CA RM _ Bank
1 day ago
Job Description Role & responsibilities - Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) - Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products - Superlative client servicing standards & rigor in managing the relationship - Thorough understanding of transactional and commercial banking products - Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development - Seek references from existing clients to generate prospect list for New to Bank acquisition - To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer - To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA - To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. - Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment
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Corporate Salary Rm
3 days ago
Jaipur, India Abacus Consultants Full time**4 - 8 years**: **Any Graduate**: **Corporate Relationship**: **8 lkh ~ 10 lkh**: **Responsibilities** - To understand the offer/arrangement made to the Corporates by the Bank - To penetrate every Corporate relationship by signing up for additional salary accounts on an ongoing basis - To ensure that all accounts get salary credits - To identify and resolve...
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Relationship Manager
4 days ago
Rajkot, Gujarat, India Dream Solution Indore Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Description: Role: RM / Senior RM - CASA /NR RM/GIB / Commercial RM Experience: 5-8 years Qualification: CA/ MBA(Finance) Location: Surat, Ahmedabad Key Responsibilities: Business Development: Identify and target potential clients in Commercial banking space, understand their funding requirements and onboard them. Build and maintain strong...
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Portfolio Relationship Manager-SME-Sales
4 days ago
Jaipur, Rajasthan, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearWholesale Banking – SME –Portfolio Relationship ManagerGrade – Manager/Senior Manager/Chief ManagerAbout the BusinessSME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needsSpecificationWhat are the areas (in quantitative terms) the job...
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Area Business Manager
7 days ago
Rajkot, Gujarat, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearArea Business Manager - SBE-Small Business Enterprise-Sales Area Business Manager – Small Business Job RoleTo 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 To understand client's business & provide...
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Relationship Manager
4 days ago
Jaipur, Rajasthan, India Dream Solution Indore Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesRelationship Manager (RM) RoyaleCASA & CAPreferred candidate profileExperience of 4- 8 years in Retail Banking; preferably in relationship/ transactional banking & who are dealing with HNI Clients.
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Area Business Manager
11 hours ago
Jaipur, Rajasthan, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearArea Business Manager WC - Alternate Channel -SALARIED PL AND WORKING CAPITAL-Sales Area Business Manager – WC DepartmentWorking Capital (WC)Location Reporting RelationshipWill have team reporting to him. Will report to RBMPosition GradeM5/M Job RoleTo drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New...
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Rajkot, Gujarat, India Kotak Mahindra Bank Full time ₹ 2,00,000 - ₹ 6,00,000 per yearRole: Relationship Officer- SBEGrade- E0Job DescriptionAssisting 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...
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Compliance Assistant
4 days ago
Rajkot, India Alphanso Technology Full time**Qualifications** - CA/CS/MBA(Finance) **Full Job Description** **Roles & Responsibilities**: - Should have a sound understanding of financial markets and SEBI laws - Responsibility for handling Trading, DP, Back Office, RMS, and Exchange & Listing Compliances - Monitoring day-to-day exchange compliance - Regular watch and reply to Alerts generated by...
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Ca Inter Professional
1 week ago
Jaipur, India Connexions Full timeQualification -CA/ CA Inter Minimum 0 year to 4 years of experience into US/UK/Foreign Accounting. Applicant should be able to manage financial accounting and reporting activities for all foreign subsidiaries of company Should be well versed into prepare financial data and foreign ledgers for purposes of financial reporting and analysis. Prepare financial...
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Branch Manager-branch Banking-branch Banking
2 weeks ago
Jaipur, Rajasthan, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree JOB DESCRIPTION Job Role Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of...