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- ...Planning and Stock Broking . Qualifications Experience: Minimum of 7 years of experience in wealth management or private banking. Current Role: Must be an existing Relationship Manager – Wealth Management/Private Banker . Product Knowledge: Comprehensive...Suggested
- ...Under Retail Banking Group, e-Relationship Management Services help customers avail of a host of banking services primarily through the phone channel. The e-Relationship Management Channel at the Bank is strongly connected to all business groups to design service architecture...Suggested
- ...The investment accountant will be responsible for cash management/bank accounts, loans and lender reporting, investor reporting, capital... ...in preparing tables and charts when necessary, and prepare the current audited financial statements when requiredby manager. Yardi...SuggestedImmediate start
- ...wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team. # RMs have to follow the laid down sales process which involves updation of the regular client calls for both existing and...SuggestedLocal area
- ...Actively hiring Banking Officer Start Date Starts Immediately... ...experience. As market leaders in the education finance segment, we currently partner with over 14 financial institutions, a number that continues...SuggestedImmediate start
- ...Actively hiring Banking Sales Specialist Start Date Starts Immediately... .... As market leaders in the education finance segment, we currently partner with over 14 financial institutions, a number that continues...SuggestedImmediate start
- 1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile...SuggestedImmediate start
- ...Description Oversee and manage the day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and bank reconciliations. Ensure accurate and timely financial reporting, including the preparation of monthly, quarterly, and annual...Suggested
- ...Chandigarh & Haryana Hiring For : One of India’s Top Private Sector Banks Compensation : Fixed Salary + Attractive Incentives + Career... ...Manager Key Responsibilities : Acquire new customers for Current and Savings Account (CASA) through direct and reference-based...Suggested
- 1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products ...Suggested
- ...We are hiring a Customer Support Executive to handle customer queries and issues related to banking products and services. The role involves providing prompt and accurate assistance via phone, email, or chat, ensuring high levels of customer satisfaction while adhering to...Suggested
- ...the non-month and month end which includes general ledger activities including Manual journals preparation and posting, Fixed assets, Banking transaction, Loan Management, BS reconciliations, Derivatives MTM, Month end close and reporting related tasks. Main...SuggestedLocal area
- 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , ...Suggested
- SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and...Suggested
- 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge ...Suggested
- ...and preferences. Ensure compliance with regulatory requirements and company policies. Job Requirements Strong knowledge of banking operations, including micro banking and collection processes. Excellent communication and interpersonal skills for building strong...
- ...disciplines, and introduces procedures and activities that control costs, improve quality, and drive efficiencies. 4.Keeps abreast of current changes in technology, processes, and standards within the industry and area(s) of responsibility by attending internal and external...Local areaImmediate start
- ...accuracy; translate business questions into technical requirements.Required Qualifications : - 3+ years in a data analyst role, ideally in banking, mortgage, or financial services.- Strong SQL skills and experience with BI tools (Tableau, Power BI, or Metabase).- Proficiency in...
- ...Documentation: Create and maintain Standard Operating Procedures (SOPs) and internal content on Confluence. Product Knowledge: Stay current on product features and updates to provide accurate, informed support. Account Monitoring: Track and oversee new subscriber...
- ...(COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented...