Responsibility: - Managing Portfolio of Business banking clients providing Services and Cross selling Products. - Meeting new Clients - Major Focus on indentifying Customer segment have FOREX Exposure discussing Trade Products Like LC, BG, Foreign Remittances, Forwards & options, Buyers Credit PCFC. - Advising Clients on the Regulatory Reporting for FDI/ODI, Export, Import & selling Products That support Digitalisation - Exploring market of Business Segment discussing & selling different Products Like Business Working Capital, Unsecured Loans, Investment & Insurance. - Managing trade banking requirements of key SME clients.- New Client Acquisitions by identifying customer segments, meeting prospects and closing deals. - Dealing in various Trade Finance products like LC, BG, Foreign Remittances, Export/Import Bills, Forex.Buyers Credit, Packing Credit. - Advising clients on the regulatory reporting in cases of Imports, Exports, FDI/ODI/FCTRS/FCGPR. - Interaction with Charted accountan

Job Description Dear Candidate, Hope your doing well ! we are looking form a banca sales profile in a NORTH location. we give one round selection. you are looking for a job call on this number (8087075482) Job Description: - Manage sale through bancassurance channel with multiple branches of banks assigned. - Achieve pre-set business targets by initiating 3 calls /day from the designated branches. - Meet Customers of the Bank for Lead generated for insurance cross-selling. - Work jointing with the Branch Manager on Business Implementation plan. - Meet customers within and outside the Branch as when required to develop, agree and implement short term and long term plans to achieve sales targets. - Obtaining referrals and writing proposals for bank customers. - Taking responsibility of the Cluster/region/zone, fulfilling leads of the area & prospecting new business from the assigned areas. - Closing sale and following up on issuance. To maintain the desired persistency ratio Note

1. Need to Keep Track of “C” Forms and Other documents related to accounts of the company from the clients and vendors. 2.Follow up with clients on outstanding payments / Release of BG. 3. Need to coordinate closely with Bank officials for bank related documents like issue of BG, Issue of Co. statement etc. 4. Require Good flow in responding to mails and good conversant in english. 5. Need to work closely with accounts department to extend support required for billing, Road permit issue etc. 6. Go to client if required for payment collection. 7. Keep Track of project related work on mails especially on dispatch coordination and other relevant follow ups. for smooth project completion. Key Skills MS Office Communication English Tally Industry Architecture / Interior Design Functional Area Accounting / Auditing / Taxation Number of Vacancy 1 Education Other Bachelor Degree About Charm Designs 1. Need to Keep Track of “C” Forms and Other documents related to accounts of the company fro

The role requires a person to& conduct Stock Audit and Physical Verification of Bank 's SME& borrowers& i.e. customers who are having credit facility \(CC, OD, BG, LC, IF etc.\) from Banks. Visit the client 's place of operation, spread across multiple locations \(North, West and East India\) Conduct Stock Audit and Physical verification of Stock, Fixed Assets, Other Assets etc. Check documents of clients with respect to Debtors, Creditors, Bank loans, Compliance etc. Follow various bank 's guidelines for any specific matter to be audited Interaction with Bank authorities as well as customers Job Profile \: Audit ManagerIndustry \: finance

Advertisements