1 Phone Banker Jobs nearby Noida

Role Overview: As an Assistant Vice President at Barclays Private Bank in Delhi, your main purpose will be to support relationship managers in managing client portfolios and enhancing the client experience. You will have the opportunity to work closely with a team of specialists and contribute to the high growth business by providing personalized services and creative solutions to UHNWIs and Family Offices. Key Responsibilities: - Maintain client information, manage contracts and agreements, and prepare reports, presentations, and other materials. - Coordinate schedules for relationship managers and clients to ensure efficient time management and smooth communication. - Process transactions, manage expense reports, and handle routine requests to free up the relationship manager's time for strategic activities. - Gather information on relevant market trends, competitor offerings, and industry news to support relationship managers in providing informed advice and tailored solutions. - Analyze client data, prepare reports on portfolio performance, and provide insights to inform portfolio adjustments and client recommendations. - Manage inbound and outbound communication through phone, email, and other channels, relaying important information and responding to client inquiries. - Support relationship managers with planning, tracking, and executing complex client projects by managing timelines and resources, identifying potential issues, summarizing client portfolios, and proactively communicating updates and opportunities. - Guide new customers through account opening procedures, explain account terms and conditions, and help set up online access and other services. - Maintain client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, and fees. - Ensure confidentiality and security of client data by following strict data security protocols and ethical practices. Qualification Required: - Educated to Degree level - Appropriate regulatory qualifications - Fluent in English and Hindi - Fluency in other Indian languages is an added advantage - Excellent interpersonal and communication skills - Entrepreneurial spirit with a collegiate approach - Ability to embrace challenges and work in an evolving environment - Rapid assimilation of new information and application of knowledge as appropriate Company Details: Barclays Private Bank strives to provide tailored solutions for diverse clients through an international network of specialists. With offices in various financial hotspots globally, the Private Bank supports UHNWIs and Family Offices with banking, investment, and credit needs, offering a fully bespoke service. The business is focused on delivering high-touch personal services and creative client solutions with access to the Corporate and Investment Bank, making it a high-growth environment. (Note: The information provided in the job description has been summarized and structured as per the given instructions),

As a Senior Accountant at the Chartered Accountant/family business located in CBD Belapur, your role will involve handling various accounting and bookkeeping tasks primarily using Tally software. You are expected to have a minimum of 4+ years of experience in a similar role, with specific experience in managing a family office. **Key Responsibilities:** - Handling statutory compliances such as GST, TDS, and labor law matters (PF, ESI, etc.) - Preparation and filing of monthly GST returns - Reconciliation of GST returns with books of accounts - Preparation of replies to GST Notices, if any - Deduction and calculation of TDS as per the Income Tax Act - Preparation, review, and filing of Tax Audit and GST Audit - Advance Tax calculations and deposits - Preparation of Income Tax matters, including filing of Income Tax Returns - Preparation of replies to Income Tax Notices and representing before the Income Tax Authorities - Handling bank-related matters and interactions with bankers - Preparation of management MIS for various control purposes - Proficiency in Accounting Reconciliations **Qualifications Required:** - Knowledge of Banking, Accounts, GST, TDS, and statutory compliance is a must - Good command over Tally, MS Excel, and Word **Additional Details:** This is a full-time, permanent role with benefits such as cell phone reimbursement, yearly bonus, and day shift/morning shift schedules. The ideal candidate should have a Bachelor's degree and a total of 3 years of work experience. You will be expected to demonstrate proficiency in MS Office (Word, Excel, Power Point), Tally ERP, Tally Prime, Outlook, and E-Mail drafting.,

Role Overview: As a Deputy Manager-Accounts with hands-on experience in SAP, you will be responsible for GL accounting, designing and implementing systems and procedures for accuracy and clarity in all Finance and Accounting transactions. You will also be tasked with servicing banking mandates to ensure timely response to bank queries and submission of data, as well as assisting and reviewing in month-end closing and preparation of Financials on a monthly basis. Additionally, you will summarize monthly accounts variance and fund flow movement, coordinate in the conduct of Statutory Audit, track expenses for proper allocation and apportionment, prepare MIS reports, monitor statutory compliance, and assist in matters of Income Tax, TDS, GST, Vat, etc. You will also be responsible for preparing detailed P&L cash flow, fund flow, and other Financial MIS reports, liaising with Auditors, bankers, and other external agencies, handling SAP-related queries, preparing monthly MIS, and consolidating accounts. Key Responsibilities: - GL accounting - Design and implement systems and procedures for accuracy and clarity in all Finance and Accounting transactions - Service banking mandates to ensure response to bank queries and submission of data is on time - Assisting & reviewing in month-end closing and preparation of Financials on a monthly basis - Summarizing the monthly accounts variance and fund flow movement - Coordinating in the conduct of Statutory Audit of the company and all the subsidiaries - Tracking of expenses to ensure proper Allocation & Apportionment - Preparation of MIS Reports - Prepare detailed P&L cash flow, fund flow, and other Financial MIS reports - Monitoring statutory compliance & assistance in the matters of Income Tax, TDS, GST, Vat, etc. - Responsible for Preparation of Monthly, Quarterly & Annual Financial Statement for timely submission - Liaison with Auditors, bankers & other external agencies - Handle SAP related queries - Preparing monthly MIS - Consolidation of accounts Qualifications Required: - Strong communication skills with excellent written and spoken English - Good knowledge of the Microsoft Office suite (Word, PowerPoint, Excel, Outlook) - Working Knowledge of SAP is a must - Minimum 5 years of experience with SAP FICO module, preferably in the current organization - Candidates without SAP experience need not apply for this position Note: Benefits include cell phone reimbursement, health insurance, and Provident Fund. This is a full-time, permanent position with a day shift schedule and in-person work location.,

Role Overview: As a candidate for this position, you should possess strong Customer Service, Customer Satisfaction, and Customer Experience skills. Effective communication abilities are crucial for this role. You must have experience in handling deposits and showcase a keen eye for detail and excellent organizational capabilities. It is essential to be comfortable working both independently and as part of a team. Moreover, a good understanding of banking regulations and procedures is necessary. Key Responsibilities: - Demonstrate strong Customer Service, Customer Satisfaction, and Customer Experience skills - Handle deposits with precision and attention to detail - Work independently and collaboratively as part of a team - Understand and adhere to banking regulations and procedures - Utilize effective communication abilities Qualifications Required: - Bachelor's degree in Finance, Business Administration, or a related field is preferred - Previous work experience in banking or customer service role would be advantageous - Candidates with at least 1 year of relevant work experience are preferred Additional Details: This is a full-time position located in Zirakpur, Punjab. The benefits include cell phone reimbursement, health insurance, leave encashment, life insurance, paid sick time, paid time off, and provident fund. The work schedule is during the day shift with a quarterly bonus offered.,

Role Overview: As a Bookkeeper and Office Administrator, you will be responsible for maintaining accurate financial records, drafting professional emails and letters, and performing basic accounting tasks. Your proficiency in computer operations, especially Excel and Word formulas, will be essential for success in this role. Additionally, your excellent fluency in English, Marathi, and Hindi languages will allow you to effectively communicate with suppliers, clients, and bankers. Key Responsibilities: - Support banker coordination and handle office administrative tasks - Collaborate with the Chartered Accountant for GST and TDS calculations - Maintain financial records efficiently using Tally software Qualifications Required: - Proficiency in computer operations, especially Excel and Word formulas - Excellent fluency in English, Marathi, and Hindi languages - Familiarity with Tally software - Smart presentation skills and dedication to work Additional Details: The company offers cell phone reimbursement, commuter assistance, provided meals, health insurance, and paid sick leave as benefits. The work schedule is during the day shift with a yearly bonus as an added incentive. This full-time, permanent position provides a dynamic work environment for hardworking individuals to excel. The work location is in-person, allowing for direct collaboration and team interaction.,

As a Business Development Manager at Prosperity Peak Advisor Private Limited, located in Spaze Itech Park, Sector 49, Gurgaon, your main role involves developing and implementing strategies to attract new business opportunities in the Business-to-Business sector. Your key responsibilities include: - Developing and implementing strategies to attract new business opportunities in the Business-to-Business sector. - Building and maintaining strong relationships with key clients and stakeholders. - Identifying market trends and competitor activities to recommend sales strategies. - Conducting market research to identify new business opportunities. - Meeting sales targets and KPIs set by the company. - Preparing and delivering presentations to potential clients. - Collaborating with internal teams to ensure client satisfaction and retention. - Traveling pan India as required to meet clients and attend industry events. - Staying updated with industry developments and best practices. Key Result Areas (KRAs) include: - Achieving monthly/quarterly sales targets. - Increasing the client base by acquiring new business accounts. - Developing and implementing effective business development strategies. - Enhancing brand visibility and market presence in the B2B sector. - Ensuring customer satisfaction and retention. - Providing timely and accurate reports on business development activities. The ideal candidate for this role should have 3-8 years of experience in the Banking and Finance sector with excellent rapport with Chartered Accountants, Company Secretaries, Investment Bankers, Merchant Bankers & DSAs. An MBA in Finance is preferred. Your role will be crucial in contributing to the overall growth and success of the company in the B2B domain. Please note that this is a permanent position with benefits such as cell phone reimbursement, health insurance, performance bonus, yearly bonus, and a day shift schedule. You will be required to work in person at the Gurgaon location and travel within Delhi NCR and Gurgaon as needed.,

As a PBE Support at our company, you will play a crucial role in assisting Private Bankers in acquiring, servicing, and retaining clients. Your responsibilities will include supporting service managers in complying with internal processes, completing periodic reviews, generating statements, and coordinating with internal teams. You will be instrumental in delivering overall business objectives, meeting targets, and providing exceptional service to clients, both internal and external. Additionally, you will be the main point of contact for day-to-day operational matters and will lead all client-related administration tasks. Key Responsibilities: - Manage internal process requirements such as completing periodic reviews and assisting with on-boarding and maintenance activities. - Organize and support Bankers/Service managers in preparing for client engagements by providing full client briefs, researching prospects, and preparing relevant documentation. - Support and monitor client relationships to ensure quality service is provided at all times, including accurate and timely execution of client and administrative items. - Handle incoming mail and phone calls from clients, interact with relevant support departments, and address clients" administration inquiries promptly. - Maintain up-to-date knowledge of markets, economic positions, Barclays research views, and product sets to support Private Bankers effectively. Qualifications Required: - Fluent in English. - Naturally positive and self-motivated with an interest in financial markets. - Strong communication skills, both written and oral, with a focus on problem-solving and organization. - Ability to work under pressure and manage a heavy workload effectively. Desirable Skills: - Knowledge of emerging technologies and their applications. - Understanding of Investment Products and Security Market Operations. In this role, you will be based in Mumbai and will assist relationship managers in effectively managing client portfolios and optimizing the client experience through various accountabilities such as maintaining client information, coordinating schedules, processing transactions, analyzing client data, and managing client relations. As an Analyst, you are expected to perform activities in a timely and high-standard manner, demonstrate in-depth technical knowledge, lead and supervise a team, and take ownership of end results. You will have an impact on related teams within the area, partner with other functions, and take responsibility for managing risks and strengthening controls. All colleagues are expected to embody the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset of Empower, Challenge, and Drive.,

In this role of Trade Finance & Treasury Accounts Specialist (Imports) at Aeden Fruits International Pvt Ltd, located at the Corporate Office in Kochi, you will be responsible for a variety of critical tasks related to trade finance and treasury operations. Key Responsibilities: - Perform 3-way matching of invoices, purchase orders, and goods received notes. - Reconcile vendor accounts, track outstanding balances, and resolve discrepancies professionally. - Ensure adherence to RBI/EXIM guidelines, customs requirements, and corporate compliance standards for every transaction. - Liaise with banks for Letter of Credit (LC) issuance, amendments, and closures, as well as Bank Guarantees (BG) and remittance processing. - Monitor foreign exchange rates, handle currency conversions, and coordinate with authorized dealers/bankers to optimize forex deals. - Maintain records of all forex transactions, currency hedging, and support monthly bank reconciliations in multiple currencies. - Support working capital management and reporting for trade-related finance. - Ensure correct GST and TDS deduction/applicability on imports wherever necessary. - Assist with documentation for FEMA, RBI reporting, and other statutory returns as required for foreign trade. - Support process automation, digital document management, and contribute to internal control improvements. Required Skills & Qualifications: - Bachelors or Masters in Commerce, Finance, or related field (B.Com, M.Com, MBAFinance). - Working knowledge of LC, BG, import documentation, and banking operations. - Familiarity with GST, TDS, FEMA, RBI, basic customs procedures. - Advanced Excel skills; experience with ERP/accounting platforms (Tally, SAP, etc.). - Effective communication for bank/vendor liaison and internal collaboration. - Detail-oriented, ethical, reliable, and proactive in problem-solving. In addition to these responsibilities and qualifications, Aeden Fruits International Pvt Ltd offers you the opportunity to grow with a leading importer and distributor in a fast-evolving sector. You will gain exposure to advanced trade finance, treasury, and real-time international transactions while being part of a collaborative team managing high-impact operations in a quality-driven company. To apply for this position, please email your updated CV to hr@aedenfruits.com with the subject line "Trade Finance & Treasury Accounts Specialist - Kochi." Benefits include cell phone reimbursement, health insurance, leave encashment, life insurance, paid sick time, paid time off, and Provident Fund. This is a full-time, permanent position that requires in-person work at the Corporate Office in Kochi.,