10 Ncfm Jobs in Mandya

Title: SO CASA  Experience - 1 to 6 Years Responsibilities- Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Expected Candidate Age Minimum 21 to Maximum 30 years Profile Education: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Experience: 0 - 6 years work experience in Banking & Financial Services Organizations Other Aspects /Skills: Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking or Consumer Banking or Branch Banking Knowledge of regulatory guidelines

Please find the job description below: PositionRelationship Manager - Global Indian BankingBusiness UnitBranch BankingSub UnitBranch Global Indian BankingReporting toBranch Business Leader (BBL)ResponsibilitiesCandidate should be managing around 60 to 80 HNI NRI customers and confident of growing the HNI NRI baseCandidate should have a clear focus on large value to grow the GIB book size for the branchCandidate would source a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR/NRE/NRO term depositsHe should have a good connectivity in the NRI segment to source business and sound knowledge to understand the businessHe should have cross sell skills for sale of third party products like Life Insurance and Mutual FundsEducation:Expected CandidateGraduation (Post Graduate preferred)ProfileAMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantageOther Aspects / Skills:-Good written and verbal communication skillsFully conversant with MS OfficeExcellent networking & interpersonal skillsSensitive to issues of confidentially and complianceMarket knowledge of Retail Banking or Consumer Banking or Branch BankingKnowledge of regulatory guidelines  

Job description below: PositionRelationship Manager - Global Indian BankingBusiness UnitBranch BankingSub UnitBranch Global Indian BankingReporting toBranch Business Leader (BBL)ResponsibilitiesCandidate should be managing around 60 to 80 HNI NRI customers and confident of growing the HNI NRI baseCandidate should have a clear focus on large value to grow the GIB book size for the branchCandidate would source a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR/NRE/NRO term depositsHe should have a good connectivity in the NRI segment to source business and sound knowledge to understand the businessHe should have cross sell skills for sale of third party products like Life Insurance and Mutual FundsEducation:Expected CandidateGraduation (Post Graduate preferred)ProfileAMFI/NCFM/NISM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantageOther Aspects / Skills:-Good written and verbal communication skillsFully conversant with MS OfficeExcellent networking & interpersonal skillsSensitive to issues of confidentially and complianceMarket knowledge of Retail Banking or Consumer Banking or Branch BankingKnowledge of regulatory guidelines  

Job Description of BM Position: Branch Manager  Prime Responsibility Managing Branch as Profit Center by revenue generation across all Products & Service. Managing the team of relationship manager, dealers and ensure the issues of staff is resolved Achieving Monthly Targets & comparing it with benchmark across product line Attending daily morning conference call & discussing it with the colleagues Special thrust on acquiring HNIs & Corporate clients Meeting HNI clients to built the rapport Identifying the weak areas & providing solutions to those areas Daily Meeting with the colleagues on market outlook, sharing market information, ensuring active participation from all Analyzing & comparing the branch performance with other branches Motivating & guiding the branch colleagues Active interaction with clients to improve the business regularly Managing the client grievances Curbing Trade Errors & implementing proper risk management policy (Debits & Debit Collection) Keeping up with the regulatory & compliance issues from time to time Ensuring smooth & cost efficient operation in the branch (Pay-In, Pay-Out, reducing expenses, etc) Assessing performance of each employee as compared to Targets given on monthly basis Providing training & solving queries of colleagues Working in Team Reporting all the activities to the Regional Manager from time to time Organizing Investor meets/seminars in co-ordination RM, SH & HO Responsible for hygiene in the branch Ensuring safe & secure working environment for all employees especially women Ensuring that the employees are fully compliant with the Code of Conduct of the company, the regulator & the exchanges Ensuring safe use if computers & the other gadgets provided by the company Certification Preferred: Graduate with NCFM Certification, NISM certificate, AMFI Mutual Fund Certification) Experience:  3 years and above in broking field.  

In this role, you will be responsible for the following tasks: - Understanding concepts of financial planning, including various super, pension, investment, and insurance related laws and terminologies. - Preparation of high quality Statement of Advice documents containing recommendations and client details. - Preparation of cash, super, pension, and investment projections. - Collating client data and product information, as well as documenting reports and correspondence. - Conducting need-analysis for financial planning clients, including insurance, investments, retirement, and tax. - Conducting portfolio analysis to provide advice on portfolio structure and risk analysis. - Updating and maintaining client data on software. - Reviewing and analyzing statements of advices prepared by team members. As a candidate, you should meet the following requirements: - Graduate/Post Graduate in finance or relevant degree. - Understanding of the financial planning process with attention to detail. - Good report writing skills and strong command over English. - Ability to work independently and multitask. - CFP certification is an added advantage. - Additional certifications from FPSB, NCFM, etc., are preferred. - Strong communication skills and experience using MS Word and Excel. - Sound technical knowledge including insurance, mutual funds, trusts, taxation, etc. - Self-motivated and able to take responsibility for your work. The company offers various benefits in addition to mandatory statutory benefits: - Professional Certifications offered based on interest and career progression. - Team Building Activities. - 6 Months Paid Maternity Leave. - Professional Development Training programs for career growth. - Rewards and Recognition for star performers. - Opportunities for International Travel to meet clients for on-site training and industry events. - Joining a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment, etc.). - Being part of a World Class Organization that prioritizes employees.,

As a Credit Risk Generalist at HSBC, you will play a crucial role in managing credit and capital management services for Corporate Institutional Banking. Your responsibilities will include: - Delivering BCO tasks in alignment with agreed OKRs, SLAs, and KPIs - Ensuring a seamless and efficient credit & capital management servicing journey for customers and internal stakeholders - Combining client relationship management with strong risk assessment and management capabilities to maintain required credit quality and returns on risk - Participating in deal discussions and meetings with clients or credit risk as necessary - Building and maintaining strong relationships across teams, establishing credibility with both Business and Risk leaders - Working with the BCO Team Lead to incorporate adequate credit risk management controls into the operational process and establish robust MI for risk tracking and measurement - Collaborating with senior management and Regional Sustainability Champions to drive activities for the Group's transition to Net Zero and implementing strategic initiatives across BCO teams - Analyzing Wholesale portfolio exposure for the Thermal Coal Phase Out Policy (TCPOP) applicability and conducting exposure weighting calculations for eligible counterparties - Assessing the carbon footprint of the Wholesale lending portfolio, identifying physical and transitional risks - Conducting research and analysis on Wholesale counterparties" data and trends related to greenhouse gas emissions, Net Zero strategies, and Climate Change Risk Management Qualifications required for this role: - Post Graduation in Management, Finance, Economics, or equivalent (e.g., Chartered Accountant preferred) - Additional certifications such as CFA, FRM, or NSE (NCFM Modules) on Mutual Funds, Derivatives, Stock Markets - Good understanding of ESG and Climate Risk policies implementation through annual reports, CSR/Sustainability reports, and other company filings - 6+ years of corporate lending experience with strong analytical skills and sound credit domain knowledge - Proficiency in various financing instruments and banking products for Wholesale Banking - Strong stakeholder management skills to navigate complex situations and drive alignment among senior leaders - Clear understanding of Group credit risk principles, policies, and statutory compliances - Excellent communication and interpersonal skills, Commercial Mindset, with the ability to influence and collaborate effectively across all levels of the organization At HSBC, you will have the opportunity to achieve more while contributing to the organization's mission of enabling businesses to thrive and helping individuals realize their ambitions.,

Department - PCG - Equity Trader Position - Grade E2/M3/M4 Designation - AM, DM, Manager CTC Offered - From 3 Lacs 8 Lacs Minimum Exeperience Required - 2 Years - 15 Years JOB ROLE Managing financial portfolios of and on boarding High net worth individuals and Corporate Clientele Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio Attain maximum reach of investment ideas/stock calls initiated Achieve healthy revenues without compromising on clients profitability Ensure active management of clients & achieve the target active AUM Have clear focus on client mining Assist in new client acquisition, building new relationships and increasing depth in existing relationships Conduct regular Client Meetings & update the same in the meeting tracker Keep abreast of the market news, financial trends and current affairs  JOB REQUIREMENTS Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role. Applications can be made for roles in same level or one level above. NISM VIII (Mandatory) CMT level 1 or CFA level 1 (Desirable) Good communication skills, both written and verbal. Certified in NISM/NCFM VIII certificate is Mandatory. Must have a sound understanding/knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Focused on team cohesion, dynamics & constantly improve performance quality Should possess strong relationship building skills  Interested Candidate can share their CV directly of consult.executivesearch@gmail.com or can connect us on +91 7703945182

As a Senior/Lead Product Manager at FYERS, your role will involve leading the development of institutional product offerings and solutions for the Indian capital markets. You will be responsible for defining and executing the product roadmap, understanding institutional workflows, creating requirements for market making and proprietary trading firms, leveraging AI for customer solutions, and engaging with institutional clients to gather feedback for product improvements. Additionally, you will work collaboratively with engineering, compliance, and business teams to deliver scalable, compliant, and high-performance product solutions while staying updated on Exchange & SEBI regulations to adjust product offerings accordingly. Key Responsibilities: - Define and execute the product roadmap for institutional offerings. - Understand institutional workflows, challenges, and regulatory needs for domestic institutional investment firms. - Create requirements for market making across segments and solve challenges for proprietary trading firms. - Identify opportunities to leverage AI for addressing pain points of institutional customers. - Engage with institutional clients to gather feedback and convert insights into product improvements. - Collaborate with cross-functional teams to deliver scalable, compliant, and high-performance product solutions. - Track performance metrics and iterate based on data and user impact. - Stay informed about Exchange & SEBI regulations and make necessary adjustments to product offerings. Qualifications Required: - 5+ years of experience in product management or institutional roles within brokerage, exchange, or trading technology firms. - Strong understanding of institutional trading workflows including market making, DMA, and execution algos. - Experience working with buy side or sell side research teams. - Solid grasp of Indian equity and derivatives markets along with regulatory frameworks. - Proven track record of driving complex, multi-stakeholder projects. - Strong analytical, problem-solving, and communication skills. Bonus Points: - Experience working with prop trading firms, asset management firms. - Exposure to low-latency systems, FIX APIs, or algo trading platforms. - Relevant certifications such as NISM, NCFM, CFA, or CMT. - Background in quantitative finance or market microstructure. In addition to the exciting and challenging responsibilities, joining FYERS will offer you the opportunity to be part of a dynamic and fast-growing Product Management team. You will contribute to shaping the future of digital finance by working on groundbreaking projects, collaborating with a diverse team of experts and visionaries, and enhancing your career through continuous learning and growth opportunities.,

Role Overview: As a Relationship Manager, your main responsibility will be to include High Net Worth Individual (HNI) customers into the High Net Worth (HNW) Program. You will focus on offering superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross-selling the right products, acquiring family accounts, retaining, and enhancing the relationship. Additionally, you will be the one-point contact for all the financial needs and services of the customers, aiming to enhance the current relationship value and wallet share, ultimately increasing profitability from these relationships. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the Classic/Preferred portfolio - Acquire new customers who meet the product criteria - Regularly interact with customers to build rapport, understand their needs, and update their profiles - Enhance the overall value/book size of the portfolio - Maintain the quality and hygiene parameters of the portfolio - Cross-sell bank products based on customer needs - Conduct joint calls with the Supervisor as per the defined process - Offer advisory services based on customer requirements in coordination with PBG - Achieve monthly and yearly revenue targets - Control customer attrition Operations, Marketing & Processes: - Ensure adherence to KYC/AML norms at all times - Maintain 5-S norms at individual workstations Increase in Wallet Share: - Identify opportunities to cross-sell other bank products to ensure the bank is a one-stop solution for all banking needs of Imperia customers - Promote sales to family members and associates within the network - Reach optimal levels of Income Generating Product Group Holding (IPGH) - Enhance the client's Customer to Group (CTG) level Customer Service: - Deliver quality customer service by resolving all customer queries and complaints within the Turnaround Time (TAT) - Inform customers about any regulatory or process changes and keep them updated on program features - Communicate timely with customers regarding their requests and concerns - Manage complaints proactively through customer feedback - Promote all direct banking channels and ensure customer utilization - Introduce customers to the Relationship Banking Head (RBH) / Branch Manager (BM) and Product Sales Officer (PSO) for backup support when the RM is unavailable - Ensure a smooth handover/takeover of the portfolio Qualifications Required: - Sales and influencing skills - Banking product and process knowledge - NRI product and regulatory knowledge - Planning and organizing skills - Good communication skills - Knowledge of competition and current trends in the financial industry - IRDA certification - NCFM certification (optional) - Exposure to the Portfolio Management segment (preferred),

Role Overview: As a Corporate Action and Income Analyst at DWS, NCT in Bangalore, India, you will be responsible for completing day-to-day activities accurately and timely, ensuring adherence to cut-off times and quality standards. You will respond to queries and escalations promptly, act as a backup for peers, and share best practices with the team. Key Responsibilities: - Work for Asset Management Portfolio services Group in the Corporate Actions Team - Process corporate actions Events in the Accounting systems - Reconcile CA between our system and Custodian - Send CA Instructions to external parties - Communicate with external parties regarding CA via mails/calls - Possess knowledge in Investment Banking and Asset Management - Demonstrate excellent knowledge of corporate actions - Have good communication skills (Reading/Writing/Speaking) and Email etiquettes - Execute complex tasks, identify, analyze, and review system-controlled events - Escalate process and/or regulatory issues proactively - Identify and suggest process improvements Qualification Required: - Graduates in Commerce/ BBA/MBA in Finance with good academic records - Certifications in securities such as NCFM modules, CISI, etc (preferred but not compulsory) Additional Details: As part of the flexible scheme, benefits include: - Best in class leave policy - Gender neutral parental leaves - 100% reimbursement under childcare assistance benefit - Sponsorship for Industry relevant certifications and education - Employee Assistance Program for you and your family - Comprehensive Hospitalization Insurance for you and your dependents - Accident and Term life Insurance - Complementary Health screening for 35 yrs. and above Please visit the company website for further information: [Deutsche Bank Group](https://www.db.com/company/company.htm),