Waytogo Consultants | Wealth Banking RM_B2B
1 day ago
To promote all the product line of Mutual Fund
To up sell Mutual Fund products to Retail/HNI Clients
To generate fresh leads and acquire clients through reference to shore up the clientele
To achieve sales and revenue targets spread across product mix
To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing
and upgrading the Client Net worth relationships
Profiling customers and provide Investment plan & financial advice to the client/HNI clients
Ensuring the highest levels of service to the client /HNI clients
One point of contact for the assigned client
To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients
through regular weekly / monthly calls
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Digital Product Manager
4 weeks ago
West Bengal, India Peoplemint Consultants Full timeAbout the Company - Hiring for Kolkata location !!! Looking for "Digital Product Manager" for Wealth Management in a leading Bank. Location-Kolkata. Overall experience of 5+ years preferably in the BFSI, having worked as digital product manager wealth for building digital onboarding, servicing journey for wealth products i.e. MF, Insurance, ASBA, Demat etc....
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Peoplemint Consultants | Head of Credit
15 hours ago
west bengal, India Peoplemint Consultants Full timeExperience:-15+ YearsGrade:- EVPBudget:- Open for discussionLocation:- KolkataJob details:-The Head-Credit Administration & Bank Control Unit role will lead the two verticals in the Bank. Currently, the Bank does not have a dedicated Credit Administration Vertical. The incumbent will be responsible for setting up the entire vertical in line with the...
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west bengal, India Peoplemint Consultants Full timeJob Title:Phone Banking Quality AnalystSummary:The Phone Banking Quality Analyst ensures high standards of customer service by monitoring, evaluating, and improving phone banking interactions. They identify training needs, ensure compliance with policies, and provide actionable insights for enhanced customer experience.Key Responsibilities:Monitor and...
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west bengal, India Peoplemint Consultants Full timeJob Title: Lead Digital Governance & Process monitoringDepartment: Digital BankingLocation : KolkataJob Summary:The Business Solutions will be responsible for identifying, analyzing, and delivering digital banking solutions that enhance the bank's service offerings. This role will work closely with various departments to translate business requirements into...
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west bengal, India Peoplemint Consultants Full timeJob Title: Business Solutions Manager Department: Digital Banking Location : Kolkata Position Type : Full-time Job Summary : The Business Solutions Manager will be responsible for identifying, analyzing, and delivering digital banking solutions that enhance the bank's service offerings. This role will work closely with various departments to...
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Relationship Manager
4 weeks ago
west bengal, India Bandhan Bank Full timeLocation: South Kolkata Requirement: - The candidate needs to have minimum 3-5 years' experience in wealth management. - The candidate needs to be both AMFI and IRDA certified with active certifications. - Minimum education qualification is graduation. The following are the specifications for the role: - The candidate should be a proven performer with...
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Relationship Manager
1 month ago
west bengal, India Bandhan Bank Full timeLocation: South KolkataRequirement:- The candidate needs to have minimum 3-5 years' experience in wealth management.- The candidate needs to be both AMFI and IRDA certified with active certifications.- Minimum education qualification is graduation.The following are the specifications for the role:- The candidate should be a proven performer with excellent...
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Relationship Manager
3 months ago
west bengal, India Bandhan Bank Full timeLocation: South KolkataRequirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both AMFI and IRDA certified with active certifications.Minimum education qualification is graduation .The following are the specifications for the role:The candidate should be a proven performer with excellent track...
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Activation Officer
6 months ago
Kolkata, West Bengal, India Kotak Mahindra Full time**Activation Desk - CMS - Transaction Banking Group- CMS-Product Support Team- Location- Mumbai- Number of Positions- 1- Reporting Relationships- Chief Manager- Position Grade- M1Global Transaction Services Group is the Product & Sales Support function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial...
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Activation Officer
6 months ago
Kolkata, West Bengal, India Kotak Mahindra Full time**Activation Desk - CMS - Transaction Banking Group- CMS-Product Support Team- Location- Mumbai- Number of Positions- 1- Reporting Relationships- Chief Manager- Position Grade- M1Global Transaction Services Group is the Product & Sales Support function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial...
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west bengal, India Peoplemint Consultants Full timeJob Role: Branch Sales ManagerReporting: Branch ManagerJob responsibilities:Role:The role of the Branch Sales Manager (BSM) is driving the overall Sales of the Branch through the Sales Channel as well individually. He will be responsible for providing leadership to the sales team and achieving the financial goals of the branch. He must be familiar with all...
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west bengal, India Peoplemint Consultants Full timeESB Tech support Experience : 5 Years Key Responsibilities: - Understanding of data transmit mechanism ( SOAP, XML , JSON, REST) & latest trends on APIs. - Experience in & hands on in DFD, Network flow diagram, Business process flow - Ability to understand Enterprise Architecture. - Ability to deal with info sec team to mitigate reported threats /...
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Avp - Quantitative Suitability, Gpbw Gsc’s
6 months ago
Kolkata, West Bengal, India HSBC Full time-Job description **Some careers shine brighter than others.** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one...
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Chief Information Security Officer
4 weeks ago
west bengal, India Peoplemint Consultants Full timePlease note strong BFSI experience is necessary!! POSITION IS FOR DEPUTY CISO Key Responsibilities - Report cybersecurity readiness and IT risks to the board quarterly; serve as Member Secretary for IT Security Committee. - Ensure compliance with Information Security Policy, manage the Security Operations Center (SOC), and develop incident response...
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Chief Information Security Officer
4 weeks ago
west bengal, India Peoplemint Consultants Full timePlease note strong BFSI experience is necessary!! POSITION IS FOR DEPUTY CISO Key Responsibilities Report cybersecurity readiness and IT risks to the board quarterly; serve as Member Secretary for IT Security Committee. Ensure compliance with Information Security Policy, manage the Security Operations Center (SOC), and develop incident response...
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Chief Information Security Officer
4 weeks ago
west bengal, India Peoplemint Consultants Full timePlease note strong BFSI experience is necessary!!POSITION IS FOR DEPUTY CISOKey ResponsibilitiesReport cybersecurity readiness and IT risks to the board quarterly; serve as Member Secretary for IT Security Committee.Ensure compliance with Information Security Policy, manage the Security Operations Center (SOC), and develop incident response...
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Compliance Officer
6 months ago
Twenty-four Parganas District, West Bengal, India HashCash consultants Full timeBanking Compliance Officer Location: Kolkata Experience - 3 Years - 6 Years Salary - As per company standard Skills Required: - 3 to 6 years’ experience with managing compliance regulatory projects or working in an investment banking environment or other financial management position. - MBA in Finance or any relevant degree courses. - Must have keen...
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Pcg Advsior
3 months ago
Kolkata, West Bengal, India People Power India Full timeAdvising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old...
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Finance Executive
6 months ago
Kolkata, West Bengal, India Sattva Consultants Full timeReconcile Bank statements and general ledgers. - Maintenance of Records in digital and Physical formats for all financial transactions. - Assist with preparation and coordination of the Audit process. - Update Accounts receivable; Accounts payable; Office Expenses and Employee payments. - Reconcile Bank statements and general ledgers. - Process accounting...
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Virtual Rm
6 months ago
Kolkata, West Bengal, India ACE Talent Consulting Full timeKey Responsibilities: - Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them - Provide premium customer service delivery to their mapped Burgundy portfolio. - Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services - Responsible for up...