Perform financial spreading in an in-house or a client provided applications as client’s credit policy / standard operating procedure and deliver required……
The WealthManagement Services Specialist, NL job assists in managing an inbox that receives inquiries related to the assignment of individual clients.…
Ability to work with clients to identify business challenges and contribute to client deliverables by refining, analyzing, and structuring relevant data •……
€¢To complete UAT in line with the project schedule and quality criteria. The role will suit an existing Senior Test Analyst or an experienced Test Analyst……
Credit Risk assesses and manages credit and counterparty risks on an industry, client, geographic and transaction basis. 3 to 8 years of relevant experience.…
Manage business budgets, client acquisition and customer satisfaction KPIs. Candidate must be aware of basic concepts of asset allocation and wealthmanagement.…
Acquire new customers who meet product criteria through cross-refer. Address HNI clients for investment requirements, through exclusive product bouquet and……
CRM also interacts with business units to ensure that credit risk assessments are factored into business decisions. > Detail orientated and highly motivated.…
> 3-5 years of relevant experience in the financial industry. CRM also interacts with business units to ensure that credit risk assessments are factored into……
5-8 years of experience in financial & banking industry with relevant experience in investment advisory. Acquire new clients, identify their needs and provide……
Acquire new customers who meet product criteria through cross-refer. Address HNI clients for investment requirements, through exclusive product bouquet and……
0-3 years of work experience in the Financial Services sector, ideally with product management experience in an agile product development environment; wealth……
Computers / Management/ any other graduation degree. VRM to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key……
Continously work on aquire new customers with higher investable surplus, increase AUM. In depth knowledge wealthmanagement products - mutual funds, portfolio……
Minimum of 3 years of experience in the wealthmanagement industry. Minimum of 3 years of experience in the wealthmanagement industry. MBA or CA is preferred.…
In this sales-centric role, you will play a key part in promoting and selling mutual funds, as well as providing comprehensive client portfolio management……
Management of our discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including: Mutual Funds, PE Funds, Insurance,……
Client Collaboration: Collaborate closely with the client service teams to understand client requirements, provide solutions, and ensure client satisfaction.…
Acquire new customers who meet product criteria through cross-refer. Address HNI clients for investment requirements, through exclusive product bouquet and……
Our team executes various Programs that design operating models, provide solutions to optimize business flows, bring efficiencies and keep our platform……