Senior Financial Services Relationship Manager
3 days ago
A career opportunity has arisen for an experienced Senior Financial Services Relationship Manager to join our team at Jobs for Humanity in a dynamic and challenging role.
Job Summary:
The successful candidate will be responsible for providing exceptional customer service while serving as a telephonic concierge and primary point of contact to the financial institution's high-value customers.
Key Responsibilities:
- Addresses inquiries and performs account maintenance on deposits and money market accounts.
- Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
- Works with various internal and external clients and departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
- Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
- Interfaces with clients to determine present and future needs and discusses progress toward solutions.
- Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
- Completes banking transactions and identifies opportunities to market bank products to best meet each caller's personal needs.
- Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
- SUCCESSFULLY SELLS, MARKETS, AND SHARES INFORMATION WITH NEW AND EXISTING CUSTOMERS TO EDUCATE THEM ABOUT FINANCIAL OFFERINGS.
- Provides referrals to the managing director or relationship manager for new and additional services.
- Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
- May participate in business reviews to learn about clients' strategic direction as well as gain a good understanding of the products and services offerings.
Requirements:
- Minimum 1 year experience in calling process.
- Ability to interact with and lead teams in a multi-site and cross-functional environment.
- Strong time management skills and ability to handle multiple tasks.
- Analytical, organizational, and administrative skills.
- Strong decision-making and customer service focus.
- Ability to meet deadlines.
- Strong attention to details and quality.
- Strong communication skills both verbal and written.
- Fluent in written & spoken English.
Salary: $70,000 - $90,000 per year, depending on experience.
Benefits:
Jobs for Humanity offers a fantastic range of benefits including medical, dental, vision, and great workspaces with dedicated and motivated colleagues. A broad range of professional education and personal development possibilities – FIS is your final career step. A variety of career development tools, resources, and opportunities. A work environment built on collaboration, flexibility, and respect.
About Us:
We are a company committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. We believe in being part of a team that is open, collaborative, entrepreneurial, passionate, and above all fun.
-
Senior Financial Relationship Manager
1 day ago
Pune, Maharashtra, India Waytogo Consultants Full timeJob SummaryWe are seeking an experienced and results-driven Senior Financial Relationship Manager to join our team at Waytogo Consultants. In this role, you will be responsible for developing and expanding existing relationships with High Net worth customers, identifying new business opportunities, and delivering exceptional customer service.Main...
-
Financial Services Senior Manager
6 days ago
Pune, Maharashtra, India 12542 Citicorp Services India Private Limited Full timeThe position of Fund Accounting Senior Manager at 12542 Citicorp Services India Private Limited is a senior-level role that involves managing a team and driving fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to ensure seamless delivery of activities associated with Net Asset...
-
Senior Financial Operations Manager
3 weeks ago
Pune, Maharashtra, India LMV Financial Services Pvt Ltd Full timeLMV Financial Services Pvt Ltd seeks a skilled and experienced Senior Financial Operations Manager to oversee the efficient and profitable operation of branch activities.Mandatory Skill Set-1. Expertise & Prior Work Experience in handling Personal Loan, Home Loan DSA Profile.2. Ability to Generate Revenue from open Market.3. Experience - minimum 2-6+...
-
Senior Financial Services Manager
4 days ago
Pune, Maharashtra, India BNY Full timeCompany OverviewAt BNY, we empower our employees to grow and succeed in a dynamic global financial services environment. With nearly 20% of the world's investible assets under our care, we strive to create innovative solutions for our clients that benefit businesses, communities, and people everywhere.We're committed to being a leader in our industry,...
-
Financial Services Specialist
2 weeks ago
Pune, Maharashtra, India Shubhra Financial Solution Full timeJob DescriptionWe are seeking a highly motivated and experienced Financial Services Specialist to join our team at Shubhra Financial Solution.Responsibilities:Generate Personal Loan leads from various sources, including the open market and different channels.Develop and maintain relationships with clients for repeat business and referrals by implementing...
-
Pune, Maharashtra, India FIS Full time**About FIS**FIS is a leading provider of technology and outsourcing solutions to the financial industry. Our commitment to innovation and customer satisfaction has earned us a reputation as a trusted partner.**Role Summary**We are seeking a Senior Account Manager for our Financial Services team. This role will be responsible for delivering exceptional...
-
Financial Services Manager
3 weeks ago
Pune, Maharashtra, India Vodafone Full timeJob Role: Senior Finance Services AdvisorThe Senior Finance Services Advisor plays a key role in providing advice and processing financial transactions accurately and on time within a shared services environment.This role requires a good understanding of standardised concepts and procedures within the finance service function and involves delivering...
-
Pune, Maharashtra, India LMV Investment Services Pvt Ltd Full timeWe are seeking a highly skilled Zonal Head to lead our Loan Management team for LMV Financial Services Pvt. Ltd. in Mumbai and Pune.Candidates with experience in handling all types of loans, including personal and home loans, are ideal for this role.The successful applicant will have a strong potential to work individually and as part of a team, and will be...
-
Senior Financial Associate
4 weeks ago
Pune, Maharashtra, India WNS Global Services Full timeJob Title: Senior Financial AssociateWe are seeking a highly skilled Senior Financial Associate to join our team at WNS Global Services. As a Senior Financial Associate, you will be responsible for performing a variety of financial tasks, including account reconciliations, financial analysis, and reporting. Key Responsibilities:Perform account...
-
Financial Services Professional
3 weeks ago
Pune, Maharashtra, India WNS Global Services Full timeAbout the Role:The ideal candidate will have a strong background in financial services, with experience in AP / AR collections, banking operations, and compliance. They will be responsible for managing vendor relationships, processing invoices and payments, and ensuring accurate financial reporting.Key Responsibilities:Manage vendor relationships and...
-
Senior Technology Business Relationship Manager
4 weeks ago
Pune, Maharashtra, India Vodafone Full timeAbout the RoleVodafone Intelligent Solutions (VOIS) is seeking a highly skilled Senior Technology Business Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong strategic relationships with key stakeholders in Technology VOIS and customer side (C-level and direct reports).Key...
-
Senior Application Services Manager
2 weeks ago
Pune, Maharashtra, India NTT DATA Services Full timeAbout NTT DATA ServicesWe are a trusted global innovator of business and technology services, serving 75% of the Fortune Global 100.Our diverse team of experts in over 50 countries provides business and technology consulting, data and artificial intelligence, industry solutions, and application development, implementation, and management.Career...
-
Pune, Maharashtra, India Ravindra Bharti Education Institute Pvt Ltd Full timeJob DescriptionWe are seeking a seasoned Senior Financial Business Development Manager to play a pivotal role in building and maintaining strong relationships with clients, providing expert financial guidance, and driving sales growth.This position requires a deep understanding of financial products and services, excellent communication skills, and the...
-
Pune, Maharashtra, India Oracle Full timeOracle is seeking a seasoned Consulting Project Manager to lead and manage global Tier 1 accounts for the Oracle Financial Services Analytics Applications (OFSAA) suite of products. The ideal candidate will possess strong leadership qualities to manage high expectations and demands of C-suite stakeholders across Tier 1 customers. In addition, the candidate...
-
Relationship Manager
1 month ago
Pune, Maharashtra, India Mintskill HR Solutions LLP Full timeJob SummaryWe are seeking a skilled Relationship Manager to join our team at Mintskill HR Solutions LLP. This role involves building and maintaining strong relationships with high net worth individuals, providing them with tailored financial solutions and exceptional customer service.Key Responsibilities:Develop and execute strategies to acquire and retain...
-
Senior Financial Director
3 weeks ago
Pune, Maharashtra, India Getinz Techno Services Full timeWe are seeking a seasoned Senior Financial Director to lead our finance team at Getinz Techno Services. The ideal candidate will have 8+ years of experience as a Chartered Accountant (CA) and a minimum of 4 years in a leadership finance role. A strong analytical and communication skillset is essential, along with expertise in Direct/Indirect Tax Compliance...
-
Senior Financial Strategist
4 weeks ago
Pune, Maharashtra, India KnightStar Services Pvt Ltd Full timeJob Description for Senior Financial StrategistPlease find below the role details for Senior Financial Strategist: Develop and implement corporate strategy to drive business growthLead financial planning and analysis to inform business decisionsConduct market research to identify opportunities and threatsAnalyze company data to identify trends and areas for...
-
Senior Financial Services Manager
6 days ago
Pune, Maharashtra, India THE BANK OF NEW YORK MELLON CORPORATION Full timeAbout UsThe Bank of New York Mellon Corporation is one of the world's top asset management and banking firms, managing trillions of dollars in assets, custody, and/or administration.We are known as the 'bank of banks' with % of the world's top banks working with us to lead and serve our customers into the new era of digital.With over years of rich history...
-
Senior Financial Operations Manager
3 weeks ago
Pune, Maharashtra, India Global Step Full timeJob SummaryWe are seeking a highly skilled Senior Financial Operations Manager to join our team at GlobalStep. As a key member of our finance team, you will be responsible for overseeing the financial operations of the company, ensuring timely and accurate financial reporting, and maintaining strong relationships with our global banking partners.Key...
-
Senior Account Associate
4 weeks ago
Pune, Maharashtra, India Jobs for Humanity Full timeJob SummarySeeking an experienced account professional to join our team as a senior financial services associate. In this role, you will provide exceptional customer service to high-value clients, addressing inquiries and performing account maintenance on deposits and money market accounts.ResponsibilitiesProvides top-notch customer service to clients,...