Customer Relationship Risk Financial Jobs

Waytogo Consultants - , , India

and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Counsel client on emerging financial issues, new bank products and services

from: linkedin.com - Yesterday

Pure Nutrition - Mumbai, Maharashtra, India

, reconciling accounts, and overseeing collections. Ensure timely payments and receipts, and maintain strong relationships with vendors and customers. ● Tax Compliance: Coordinate with external tax advisors

from: linkedin.com - Yesterday

The Wells Fargo Foundation - Hyderabad, Telangana, India (+1 location)

, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating

from: jobleads.co.in (+1 source) - 3 days ago

Dezerv - Bengaluru, Karnataka, India

with clients. Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management

from: linkedin.com - 5 days ago

DBS Bank - Bengaluru, Karnataka, India (+4 locations)

the customer portfolio. Control and manage the risk profile for the overall Team portfolio. Manages performance of the team against key financial (risk-adjusted contribution) sales, service and operational

from: linkedin.com (+1 source) - 16 days ago

Waytogo Consulting - Any Location

and investment needs of clients. - Identify the risk profile of the customer. - Identify potential investment products for clients. - Counsel client on emerging financial issues, new bank products and services

from: iimjobs.com - 3 days ago

Sanctum Wealth - Delhi, India

understanding of financial planning principles. Knowledge of various investment products, asset classes and investment strategies and their associate risks. Reasonable understanding of securities laws, financial

from: linkedin.com (+1 source) - 16 days ago

ICICI Bank - Mumbai, Maharashtra, India

with customers to help them manage their financial risks with the right suite of products and solutions. About the role: A Dealer in Derivatives Flows Desk handles existing treasury relationships (large corporates

from: linkedin.com - 18 days ago

Waytogo Consulting - Telangana/Hyderabad

statements, quarterly results, and insurance documents. Cross-sell bank products to clients as appropriate to enhance the relationship and meet their financial needs. Overall, this role requires a combination

from: iimjobs.com - 3 days ago

Waytogo Consultants - Bengaluru, Karnataka, India (+1 location)

accounts, coordinating with internal teams, and ensuring client satisfaction. Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile

from: linkedin.com (+1 source) - 18 days ago