28 Large Private Veterinary Practices jobs in India
Relationship Manager - RBB (Large Private Bank)
Posted 136 days ago
Job Viewed
Job Description
Job Purpose :
- Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c- s, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships.
- To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
Job Responsibilities :
- Existing portfolio management and New acquisitions
- Increase income from portfolio
- Customer service and cross sales
- HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
- Acquire new customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality / hygiene parameters of the portfolio
- Cross selling products of the bank based on the customer need
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the requirement in coordination with PBG.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
Operations, Marketing & Processes :
- Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
- Ensure KYC / AML norms are adhered to at all points of time
- Ensure that 5-S norms are adhered to for individuals workstation
- Increase in wallet share
- Look for opportunities to cross sell any other product of the Bank, to ensure that the Bank is a one stop shop & solution for all banking needs of the Imperia Customer
- Sales to family members and associates (all network)
- Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached
- Product Penetration & contribution towards focused product
- Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
- Enhance client's Customer To Group ( CTG ) level
Customer Service :
- Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.
- Customer is informed about any regulatory or process change. Keep the customer updated on program features.
- Ensure timely customer communication on requests and concerns raised.
- Proactive complaint management through feedback from customers.
- Promoting all direct banking channels and ensuring that the customer is utilizing the same
- Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out
Candidate's Profile :
- Experience in managing existing portfolio of HNI clients
- New client acquisition
- Customer service and cross sales
Manager - Custody Domestic Onboarding (Large Private Bank)
Posted 233 days ago
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Job Description
Job Description:
- Team member in Custody Domestic Onboarding team.
- Candidate should have good team leading skills and knowledge of KYC documentation for Domestic Custody clients (AIF, PMS, Domestic Body Corporate, NRI's, Trust & Family offices)
- Having knowledge of KYC documentation for Domestic clients demat account opening.
- Existing experience in Handling KYC documentation is a must.
- Role includes going on client call to guide client in case of any query regarding on-boarding / account opening documents and visiting client office for account opening documentation.
Candidate Profile
Graduates / Post Graduates with 4 years + experience in Onboarding Domestic Custody Clients
Prior KYC documentation experience related to demat account opening. While candidates from custody / KYC Onboarding background will be preferred, Candidates with experience in other KYC documentations can be considered.
Service Center - Team Member (Large Private Bank)
Posted 514 days ago
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Job Description
Job Name - Service Center - Team Member
Job Purpose
- Responsible for business of the Service Centre from sourcing, providing customer service handling channel partners for smooth processing of their files and abiding by the policies framed by the organization.
- Business Performance - Contributing to bring business and providing service to the customers at the Service Centre.
- Cross sell bank products.
- Relationship Management - Maintaining relationship with local brokers and channel partners to increase business.
- Due Diligence.
- Ensuring the branch meets all regulatory compliances.
- Decisive Decree - Part of all committees where a business approval / decision making is involved including loans above specific limits or with specific deviations.
- Major Stakeholders (intra team and cross functional stakeholders, who would need to be interact.
Senior Auditor – Credit Audit (Wholesale) [Large Private Bank]
Posted 181 days ago
Job Viewed
Job Description
Job Responsibilities :
Carry out audits under supervision of Seniors, first level discussion with auditee & drafting the report for review & release for Seniors
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Ensure that team carry out the Concurrent Audit of security / credit file checking with expected quality / timelines
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Independently conduct any assigned audits viz. WBO Business / credit, CAD, BBG, EEG, KGC, quick mortality review, Other departmental audits
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Ensure Audit is done as per Standard Audit Procedure / regulatory guidelines / revenue audits with timelines
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Discussing Queries / audit report with auditee at appropriate level / highlight critical exceptions to seniors
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Drafting Quality of draft audit Report / Review of work done by subordinate
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Quality of exception Recording / identification of process gaps
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Proactiveness in reading different Circulars and on new learning
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Ensure the UAT Reviews / Process Reviews with quality and time-lines
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ICAAP Review / IRB Review
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Any other Adhoc assignments / SOX
Candidates Profile -
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Knowledge/Experience of Bank audit / Credit audits (Wholesale Banking / SME) / CAD (credit administration) preferred
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Qualification - CA or MBA
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Analytical skills
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Should have good communication and drafting skills
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Knowledge of SQL / similar software is added advantage
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Advanced knowledge of MS Word and MS Excel is a must.
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Ability to meet deadlines
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