level. Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products. Contributing to the development of new products and services, by channelising self and customer feedback to the respective Program Teams. Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution. Desired Candidate Profile 8-10 years of experience in NR Client Handling or similar roles in Private Banking/ Wealth Management/ Portfolio Management Banking Industry. Strong understanding of NRI Services, Personal Banking, Relationship Management, and Wealth Management principles. Excellent communication skills for effective relationship-building with high-net-worth individuals (HNIs) and non-resident Indians (NRIs).

Roles and Responsibilities To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors of organisations. Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients. Besides leading a small team, the position shall also manage key clients personally. Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelising self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution. Desired Candidate Profile 12-20 years of experience in Wealth Management or related field with expertise in HNI Sales, HNI Acquisition, HNI Client Handling, Investment Advisory Services. Proven track record of achieving revenue targets through effective relationship management skills.

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process.

Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement : Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

Identify prospective customers & convert them into real business opportunities Deepen existing portfolio to ensure customer stickiness Meeting targets to achieve the annual business goals Periodical planning to review the under-performing customers & draw an action plan for improvement Assess & evaluate the client needs & generate new revenue through cross sell opportunities Customer Relationship Management for efficient servicing & superior products Conduct marketing events & conferences for the new customers Monitoring process efficiency and providing inputs for improvement Working closely with product team for product customization / product & process improvements Gathering Market intelligence & tracking Competition Best Practices Ensure full awareness of all the policies and procedures issued in relation to products / KYC / AML policy

Role & responsibilities: Revenue Generation Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups Relationship Management Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal Assess banking needs and risks for clients and manage client relationships accordingly to optimize risk-reward for the Bank Communication/PR of Banks products Undertakes brand communication initiatives for designated products Communicates product positioning messaging that differentiates YES Banks products in the market Market Research Illustrates understanding of consumers, competition and current market conditions through primary and secondary research Credit Appraisal Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions Documentation and Compliance To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD / Risk Management and other Relationship Management group Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

Acquisition of NewtoBank MME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, SME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client.

Job description Responsibilities Acquire new customer for liability accounts and third party products by effectively managing the sales unit Manage and motivate the sales team Strategize on prospecting and efficient & effective approach to these client segments Cross sell all products alongside the core product Provide regular training on products and selling skills to the sales unit Recruit staff for sales unit as and when required Develop and continuously upgrade new innovative sales channels & techniques to maximize productivity Implement the sales monitoring mechanism to measure the productivity of the team Monitor the quality of sourcing of products to evaluate developmental needs of the sales team Drive the sales system towards quality standards where risks are well controlled Derive insights to competitor sales activities and effectively counter the efforts Set business standards for acquisition and cross sell Evaluate training programs available and recommend the appropriate programs for differential training needs Expected CandidateAgeMinimum 27 to Maximum 33 years ProfileEducationPost Graduation in any Discipline, MBA's with Specialization in Finance/Marketing shall be preferred Past Experience: Minimum 8 years work experience in Banking & Financial Services Organizations Other Aspects /

Job description Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Bank's policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc)

Job description Core Responsibilities Acquisition of NewtoBank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury products. Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client Meeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the productivity. Years of Experience A minimum of 2-3 years of relevant experience with at least 1 year in a similar role Prior experience in Banking/NBFC in Working Capital SECTION

Job description Responsibilities1. Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers enquiries and instructions, whilst ensuring that the Bank's delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. 2. Transactions Related: Ensure proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations Ensure strong monitoring of all transactions 3. Service & Quality: Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers. Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Play a pro-active role in new products, processes or systems roll out impacting the clients Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Ensuring collection of CSS forms on periodic basis and sent to NOC. Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. 4. Audit & Compliance: Responsible to follow all process, policies as per guidelines & audit rating of the branch Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attend to any audit findings and resolve them immediately as applicable 5. Others: Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL. Manage Local Vendors /agency relationships to ensure smooth execution of transaction Responsible for Branch upkeep & maintenance and control over the cost Must be thorough with banking processes, regulations & guidelines across retail products. Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets Expected CandidateAgeMinimum 21 to Maximum 28 years Profile Education: Graduate, (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

Job description 1. Account Opening & Maintenance: Monitor the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. 2. Transactions Related: Ensure all the counters are opened and staff is ready to service clients atleast 15 minutes before the customer timings Ensure proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer Support the Business Managers/Business Heads/Financial control team in preparation of any audit related deliverables i.e. internal /external concerning a transaction executed for a corporate client. Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations Ensure strong monitoring of all transactions in the branch & maintain accurate / strong MIS for the branch. The same may be needed by the bank for overall management of branch processes & business planning Ensure frequent monitoring of all over-aged cases (deferrals, pending items, etc.) & appropriate escalation of the same in a timely & balanced manner to the senior management Ensure that knowledge, skills & capabilities are built across entire team of BSPs, so as to have internal backups to ensure that work is not hampered in by absenteeism or resignations3. Service & Quality: Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers. Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Play a pro-active role in new products, processes or systems roll out impacting the clients Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Also collate their feedback & suggestions Ensuring collection of CSS forms on periodic basis and sent to NOC. Responsible for monthly Branch Service Committee meetings are held on 07th of each month Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards.4. Audit & Compliance: Effectively Support & Handle Branch Audits by Internal, External, Concurrent, Statutory & RBI auditors Responsible for implementation of process, policies as per guidelines & audit rating of the branch Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attend to any audit findings and resolve them immediately; Ensuring DCFC checklist is checked thoroughly and signed off on daily basis Personally implement & conduct self-audits in the branch (e.g., weekly sweep audit, etc.) and any anomalies are brought to the notice of senior management along with mitigating steps initiated Responsible for sensitizing each BSD team member on adherence of process & policies5. Others: Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office Define goals & performance parameters for the team & guide/coach them in achieving the same. Ensure that the team understands the goals of the bank, the branch and also of other colleagues in the branch Provide constructive feedback; identify training & development needs of the team & conduct training at frequent intervals to meet the training requirements Lead, motivate, coach & develop staff. Conduct cross functional trainings within & across teams there by creating effective back up with in the team; Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL. Manage Local Vendors /agency relationships to ensure smooth execution of transaction Responsible for Branch upkeep & maintenance and control over the cost Support for conducting monthly CSR events at the branch. Must be thorough with banking processes, regulations & guidelines across retail products. Play an active role in new products, processes, systems roll out. Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets management

Wells Fargo is seeking a Control Management Manager In this role, you will: Manage and develop a team to handle complex customer service tasks and create Escalations related initiatives and programs to support business goals and objectives Engage internal partners associated with the Escalations functional area Identify and recommend opportunities for process improvement, service standards, and goals within the Escalations functional area Make decisions and resolve issues regarding internal and external client complaints Interpret and develop Escalations policies and procedures to ensure quality and that service standards meet business objectives Collaborate with Customer Service team and first line supervisors Interact directly with internal and external customers to resolve their inquiries and complaints Manage allocation of people and financial resources for aligned functional area or business group Mentor and guide talent development of direct reports and assist in hiring talent Required Qualifications: 4+ years of Risk Management or Business Controls experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of Leadership experience Desired Qualifications: Identify, assess and mitigate risks across all risk types, in coordination with LOB and assurance activities consistent with the risk management framework and policies established by Independent Risk Management. Leads control evaluations, which may vary in complexity and risk level, and may perform quality reviews of these evaluations. Proficient understanding of quality reviews to ensure the accuracy of evaluation scope, test scripts, assessment results, and control deficiencies identified. Consults on the development, maintenance and execution of control evaluation test scripts and evaluation strategies. Completes control evaluations on schedule. Maintains and executes the Evidenced-Base Control Evaluation Plan. Assesses, documents, and communicates emerging risks, themes and identified control deficiencies to management and risk partners in a timely manner. Ensures any potential control deficiencies discovered during the completion of the control evaluation are properly documented and follow through on reporting, escalation, and resolution. Foster strong relationships with team and collaborate effectively. Ensures coordination with team, line of business, other business units, Audit, and regulators on risk related topics. Completes applicable documentation in accordance with requirements. Ensures internal collaboration with the team, line of business, and risk partners. Aggregates emerging risks from teams as control evaluations are performed. Interfaces internally with the team, line of business, and risk partners. Dynamic leader role with the opportunity to lead project/virtual teams and mentor less experienced employees. Manages a team of Associate Managers, Officers, Senior Associates and/or Associates or cross-functional teams in accomplishing goals. Job Expectations: University degree in Business or related discipline. Strong relationship management skills Ability to effectively listen and elicit information Experience leading, training, and providing feedback to staff and corresponding managers and Management experience Ability to exercise independent judgment to identify and resolve problems Time management skills and ability to meet deadlines coupled with experience renegotiating times lines when needed. Audit or internal control evaluation experience preferably within the financial services industry. Experience drafting and executing control evaluation test scripts to assess the design and performance of internal controls. Experience implementing control evaluation methodologies to support the target state. Thorough knowledge of industry standards and best practices around control evaluations and risk management processes. Proficiency with risk types, methodologies and frameworks for evaluating or testing controls and assessing results, conducting research, and identifying control deficiencies. Experience in assessing risk, reviewing risk ratings, and identifying control deficiencies. Experience evaluating the adequacy and effectiveness of policies, procedures, processes, systems and internal controls; additional experience analyzing business and/or systems changes to determine impact. Familiar with various quality assurance techniques. Risk management experience with demonstrated leadership skills and ability to drive improvements. Proficient at influencing and consulting strategically across a large organization and with various levels of leadership/stakeholders. Experience communicating in both written and verbal formats with senior executive-level leaders. Balance strong, innovative problem-solving skills with the practical ability to implement workable solutions to problems in a fast-paced, deadline driven environment. Role: Risk Management & Compliance - Other Industry Type: IT Services & Consulting Department: Risk Management & Compliance Employment Type: Full Time, Permanent Role Category: Risk Management & Compliance - Other Education UG: Any Graduate PG: Any Postgraduate

About this role: Wells Fargo is seeking a Due Diligence Coordinator. In this role, you will: Support Due Diligence group Seek ways to improve client onboarding process, on-going periodic client reviews and quality control activities Conduct complex comprehensive research or background investigations on transactions, individuals, entities, organizations or locations to identify and mitigate associated sanctions, financial crime, and reputational risks Receive direction from supervisor and escalate non-routine questions Interact with immediate team and Due Diligence area on wide range of information Engage with clients indirectly through relationship managers to support meeting policy and regulatory requirements Required Qualifications: 2+ years of Due Diligence experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

About this role: Wells Fargo is seeking a Control Management Manager In this role, you will: Manage and develop a team to handle complex customer service tasks and create Escalations related initiatives and programs to support business goals and objectives Engage internal partners associated with the Escalations functional area Identify and recommend opportunities for process improvement, service standards, and goals within the Escalations functional area Make decisions and resolve issues regarding internal and external client complaints Interpret and develop Escalations policies and procedures to ensure quality and that service standards meet business objectives Collaborate with Customer Service team and first line supervisors Interact directly with internal and external customers to resolve their inquiries and complaints Manage allocation of people and financial resources for aligned functional area or business group Mentor and guide talent development of direct reports and assist in hiring talent Required Qualifications: 4+ years of Risk Management or Business Controls experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of Leadership experience Desired Qualifications: University degree in Business or related discipline. Strong relationship management skills Ability to effectively listen and elicit information. Experience leading, training, and providing feedback to staff and corresponding managers. Management experience Ability to exercise independent judgment to identify and resolve problems. Time management skills and ability to meet deadlines coupled with experience renegotiating times lines when needed. Audit or internal control evaluation experience preferably within the financial services industry. Experience drafting and executing control evaluation test scripts to assess the design and performance of internal controls. Experience implementing control evaluation methodologies to support the target state. Thorough knowledge of industry standards and best practices around control evaluations and risk management processes. Proficiency with risk types, methodologies, and frameworks for evaluating or testing controls and assessing results, conducting research, and identifying control deficiencies. Experience in assessing risk, reviewing risk ratings, and identifying control deficiencies. Experience evaluating the adequacy and effectiveness of policies, procedures, processes, systems and internal controls; additional experience analyzing business and/or systems changes to determine impact. Job Expectations: Identify, assess and mitigate risks across all risk types, in coordination with LOB and assurance activities consistent with the risk management framework and policies established by Independent Risk Management. Leads control evaluations, which may vary in complexity and risk level, and may perform quality reviews of these evaluations. Proficient understanding of quality reviews to ensure the accuracy of evaluation scope, test scripts, assessment results, and control deficiencies identified. Consults on the development, maintenance and execution of control evaluation test scripts and evaluation strategies. Completes control evaluations on schedule. Maintains and executes the Evidenced-Base Control Evaluation Plan. Assesses, documents, and communicates emerging risks, themes and identified control deficiencies to management and risk partners in a timely manner. Ensures any potential control deficiencies discovered during the completion of the control evaluation are properly documented and follow through on reporting, escalation, and resolution. Foster strong relationships with team and collaborate effectively. Ensures coordination with team, line of business, other business units, Audit, and regulators on risk related topics. Completes applicable documentation in accordance with requirements. Ensures internal collaboration with the team, line of business, and risk partners. Aggregates emerging risks from teams as control evaluations are performed. Interfaces internally with the team, line of business, and risk partners. Dynamic leader role with the opportunity to lead project/virtual teams and mentor less experienced employees. Manages a team of Associate Managers, Officers, Senior Associates and/or Associates or cross-functional teams in accomplishing goals. Role: Risk Management & Compliance - Other Industry Type: IT Services & Consulting Department: Risk Management & Compliance Employment Type: Full Time, Permanent Role Category: Risk Management & Compliance - Other Education UG: Any Graduate PG: Any Postgraduate

About this role: Wells Fargo is seeking a Due Diligence Coordinator. FCO performs screening and alert dispositioning for over match score of 84% & above of Wells Fargos customer relationships, as well all international and domestic wire transfers, global remittances, ACH, credit card/prepaid cards, trade finance, official checks and other payment products. The Consultant will perform screening to detect politically exposed persons (PEPs) & MRB holding accounts directly or indirectly through beneficial ownership. The role also entails Negative News screening for certain account/customer records. In this role, you will: Support Due Diligence group Seek ways to improve client onboarding process, on-going periodic client reviews and quality control activities Conduct complex comprehensive research or background investigations on transactions, individuals, entities, organizations or locations to identify and mitigate associated sanctions, financial crime, and reputational risks Receive direction from supervisor and escalate non-routine questions Interact with immediate team and Due Diligence area on wide range of information Engage with clients indirectly through relationship managers to support meeting policy and regulatory requirements Required Qualifications: 2+ years of Due Diligence experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Minimum 2 years Experience in Financial Crimes, Operational Risk, Fraud, Sanctions, Anti-Bribery, Corruption, or equivalent experience. Screens customers, prospects and/or transactions against various regulatory reporting lists and regionally based sanctions watch lists. Evaluates risks to determine permissibility under sanctions, regulations and/or BSA/AML regulations. Reviews transactions / profiles of high risk customers (e.g. casinos, MSBs, payment processors) to understand controls and activities. Escalates confirmed PEP matches. MRB, Negative News and other risks appropriately. Job Expectations: Conducts reviews of bank customers (individuals/entities), related parties (owners, board of directors, executives) and/or transactions that present a moderate degree of complexity and risk to determine appropriateness for Wells Fargo. Conducts comprehensive research and/or background investigations on individuals, entities, organizations or locations to identify and mitigate associated sanctions, credit, financial crime, and reputational risks and thoroughly documenting findings. Reviews & analyzes due diligence data from a variety of sources to determine overall risk. Ensures compliance with guidelines set forth in federal/state anti-money laundering laws and regulations including the Bank Secrecy Act and various sanctions regulations, and in accordance with policy/procedures set by the bank. Consults with peers, line of business managers & other external parties regarding due diligence findings. Shift time: Flexible Role: Banking Operations - Other Industry Type: IT Services & Consulting Department: BFSI,Investments & Trading Employment Type: Full Time, Permanent Role Category: Banking Operations Education UG: Any Graduate PG: Any Postgraduate

Job Description : Generating leads and meeting potential customers to drive acquisition of new customers. Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list. Verify references and conduct necessary unit and security visits, completeness of documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity. Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines. Ensure overall achievement of individual targets. Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines. Create and execute necessary documents, MOD, filing ROC, CERSAI, etc. Ensure the creation of limits in core banking and the disbursal of sanctioned limits within timelines. Complete monitoring of the account on an ongoing basis until the next renewal. Maintain cordial relationship with the Branch for leads and servicing of the clients.

Job Description : Generating leads and meeting potential customers to drive acquisition of new customers. Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list. Verify references and conduct necessary unit and security visits, completeness of documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity. Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines. Ensure overall achievement of individual targets. Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines. Create and execute necessary documents, MOD, filing ROC, CERSAI, etc. Ensure the creation of limits in core banking and the disbursal of sanctioned limits within timelines. Complete monitoring of the account on an ongoing basis until the next renewal. Maintain cordial relationship with the Branch for leads and servicing of the clients.

Job Description : Generating leads and meeting potential customers to drive acquisition of new customers. Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list. Verify references and conduct necessary unit and security visits, completeness of documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity. Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines. Ensure overall achievement of individual targets. Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines. Create and execute necessary documents, MOD, filing ROC, CERSAI, etc. Ensure the creation of limits in core banking and the disbursal of sanctioned limits within timelines. Complete monitoring of the account on an ongoing basis until the next renewal. Maintain cordial relationship with the Branch for leads and servicing of the clients.

Job Description : Generating leads and meeting potential customers to drive acquisition of new customers. Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list. Verify references and conduct necessary unit and security visits, completeness of documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity. Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines. Ensure overall achievement of individual targets. Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines. Create and execute necessary documents, MOD, filing ROC, CERSAI, etc. Ensure the creation of limits in core banking and the disbursal of sanctioned limits within timelines. Complete monitoring of the account on an ongoing basis until the next renewal. Maintain cordial relationship with the Branch for leads and servicing of the clients.

We are seeking International Sales Manager to lead the sales for our CPaaS/Cloud/SMS enterprise business in the global telecom market. This role requires a strong understanding of the telecom industry, exceptional relationship-building skills.

Job Title: Technical Sales Engineer Tightening Solutions Industry Background: Oil and Gas, Power Generation and Heavy Industry Location: National Capital Region Job Summary: The Sales Engineer must be seasoned in providing technical tightening solutions. This role focuses on developing new business opportunities, managing relationships with existing customers, and offering technical expertise on highly specialized battery and electric tools used for tightening purposes with Industrial automation systems. Key Responsibilities: Sales Strategy & Execution: Analyze the scope of tightening, provide suggestions related Norbar torque tools. Identify and pursue new business opportunities in industries such as automotive, heavy engineering, and industrial equipment manufacturing. Develop, execute, and adjust sales strategies to meet market needs and customer requirements. Customer Management: Build and maintain strong relationships with key accounts, providing product solutions and technical support to address their needs. Conduct regular client meetings to ensure customer satisfaction and promote multiple tightening solutions from a range of exclusive brands. Negotiate terms, close sales deals, and ensure proper implementation of pricing policies. Technical Consultation: Provide technical expertise and product recommendations to customers, including offering demonstrations and training on how to use products effectively and safely. Assist customers in selecting the best tightening solutions after conducting a study of their production line or application. Key Skills & Qualifications: Bachelor's degree in Mechanical Engineering, Industrial Engineering, or a related field. Proven sales experience in industrial product sectors with tightening being the foundation. Strong technical understanding of range of tightening solutions and industry automation procedures. Excellent communication, negotiation, and relationship-building skills. Self-motivated, with the ability to work independently and meet deadlines.

Experience 10+ Years Skills - Lead Generation, Revenue Generation , Order Booking , Negotiation ,Vendor Management , Direct Sales, Account Management , Business development and planning, Customer Relationship Management (CRM), Pricing Strategy Experience required for the Job: 10+ years in selling & delivering IT services/system integration/application outsourcing/application development across technologies. Job Descriptions Responsible for creating and delivering sales strategy for large accounts in the Region. Play a fundamental role in developing future growth, and provide vision, direction for the account growth. Responsible for developing sales plans and profit targets in the account. Responsible for preparation and distribution of all monthly and weekly reporting; Financial, sales reports, other company-wide communication Responsible for RFI, RFP and any other form of customer requests Provide timely, accurate, competitive pricing, while striving to maintain maximum profit margin. Manage and influence senior - level client contacts and maintain positive working relationships by showing a thorough understanding of the fundamentals of the client's business. Hunt other target departments within customer account and establish communications with those business that can benefit from our company's services and products. Achieve sales targets according company guidelines and develop sales strategies. Stay up updated with products and competitors. Build referral. Professional Development Skills Should have an excellent, established track record for selling consulting engagements. Should have strong local connects within customer & partner organisations,

Sales Team Management:Leading, motivating, and coaching a team of sales representatives, setting sales targets, and monitoring performance. Sales Strategy Development:Creating and implementing sales strategies to achieve sales targets and expand market share within the assigned area. Sales Target Achievement:Ensuring the sales team meets or exceeds individual and team sales goals. Relationship Building:Developing and maintaining strong relationships with key clients, channel partners, and distributors. Market Analysis:Monitoring market trends, competitor activities, and customer needs to identify opportunities for growth. Sales Data Analysis:Analyzing sales data to identify trends, measure performance, and inform sales strategies. Sales Reporting:Preparing and presenting sales reports to senior management, providing insights and recommendations for improvement. Product Knowledge:Providing detailed product information to clients and ensuring the sales team is knowledgeable about products and services. Customer Engagement:Engaging with potential and existing customers to build relationships, understand needs, and close sales. Training and Development:Providing training and development opportunities for the sales team to enhance their skills and performance. Collaboration:Working with other departments, such as marketing, to ensure alignment and support for sales efforts. Location - Bhopal , Kolkata , Dhanbad , Mumbai ( Andheri to Bandra ) , Amritsar , Sambalpur

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Chennai,Hubli & Krishnagiri ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com