
Pe-retail & Comm Banking
3 days ago
**Job Summary**
**Responsibilities**
- Utilize MS Excel to analyze and interpret complex data sets ensuring accurate reporting and insights for asset management operations.
- Collaborate with cross-functional teams to streamline processes and improve efficiency within retail and commercial banking projects.
- Support the development and implementation of innovative solutions to enhance asset and wealth management strategies.
- Assist in the preparation of detailed financial reports and presentations for stakeholders showcasing key findings and recommendations.
- Monitor market trends and provide actionable insights to inform strategic decision-making in asset management.
- Contribute to the optimization of operational workflows ensuring compliance with industry standards and regulations.
- Participate in regular team meetings to discuss project progress and identify areas for improvement.
- Engage with clients to understand their needs and provide tailored solutions that align with their financial goals.
- Conduct research and analysis to support the development of new banking products and services.
- Maintain accurate documentation of all processes and procedures to ensure transparency and accountability.
- Provide technical support and training to team members on MS Excel functionalities and best practices.
- Collaborate with IT teams to integrate new technologies and tools into existing systems for enhanced performance.
- Drive continuous improvement initiatives to elevate the quality of service delivery and client satisfaction.
**Qualifications**
- Demonstrate proficiency in MS Excel with the ability to perform complex data analysis and reporting.
- Possess a foundational understanding of asset management operations and asset & wealth management.
- Exhibit strong analytical skills and attention to detail in all aspects of work.
- Show capability to work effectively in a hybrid work model balancing remote and in-office tasks.
- Display excellent communication skills to interact with team members and clients.
- Have a proactive approach to problem-solving and process optimization.
- Be eager to learn and adapt to new challenges in the banking sector.
**Certifications Required**
NAs
-
Front Line Sales
2 weeks ago
Mumbai, Maharashtra, India Ennoblee Full time**Responsibilities**: - Generating Lead and customer Data base. - Follow up with the customer to get close to the business & amp; Making cold calls - Follow up on the renewal data. - Maintain good relationships with Life insurance-related clients & amp; customers. - Daily update to the respective Branch Manager on the meetings. - Understanding customer...
-
Navi Mumbai, Maharashtra, India Meera Enterprise Full time_**Opening for customer service Excellent comms _Navi Mumbai**_ - **1.Union Bank of India**_ - **Opening for customer service **_ - **Excellent comms**_ - **Mini 6 month of experience in customer service**_ - **Day rotational shift for female and rotational shift for male rotational off**_ - **Salary upto 18 inhand**_ - **2.ABSLI **_ - **Renewal process**_ -...
-
Rsbo - Retail Banking Sales Officer
2 weeks ago
Mumbai, Maharashtra, India SVC Bank Full timeSVC Co-operative Bank Ltd., formerly known as The Shamrao Vithal Co-operative Bank Ltd., is a 117-year rich, trusted institution, which is one of the leading Scheduled Urban Co-operative Bank with a total Business of the Bank is at Rs. 35,159.31 Crores as on March, 2024 and Net Profit increased by 23.73% to reach Rs. 218.16 Crores. The Bank has a strong...
-
Avp -investment Banking
3 days ago
Ghatkopar, Mumbai, Maharashtra, India Enrolsy Full timeWe're Hiring **AVP: Investment Banking **for A Leading Chartered Accountant Firm! **Qualification**: CA/MBA/Inter CA **Job Location**: Ghatkopar, Mumbai. **Gender**: Male / Female **Job Descriptions**: Building financial models, pitch presentations, teasers, information memorandum etc Scout for business opportunities in Investment Banking...
-
Branch Support-comm. Bank Ho
3 days ago
Pune, Maharashtra, India Kotak Mahindra Full timeGrade-EO/M1 Role - Branch Support -RCU Job Role - Exposure to policy and process. - Exposure to Retail Assets and retail assets fraud risk management. - Play a role of a team leader - Recruit, Train, Lead and Retail a team. - Willingness to travel across Rest of Maharashtra - Should have exposure to MS office (Word, Excel & Power Point).
-
Branch Manager-branch Banking-branch Banking
3 weeks ago
Pune, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Branch Manager Department Retail Liabilities - Branch Banking Location Position Grade Job Role Achieving Business Objectives for the Branch in terms of Value Productivity Volume Metrics Revenue Generation through Sales of CASA Assets TPP of MF LI GT etc through varied Bank Channels ...
-
Team Member-risk-comm. Bank Ho
2 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Full time**Team Member** - Department- Commercial Banking - MFI business - Risk- Location- Mumbai - Kotak Infinity/ Bengaluru/ Lucknow- Reporting Relationships- Vice President- Number of Positions- 5- Position Grade- M3/M4**Job Role: - Control Assessment for Branches and HO for MFI business for JLG, Micro LAP and Individual Loan. - Responsible for assessing fraud/...
-
IT Auditor
2 days ago
Pune, Maharashtra, India Deutsche Bank Full time**IT Auditor - Corporate Banking Technology**: **Job ID**:R0364322 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2024-12-19 **Location**:Pune **Position Overview**: **In Scope of Position based Promotions (INTERNAL only)** **Job Title**:IT Auditor** **Corporate Title: AVP** **Location: Pune, India** **Role...
-
Associate - Bank Reconciliations
11 hours ago
Pune, Maharashtra, India Avalara Full timeOverview: An analyst position would involve understanding Bank Reconciliation. Must be a supporting member of the team, ensuring Bank Recon & Payment Exceptions are managed. Work with the team and deadlines, and observe monthly processes to determine ways that can help streamline the output of the team. We ask that you fast learn to start in a quick dynamic...
-
Investment Banking Research Expert
4 days ago
Pune, Maharashtra, India beBeeExpertise Full time ₹ 15,00,000 - ₹ 22,50,000About the Role:RCK Analytics is seeking a seasoned Investment Banking Research Expert to join our team.Job Description:We are looking for an experienced professional to provide in-depth insights on sectors and companies under coverage for our global clients. The successful candidate will be responsible for creating company profiles, executive summaries,...