Position Overview [Details of the Role and how it fits into the team] Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address
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Job Description: We are looking for Sales Experts who drives sales through engagement of customers, suggestive selling, and sharing product knowledge. Sales Team Management, Geographical coverage & manage the spread. Ensure the Team meets potentia
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About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East. To us, good performance is about much more than turning a profit. It's about showing how you embody
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Kotak Wealth Management: The Kotak Mahindra Group (‘Kotak) has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen yea
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About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East. To us, good performance is about much more than turning a profit. It's about showing how you embody
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Role Responsibilities Processes * Manage and/or resolve alerts/cases. * Follow the Correspondent Banking DOI to process risk events in line with the Assess, Analyse, Act (AAA) process. Risk Management * Analyse significant financial
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The Role Responsibilities Processes * Manage and/or resolve alerts/cases. * Follow the Correspondent Banking DOI to process risk events in line with Assess, Analyse, Act (AAA) process. * Do further analysis and escalations using k
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Role Responsibilities Processes * Manage and/or resolve alerts/cases. * Follow the Correspondent Banking DOI to process risk events in line with the Assess, Analyse, Act (AAA) process. Risk Management * Analyse significant financial
Skills :
The Role Responsibilities Processes * Manage and/or resolve alerts/cases. * Follow the Correspondent Banking DOI to process risk events in line with Assess, Analyse, Act (AAA) process. * Do further analysis and escalations using k
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Job Description : Service Managers help ensure clients receive exceptional service while the business's sales goals are supported. They work to develop and implement client service strategies that will increase sales w
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About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East. To us, good performance is about much more than turning a profit. It's about showing how you embody
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About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a ch
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About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East. To us, good performance is about much more than turning a profit. It's about showing how you embody
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Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products.
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To assist customers on their requirement and to provide best suitable solution. Need to generate business
opportunity for upselling and cross selling the products by building positive relationship with customers.
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About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a ch
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Leads Generation
Converting prospects into customers
Site visits with customers
Answering all customer queries
Ensuring compliance with the operations process
Ensuring customer satisfaction
Providing after sales services and assisting in Home Loans
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JOB DESCRIPTION Position Title: Relationship Manager Department: Direct Distribution - Direct Sales Force Level/ Band: Officer/Executive Organizational Relationships Reports to Direct: Sales Manager Job Dimensions Geographic Area Covered - As p
JOB DESCRIPTION Position Title: Relationship Manager Department: Direct Distribution - Direct Sales Force Level/ Band: Officer/Executive Organizational Relationships Reports to Direct: Sales Manager Job Dimensions Geographic Area Covered - As p
Job Description : Responsible for acquring NTF new to the firm clients, revenue generation and maintenance of relationship with HNIUHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book .
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Job Description : Coordination with BSM and Sourcing proper files. ,Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. ,Maintaining relationship with Connect
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Role: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels
JOB 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
Job Description Senior Relationship Manager - HDFC Bank Branch Banking Level / Band : : Location City : : Bangalore Zone : : South Location Branch :: Karnataka Role Summary * NA Organizational Relationships Reports to :Cluster Are
Job Description Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management . Address HNI clients for investment requirements, through exclusive product
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