...Role : Relationship Manager
Acquire new corporates offering transaction banking products such as TRADE FOREX CMS.
70 % Acquisition / 30% handle current book.
Maintain strong relationship with customers to facilitate daytoday transactions.
Develop...
...Ab Job description
Location Ahmedabad (only Local candidates).
Candidate having work experience in stock market share banking domain financial market should apply for this position. Dealing with products like Share mutual fund bonds Insurance etc.
Experience 2 years...
...Minimum 1 years in a managerial role involving clients and team members
Experience with the Financial Services industry supporting Private Equity, Venture Capital, Hedge Funds, and Real Estate
Excellent communication skills
Great Decision making skills...
Review and coordinate preparation of tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns
Advise clients on a full spectrum of tax services, including...
Preparation of tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns
Conduct basic tax research into industry and government developments as it relates...
...Experience with a wide variety of entity types, partnerships most preferred
Experience with the Financial Services industry supporting Private Equity, Venture Capital, Hedge Funds, and Real Estate
Excellent communication skills
Proficient in Microsoft Office...
Ankpal, a cloud-based accounting software, is designed to cater to all the important accounting functions of a business. We understand that accounting is the backbone of any business, so to provide business owners and accounting professionals with accurate and error-free accounting...
Rs 25 - 35 lakhs p.a.
...Job Title: Relationship Manager - Private Wealth Management
Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. You will be tasked...
Preparation and review of tax returns for Individuals, Partnerships, S and C-corporations
Conduct online tax research
Identify key planning opportunities throughout the year and develop a framework for tax strategies that best align with client needs and goals
Assist...
Accountant who has good knowledge in Banking part, Banking portal,
~ knowledge of interest rates, fees, and other charges for bank accounts and loans
~5+ years experience in an accounting role, preferably in the banking industry
, ready to join immediately
Location...
Preparation and review tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns
Conduct tax research into industry and government developments as it relates...
...tax compliance, advisory, and consulting services.
Role Description
This is a full-time hybrid role for a Head of Investment Banking. The Head of Investment Banking will be responsible for overseeing and managing all financial activities, including finance,...
...The Corporate Banking works with MEG clients. strive be the sole banker for their clients and are responsible for sourcing business for the Bank to achieve growth in assets, net interest income and fee income while maintaining the quality of the accounts. They work closely...
...We have opening for Deal Origination role into Investment Banking Department :
Qualifications : CA/CFA/MBA (Finance)
Experience... ...models, comparable analysis
• Developing strong relationship with Private Equity Funds, Family offices
Behavioral Competencies:
•...
...Sourcing of New to Bank Real Estate clients & managing the existing Real Estate Liability portfolio assigned
Coverage of the large Real Estate groups/Funds/NBFCs/ Investor community/Private Equity and Venture Capitalists to source clients from group companies, real estate...
Job Description: (Education Loans) The Sales Manager will lead a team of 1 to 3 off roll Sales Executives and will be responsible for hiring, training and managing performance of the Sales Executives and achieving the month-on-month disbursement targets. Key roles and responsibilities...
...3 Lakh
Max Salary : 5 Lakh
Experience : 2 to 9 Yrs
Locality : Ahmedabad
Eligibility : Graduation
Company : Leading Private Bank
(*Note: This is a requirement for one of the Workassist Hiring Partner)
Our hiring partner is looking for:
This is a full...
...pleased to inform you that we have an urgent requirement in the Banking Sector. Our client, a prominent banking institution, is currently... ...the job description below,
Job Description:
Industry: PRIVATE BANKING SECTOR
Qualifications: ANY GRADUATE
Pass Out Year...
...Experience : 2 - 5 years in B2B Sales - Expertise in Corporate sales, Interacting and finalising deals with senior officials in Corporates and Banks/Lenders - Fluency in written and spoken English. Roles and Responsibilities : - Research emerging markets and customer needs - Work...
...morale of branch team members
. Overall responsible for break-even and P&L of branch
Job Requirements:
. Overall 6yrs of Banking experience out of which 3-4yrs in Retail Liabilities
. Must have had Sales experience and exposure, preferably of Liabilities products...
...Casa Sales Officers help the bank find new customers for current and savings accounts. They build relationships, explain account benefits, and meet sales goals. Responsibilities: - Look for new customers through different methods. - Creating new accounts ( saving and current...
...Customer relationships forliabilities and commercial assets.
Ensures high levels of customer service orientation and application of bank policy.
Cross sells existing bank products to customers.
Informs customers of new products or product enhancements to further expand...
...ROLE : . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. . Sources new bank customers through external individual efforts and acquisition channel. . Cross sells bank products to existing set of Branch customers...
Rs 5 - 9 lakhs p.a.
...Description:
Role/Job Title - Bank Authorizer
Business - Retail Banking
Job Purpose
The role entails working towards achievement of CASA
build up, in line with branch targets through efficient and
cost-effective customer engagement. The role bearer
would...
JOB ROLE :
. Redress customer needs pertaining to cash, DDs, cheque deposits, general information.
. Speed and accuracy of transaction.
. Exploitation of other business opportunities sensed.
. Providing quality of experience that will ensure retention and positive...
- Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory. - Identify investment opportunities or strategies. - Identifying, calling and visiting potential clients from time to time to promote products. - Explain technical product, financial and service...
...encourage utilization of self-service channels, carries a tab to help the customer navigate MB and NB as customer is waiting.
. Support Bank guidelines for delivering and coaching exceptional customer experience including proactively greeting customers, smiling, using their...
...Job description : We are hiring a talented Sales executive to join our Banking team. If you're excited to be part of a winning team. Responsibilities : - Providing support to branch profitability by selling bank products - saving & current - Builds business by identifying...
...Join India's Leading Bank & boost CASA! Attract new customers, convert leads, & contribute to our success as a Premium Acquisition Manager.
Job Responsibilities:
Prospect & acquire: Generate leads & convert them to Current & Savings Account (CASA) customers.
Nurture...
...- Building relationships with customers, promoting banking services, and exceeding sales targets are the responsibilities of a bank's sales officer. Requirements : - Bachelor's degree in any field. - Three to six years of sales experience, preferably in finance or banking....