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Client Servicing Executive / Manager

Job type: Full Time

Marcellus

Location: Mumbai

Min. Experience: 5+ years

Marcellus (www.marcellus.in) is hiring an Onboarding and Client Servicing Executive. The role is a combination of handling documentation (KYC, account opening, etc), managing client on-boarding and delivering account servicing for our PMS clients.
The ideal candidate would have 5+ years of experience in a similar role in PMS or Wealth mana...
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Marcellus (www.marcellus.in) is hiring an Onboarding and Client Servicing Executive. The role is a combination of handling documentation (KYC, account opening, etc), managing client on-boarding and delivering account servicing for our PMS clients.
The ideal candidate would have 5+ years of experience in a similar role in PMS or Wealth management services would be energetic, driven, and obsessed about delivering best in class service experience to clients.
She/he would also be process oriented, organized and able to self-manage work in pressure situations whilst working with multiple clients / sales partners in parallel. The candidate would have excellent communication skills (both written and verbal).
Candidates with a Bachelors degree should email CV to careers@marcellus.in

Service Relationship Manager

Job type: Full Time

Marcellus (www.marcellus.in)

Location: Mumbai

Min. Experience: 5+ years

Marcellus (www.marcellus.in) is hiring a Service Relationship Manager. The role is combination of handling documentation (KYC, account opening, etc), managing client onboarding and delivering account servicing for our PMS clients.
The ideal candidate would have 5+ years of experience in a similar role in PMS or Wealth management services w...
Read More

Marcellus (www.marcellus.in) is hiring a Service Relationship Manager. The role is combination of handling documentation (KYC, account opening, etc), managing client onboarding and delivering account servicing for our PMS clients.
The ideal candidate would have 5+ years of experience in a similar role in PMS or Wealth management services would be energetic, driven, and obsessed about delivering best in class service experience to clients.
She/he would also be process oriented, organised and able to self-manage work in pressure situations whilst working with multiple clients / sales partners in parallel.
Candidates with a Bachelors degree should email CV to careers@marcellus.in

Preferred Relationship Manager- Wealth Manager

Job type: Permanent

Anand Rathi Share and Stock Brokers Limited

Location: Delhi NCR, Delhi

Min. Experience: 6 - 11 years

  • Acquisition and servicing HNI/UHNI clients with the wide range of financial services available in our kitty
  • Services encompass Equities, Derivatives, Commodities, Currency, LI, GI, MF, NCDS, FDs, SP, PMS, LAS,...
    Read More
  • Acquisition and servicing HNI/UHNI clients with the wide range of financial services available in our kitty
  • Services encompass Equities, Derivatives, Commodities, Currency, LI, GI, MF, NCDS, FDs, SP, PMS, LAS, Financial planning, and Real Estate
  • Using the aid of Financial Planning servicing the clients with utmost diligence
  • Maintaining MIS for efficient Business Tracking
  • Process and policy adherence as per the organizational norms
  • Regular client meetings
  • Coming up with innovative marketing tools to increase the sources of Lead generation

        Linkhttp://careers.rathi.com/

Analyst

Job type: Permanent

Avaana Capital

Location: Mumbai

Min. Experience: 2 - 3 years

 The person will be responsible for supporting investment evaluation and diligence at Avaana Capital Growth Fund I, including

  • Investment Evaluation: Build financial model, conduct primary and secondary research on sector and company, conduct field visits and in...
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 The person will be responsible for supporting investment evaluation and diligence at Avaana Capital Growth Fund I, including

  • Investment Evaluation: Build financial model, conduct primary and secondary research on sector and company, conduct field visits and interviews with experts to develop views on industry and company
  • Due Diligence: Work (with supervision) with external agencies for financial, commercial, legal and any other external due diligence as may be required
  • Documentation: Work with lawyers and the investment team for proper and timely execution of agreements
  • Pipeline tracking: Track and report key pipeline metrics, work with investment team to develop pipeline 

What we are looking for: Ideal candidate

  • Has 2-3 years of transaction or corporate finance experience (venture capital/ growth fund/ investment bank/ advisory firm)
  • Has exposure to transactions in financial services, consumer goods and services and/ or market enablers such as logistics
  • Has strong written and oral communication skills
  • Has strong financial modelling skills
  • Has worked in high energy, fast paced team environment
  • Brings a can-do attitude and high energy to the team

Interested candidates may please send their CVs to people@avaanacapital.com with the subject line “CV: Analyst”.

Sr Predictive Modeling Analyst

Job type: Permanent

Fiserv

Location: Thane, Mumbai

Min. Experience: 3 - 6 years

  1. Responsible for reducing credit and fraud losses (Merchant Underwriting, Leasing, Transaction Processing and Collections) through advanced analytics and automated decisions. 
  2. key enabler to implement underwriting and risk monitoring controls through the use ...
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  1. Responsible for reducing credit and fraud losses (Merchant Underwriting, Leasing, Transaction Processing and Collections) through advanced analytics and automated decisions. 
  2. key enabler to implement underwriting and risk monitoring controls through the use of existing and new data, informed analytics and deployment of robust capabilities. 
  3. Data Management and Analytics Manage and Transform Risk Data Capabilities

Link- https://www.careers.fiserv.com/job/thane/sr-predictive-modeling analyst/1758/17169938#anchor-overview

Research Analyst – Credit Risk Analysis

Job type: Permanent

CRISIL

Location: Mumbai

Min. Experience: 1 - 4 years

  1. working on credit risk assessment of corporate entities spread across multiple sectors.
  2. The credit assessment process requires the following: Undertaking research and analysis of corporate entities through thorough assessment of its credit strengths and weakn...
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  1. working on credit risk assessment of corporate entities spread across multiple sectors.
  2. The credit assessment process requires the following: Undertaking research and analysis of corporate entities through thorough assessment of its credit strengths and weakness and weighing its business and financial risk profile.
  3. Understanding the potential for sovereign support or parent support which would need to be factored into the credit assessments.
  4. preparing a detailed credit assessment report and elaborately discuss the company profile and credit risk considerations.
  5. Preparing and updating detailed financial models encompassing financial analysis, capital structure analysis, calculation of key credit quality determinants and financial projections (upto 7 years).
  6. Determine and recommend ratings to the corporate based on the internal rating framework and methodology.
  7. Establish and maintain consistent standards and processes in credit analysis through interaction with onshore analysts

 Linkhttps://careers.crisil.com/job/Pune-Senior-Research-Analyst-Maha/612017801/

Branch Relationship Manager – Business Development

Job type: Permanent

Kotak Mahindra Bank

Location: Ahmedabad, Jamnagar

Min. Experience: 4 - 6 years

  • Developing new and expanding existing High Net worth Customer(HNI) relationships for liabilities by sourcing customers.
  • Sources new bank customers through extern...
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  • Developing new and expanding existing High Net worth Customer(HNI) relationships for liabilities by sourcing customers.
  • Sources new bank customers through external individual efforts and acquisition channel.
  • Cross-sells bank products to the existing set of Branch customers which are mapped.
  • Informs customers of new products or product enhancements to further expand the banking relationship.
  • Maintains complete relationship record for assigned customer accounts.
  • Responsible for NTB acquisition of customers.
  • Responsible for successfully contacting 20 customers per day.
  • Responsible for meeting 4 customers/ prospects per day.
  • Responsible for 2 product sales (CASA, TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc.) per day.

Interested candidates please share resume on please share your updated CV to swati.sharma1@kotak.com

Assistant Manager – Area Manager-Investment Product

Job type: Permanent

Motilal Oswal Financial Services Limited

Location: TN-Chennai-Mylapore

Min. Experience: 1 - 4 years

Team Member-Investor Service Alternate Products

Job type: Permanent

Axis Mutual fund

Location: Mumbai

Min. Experience: 4 - 6 years

  • To Manager customer interactions received by way of Calls, Walk ins, Emails etc., centrally in co ordination with the branches, Central team and various third parties
  • To enhance customer experience ...
    Read More
  • To Manager customer interactions received by way of Calls, Walk ins, Emails etc., centrally in co ordination with the branches, Central team and various third parties
  • To enhance customer experience by way of introducing new processes and service touch points wherever required
  • To gather feedbacks from branches/ Market and to ensure service standards are at par with the Industry players
  • Manage Turn Around time for response and provide solutions to Investors, Branches and Sales team  accordingly
  • To impart training on various process to Investor services and Sales  team wherever required.
  • To analyze customer interactions and provide various MIS reports to the management .
  • To do root cause analysis and ensure remedial measures are taken in coordination with the branches, sales team and third parities and also to reduce the TAT wherever required
  • To Manage escalated complaints received by way of Mails, Phones, Facebook, Twitter etc and provide solution within the TAT
  • To act as one point contact between the branches and the central team for Onboarding of investors and aftersales services

   Link: https://www.axismf.com/current-opening

Relationship Manager

Job type: Permanent

SBI Mutual fund

Location: Calicut, Bangalore, Delhi

Min. Experience: 3 - 6 years

  • Coordination with SBI Branches in the Region / Location.
  • Assume full accountability for all aspects of sales in the Branch
  • Coordination...
    Read More
  • Coordination with SBI Branches in the Region / Location.
  • Assume full accountability for all aspects of sales in the Branch
  • Coordination with SBI Branches in the Circle / RBO / Location.
  • Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
  • Prospecting of customers through New client acquisition, network, data base, References and open market.
  • Liaising with his investors / distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head.
  • Co-ordination & Organizing Investor Awareness Programs

Link:https://career5.successfactors.eu/career?company=sbifundsmaP2&career%5fns=job%5flisting%5fsummary&navBarLevel=JOB%5fSEARCH&_s.crb=ya43wTuqeEOeAI6mcAWotpI7nCPniqYmal0dhrbVxqE%3d

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