1 Nri Services Jobs nearby Coimbatore

Job Role: Treasury Relationship Manager Experience- Min 10 years  Compensation- Upto 24 LPA   Locations: Hyderabad, Chennai, Kochi, Coimbatore, Trichy, Salem  Contact Person- Sridevi Mail-  sridevi@livecjobs.com. Contact Details- 98840 12140 Role Overview: The Treasury Relationship Manager will be responsible for managing and expanding relationships with High-Net-Worth (HNI) clients within the Wealth Management and Private Banking segment. The role involves offering treasury products, investment solutions, and ensuring high-quality advisory services to meet client financial objectives. Key Responsibilities: Acquire, manage, and grow relationships with HNI clients by offering treasury and investment-related products. Understand client financial needs and provide customized solutions aligned with their investment goals. Cross-sell treasury products such as Forex services, structured products, mutual funds, fixed-income solutions, etc. Maintain strong relationships with existing clients and ensure prompt resolution of queries. Ensure compliance with regulatory, risk management, and internal policy guidelines. Coordinate with internal teams and product specialists to deliver best-in-class client experience. Meet revenue targets and contribute to the branch/business units overall performance. Candidate Requirements: Minimum 10 years of experience in HNI Sales, Wealth Management, or Private Banking. Strong understanding of treasury and investment products. Excellent communication, relationship-building, and advisory skills. Proven track record of managing high-value client portfolios. Ability to work in a fast-paced, target-driven environment.

Job Role- Branch Relationship Manager  As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help ourcustomers realise their dreams and ambitions across ~500 branches in the country. As a market leaderin the consumer banking business, DBS has a full spectrum of products and services, includingdeposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards andpersonal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBSclients having an AUM INR 1 million through need-based approach and ensure clientcoverage and product penetration through cross-sell and up-sell of DBS products and services. To manage && maintain the highest customer satisfaction and service levels through pro-activeclient engagement && relationship management, coordinating internally with DBS Service andDistribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly && annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation && execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.  Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an addedadvantage Contact Person- Adam Contact detail- 8778148373 Email- adam@livecjobs.com

As an Insurance Sales Manager at Bank, you will be responsible for driving the insurance business through BANK affluent and High Net-Worth Individual (HNI) customer base. This individual contributor role focuses on understanding client needs, offering tailored insurance solutions, and ensuring seamless customer service, while adhering to regulatory and internal compliance standards. Key Responsibilities: Insurance Sales: Drive life and non-life insurance sales through direct interaction with HNI clients of Bank. Client Relationship Management: Build and maintain strong relationships with HNI customers to ensure long-term engagement and cross-sell opportunities. Needs Assessment: Conduct financial needs analysis to recommend suitable insurance products that align with clients goals (protection, investment, retirement, estate planning). Coordination with Branch Staff: Work closely with branch relationship managers and wealth managers to leverage leads and ensure seamless execution of sales. Compliance & Documentation: Ensure accurate and timely documentation of all insurance-related transactions. Follow RBI, IRDAI, and internal compliance guidelines. Market Intelligence: Stay updated with the latest insurance products, industry trends, and competitor offerings to remain competitive. Customer Experience: Deliver a high-quality customer experience in every interaction, enhancing Bank reputation among HNI clients.

As a Finance Manager at Matrimony.com Ltd, located in Beliciaa Towers, MRC Nagar, RA Puram, Chennai, your role will involve the following key responsibilities: - Manage Banking Relationships & Cash forecast. - Monitor budgets and conduct variance analysis. - Validate audit schedules, vendor reconciliation/confirmation, fixed asset physical verification. - Report to management and stakeholders, providing insights for cost control. - Demonstrate effective people management and development skills. - Implement process improvements and automation. - Support Internal/Statutory Audit processes. In terms of skills and competencies, you should be: - Well versed with Accounting standards, MS Excel & modeling. - Possess good presentation and communication skills to engage with top management. - Have strong analytical skills to present insights to management on the business. - Ability to collaborate with multiple stakeholders and be task-oriented. - Capable of driving the automation agenda for a finance function. - Familiar with dealing with accounting packages such as Oracle/SAP. Regarding education and experience, the job description does not specify any particular requirements. About Matrimony.com Ltd, it is a Great Place to Work Certified Wed-Tech company listed on the BSE and NSE, known for being a leader in matchmaking and wedding services. The flagship brand, Bharat Matrimony, is recognized as the largest and most trusted matrimony brand. Matrimony.com Ltd serves over 8 million members with the support of 2,900+ associates and a network of 130+ company-owned retail outlets. Key Offerings of Matrimony.com Ltd include: - Matchmaking Services such as BharatMatrimony and 200+ matrimony brands segmented on religion, languages, communities, and occupation. - Jodii: An exclusive matchmaking app for non-degree holders in 9 Indian languages. - Assisted Service and EliteMatrimony: Personalized services catering to the HNI, NRI, and Premium segment of customers. Wedding Services offered by Matrimony.com Ltd consist of: - Wedding Bazaar: The largest wedding services provider. - Mandap.com: The largest online wedding venues platform. - MakeMyWedding: Providing personalized & curated wedding planning services. Additionally, Matrimony.com Ltd has ventured into New Initiatives & Verticals like: - Astro Free Chat: An exclusive app for astrology consultation. - ManyJobs: An employment platform targeting the grey-collar workforce, particularly in the Tamil Nadu market. - Luv.com: A next-generation serious relationship app. With successful international expansions into markets like the UAE and Bangladesh, Matrimony.com Ltd aims to dominate the $55 billion wedding services industry. As a Finance Manager at Matrimony.com Ltd, located in Beliciaa Towers, MRC Nagar, RA Puram, Chennai, your role will involve the following key responsibilities: - Manage Banking Relationships & Cash forecast. - Monitor budgets and conduct variance analysis. - Validate audit schedules, vendor reconciliation/confirmation, fixed asset physical verification. - Report to management and stakeholders, providing insights for cost control. - Demonstrate effective people management and development skills. - Implement process improvements and automation. - Support Internal/Statutory Audit processes. In terms of skills and competencies, you should be: - Well versed with Accounting standards, MS Excel & modeling. - Possess good presentation and communication skills to engage with top management. - Have strong analytical skills to present insights to management on the business. - Ability to collaborate with multiple stakeholders and be task-oriented. - Capable of driving the automation agenda for a finance function. - Familiar with dealing with accounting packages such as Oracle/SAP. Regarding education and experience, the job description does not specify any particular requirements. About Matrimony.com Ltd, it is a Great Place to Work Certified Wed-Tech company listed on the BSE and NSE, known for being a leader in matchmaking and wedding services. The flagship brand, Bharat Matrimony, is recognized as the largest and most trusted matrimony brand. Matrimony.com Ltd serves over 8 million members with the support of 2,900+ associates and a network of 130+ company-owned retail outlets. Key Offerings of Matrimony.com Ltd include: - Matchmaking Services such as BharatMatrimony and 200+ matrimony brands segmented on religion, languages, communities, and occupation. - Jodii: An exclusive matchmaking app for non-degree holders in 9 Indian languages. - Assisted Service and EliteMatrimony: Personalized services catering to the HNI, NRI, and Premium segment of customers. Wedding Services offered by Matrimony.com Ltd consist of: - Wedding Bazaar: The largest wedding services provider. - Mandap.com: The largest online wedding venues platform. - MakeMyWedding: Providing personalized & curated wedding planning services. Additionally, Matrimony.com Ltd has ventured int

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - UPto- 6 lpa Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)  Skills: - 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory.  Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can call also on 7991680640.

Immediate requirement for Leading bank     We need looking for seasoned professional who is highly skilled in handling NRI/ HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products.   It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards.   Experience Required: 4- 8 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience     Key Responsibilities:   Acquisition and Retention: Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products. Dedicated Point of Contact: Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions. Account Relationship Review: Regularly assess individual client account relationships to determine banking and investment needs. Risk Profiling: Identify the client's risk profile and tailor solutions accordingly. Investment Products: Identify and propose potential investment products based on client requirements. Wealth Management Solutions: Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services. New Product/Service Development: Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence. Leverage Expert Knowledge: Collaborate with product and investment experts to generate specific investment ideas for clients. Smooth Transaction Execution: Ensure proper documentation and efficient processes for transaction execution and seamless customer service. Compliance: Adhere to and ensure all processes comply with defined compliance norms and regulatory standards. KYC Reports: Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date. Product Knowledge: Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams. Client Acquisition & Relationship Management: Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings.     Interested applicants can apply or WhatsApp profiles to 8870630751

As a Business Enablement Specialist at AssetPlus, your main responsibility will be to develop and expand the NRI ecosystem. This will involve enabling partners to effectively acquire, manage, and grow their NRI clientele through cross-functional collaboration, scalable sales enablement programs, and ensuring operational excellence in onboarding and servicing. Key Responsibilities: - Develop the NRI ecosystem at AssetPlus - Coordinate with different departments to ensure smooth onboarding, transactions, and reporting for NRIs - Build sales enablement initiatives to help partners acquire and grow their NRI business - Track and measure the effectiveness of initiatives and activities - Drive tangible and sustainable growth of the NRI business as per company-defined metrics Qualifications Required: - 3-5 years of experience in business development, wealth management, or partner/channel enablement roles within the financial services or fintech space - Strong understanding of NRI investment regulations, financial products, and market dynamics - Proven ability to coordinate across teams and manage multiple stakeholders - Analytical mindset with the ability to derive insights from data and convert them into actionable strategies - Excellent communication, presentation, and relationship-building skills In addition, joining AssetPlus will provide you with the opportunity to build and scale a high-impact business vertical in a fast-growing fintech environment. You will experience a collaborative, performance-driven culture with exposure to leadership and the freedom to innovate and drive initiatives that shape the NRI investment ecosystem.,