Financial Concierge Specialist
4 weeks ago
Responsibilities:
- Create a financial plan after understanding the client profile.
- Understand 1 Finance Approach and services.
- Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress.
- Verifying and cross-checking the generated financial plans.
- Perform client service activities.
- Make nudges for the clients.
- Ensuring compliance with quality and safety requirements.
Skills:
- Analytic and problem-solving skill
- Collaborative and result oriented.
- Should possess high level of interpersonal and communication skills and be an effective team player.
- Proficient knowledge of MS Excel and Tools.
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Financial Concierge Specialist
4 weeks ago
Mumbai, India 1 Finance Full timeResponsibilities:Create a financial plan after understanding the client profile.Understand 1 Finance Approach and services.Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress.Verifying and cross-checking the generated financial plans.Perform client service activities.Make nudges for the clients.Ensuring compliance...
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Financial Concierge Specialist
4 weeks ago
mumbai, India 1 Finance Full timeResponsibilities: Create a financial plan after understanding the client profile. Understand 1 Finance Approach and services. Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress. Verifying and cross-checking the generated financial plans. Perform client service activities. Make nudges for the clients. Ensuring...
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Financial Concierge Specialist
4 weeks ago
Mumbai Metropolitan Region, India 1 Finance Full timeResponsibilities:Create a financial plan after understanding the client profile.Understand 1 Finance Approach and services.Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress.Verifying and cross-checking the generated financial plans.Perform client service activities.Make nudges for the clients.Ensuring compliance...
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NPA Acquisition Specialist
1 month ago
Mumbai, India Acaipl Investment & Financial Services Private Lim Full timeNPA Acquisition Specialist We are seeking a qualified candidate with a minimum of 3 years of post-qualification experience for the role of NPA Acquisition and Resolution Specialist. The ideal candidate will be responsible for identifying, analyzing, and strategizing the resolution of non-performing assets (NPAs) acquired from banks and financial...
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Senior Financial Concierge
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mumbai, India Vitasta Consulting Pvt Ltd Full timeJob Description :- 1. He will have to Manage a team of Financial Advisors while he will also have to tend to some clients financial planning. 2.Should have certifications of CFT,CWM, NISM 10A or 10B 3.He or She should be good in Financial advisory, Wealth Management. 4.Should have experience in handling a very well good portfolio.
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Community & Lifestyle Concierge Supervisor
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Senior Financial Concierge
1 month ago
Mumbai, India Vitasta Consulting Pvt Ltd Full timeJob Description : 1. He will have to Manage a team of FinancialAdvisors while he will also have to tend to some clients financialplanning. 2.Should have certifications of CFTCWMNISM 10A or 10B 3.He or She should be good inFinancial advisory Wealth Management. 4.Shouldhave experience in handling a very well goodportfolio.
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Digital Online Support Specialist
1 month ago
Mumbai, India JPMorgan Chase & Co. Full timeYou are a strategic thinker passionate about driving solutions. You have found the right team.As a Digital Online Support Specialist Team Lead in Client Services, you will be the point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. You will be responsible for assisting high/ultra-high net...
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Digital Online Support Specialist
1 month ago
mumbai, India JPMorgan Chase & Co. Full timeYou are a strategic thinker passionate about driving solutions. You have found the right team. As a Digital Online Support Specialist Team Lead in Client Services, you will be the point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. You will be responsible for assisting high/ultra-high net...
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Digital Online Support Specialist
1 month ago
Mumbai, India JPMorgan Chase & Co. Full timeYou are a strategic thinker passionate about driving solutions. You have found the right team. As a Digital Online Support Specialist Team Lead in Client Services, you will be the point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. You will be responsible for assisting high/ultra-high net...
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Specialist, Financial Control
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mumbai, India DBS Bank Full timeSpecialist, Financial Control-(WD55965) Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions – whether in the areas of product development or customer profitability. We also provide capital management, business planning,...
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Specialist, Financial Control
2 months ago
Mumbai, India DBS Bank Full timeSpecialist, Financial Control-(WD55965) Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions – whether in the areas of product development or customer profitability. We also provide capital management, business planning,...
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Mumbai, India BLIS Full timeFinance Planning and Analysis specialistBlis is looking for a Financial Planning and Analyst Specialist based in Mumbai working for our EMEA,APAC and US subsidiaries.The Financial Planning and Analyst will play a crucial role in supporting business decisions by collaborating with various teams to provide essential commercial finance analysis. The role...
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Treasury Operations
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mumbai, India InCred Financial Services Full timeWe are seeking a highly skilled and detail-oriented Treasury Operations Specialist to join our team.As a Treasury Operations Specialist, you will play a pivotal role in leading the company's treasury functions, ensuring efficient cash flow management, and optimizing our financial resources.Key Responsibilities: Cash Management - Monitor daily cash...
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Specialist - NPA Acquisition & Resolution - Bank
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Mumbai, India Acaipl Investment & Financial Services Private Lim Full timeAbout us: We are a boutique investment banking firm specializing in the resolution of distressed assets. We focus on providing solutions in high-growth and niche segments, prioritizing the well-being and growth of our team members. At Areion, we offer various learning and development opportunities within the group, fostering a dynamic and rewarding work...
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Treasury Operations
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Mumbai, India InCred Financial Services Full timeWe are seeking a highly skilled and detail-oriented Treasury Operations Specialist to join our team.As a Treasury Operations Specialist, you will play a pivotal role in leading the company's treasury functions, ensuring efficient cash flow management, and optimizing our financial resources.Key Responsibilities: Cash Management - Monitor daily cash...
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Treasury Operations
6 days ago
Mumbai, India InCred Financial Services Full timeWe are seeking a highly skilled and detail-oriented Treasury Operations Specialist to join our team.As a Treasury Operations Specialist, you will play a pivotal role in leading the company's treasury functions, ensuring efficient cash flow management, and optimizing our financial resources.Key Responsibilities: Cash Management - Monitor daily cash...
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Treasury Operations
5 days ago
mumbai, India InCred Financial Services Full timeWe are seeking a highly skilled and detail-oriented Treasury Operations Specialist to join our team. As a Treasury Operations Specialist, you will play a pivotal role in leading the company's treasury functions, ensuring efficient cash flow management, and optimizing our financial resources. Key Responsibilities: Cash Management - Monitor daily cash...
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Savani Financials
1 month ago
Mumbai, India Savani Financials Full timeAbout Organization: Savani Financials Limited is a medium-sized Non-Banking Financial Services Company engaged in the sole business segment of financial services. Savani Financials Ltd. holds a license from the RBI to operate as an NBFC and is listed on the stock exchange. The Company intends to commence lending operations on April 1, 2024, and is in the...
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Financial Mis Reporting
1 month ago
Mumbai, India Infinzi Full timeJob Description - As a Financial MIS Reporting Specialist, your role will involve gathering, analyzing, and presenting financial data to support decision-making processes within the organization. You will be responsible for ensuring accurate and timely reporting of financial information, as well as developing and maintaining various financial reports and...