Rm Signature- Chennai
4 weeks ago
for Relationship Manager-Signature Banking Position Purpose To generate revenue from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through deepening and new acquisition 2 Revenue generation through cross sell of business banking and wealth products like Trade Forex Insurance Investments Retail Assets etc 3 Ensure quality of sourcing by acquiring Potential Insignia Clients 4 Acquiring and managing both business individual resident and NRI clients 5 Increase product penetration and exit barriers by cross- selling more number of products per client 6 Performing Portfolio allocations reviews financial check-ups for each client at defined frequency 7 Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions 8 Ensuring adherence to Compliance processes and guidelines 9 Reduce rejection rates and improve quality of documentation 10 Ensuring 360 client engagement - Total Client Ownership Qualification Graduate Work experience 5 years Any other Experience required Relevant Business Banking Wealth Management Experience in Banks NBFC brokerage House Relevant experience as below Senior Relationship Manager - 6 years Relationship Manager - 3 - 6 years
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Ahmedabad, India Kotak Mahindra Bank Limited Full timeJob Description Job Role: - Assisting team in day to day tasks and coordinating with RMs for activities related to business. - Document collection from client and to ensure completion of all the documents along with signatures and stamps. - To ensure documentation is completed with utmost accuracy and to ensure the case is cleared in first pass. -...
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AVC:SKY - Wealth RM
5 days ago
Mumbai, India Axis Bank Full timeJob Description AVC:SKY - Wealth RM INTERNAL USAGE: No. of Vacancies:1Manager:AVC:SYK - Unit Manger - Wealth Is a Team leaderNoTeam Size:NA Grade: Business:Retail BankingDepartment: Axis Virtual CentreSub-Department: Location:Gurgaon, Pune, Mumbai, Bangalore, Chennai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and...
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Disbursement Coordinator
6 days ago
Ahmedabad, -Ahmedabad-Siddhi Vinayak Complex-Satelliate-GUJ, Ahmedabad, Gujarat, India Kotak Mahindra Bank Full time ₹ 2,00,000 - ₹ 4,00,000 per yearDisbursement Coodinator-CONSUMER SERVICE GROUP-Sales Job Role:Assisting team in day to day tasks and coordinating with RMs for activities related to business. Document collection from client and to ensure completion of all the documents along with signatures and stamps. To ensure documentation is completed with utmost accuracy and to ensure the case...
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Hoshiarpur, India Kotak Mahindra Bank Limited Full timeJob Description Role: Relationship Officer- SBE Grade- E0 Job Description - Assisting team in day to day tasks and coordinating with RMs for activities related to business. - Document collection from client and to ensure completion of all the documents along with signatures and stamps. - To ensure documentation is completed with utmost accuracy and to ensure...
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Area Sales Head
7 days ago
India Aditya Birla Capital Full timeJob Description Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Financial Services Ho Unit Aditya Birla Finance Ltd Location Bangalore Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max)...
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Rsm - Tpd - Chennai - Chetpet
2 days ago
India Aditya Birla Group Full time**Key Result Areas**:Write** **the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)**: **Key Result Areas** **Supporting Actions** Driving sales via Various partners for TPD sales- Continuous interaction with brokers and other...
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[Urgent Search] Senior Relationship Manager
7 days ago
Chennai, India Scripbox - Upwardly Full timeJob Description Posted 20 weeks ago Apply Now About Us Founded in 2012, Scripbox is a full-stack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology, data & science. We partner with our customers & help them navigate their investment journey with the sole objective...
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Cofounder/ CBO
3 days ago
Mumbai, India VALUETE Full timeJob Description Looking for folks with investment advisory experience, like Mutual fund distribution or HNI RM We are a peer-to-peer lending platform working with Bitcoin by utilizing 2-of-3 Multi-signature contracts. The product is an industry disruptor with unicorn potential and is poised to become a monopoly owing to the strong network effects of our...
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DOMAIN EXPERT
3 weeks ago
Bengaluru, India Asian Paints Full timeJob Description Location: Bangalore, KA, IN Chennai, TN, IN Areas of Work: Sales & Marketing Job Id: 12725 External Job Description Job Purpose: - Development of SNF & PCE based concrete admixture as per customer requirement within specified cost budget. - Cost optimization of existing admixture products & Introduction of alternate RM if required Optimized...
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Salesforce QA Engineer- Contract
3 days ago
India Gravity Infosolutions, Inc. Full timeTitle: Salesforce QA ConsultantLocation: Remote with two days a month at offices (Del, Blore, Pune, Chennai)Time: 12 pm to 9 pmContract Duration: 6 months + ExtendableExperience: 2-6 yearsJob Description:Salesforce QAAbility to generate test cases by referring to the functional requirements and/or user storiesStrict adherence to traceabilityAbility to...