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7.0 - 11.0 years
0 Lacs
pune, maharashtra
On-site
The Client Service Officer role is a developing professional position where you will apply your specialty area knowledge to monitor, assess, analyze, and evaluate processes and data. You will be responsible for identifying policy gaps, formulating policies, interpreting data, making recommendations, researching and interpreting information, and defining business issues. Your role will involve integrating established disciplinary knowledge within your specialty area with a basic understanding of related industry practices. You will develop a working knowledge of industry practices and standards with a limited but direct impact on the business through the quality of the tasks/services provided, which is restricted to your own team. As a Client Service Officer, your key responsibilities will include delivering Custody Services to internal and external institutional clients for EMEA/US Markets, demonstrating product knowledge of various instruments of Securities Markets, managing and executing client transactions, ensuring transactions are completed within audit and compliance standards as well as timely, taking ownership of client investigations, coordinating account maintenance for all products, enforcing banking policies and procedures, arranging and participating in client calls, identifying and documenting new business opportunities for referral to product specialists, and participating in service-related process improvements through the proficient use of Citi applications. To be successful in this role, you should have 7-9 years of relevant experience, preferably in a Client Services role in Custody Settlements, experience in the capital markets domain with front-to-back knowledge, flexibility to work in shifts, be a self-starter and a strong team player, demonstrate clear and concise written and verbal communication skills, have the ability to multi-task with strong organizational and time management skills, problem-solving skills, analytical skills with attention to detail, client-facing experience, a strong background and interest in the fields of operations and compliance, and previous experience & knowledge of investments, banking, and custody products. A Bachelor's/University degree or equivalent experience is required. This job description provides a high-level overview of the types of work performed, and other job-related duties may be assigned as required. Citigroup's EEO Policy Statement and the Know Your Rights poster apply to all job opportunities. For individuals with disabilities requiring accommodations to use search tools and/or apply for career opportunities, review the Accessibility at Citi guidelines.,
Posted 1 day ago
2.0 - 6.0 years
0 Lacs
hyderabad, telangana
On-site
You will be joining SRI SLN PROPERTIES, a well-known name in the Real estate industry in the Telugu states, focusing on open plots in HMDA & DTCP Projects situated along various highways. As a full-time Property Advisor based in Hyderabad, your responsibilities will include managing property investments, delivering exceptional customer service, handling property management duties, and supervising the financial aspects of property transactions. To excel in this role, you should possess strong communication and customer service abilities, in-depth knowledge of property management and investments, financial expertise, relevant experience in the real estate or property sector, excellent negotiation skills, and the ability to build effective interpersonal relationships. You must also thrive in a dynamic, fast-paced environment. Ideally, you should hold a Bachelor's degree in Business, Real Estate, Finance, or a related field.,
Posted 1 week ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
You will be a full-time on-site Institutional Sales - Manager/Sr. Manager/AVP at a leading Mutual Fund Company based in Bangalore/Delhi. Your main responsibility will be to manage and expand institutional sales for mutual fund products. This will involve building and nurturing relationships with institutional clients, offering expert financial advice and investment solutions, and ensuring top-notch customer service. Your daily tasks will include meeting with clients to understand their investment requirements and proposing appropriate solutions that align with their financial objectives. To excel in this role, you are required to possess Institutional Sales and Sales skills, along with a strong understanding of Finance and Investments. Excellent communication and interpersonal abilities are essential. A proven track record of achieving and surpassing sales targets is crucial. You should be able to thrive in a dynamic work environment and have experience in the mutual fund or financial services sector. A Bachelor's degree in Finance, Business Administration, or a related field would be advantageous.,
Posted 2 weeks ago
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