7634 Wealth Management Jobs - Page 38

Job Title: Principal Infrastructure and Platform Engineer Job Code: 10544 Country: IN City: Mumbai Skill Category: IT\Technology Description: candidate identifed

Position Overview The Assurance Principal for Plante Moran s Mumbai office will play a crucial role in establishing and managing the assurance operations, ensuring seamless coordination with the United States-based offices. This leadership position involves strategic planning, staffing, training, and collaboration with various service lines and industry groups to deliver high-quality assurance services. Your role. Your work will include, but not be limited to: Hiring Audit Staff: Recruit and onboard audit staff for the India Assurance practice, ensuring they meet Plante Moran s standards and possess the necessary skills and expertise. Developing Processes and Procedures: Design and implement...

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further 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 turnar...

About The Role Job Profile 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 events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record f...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and me...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job Profile 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 events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record f...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job Profile 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 events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record f...

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further 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 turnar...

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further 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 turnar...

About The Role Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clie...

About The Role Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios About The Role Graduate with min 2 years, or Post Graduate with a min of one year of experience Experie...

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further 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 turnar...

About The Role Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and me...

About The Role Responsible for the achievement of TFX targets assigned to the branches/channels Takes care ofabout 6 12 branches and mostly aligned with ABM of branch banking, OR, a particular business segment (like Privy, Wealth, WCG, CorpSal etc) Identifies the TFX & FES opportunitiesin the assigned catchment / segment Regularly interacts with the branches / channels and presents the analysis of stock, market intelligence Identifies the training needs and puts the capability building plan in place Gathers the gather market information / competition trends to facilitate product developments / improvements by H O Product team Monitors the services standards/TAT and fixes the gaps, if any, by...

About The Role Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios About The Role Graduate with min 2 years, or Post Graduate with a min of one year of experience Experie...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further 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 turnar...

About The Role Area Sales Manager - Business Loans-Business Loans-Sales To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities a...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further 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 turnar...

About The Role Job Role / KRA"™s who have done LLB and have atleast four five years experience in attending corporate Banking matters and courts in Mumbai with good drafting knowledge. (Magistrate,DRT,High Court, City Civil Court and related courts). The candidate should be fluent with Arbitration/ DRT/ Civil recovery cases/ SARFAESI Legal Proceedings and Banking recovery matters from defaulters (secured and unsecured loan). Should be well versed in English for drafting and liasoning with the lawyers and attending courts. Job involves office work/ travelling to lawyers office/ court/ customer visits/ Maintaining legal MIS/travelling to out locations for legal work etc. Job Requirements, Skil...