Job Description
A
Allegis Global Solutions India Private Limited
CA fresher position with Investment bank in Gurugram
Allegis Global Solutions India Private Limited • New Delhi, Delhi • via Foundit.in
Full–time
No Degree Mentioned
Apply directly on Foundit.in
Job description
Role details-In this role, you will have the opportunity to immerse yourself in the business through a variety of responsibilities, ranging from delivery to process ownership. You will be responsible for monthly balance sheet and P&L analysis, month-end close, as well as financial, regulatory, and tax reporting submissions. Additionally, you will manage financial control and accounting for equity-...
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Harpreet Kaur
Wealth Relationship Manager - Bank
Harpreet Kaur • New Delhi, Delhi • via IIM Jobs
Full–time
No Degree Mentioned
Apply on IIM Jobs
Apply on Callcenterjob.co.in
Apply on Jobrapido.com
Job description
Wealth Relationship Manager - Bank
Relationship Management :
- Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Develops, manages, and expands YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identifies current and potential relationship with additional revenue potential and grow business
Generating Incremental Business:
- Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships
- Deepens relationship to increase CASA balance in allocated portfolio
- Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank
Customer Engagement:
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Investment Advisory:
- Financial Planning and Investment Advisory to HNI clients through analysis and identification of customer needs and accordingly proposing appropriate products
- Drives revenue business to generate fee income through products like mutual funds, investments and insurance
Allegis Global Solutions India Private Limited
CA fresher position with Investment bank in Gurugram
Allegis Global Solutions India Private Limited • New Delhi, Delhi • via Foundit.in
Full–time
No Degree Mentioned
Apply directly on Foundit.in
Job description
Role details-In this role, you will have the opportunity to immerse yourself in the business through a variety of responsibilities, ranging from delivery to process ownership. You will be responsible for monthly balance sheet and P&L analysis, month-end close, as well as financial, regulatory, and tax reporting submissions. Additionally, you will manage financial control and accounting for equity-...
Show full description
Report this listing
H
Harpreet Kaur
Wealth Relationship Manager - Bank
Harpreet Kaur • New Delhi, Delhi • via IIM Jobs
Full–time
No Degree Mentioned
Apply on IIM Jobs
Apply on Callcenterjob.co.in
Apply on Jobrapido.com
Job description
Wealth Relationship Manager - Bank
Relationship Management :
- Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Develops, manages, and expands YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identifies current and potential relationship with additional revenue potential and grow business
Generating Incremental Business:
- Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships
- Deepens relationship to increase CASA balance in allocated portfolio
- Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank
Customer Engagement:
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Investment Advisory:
- Financial Planning and Investment Advisory to HNI clients through analysis and identification of customer needs and accordingly proposing appropriate products
- Drives revenue business to generate fee income through products like mutual funds, investments and insurance
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Relationship Manager | Bank position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi 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.
