Personal Banker

Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the...

1. Director cum CEO for end to end management of NBFC involved in Business Loans and Bill Discounting 2. Co-ordination with RBI for various compliances related to NBFC. 3. Credit policy management and implementation 4. Management of loan processing, sanctioning, disbursement and recovery. 5. Compliance and Legal Management. 6. Financial Planning and...

**Job Summary**: The Treasury Banker will manage the company’s day-to-day treasury operations, focusing on optimizing liquidity, managing banking relationships, ensuring efficient cash flow management, and supporting financial decision-making. The role requires a highly analytical individual with strong financial acumen and attention to detail. **Key...

**3 - 7 years**: **Any Graduate**: **Operations**: **8 ~ 10 LPA**: **Job Description**: - Branch Merchandising - Supervise & Monitor Personal Banker desks and contract sales staff - Authorize all Personal Banker transactions - Branch administration and Lobby Management - Resolution of customer queries/complaints and customer service to ensure walk in...

**Job Purpose**: To acquire CASA, Salary accounts and cross sell multiple banking products. Key Responsibilities : The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Requirements: - Acquiring...

**Bookkeeping & Treasury Activities** - Bookkeeping - Accounts Receivables - Customer master maintenance, invoicing - Accounts Payables - Bankers relationship management - Implementing best financial practices and controls - Supporting auditors for closing yearly audit and finalization of Books of Accounts **Compliance Activities** - Monthly GST payments &...

Director cum CEO for end to end management of NBFC involved in Business Loans and Bill Discounting - Co-ordination with RBI for various compliances related to NBFC. - Credit policy management and implementation - Management of loan processing, sanctioning, disbursement and recovery. - Compliance and Legal - Financial Planning and Analysis **Experience**: -...

**Equirus**Securities Private Limited** **About Equirus** - Equirus is a leading mid'market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We pride ourselves in being a trusted Investment bank servicing customer with best results in...

**About Equirus** - Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory in their investments, best...

Accounting of Daily Transactions - As Required Manage Monthly Rent Invoice and Coordinate with Lessee Manage Credit Card Payments timely Review Bank Balance & Manage Intenal Balance as Requrment Prepare TDS Challan and Make Payment - Monthly Prepare GST Challan and Make Payment - MonthlyManage Offices and Prmotor's Personal Utility Payment Manage Share...