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Kotak Mahindra Bank


Dealer I
Kotak Mahindra Bank • Noida, Uttar Pradesh • via Expertini | India Jobs Expertini
4 days ago
Full–time
Apply on Expertini | India Jobs Expertini
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Job description
Job Role

·To ensure active management of clients & achieve the target active AUM

·To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options

·To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

·To achieve healthy revenues without compromising on client profitability

·To have clear focus on client mining

·To conduct regular Client Meetings & update the same in the meeting tracker

·To attain maximum reach of investment ideas/stock calls initiated

·Keep abreast of the market news, financial trends and current affairs

·To attend post result con-calls, analyst meets for improved client servicing.

Skills

·Graduate / Post graduate with 1 to 4 yrs experience.

·Should have good communication & presentation skills.

·Should be a self-starter, proactive & target oriented.

·Should possess strong communication skills.

·NISM/NCFM VIII certificate is necessary.
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Structured Learning Assistance Consultants India Private Limited


Financial Analyst / Finance Executive / Banking Finance - Big 4
Structured Learning Assistance Consultants India Private Limited • New Delhi, Delhi • via Foundit.in
₹3.1L–₹7.1L a year
Full–time
Apply directly on Foundit.in
Job description
Job DetailsResponsibilities 1.Spreading and analyzing of financials statements including balance sheet and income statement 2.Interpret notes to financial statements and make necessary adjustments 3.Application of financial quality assurance checks 4.Analyzing credit risk using multiple bureau sources 5.Preparing a credit summary report creating basis for lending decision 6.Deriving company and industry factors affecting credit risk 7.Providing support to senior analysts in performing risk assessment activities 8.Perform inter-system reconciliation, track funds and make sure they are applied to appropriate transactions. +.Liaising with agents/counterparties/clients to solve queries and discrepancies related to the process. 10.Timely escalating outstanding issues to Client Working in teams. 11.Handling different stages of life cycles of financial products. 12.These stages can be-KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, confirmations of trade, corporate actions, tax operations. 13.Timely escalations of outstanding issues to clients. 14.Preparing internal and client reports as per process requirements. 15.Perform detailed research including industry research, transactions analysis, company and investor profile 16.Creating research papers to understand the dynamics of various sectors, including value chain, strategy, key performance indicators, financials and precedent fund raise transactions 17.Conduct sector mapping and perform detailed industry analyses for a variety of markets and channels 18.Conduct market and competitive analysis and in-depth data analyses using advanced methods 1+.Assist teammates with creation of sectoral presentation materials 20.Create charts, graphs, and presentations for leadership teams 21.Work on several projects simultaneously with teams of professionals, both within the group and across the firm, including Directors and Associate, collaborating to develop and execute solutions 22.Prioritize and manage multiple projects simultaneously, ensuring timely delivery 23.Strong financial and business analysis skills 24.Excellent ppt and excel skills 25.Proficiency in working on databases RegardsHR | Direct Apply @ Link