Assistant Relationship

Job PurposeAssisting RMs on Re KYC & other internal compliance activities like various remediations, batch alerts, etc.Handholding NTB clients on account opening documentation.Assisting clients on documentation for mandate changesData Collation for the teamVendor on boardingKey AccountabilitiesAccountable for achieving superior TAT in KYC / REKYC and...

Job Role: PCG (ARM)Qualification: Any GraduateExperience: Minimum 1 years1) Assisting Relationship Manager / AVP in their work. RM/AVP are in the job of wealth management. They advise clients about their investments in Mutual Funds, Bonds, Equities, AIF, and Fixed Deposits etc.2) Maintaining and preparing portfolio and meeting client requirements. This may...

Position: Assistant Relationship Manager (only Male candidate apply) Basic Criteria:Prior experience in loans, mortgages, Good communication and interpersonal skills. Ability to work independently and as part of a team. Job Responsibilities:Meet clients to understand and assess their financial needs. Handle documentation related to loans and...

These are the typical duties of a Customer Relationship Manager: - Building long-term relationships with new and existing customers - Identifying key customers - Business administration - Overseeing customer data and account management - Advising customers on new services or products - Identifying new business and liaising with the sales team to generate...

Assist in financial analysis, credit risk assessment risk rating and structuring '& documentation of facilities for assigned corporate relationships, by working with the Relationship Managers (RMs) Meeting customers, preparing Green Light Memos and Credit. Proposals (CPs) (new, annual renewals, amendments etc.) and assisting RMs in customer relationship...

Position: Assistant Manager – Customer Relationship Management (CRM)Department: Customer Relationship ManagementExperience: 4 – 6 YearsEmployment Type: Full-TimeAbout the Organization :-We are a fast-growing financial technology and lending platform focused on creating innovative credit infrastructure to enable the seamless flow of capital from financial...

Job Location : MumbaiRole & responsibilitiesCustomer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call center • All the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects...

Assist in financial analysis, credit risk assessment risk rating and structuring & documentation of facilities for assigned corporate relationships, by working with the Relationship Managers (RMs).- Meeting customers, preparing Green Light Memos and Credit Proposals (CPs) (new, annual renewals, amendments etc.) and assisting RMs in customer relationship...

Key ResponsibilitiesTo ensure active management of clients & generate Investment.To Identify client needs, evaluate their risk appetite, and recommend suitable investment option.To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio.To achieve healthy revenues without compromising on clients...

Assist in financial analysis, credit risk assessment risk rating and structuring '& documentation of facilities for assigned corporate relationships, by working with the Relationship Managers (RMs)Meeting customers, preparing Green Light Memos and Credit. Proposals (CPs) (new, annual renewals, amendments etc.) and assisting RMs in customer relationship...