Job Description
Acme Services
RM
Acme Services • Mumbai, Maharashtra • via LinkedIn
Full–time
Apply on LinkedIn
Apply on Jobs Trabajo.org
Apply on MNCJobsIndia
Job description
Key Responsibilities
• Profiling customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the client /HNI customers
• Providing Investment planning and advice
• Achieving sales and revenue targets spread across product mix
• One point contact for the assigned customer
• Acquisition & Servicing of HNI/UHNI customers.
• Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
Report this listing
More jobs at Acme Services
See web results for Acme Services
I
IDFC FIRST Bank
Analyst-Dispute Management
IDFC FIRST Bank • Navi Mumbai, Maharashtra • via Career At IDFC First Bank
3 days ago
Full–time
No Degree Mentioned
Apply on Career At IDFC First Bank
Apply on LinkedIn
Apply on JobSpire
Job description
Job Requirements
Roles & Responsibilities:
'-Prepare necessary documents/Information from internal and external stake holders for investigation of disputed cases
'-Supporting customers about the dispute process with respect to the fraudulent transactions identified
'- Assist in investigations and inquiries on identified and suspicious accounts
'-Analyzing & understanding the major fraud trends going across the market
'-Ensure accurate and appropriate responses to disputes
'-Comply with regulatory requirements and internal guidelines
'-Compiles and routes reports capturing status of current cases
Secondary Responsibilities:
'- Stay abreast with global market trends and competitor strategies in key markets
Key Success Metrics:
'Portfolio Quality
RM
Acme Services • Mumbai, Maharashtra • via LinkedIn
Full–time
Apply on LinkedIn
Apply on Jobs Trabajo.org
Apply on MNCJobsIndia
Job description
Key Responsibilities
• Profiling customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the client /HNI customers
• Providing Investment planning and advice
• Achieving sales and revenue targets spread across product mix
• One point contact for the assigned customer
• Acquisition & Servicing of HNI/UHNI customers.
• Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
Report this listing
More jobs at Acme Services
See web results for Acme Services
I
IDFC FIRST Bank
Analyst-Dispute Management
IDFC FIRST Bank • Navi Mumbai, Maharashtra • via Career At IDFC First Bank
3 days ago
Full–time
No Degree Mentioned
Apply on Career At IDFC First Bank
Apply on LinkedIn
Apply on JobSpire
Job description
Job Requirements
Roles & Responsibilities:
'-Prepare necessary documents/Information from internal and external stake holders for investigation of disputed cases
'-Supporting customers about the dispute process with respect to the fraudulent transactions identified
'- Assist in investigations and inquiries on identified and suspicious accounts
'-Analyzing & understanding the major fraud trends going across the market
'-Ensure accurate and appropriate responses to disputes
'-Comply with regulatory requirements and internal guidelines
'-Compiles and routes reports capturing status of current cases
Secondary Responsibilities:
'- Stay abreast with global market trends and competitor strategies in key markets
Key Success Metrics:
'Portfolio Quality
💡 Quick Summary
Seeking a career-building opportunity? The Analyst-Dispute Management position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
