- Relevantexperience in handling legal documents / service relationship inclient facingrole.
- CA/MBAwith 57 years ofexperience
- Abilityto Influence/relationship ManagementSkills.
- Analyticaland financialskills
- Strongcommunication.
- EyeFordetail.
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Relationship Manager
Found in: Talent IN 2A C2 - 22 hours ago
Selections HR Services Private Limited Gujarat, IndiaJob Title: Relationship Manager · Job Highlights: · Minimum 1 year of sales experience preferred, preferably in the stock market domain. · Education: · Graduate in Any Specialization/ MBA in Marketing & Finance. · Job Description: · Responsible for direct sales of demat accoun ...
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Relationship Manager
Found in: Talent IN 2A C2 - 3 days ago
Finnovate Gujarat, IndiaLocation: Ahmedabad/Gandhidham/Bhuj · Why should you choose Finnovate: · Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive fin ...
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Relationship Manager
Found in: Talent IN C2 - 20 hours ago
JK Securities Private Limited Ahmedabad, India Full timeAchieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicing · Acquire new clients for Demat ...
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Relationship Manager
Found in: Talent IN C2 - 20 hours ago
PracWorld HR Consultancy Ahmedabad, India Full timeResponsibilities: · Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. · Maximize virtual connections with the qualified prospects using various digital platforms along with other social medi ...
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Relationship Manager
Found in: Talent IN 2A C2 - 1 day ago
Finnovate Ahmedabad, IndiaLocation: Ahmedabad/Gandhidham/Bhuj · Why should you choose Finnovate:Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financ ...
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Relationship Manager
Found in: Talent IN C2 - 20 hours ago
Waayslive Solutions Private Limited Ahmedabad, India Full timeJOB DESCRIPTION · POSITION Sr. Manager / Chief Manager · DESIGNATION Sr. Manager / Chief Manager · POSITION GRADE L4/L5 · DEPARTMENT Alternate · SUB DEPARTMENT Wealth Channel · REPORTING POSITION Deputy Vice President · OBJECTIVE OF THE ROLE · Primarily responsible for sourcing & ...
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Relationship Manager
Found in: Talent IN C2 - 20 hours ago
WorkQuest India Ahmedabad, India Full timeJob Title: HR Telecaller cum Relationship Manager · Job Description: · Responsibilities: · Promotion to Property Owner: · Identify potential properties for promotion to property owners. · Develop and implement strategies to attract property owners to the platform. · Collect New D ...
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Relationship Manager
Found in: beBee S2 IN - 4 days ago
Share India Securities Ahmedabad, India Full timeJob Requirements · Job Title: Relationship Manager · Company Name: Share India Securities · Location: Gandhi Road, Ahmedabad, Gujarat · Salary: ₹15,000 - ₹25,000 per month · Qualification: Graduate and above · Job Description: · Elevate your career as a Relationship Manager with ...
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Relationship Manager
Found in: Talent IN C2 - 20 hours ago
Horizon Training & Recruitment Services Ahmedabad, India Full timeJob Title · Relationship Manager · Job Requirement · Identifies business opportunities by identifying prospects and evaluating their position in the industry; researching and analysing sales options. · Sells products by establishing contact and developing relationships with prosp ...
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Relationship Manager
Found in: Talent IN C2 - 20 hours ago
WorkQuest India Ahmedabad, India Full timeRelationship Manager (RM) to us known as Relationship Executive (RE) · Responsibilities · Responsible for creating & maintaining relationship with customers · Responsible for resolving customer queries and providing quick services · Responsible for updating customer about his pur ...
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Relationship Manager
Found in: Talent IN C2 - 3 hours ago
Aditya Birla Group Ahmedabad, India To Identify and plan customer visits regularly to build relationships and achieve · sales targets. · Build strong relationships with clients to generate new orders and fulfill repeat · orders. · Enable customers to place orders using digital tools and bring more digitizatio ...
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Relationship Manager
Found in: Talent IN C2 - 20 hours ago
Ratnaafin Group Ahmedabad, India Full timeRoles and Responsibilities · Should be responsible for business development of working capital products by way of effective stake holder management. · Should be responsible for sourcing and closing leads for working capital products across section of business segments traders, ma ...
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Relationship Manager
Found in: Talent IN C2 - 20 hours ago
Caring Click Enterprises LLP Ahmedabad, India Full timeThe ideal candidate will be responsible for gaining a deep understanding of the clients' financial objectives and recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you w ...
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Relationship Manager
Found in: Talent IN C2 - 20 hours ago
Ratnaafin Group Ahmedabad, India Full timePRIMARY RESPONSIBILITIES: · Responsible for sourcing, structuring & servicing clients for their financial needs by offering them various secure & unsecured products majorly designed to cater to the MSME segment from open market and DSA. · Responsible for attending clients queries ...
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Relationship Manager
Found in: Talent IN C2 - 20 hours ago
Ratnaafin Group Ahmedabad, India Full timePRIMARY RESPONSIBILITIES: · Responsible for sourcing, structuring & servicing clients for their financial needs by offering them various secure & unsecured products majorly designed to cater to the MSME segment from open market and DSA. · Responsible for attending clients queries ...
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Relationship Manager
Found in: Talent IN C2 - 20 hours ago
Wealthstreet Financial Services Pvt. Ltd. Ahmedabad, India Full timeCandidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency. · Responsible for sales of other wealth Products like like: Mutual Funds, PMS & AIF. · Responsible for generating revenue from Third party product ...
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Client Relationship Manager
Found in: Talent IN 2A C2 - 21 hours ago
ZEN PEOPLECRAFT INDIA (P) LIMITED Ahmedabad, IndiaJob Description · Zen Peoplecraft is a preferred and trusted Partner to many Fortune 100 and Fortune 500 companies for integrated HR Services and the list is ever growing. With over a decade of experience in the area of specialized knowledge based Services and interventions for a ...
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Client Relationship Manager
Found in: Talent IN 2A C2 - 3 days ago
White Force Group Ahmedabad, IndiaLocation - Ahmedabad,Surat,Rajkot & Baroda(Gujarat) & Mumbai,Nagpur & Pune (Maharashtra) · CTC Upto -5 LPA · Job Description: · To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer ...
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Client Relationship Manager
Found in: Appcast Linkedin IN C2 - 1 day ago
ZEN PEOPLECRAFT INDIA (P) LIMITED Ahmedabad, IndiaJob Description · Zen Peoplecraft is a preferred and trusted Partner to many Fortune 100 and Fortune 500 companies for integrated HR Services and the list is ever growing. With over a decade of experience in the area of specialized knowledge based Services and interventions for a ...
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Affluent Relationship Manager
Found in: Talent IN 2A C2 - 5 days ago
Rightmatch Ahmedabad, IndiaCompany - Leading AMC Company. · Role - Affluent Relationship Manager · Location - Ahmedabad · Broad Responsibilities : · 1.To upsell Mutual Fund products to Retail and HNI Clients as per the assigned database. · 2.Generate fresh leads through reference. · 3.Achieving the busines ...
Service Relationship Manager - Ahmedabad, India - Mintskill HR Solutions LLP
Description
PositionName: Service Excellence Specialist(SES) Department CIIB :Wholesale Integrated ServiceExcellence(WISE)JobRole:
1
Portfolio
Handlingof specified portfolio by providing services related to LegalDocumentation and Credit Admin activities in CIIB. Working closelywith the Cluster Manager to support for delivery of allactionables.
2
SanctionLetter
Issuanceof sanction letter as per the terms and conditions ofSanction.
3
Securitydocumentation
Issuanceof security documents as per the terms ofsanction.
4
Verification
Verificationof Constitutional documents (MOA Partnership Deed etc.)Authorisations (BR Partnership Letters etc.) for availingfacilities creating security execution of documents and scrutiny ofexecuted documents to ensure properexecution.
#Capabilityto check the original property documents submitted by the mortgagorat the time of mortgage creation in terms of Mortgage Deed /TSR
5
ROC/ CERSAI relatedcompliances
Ensuringregistration of security charges in favour of the bank whereverapplicable. Also removal of nonrequired charges ifany
6
Documentchecking and limitloading
Ensuringproper execution of documents / compliance with the terms andconditions of sanction and receipt of approvals for deferrals incase of nonsubmission / discrepantdocuments.
#Handling Limit Loading in Bankssystems
#Updation and Management ofSecurity/Collateral
7
SecurityCreation /Perfection
Creationof security as approved and getting the security perfected incoordination with client / otherbanks.
8
ClientVisits
Visitingclients office for execution of documents wrt Credit facilitiessanctioned.
Attendingconsortium meetings for document execution.
#Discussingwith clients on negotiation in documents and seeking approvalthereof.
Meeting clients on regular intervals tounderstand their service issues with the bank and getting themresolved with coordination with internalstakeholders.
9
Custodian
Ensuringproper care and safety of documents held in FRFC and complying withthe laid down process / procedure for storage ofdocuments.
10
DocumentTracking
Trackingof documents for receipt; deferral; expiry etc throughsystems
11
Closure/trackingofdeferrals
Ensuringthat deferrals are closed within timelines by arranging necessarydocuments/ approvals.
Trackingdeferrals for regularization with escalation to the concernedRM/Business under advice to Credit Approvers and monitoring expiryofdocuments.
12
Liaison
WithBusiness Teams Legal; Credit; RMs; CPC Audit Service Providers etcfor timely and quality deliverables by resolution of issues/answeringqueries
13
MIS
Maintainingnecessary MIS for reportingpurposes.
14
Projects
Ensuringcompletion of projects allocated within thetimeframe
15
Audit
Handlingof RBI/Internal/Statutory/Concurrent Auditrequirements.
16
Limitclosure
HandlingClosure of limits and release of securities and issuance of No DuesCertificate
Requirements
JobRequirements:
Business Banking Credit appraisal and sanction letter issuance JobRequirements: Relevant experience in handling legal documents /service relationship in client facing role. CA/MBA with 5-7 yearsof experience Ability to Influence/relationship Management Skills.Analytical and financial skills Strong communication. Eye Fordetail.