Fsa (Financial Service Associate)

**Position**: Financial Service Associate **Role and Responsibility**: Ø To monitor closely the HL data and cross sell insurance, fixed deposits and other products as introduced by the company to home loan customers of Sales Ø To source open market business too and achieve the targets assigned Ø To be completely aware of the products being offered by...

ROLES & RESPONSIBILITIES: - **Business Targets**:Achievement of business targets for all financial products as defined and agreed upon. - **Relationship Building**: - Manage relationship with HL executives mapped to him / her. - Maintain good relationship with clients. - Maintain good relationship with Channel partners & DSA - Build relationship with the...

**Job Title**: Financial Services Associate **Job Summary**: We are looking for a dynamic and customer-focused individual to drive sales of financial products by meeting new and existing clients, understanding their financial needs, and offering suitable solutions. **Key Responsibilities**: - Achieve sales targets for financial products like fixed...

Prepare annual, semiannual, and quarterly financial reports for the Columbia Mutual Funds, Life and Annuity Products and Collective Funds, including financial statements, notes to the financial statements, financial highlights and portfolio of investments. Preparation of various internal reports and reports that are filed with regulatory agencies including...

Customer Service & Operations, Customer Customer Service & Operations Associate Reconciliation & Investigations - Gurugram, India- Permanent- Full Time#R-00244671 Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. - This role is based in India and...

Customer Service & Operations, Customer Customer Service & Operations Associate Reconciliation & Investigations - Gurugram, India- Permanent- Full Time#R-00243268 Join our digital revolution in NatWest Digital X In everything we do, we work to one aim. To make digital experiences which are effortless and secure. - So we organise ourselves around three...

**Job Detail**: - Job ID 35311**Financial Crime Compliance Officer** **City of London** **Contract** cer Financial are working alongside a bank who is based in the City of London. They are seeing a Financial Crime Compliance Officer to work with them on a contract. **The Responsibilities of a Financial Crime Compliance Officer Will Include**: - Conduct...

The role holder is required to meet his/her targets of insurance against loans through the generation of new leads and managing and building relationships with customers mapped to them to cross-sell Financial Services/products. **Role & Responsibility** **Business Targets**: Achievement of business targets for all financial products as defined and agreed...

Financial Control & Reporting, Finance Financial Control Associate, AVP - Gurugram, India- Permanent- Full Time#R-00246135 Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. - This role is based in India and as such all normal working days must be...

**Responsibilities** - Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures. - Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies. -...