term-deposits-jobs-in-madurai, Madurai

9 Term Deposits Jobs nearby Madurai

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posted 2 months ago
experience2 to 7 Yrs
location
Ooty, Tamil Nadu
skills
  • Interpersonal skills
  • Communication skills
  • Sales
  • Negotiation skills
  • Banking products knowledge
  • Financial markets knowledge
  • Regulatory environment knowledge
  • Problemsolving skills
  • High integrity
  • Ethical conduct
Job Description
As a Relationship Manager at one of Zepcruit's clients, your role will involve managing and deepening customer relationships to drive business growth and maintain high standards of customer service. You will act as a trusted advisor, offering tailored banking products, wealth solutions, and financial advisory services to clients. Key Responsibilities: - Build and maintain strong relationships with both existing and new customers. - Understand customers" financial goals and provide suitable banking and investment solutions. - Ensure superior service delivery and high customer satisfaction. - Acquire new customers through referrals, walk-ins, cold calls, and networking. - Cross-sell and upsell banking products such as savings accounts, term deposits, loans, credit cards, insurance, and wealth management products. - Meet and exceed monthly/quarterly sales and revenue targets. - Monitor customer accounts for profitability, risk, and compliance. - Ensure timely renewal of accounts, loans, and investment products. - Analyze client portfolios and provide periodic reviews to maximize returns and relationship value. - Adhere strictly to KYC, AML, and bank compliance policies. - Monitor account activity to prevent fraud, suspicious transactions, and regulatory breaches. - Stay updated with financial markets, competitor products, and customer trends. - Represent the bank at industry forums, events, and networking sessions. Key Skills & Competencies: - Strong interpersonal and communication skills. - Sales-driven mindset with the ability to build trust and long-term relationships. - Knowledge of banking products, financial markets, and regulatory environment. - Problem-solving and negotiation skills. - High integrity, ethical conduct, and a customer-first attitude. Qualifications & Experience: - Graduate/Postgraduate in Finance, Business Administration, or a related field. - 2-7 years of experience in banking, financial services, or sales. - Prior experience as RM/Deputy RM/Assistant RM in retail, corporate, or wealth management is preferred. - Certifications such as NISM/IRDA for investment & insurance sales are an added advantage. Performance Metrics: - New client acquisition & revenue generation. - Cross-sell ratio and product penetration. - Portfolio quality (low NPAs, strong CASA ratios). - Customer satisfaction and retention scores.,
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posted 6 days ago
experience3 to 6 Yrs
Salary5 - 12 LPA
location
Chennai
skills
  • acquisition
  • retail
  • casa
  • wealth
  • liablities
  • hni
Job Description
Job description  The Personal Banker / BRM s a crucial, client-facing role responsible for managing and growing a portfolio of clients while ensuring operational excellence within the branch. The primary focus is a blend of relationship management, business development (sales), and customer service. Key Roles and Responsibilities: Client Relationship Management: Manage and maintain strong, long-term relationships with existing clients to ensure high levels of satisfaction. Serve as a trusted advisor, understanding clients' financial needs and helping them plan for various financial goals (e.g., savings, loans, investments). Provide expert advice on various banking products and services. Business Development & Sales: Acquire new quality accounts, focusing on CASA (Current Account Savings Account) acquisition, and manage the growing client portfolio. Identify new business opportunities and develop effective sales plans to meet or exceed targets. Increase "wallet share" by cross-selling other financial products and services, such as loans, credit cards, investments, and insurance. Operational Excellence & Compliance: Ensure seamless delivery of banking solutions by collaborating effectively with internal teams. Process transactions accurately, including deposits, withdrawals, and loan payments. Complete all necessary documentation for account opening and KYC (Know Your Customer) procedures. Identify and mitigate potential risks associated with banking operations and ensure compliance with all regulatory requirements. Customer Service: Provide prompt and professional resolution to customer inquiries and issues, whether in person, online, or over the telephone. Conduct regular account reviews and suggest improvements or new solutions tailored to the client's evolving needs. Interested candidates can share profiles to 8804618617
posted 6 days ago
experience6 to 10 Yrs
Salary8 - 18 LPA
location
Chennai
skills
  • nri
  • nr
  • non resident
Job Description
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
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posted 2 months ago
experience3 to 7 Yrs
location
Chennai, Tamil Nadu
skills
  • Client interaction
  • Compliance management
  • MS Office
  • Direct Tax compliance
  • TDS compliance
  • TCS compliance
  • Income Tax Returns
  • Statutory forms
  • Tax refunds
  • TDSTCS software
  • Online tax portals
Job Description
As a Paid Staff Direct Tax in our Chennai, India office, your main focus will be on managing Direct Tax compliance. Your key responsibilities will include: - Managing TDS compliance, ensuring timely deduction, deposit, and filing of returns - Handling TCS compliance procedures and filings - Preparation and filing of Income Tax Returns (ITR) for non-audit cases - Submission and processing of statutory forms such as Form 15CA, 15CB, 15G, 15H - Following up on tax refunds, addressing 143(3) assessment notices, and handling defective returns - Coordinating with clients and internal teams to ensure smooth and timely compliance - Maintaining accurate records and documentation for audits and assessments In terms of qualifications, we are looking for a Semi-Qualified Chartered Accountant (CA Inter) or someone with a minimum of 3 years of hands-on experience in Direct Tax compliance. The annual CTC for this role is in the range of 3,00,000 to 4,00,000. Your working hours will be from Monday to Saturday, 9:45 AM to 7:15 PM, subject to the completion of daily tasks and compliance deadlines. As an ideal candidate for this position, you should have: - An in-depth understanding of Indian Direct Tax Laws and Income Tax Act - Strong analytical, problem-solving, and compliance management skills - Experience in dealing with tax authorities and handling tax notices independently - Proficiency in MS Office, TDS/TCS software, and online tax portals - Excellent communication and client interaction abilities Please note that additional incentive and bonus eligibility is only upon completion of 30 months of service, and punctuality and task completion on due dates are critical for performance appraisals. Additional details about the compensation and benefits include: - Additional Incentive/Bonus: 10% of total paid salary upon completing 30 months of continuous service - Yearly Increment: 7% to 10% based on performance evaluations - Leave Policy: 1 paid leave day granted per month,
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posted 2 months ago
experience0 to 3 Yrs
location
Chennai, Tamil Nadu
skills
  • Asset Servicing
  • Transaction Management
  • Trade Finance Operations
Job Description
Role Overview: As a Trade Operations professional at UST in Chennai, your primary responsibility is to ensure all assigned transactions and tasks are completed on time. You will need to follow up and escalate issues when necessary, manage your workload effectively, and know when to raise concerns to senior team members. Additionally, you will help resolve any queries or mismatches in stock and cash, take full responsibility for additional tasks or projects, and handle client and stakeholder queries proactively with clear and timely communication. It is important to follow internal procedures honestly and carefully, reporting any risks or concerns, and share and support ideas that improve efficiency, reduce risk, save time or costs, and enhance service quality. Collaboration with your team to maintain a positive work environment is also crucial. Key Responsibilities: - Ensure all assigned transactions and tasks are completed on time - Follow up and escalate issues when necessary - Manage your workload effectively and know when to raise concerns to senior team members - Help resolve any queries or mismatches in stock and cash - Escalate unresolved issues based on set criteria such as age, value, or client importance - Take full responsibility for any additional tasks or projects and complete them within the agreed timeframe - Handle client and stakeholder queries proactively, focusing on clear and timely communication - Follow internal procedures honestly and carefully, reporting any risks or concerns - Share and support ideas that improve efficiency, reduce risk, save time or costs, and enhance service quality - Work collaboratively with your team to maintain a positive and supportive work environment Qualification Required: - Strong attention to detail - Proficient in using Microsoft Excel - Some knowledge of derivatives and collateral management is a plus - Experience in trade operations across various asset classes such as equities, fixed income (including ABS/MBS), FX, money markets, unit trusts, repos, and term deposits - Familiarity with SWIFT messaging standards - Understanding of corporate actions, including both mandatory and voluntary events, and income processing - Previous experience using the Aladdin platform - Awareness of operational risks throughout the transaction and asset lifecycle Note: The job description provided by UST describes the company as a global digital transformation solutions provider with a focus on partnering with clients to make a real impact through innovation and agility. UST has over 30,000 employees in 30 countries and aims to build for boundless impact, touching billions of lives in the process.,
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posted 1 week ago

Senior Commercial Property Agent

LEVEL UP STC Corporate Training Services
experience5 to 10 Yrs
location
Chennai, Tamil Nadu
skills
  • Requirement Analysis
  • Matchmaking
  • Documentation
  • Closure
  • Market Intelligence
  • Networking
  • Negotiation
  • Legal Documentation
  • Market Pricing
  • Communication
  • Tenant Identification
  • Property Sourcing
  • Owner Coordination
  • Agent Facilitation
  • Peoplehandling
  • Leasing Terms
Job Description
As a Senior Commercial Property Agent, you will be responsible for connecting potential tenants with commercial building owners, ensuring successful leasing transactions. Your key responsibilities include: - **Tenant Identification & Requirement Analysis:** - Identify and target potential tenants like SMEs, startups, retailers, and corporates. - Understand their space requirements such as budget, carpet area, location preference, layout, timeline, and amenities. - Qualify leads to match them with available property listings. - **Property Sourcing & Owner Coordination:** - Develop strong relationships with landlords, commercial building owners, and developers. - Maintain up-to-date listings of office spaces, retail units, warehouses, and other commercial properties. - Gather complete property details including rent, maintenance, terms, availability, and features. - **Agent Facilitation & Matchmaking:** - Shortlist properties that meet tenant requirements. - Efficiently schedule and coordinate site visits with owners and tenants. - Clearly communicate expectations, terms, and property benefits to both parties. - Assist in rental negotiations, lock-in period, security deposit discussions, and agreement terms. - **Documentation & Closure:** - Assist in preparing rental comparisons, proposals, and property briefs. - Guide both parties through documentation processes like LOI, rental agreement, and KYC. - Ensure timely deal closure while maintaining transparency. - **Market Intelligence & Networking:** - Keep track of commercial real estate trends, rental values, and demand patterns. - Establish and expand a network with property owners and business communities. - Maintain a structured database of available properties and active tenant leads. **Qualifications Required:** - 5-10 years of experience as a Commercial Property Agent, preferably in leasing. - Strong local network with landlords and commercial building owners. - Excellent negotiation and people-handling skills. - Good understanding of leasing terms, legal documentation, and market pricing. - Strong communication skills with a professional presentation ability.,
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posted 2 weeks ago
experience2 to 6 Yrs
location
Cuddalore, All India
skills
  • Relationship management
  • Loan processing
  • Compliance
  • Direct sourcing
  • Crossselling
Job Description
In this role, you will be responsible for developing a consistent pipeline of applications from good quality customers seeking finance for the purchase of Commercial Vehicles & Cars. You will be expected to source applications through direct sourcing, dealers, and market references. Additionally, you will be required to effectively manage relationships with all customers by responding to their needs in a timely and professional manner. Your key responsibilities will include: - Ensuring all documentation and information related to loan proposals are obtained promptly to adhere to the First Time Right principle. - Actively generating and passing on leads for cross-sell products such as Saving Accounts, Current Accounts, Term Deposits, and FAST Tag (where applicable). - Ensuring 100% compliance with Policies & Processes, as well as all regulatory matters of RBI and other statutory bodies. As part of the benefits package, you will be entitled to Provident Fund. The work location for this position is in person. Please note that this is a full-time, permanent position. In this role, you will be responsible for developing a consistent pipeline of applications from good quality customers seeking finance for the purchase of Commercial Vehicles & Cars. You will be expected to source applications through direct sourcing, dealers, and market references. Additionally, you will be required to effectively manage relationships with all customers by responding to their needs in a timely and professional manner. Your key responsibilities will include: - Ensuring all documentation and information related to loan proposals are obtained promptly to adhere to the First Time Right principle. - Actively generating and passing on leads for cross-sell products such as Saving Accounts, Current Accounts, Term Deposits, and FAST Tag (where applicable). - Ensuring 100% compliance with Policies & Processes, as well as all regulatory matters of RBI and other statutory bodies. As part of the benefits package, you will be entitled to Provident Fund. The work location for this position is in person. Please note that this is a full-time, permanent position.
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posted 3 weeks ago

Senior Branch Manager

Standard Chartered
experience7 to 11 Yrs
location
Chennai, Tamil Nadu
skills
  • Leadership Skills
  • Strong Communication Skills
  • Team Management
  • Relationship Building skills
  • Competitive awareness Benchmarking
Job Description
Job Description: As a Sales and Service Manager at Standard Chartered in Chennai, IN, you will play a crucial role in maximizing sales performance to achieve revenue targets. Your responsibilities will include: - Maximizing sales performance through liability products like Current, Savings, and Term deposits, wealth management products, and asset-related products - Ensuring effective Relationship Management by monitoring top customers, implementing customer acquisition and retention programs, and improving product per customer holding - Developing strategies to counter competition, maximize market share, and promote below the line activities - Providing support for new product launches and leading new sales initiatives - Collaborating with Segment to facilitate up-streaming of customers - Ensuring employees are trained on all products, processes, and services to minimize rejections and customer complaints - Monitoring customer satisfaction survey ratings and ensuring continuous improvement in service quality - Tracking transaction volumes and ensuring effective migration to alternate banking channels - Leading revenue generation, focusing on improved deposit mix, waiver tracking, and non-funds based income - Managing costs within budgets - Implementing change initiatives in branch space rationalization, transaction migration, systems implementation, process re-engineering, and premises reconfiguration - Driving a strong performance culture, talent development, and employee engagement - Implementing segment/product initiatives in the catchment area - Ensuring compliance with policies related to ORMA, Group Code of Conduct, KYC/CDD/EDD, and Money laundering prevention - Managing branch premises in areas of merchandising, housekeeping, and store management - Promoting health and safety guidelines in the workplace Your skills and experience should include leadership, strong communication, relationship building, competitive awareness, and team management. You should be a Graduate/Post Graduate with at least 7-8 years of overall banking experience. About Standard Chartered: Standard Chartered is an international bank dedicated to making a positive impact for clients, communities, and employees. With a focus on driving commerce and prosperity through diversity, the bank values inclusion, integrity, innovation, and continuous improvement. What We Offer: Standard Chartered offers core bank funding for retirement savings, medical and life insurance, along with flexible working options, proactive wellbeing support, continuous learning opportunities, and an inclusive and values-driven work culture. If you are seeking a purpose-driven career in banking and want to contribute to a bank that makes a difference, Standard Chartered welcomes your unique talents and values your growth potential. Visit www.sc.com/careers to explore opportunities with us.,
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posted 2 weeks ago

Executive - SALEM FORT

IndBank Global Support Services Limited
experience1 to 5 Yrs
location
Coimbatore, Tamil Nadu
skills
  • Sales
  • Customer Engagement
  • Credit Cards
  • Communication Skills
  • Negotiation Skills
  • Insurance Policies
  • Marketing Activities
  • CRM System
Job Description
As a Sales Executive at our bank, your role will involve boosting sales of core products such as checking and savings accounts, as well as term deposits. You will be responsible for spearheading efforts to increase the bank's revenue through strategic sales initiatives. Key Responsibilities: - Proactively identify and engage potential customers interested in life and general insurance policies, credit cards, and more to expand our customer base. - Deepen existing client relationships by encouraging the exploration of additional bank services, especially for customers with inactive accounts. - Conduct field marketing activities that require travel to different locations, utilizing various strategies to attract new clientele. - Diligently record all customer interactions in the CRM system to ensure comprehensive tracking of sales activities and communications. - Adhere strictly to the bank's selling rules and marketing guidelines to maintain ethical practices and regulatory compliance. Qualifications: - Graduate or Diploma holder in any stream. - Young, energetic individuals or those with 1-3 years of experience in liability sales. - Possess good communication and negotiation skills. - Ability to work independently and effectively manage time. Join our team and be a part of our dynamic sales force, driving growth and success for our bank.,
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posted 1 week ago

AU Small finance Bank

SKILLLABS RESOURCE SERVICES PRIVATE LIMITED
SKILLLABS RESOURCE SERVICES PRIVATE LIMITED
experience1 to 5 Yrs
Salary3.0 - 7 LPA
location
Lucknow
skills
  • sales
  • casa sales
  • current account
Job Description
Key Roles and Responsibilities 1. CASA Acquisition Identify and acquire new customers for Current and Savings Accounts. Conduct field visits, cold calls, and participate in promotional activities to generate leads. Achieve monthly targets for CASA balances and account openings. 2. Customer Relationship Management Build and maintain strong relationships with new and existing customers. Cross-sell banking products like term deposits, insurance, loans, and digital banking solutions. Provide personalized banking solutions based on customer needs. 3. Branch Operations & Compliance Coordinate with operations team for smooth account opening and documentation. Ensure KYC, AML, and regulatory guidelines are strictly followed. Prevent fraud by conducting proper due diligence of customers. 4. Service Delivery Resolve customer queries and issues promptly. Assist customers in using digital channels such as mobile banking, net banking, and UPI. Ensure excellent service experience to improve customer loyalty. 5. Business Development & Revenue Generation Cross-sell third-party products (insurance, investments, credit cards, etc.). Work closely with the branch team to achieve overall branch business goals. Increase branch CASA book and profitability. 6. Market Research & Lead Generation Conduct local market mapping to identify potential customers. Track competitor activities and suggest strategies to improve branch performance. Generate leads through existing customers, references, and corporate tie-ups
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posted 3 weeks ago
experience3 to 8 Yrs
Salary7 - 12 LPA
location
Bangalore
skills
  • nri
  • relationship manager nri
  • nr relationship manager
Job Description
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  
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posted 3 weeks ago
experience4 to 9 Yrs
Salary7 - 12 LPA
location
Bangalore
skills
  • nri
  • relationship manager nri
  • nr relationship manager
Job Description
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  
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posted 2 months ago
experience7 to 15 Yrs
location
Maharashtra
skills
  • DB2
  • Postgres
  • MySQL
  • data migration
  • Core
  • Lending
  • Accounting
  • elicitation
  • Effort estimation
  • project planning
  • Technical
  • Functional aspects of FIS core banking products
  • Understanding Profile MBP application data architecture
  • Solution architecture of banking applications
  • Relational
  • hierarchical databases such as Oracle
  • MSSQL
  • SOA Architecture
  • web servicerelated technologies
  • system integration in banking product development
  • RetailCommercial Deposits
  • SecuredUnsecured Lending
  • Compliance
  • Best banking practices
  • FIS modules like Deposits
  • Requirements documentation
  • QAproduct testing
  • conducting requirement gathering sessions
  • presales support
  • engagement assessm
Job Description
As a Team Lead in FIS projects at EY, your role involves working collaboratively with a team and interfacing with onsite coordinators to ensure the successful completion of tasks. Your responsibilities include: - Leading a team in one or more FIS projects - Communicating effectively with onsite coordinators and customer representatives - Completing assigned tasks on time and providing regular status reports to the lead and manager - Being prepared to travel to customers" locations as needed, with travel potentially up to 50% In terms of people responsibilities, you will be expected to: - Build a quality culture within the team - Manage the performance of direct reportees in alignment with organizational policies - Foster teamwork and provide mentorship to project resources - Participate in organization-wide people initiatives Mandatory skills for this role include being well-versed in the Technical and Functional aspects of FIS core banking products. Some key technical skills required are: - Understanding Profile & MBP application & data architecture, administration, configuration, integration, and data structure - Experience in solution architecture of banking applications and mapping to a banking system landscape - Strong technical skills combined with business intelligence and a deep understanding of customer needs - Knowledge of relational or hierarchical databases such as Oracle, DB2, Postgres, MySQL, and MSSQL - Exposure to SOA Architecture, web service-related technologies, data migration, and system integration in banking product development - Good grasp of databases, infrastructure, application servers, technical architecture, security, and performance management On the functional side, you should have expertise in areas such as Core, Retail/Commercial Deposits, Secured/Unsecured Lending, and Compliance, including product parametrization and setup. Other functional skills required are: - In-depth knowledge of best banking practices and FIS modules like Deposits, Lending, Accounting, along with a good understanding of GL in FIS - Experience in requirements documentation, elicitation, QA-product testing, and conducting requirement gathering sessions - Designing and developing high-level functional requirements for new feature development or product enhancements - Strong business communication and leadership skills - Additional skills like effort estimation, pre-sales support, engagement assessments, project planning, and conducting training for clients/internal staff are beneficial Qualifications required for this position include an MBA/MCA/BE/B.Tech or equivalent with 7 to 15 years of industry experience. Preferred skills such as database administration/query skills, performance tuning, prior client-facing experience, SOAP/XML test skills, and banking certifications would be advantageous for this role. EY is dedicated to building a better working world by creating long-term value for clients, people, and society. With diverse teams in over 150 countries, EY provides trust through assurance and helps clients grow, transform, and operate across various services.,
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posted 6 days ago
experience12 to 16 Yrs
location
Karnataka
skills
  • Strategic Initiatives
  • word
  • Data analytics
  • Presentation
  • FX Risk Management
  • Leadership
  • Stakeholder Engagement
  • Treasury Operations
  • Cashflow Management
  • Borrowing
  • Funding Strategy
  • Deposit Placements
  • Investments
  • Good oral
  • written communications skills
  • Good interpersonal skills
  • Collaborative approach to work effectively with other team members
  • High accuracy
  • on time delivery
  • Chartered Accountant CA
  • MBA Finance
  • Office package excel
  • power point etc
  • Strong understanding of corporate Treasury
  • Strategic mindset
  • Excellent stakeholder management
  • Proficiency in Treasury systems
  • Cashflow forecasting tools
  • Strong communica
Job Description
Role Overview: As an Assistant Director Treasury at EY, you will be joining the Global Delivery Services (GDS) Treasury team where you will play a key role in managing end-to-end Treasury operations across multiple GDS locations and contribute to the build-out of the Treasury Centre of Excellence (COE). Your strategic insights and hands-on leadership will be instrumental in managing borrowing, cashflow planning, investment management, and FX risk mitigation. Key Responsibilities: - Manage FX exposures and funding arising from global transactions. - Execute and monitor hedging strategies aligned with the firm's risk management framework. - Provide strategic insights into currency movements and their business implications. - Contribute to the design and implementation of the Treasury Centre of Excellence (COE) model. - Drive process standardization, automation, and analytics-based decision-making across GDS locations. - Collaborate with Super Regions and Global Treasury teams to align local practices with global strategy. - Act as a key Treasury advisor to business and finance leadership. - Lead and mentor team members to build deep Treasury domain capabilities. - Strengthen relationships with banks, auditors, and internal stakeholders. - Oversee daily and long-term cashflow forecasting across GDS locations and entities. - Manage funding structures and ensure optimal liquidity across entities. - Lead end-to-end borrowing processes, including negotiation, documentation, and drawdowns. - Manage relationships with banking partners and evaluate cost-effective funding options. - Evaluate and execute short-term investment opportunities for surplus funds. - Optimize yield within the firm's risk framework, ensuring safety and liquidity. - Partner with finance and accounting teams for accurate accounting and reporting of investments. Qualifications Required: - Chartered Accountant (CA), MBA (Finance), or equivalent professional qualification. - 12-15 years of relevant Treasury experience, preferably in a multinational or shared services setup. - Good command of the Office package (Excel, Word, PowerPoint, etc). - Strong understanding of corporate Treasury, including borrowing, liquidity management, FX, and investments. - Strategic mindset with proven ability to manage large-scale Treasury operations. - Excellent stakeholder management and influencing skills across global teams. - Proficiency in Treasury systems, cashflow forecasting tools, and data analytics. - Strong communication, presentation, and decision-making skills. Additional Details: EY Global Delivery Services (GDS) is a dynamic and global delivery network operating across six locations worldwide. In GDS, you will have the opportunity to work on exciting projects with well-known brands, collaborate with EY teams, and benefit from continuous learning and career development opportunities. EY is committed to building a diverse and inclusive culture where every individual can make a meaningful impact and grow professionally.,
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posted 1 week ago
experience12 to 16 Yrs
location
All India
skills
  • Transaction Banking
  • Trade Finance
  • Cash Management
  • Client Relationship Management
  • Marketing
  • Negotiation
  • Market Intelligence
  • Communication
  • Team Building
  • Conflict Resolution
  • Innovation
  • Risk Management
  • Language Skills
  • Computer Skills
  • Presentation Skills
  • Short Term Lending
  • Deposit Products
  • Decision Making
  • Commitment
Job Description
Role Overview: As a Transaction Banking Manager at Societe Generale, your main responsibility is to grow the PCM business and NBI for the bank, achieving portfolio and client level profitability in line with budgets. You will be actively involved in client interactions, follow-ups for term deposits and CASA balance mobilization, working on RFPs responses for MNC clients, and sharing market intelligence for product development purposes. Additionally, you will collaborate with various internal teams for client on-boarding, credit requests, and ensuring proper service levels are maintained. Key Responsibilities: - Grow the PCM business and NBI for the bank, achieving portfolio and client level profitability - Follow up with clients for term deposits, CASA balance mobilization, and loan facilities utilization - Work on RFPs responses for MNC clients and share market intelligence for product development - Coordinate for credit requests and cross sell TRA products - Collaborate with internal teams for client on-boarding, documentation, compliance, and service level maintenance - Conduct product training, presentations for internal and external clients, and marketing materials for client pitch - Look for cross sell opportunities within Cash Management and other businesses - Undertake ad hoc projects as requested by the line management - Ensure adherence to established policies, procedures, controls, and regulatory guidelines Qualifications Required: - Academic Background: MBA/Postgraduate/CAIIB - Relevant Working Experience: 12-15 years in Transaction Banking with strong experience in Short Term Lending, Deposit Products, Cash Management, and Client Relationship Management - Skills & Competencies: Client satisfaction, marketing, negotiation, market intelligence, communication, team spirit, innovation, responsibility, commitment - Language Skills: English, Hindi - Computer Skills: MS Office, Strong presentation skills (PowerPoint) Company Details: Societe Generale is one of the leading financial services groups in Europe with a strong presence in 66 countries. In India, Societe Generale has a proud legacy of servicing corporates and clients since 1978, offering a wide range of financial solutions and customized services in investment banking, global finance, and global markets. The company values diversity and inclusion in its workforce, promoting equal opportunities for all employees.,
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posted 3 weeks ago
experience5 to 9 Yrs
location
Kerala
skills
  • Business Loans
  • Fixed Deposits FD
  • Recurring Deposits RD
  • Chitty
  • Gold Loans GDLs
Job Description
As the Branch Manager, your role will involve leading the branch operations, driving business growth, and ensuring customer satisfaction in various products such as Fixed Deposits (FD), Recurring Deposits (RD), Chitty, Gold Loans (GDLs), and other loan products. Your strong leadership, sales orientation, and compliance management skills will be crucial to achieving business targets and maintaining branch profitability. Key Responsibilities: - Business Development & Sales - Drive sales and business growth of FD, RD, Chitty, Gold Loans, and other loan products. - Act as the Business Head of the branch, ensuring monthly/quarterly targets are met. - Identify new business opportunities and build strong relationships with customers and local markets. - Branch Operations & Leadership - Manage day-to-day branch operations, ensuring smooth functioning. - Lead, guide, and motivate branch staff to achieve high performance. - Monitor branch cash flow, customer service, and compliance with company policies. - Customer Relationship Management - Ensure excellent service delivery to retain and grow customer base. - Resolve customer queries and grievances effectively. - Build trust and long-term relationships with customers. - Compliance & Risk Management - Ensure all regulatory and cooperative society norms are strictly followed. - Safeguard company assets and minimize risk. - Oversee audits, MIS reports, and adherence to operational policies. Key Skills & Competencies: - Strong knowledge of cooperative society products (FD, RD, Chitty, Gold Loan, Business Loans). - Proven leadership and people management skills. - Excellent communication, negotiation, and customer-handling skills. - Sales-driven mindset with ability to achieve and exceed targets. - Strong organizational and decision-making ability. This job is Full-time and Permanent and the work location is in person.,
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posted 1 week ago
experience5 to 10 Yrs
location
Delhi
skills
  • Client Management
  • Cash Management
  • Trade Processing
  • Incubators
  • Incubators
  • Relationship Management
  • Product Sales
  • Banking Products
  • Corporate Liability Strategy
  • New to Bank Accounts
  • FX Transactions
  • Digital First Companies
  • ITITES Firms
  • MNC Subsidiaries
  • Startups
  • PEVC Funds
  • PEVC Funds
  • Cash
  • Trade Solutions
  • Crossselling
Job Description
As a Relationship Manager in the Corporate Liability Group, your role involves developing a corporate liability strategy for a specific city/region and executing it. Your primary goal is to target top clients in the coverage geography and convert them. **Key Responsibilities:** - Originate New to Bank (NTBs) accounts and manage a portfolio of Corporate Liability Group clients sourced independently. - Source CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, particularly from Digital First Companies, local IT/ITES firms, and MNC subsidiaries. Onboard these clients with a solutions-based approach, creating unique solutions as needed. - Engage with founders of well-funded start-ups, such as online aggregators, e-commerce, and fintech firms, to offer cash and trade solutions and onboard them. - Establish Liquid Asset or Cash-backed Lending with a short credit assessment memo. - Cultivate strong relationships with PE/VC funds and Incubators to provide cash and trade solutions to their investee companies. Extend these influencer relationships to reputable law firms and Chartered Accountants. - Manage relationships with existing clients, grow CA balances, term deposits, CMS/Trade/FX throughputs, and maximize revenues from these services. Cross-sell other bank products like salary and wealth management to increase the share of wallet. - Collaborate with Product Sales Managers and Implementation teams across all banking products to achieve set objectives. **Qualifications Required:** - Graduation in any discipline - Post Graduation in any field - Professional Qualification/Certification in any relevant area You should have 5-10 years of relevant experience in corporate current account acquisition to excel in this role.,
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posted 2 months ago
experience6 to 10 Yrs
location
Maharashtra
skills
  • Legal practice
  • Drafting
  • Vetting
  • Negotiation
  • Risk mitigation
  • Excel
  • Word
  • MS Office
  • Debt Capital Market
  • PPT
  • Escrow Accounts
  • NonDebt Rules Deposit Regulations
Job Description
As a Client Executive at our company, you will play a crucial role in assisting clients with raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions. You will work closely with the Institutional Banking team to act as a strategic advisor, formulating investment strategies, and raising capital for clients. **Responsibilities:** - Review Bond, Loan, Escrow, Account Bank, and DCM structures and documentation from initiation through to closing across the APAC region. - Translate legal documents into practical processes for the business and act as the key liaison with outside counsel/clients, facilitating negotiations. - Serve as the primary point of contact for both internal stakeholders and external parties on new and existing transactions. - Negotiate deal documentation at the beginning of the deal to ensure operational and documentation standards meet Citi criteria. - Review documentation throughout the life of the deal, answering internal and external queries to ensure adherence to agreed terms. - Be a team player with an entrepreneurial spirit to handle ad-hoc requests and tasks. - Review deal documents, negotiate with counsels/clients, interact with internal risk stewards for approvals, maintain records, execute deals, provide systematic handover to Operations, and handle internal reporting. - Possess working knowledge of Non-Debt Rules & Deposit Regulations, 2016 (RBI) for Escrow Accounts in India. **Qualifications:** - 6+ years of relevant experience in Legal practice and Debt Capital Market. - Experience in drafting and vetting complex commercial agreements/documents through negotiation. - Ability to successfully negotiate with internal and external parties (law firms) to mitigate risks. - Capability to work under tight and demanding deadlines. - Qualification in civil or common law jurisdiction is desired. - Advanced proficiency in using MS Office tools such as PPT, Excel, and Word. - Working knowledge of Non-Debt Rules & Deposit Regulations, 2016 (RBI) for Escrow Accounts in India. In addition to the above responsibilities and qualifications, your educational background should include a Bachelor's degree/University degree or equivalent experience, with a Master's degree being preferred. If you are a person with a disability and require reasonable accommodations to use our search tools or apply for a career opportunity, please review the Accessibility at Citi. For further details on Citis EEO Policy Statement and the Know Your Rights poster, please refer to the official sources.,
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posted 2 weeks ago
experience12 to 16 Yrs
location
All India
skills
  • Transaction Banking
  • Trade Finance
  • Cash Management
  • Client Relationship Management
  • Marketing
  • Negotiation
  • Market Intelligence
  • Communication Skills
  • Team Building
  • Conflict Resolution
  • Innovation
  • Risk Management
  • Short Term Lending
  • Deposit Products
  • Decision Making
  • Commitment
Job Description
As a Transaction Banking Manager at Societe Generale, your main responsibility will be to grow the PCM business and NBI for the bank, achieving portfolio/client level profitability in line with budgets. You will interact with clients daily for term deposit & CASA balance mobilization, utilization of loan facilities, and follow up on RFPs responses for MNC clients. Additionally, you will collaborate with product teams, GLBA, Global PCM Sales, and Global RMs, sharing market intelligence for product development purposes. Your role also involves working on credit requests for short-term loans, cross-selling TRA products, and coordinating for credit approvals with GLBA and CPM. You will liaise with other bank teams for client onboarding, account/loan documentation, compliance, and maintain service levels with Middle office and Implementation teams. Furthermore, you will conduct product training & presentations for internal and external clients, look for cross-sell opportunities within Cash Management and other businesses, and collaborate with PCM teams globally to cross-sell the SG network. Ad hoc projects requested by line management, adherence to policies & procedures, and staying updated on regulatory guidelines impacting PCM business are also part of your responsibilities. Qualifications and Experience: - Academic Background: MBA/Postgraduate/CAIIB - Relevant Work Experience: 12-15 years in Transaction Banking, with strong experience in Short Term Lending, Deposit Products, Cash Management, and Client Relationship Management. Experience with Trade Finance is an added advantage. - Track record of major cash management deals with large Indian corporate companies and experience in managing MNC clients. Skills & Competencies Required: - Client Satisfaction and Risk Management - Marketing and Negotiation Skills - Market Intelligence - Strong Communication Skills - Team Building and Synergy - Conflict Resolution - Innovation and Adaptability - Decision Making and Risk Management - Commitment to Continuous Development - Language Skills: English, Hindi - Computer Skills: MS Office, Strong PowerPoint presentation skills About Societe Generale: Societe Generale is a leading financial services group in Europe with a universal banking model focused on sustainable growth and financing the economy. With a presence in 66 countries and 145,700 employees, the Group supports individual clients, large corporates, and institutional investors worldwide. Societe Generale India has been servicing corporates and clients since 1978, offering a wide range of financial solutions in investment banking, global finance, and global markets. The company values diversity and inclusion, encouraging a diverse and inclusive workforce. Join Societe Generale to be part of a dynamic team, driving financial solutions and growth in the banking sector.,
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posted 2 days ago
experience5 to 9 Yrs
location
Bangalore, Karnataka
skills
  • COBOL
  • Selenium
  • Java
  • Python
  • TestNG
  • Cucumber
  • SQL
  • Jira
  • HP ALM
  • TestRail
Job Description
As a Manual/Automation Tester specializing in banking and financial services, your role at NTT DATA in Bangalore, Karnataka (IN-KA), India will involve validating deposit workflows, batch processes, and core banking functionalities to ensure accuracy, compliance, and system stability. Your expertise in deposit systems and experience testing COBOL-based applications will be crucial for this position. **Key Responsibilities:** - Design, develop, and execute manual and automated test cases for deposit system applications built on COBOL. - Perform functional, regression, integration, and UAT testing across deposit and core banking platforms. - Validate deposit account management, transactions, interest calculations, and batch processing. - Test COBOL programs, JCL scripts, batch jobs, and data file outputs. - Build and maintain automation frameworks (Selenium, Java, Python, TestNG, Cucumber, or similar) for regression and repetitive test scenarios. - Write and execute SQL queries for backend data validation. - Collaborate with business analysts, deposit operations teams, and COBOL developers to define effective test scenarios. - Track and manage defects using test management tools (Jira, HP ALM, TestRail, etc.). - Support system upgrades, COBOL migrations, and deposit platform enhancements. - Provide detailed test evidence, documentation, and reports for stakeholders and audits. **Required Skills & Qualifications:** - Bachelor's degree in Computer Science, Information Technology, or related field. - 4-8 years of experience as a Test Analyst/QA Engineer in banking or financial services. - Strong knowledge of deposit systems, core banking operations, and account management. - Hands-on experience testing COBOL-based applications and batch processing. - Proficiency in manual testing and automation frameworks (Selenium, Java/Python, TestNG, Cucumber). - Solid SQL skills for data validation and reconciliation. - Experience with test management and defect tracking tools (Jira, HP ALM, TestRail, etc.). - Good understanding of SDLC, Agile, and Waterfall methodologies. **Preferred/Good to Have:** - ISTQB or similar QA certification. - Experience with API testing (Postman, RestAssured). - Familiarity with mainframe tools. - Exposure to CI/CD pipelines (Jenkins, GitLab CI). - Knowledge of regulatory and compliance requirements in core banking. NTT DATA is a $30 billion global innovator of business and technology services, serving 75% of the Fortune Global 100. As a Global Top Employer, NTT DATA has experts in more than 50 countries and offers diverse services including business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation, and management of applications, infrastructure, and connectivity. Being one of the leading providers of digital and AI infrastructure globally, NTT DATA is committed to helping clients innovate, optimize, and transform for long-term success under the NTT Group. With an annual investment of over $3.6 billion in R&D, NTT DATA aims to support organizations and society in navigating confidently into the digital future. Visit us at us.nttdata.com.,
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