relationship manager support

Ciel HR Services Pvt Ltd

* Maintain good relation with Relationship with RM (Relationship Manager)* RM will sell loan to the customer* As KLI we have to sell our product that is CREDIT LIFE INSURANCE that is a insurance product* The more you will maintain good relation with RM the more they will give leads of the customer* Also you have to meet customer and sell life insurance productsJob Types: Full-time, PermanentPay: Up to ₹450,000.00 per yearBenefits:<ul><li>Health insurance</li><li>Provident Fund</li></ul>Work Location: In person

B2B Sales Manager | Field Sales - Life Insurance

Magnet

<div>
 
 
 Employer Overview
 
 
 
 A leading financial institution operating within the corporate and business banking sector, providing a comprehensive range of financial solutions to corporate clients. The organization emphasizes strong client relationships, risk management excellence, and continuous professional development.
 
 
 
 
 
 
 Job Summary
 
 
 
 The role supports Relationship Managers in managing corporate client portfolios through credit analysis, account planning, and ongoing client reviews. The position plays a key role in ensuring efficient execution of transactions, accurate financial analysis, and coordinated service delivery across internal stakeholders.
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 Support Relationship Managers in preparing and completing credit memos, including drafting the main body and performing financial analysis.
 </li>
 <li>
 Collect, analyze, and validate financial data, coordinating with relevant departments as required.
 </li>
 <li>
 Assist in the preparation and execution of client account plans in collaboration with product factories.
 </li>
 <li>
 Conduct ad-hoc financial and profitability analysis for portfolio monitoring and management requests.
 </li>
 <li>
 Support the launch and completion of annual client reviews, identifying potential areas for improvement.
 </li>
 <li>
 Coordinate with credit support services, operations, and other internal teams to ensure timely execution of transactions and administrative activities.
 </li>
 <li>
 Manage administrative processes such as account opening and closing, amendments, transfers, KYC documentation, and regular payment coordination.
 </li>
 <li>
 Participate in selected client interactions under the guidance of Relationship Managers.
 </li>
 <li>
 Continuously develop technical knowledge and skills to support career growth within the corporate banking division.
 </li>
 </ul>
 
 
 
 
 
 Minimum Requirements
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business Administration, Finance, Economics, or a relevant field.
 </li>
 <li>
 0 to 4 years of relevant experience in corporate banking, credit analysis, or a related financial services role.
 </li>
 <li>
 Strong problem-solving and analytical thinking skills.
 </li>
 <li>
 High attention to detail and accuracy.
 </li>
 <li>
 Ability to understand and respond to specific client needs.
 </li>
 <li>
 Effective communication and coordination skills.
 </li>
 <li>
 Strong organizational and time management abilities.
 </li>
 <li>
 Knowledge of business and corporate banking products, including lending, cash management, FX, treasury, and investment banking.
 </li>
 <li>
 Understanding of credit risk policies and facility structuring.
 </li>
 <li>
 Ability to perform financial analysis and interpret financial statements.
 </li>
 <li>
 General understanding of economic, political, and business environments within the region.
 </li>
 <li>
 Proficiency in Microsoft Office applications, particularly Excel and PowerPoint.
 </li>
 <li>
 Ability to work efficiently with internal banking systems and financial analysis tools.
 </li>
 <li>
 Fluent in both written and spoken Arabic and English.
 </li>
 <li>
 Ability to work collaboratively across multiple internal departments.
 </li>
 <li>
 Capacity to manage multiple tasks and meet deadlines in a fast-paced environment.
 </li>
 <li>
 Willingness to learn and grow within the corporate banking division.
 </li>
 <li>
 Credit-related certification is preferred.
 </li>
 </ul>
 
 
</div>

Credit Analyst (Faiyum)

HSBC

<div>Some careers open more doors than others. 
If you&rsquo;re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. 
Job Introduction 
The Assistant Manager Premier Services (PSM) role is a pivotal position within the International Wealth and Premier Banking (IWPB) branch network. IWPB is executing a multiyear growth strategy, pivoted on positioning as a global bank, committed to the long-term India growth story, and bringing to India its full scale of global capabilities. The business is poised for growth and is currently adding 20 more branches in phases to its existing fleet of 26 branches. This role is customer-facing, primarily servicing walk-in customers and managing their requirements to ensure satisfaction. The Premier proposition is a strategic priority for HSBC, and this role supports the Premier Relationship Managers (PRMs) in achieving their objectives by enhancing client-facing time and providing outstanding customer experiences. 
Principal Responsibilities 
<ul><li>
Provide high-quality support to a team of Premier Relationship Managers (PRMs) to achieve income plans through acquisition, cross-sales, retention, and growth.</li><li>
Act as the first point of contact for clients in the absence of PRMs, ensuring seamless service and relationship management.</li><li>
Build extensive knowledge of HSBC systems and procedures to effectively handle client needs and improve process efficiencies.</li><li>
Proactively identify opportunities to enhance customer service and process efficiencies.</li><li>
Ensure clients consistently receive professional, premium service that exceeds expectations.</li><li>
Maintain high standards of control and operational practices in line with HSBC&rsquo;s expectations.</li><li>
Enhance customer confidence in HSBC&rsquo;s Global Premier proposition through systematic and regular communication.
</li><li>Attain key performance indicators (KPIs) by acquiring new customers and promoting credit card and general insurance products.
</li><li>Meet KPIs for referrals and cross-selling opportunities.</li></ul> 
Education Qualifications / Certifications and Requirements 
<ul><li>
Graduate Degree</li><li>
Minimum of two to five years of experience in a customer service or banking environment.</li><li>
Holistic understanding of branch operations and processes.</li><li>
Sound understanding of the company&rsquo;s customer service requirements.</li></ul> 
Other Requirements (Knowledge and Experience) 
<ul><li>
Exceptional and updated knowledge of banking products, systems, and processes.</li><li>
Well-organized with a professional image and extraordinary business focus.</li><li>
Strong customer orientation and ability to provide exemplary service.</li><li>
Self-motivated with the drive to overachieve on goals and targets.</li><li>
Ability to build close relationships with team members and skillful association with support group colleagues.</li></ul> 
Skills<ul><li> 
Exceptional Communication Skills: Ability to convey information clearly and effectively across various channels.</li><li>
Strong Interpersonal Skills: Capable of building and maintaining positive relationships with colleagues and clients.</li><li>
Highly Organized: Demonstrates meticulous attention to detail and efficient task management.</li><li>
Collaborative Team Player: Works well within a team, contributing to collective goals and fostering a supportive environment.</li><li>
Proactive and Efficient: Acts swiftly and decisively to achieve objectives, ensuring timely completion of tasks.</li></ul> 
Regulatory Certifications: 
FEDAI, NISM (Demat), and IRDA certifications are preferred or should be obtained / transferred to HSBC mapping within 3 to 6 months of onboarding 
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. 
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. 
Issued by The Hongkong and Shanghai Banking Corporation Limited, India</div>

Premier Service Manager

Credit Analyst (Aswan)

<div>
 
 
 Employer Overview
 
 
 
 A leading governmental financial institution operating within the corporate and business banking sector, providing a comprehensive range of financial solutions to corporate clients. The organization emphasizes strong client relationships, risk management excellence, and continuous professional development.
 
 
 
 
 
 
 Job Summary
 
 
 
 The role supports Relationship Managers in managing corporate client portfolios through credit analysis, account planning, and ongoing client reviews. The position plays a key role in ensuring efficient execution of transactions, accurate financial analysis, and coordinated service delivery across internal stakeholders.
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 Support Relationship Managers in preparing and completing credit memos, including drafting the main body and performing financial analysis.
 </li>
 <li>
 Collect, analyze, and validate financial data, coordinating with relevant departments as required.
 </li>
 <li>
 Assist in the preparation and execution of client account plans in collaboration with product factories.
 </li>
 <li>
 Conduct ad-hoc financial and profitability analysis for portfolio monitoring and management requests.
 </li>
 <li>
 Support the launch and completion of annual client reviews, identifying potential areas for improvement.
 </li>
 <li>
 Coordinate with credit support services, operations, and other internal teams to ensure timely execution of transactions and administrative activities.
 </li>
 <li>
 Manage administrative processes such as account opening and closing, amendments, transfers, KYC documentation, and regular payment coordination.
 </li>
 <li>
 Participate in selected client interactions under the guidance of Relationship Managers.
 </li>
 <li>
 Continuously develop technical knowledge and skills to support career growth within the corporate banking division.
 </li>
 </ul>
 
 
 
 
 
 Minimum Requirements
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business Administration, Finance, Economics, or a relevant field.
 </li>
 <li>
 0 to 4 years of relevant experience in corporate banking, credit analysis, or a related financial services role.
 </li>
 <li>
 Strong problem-solving and analytical thinking skills.
 </li>
 <li>
 High attention to detail and accuracy.
 </li>
 <li>
 Ability to understand and respond to specific client needs.
 </li>
 <li>
 Effective communication and coordination skills.
 </li>
 <li>
 Strong organizational and time management abilities.
 </li>
 <li>
 Knowledge of business and corporate banking products, including lending, cash management, FX, treasury, and investment banking.
 </li>
 <li>
 Understanding of credit risk policies and facility structuring.
 </li>
 <li>
 Ability to perform financial analysis and interpret financial statements.
 </li>
 <li>
 General understanding of economic, political, and business environments within the region.
 </li>
 <li>
 Proficiency in Microsoft Office applications, particularly Excel and PowerPoint.
 </li>
 <li>
 Ability to work efficiently with internal banking systems and financial analysis tools.
 </li>
 <li>
 Fluent in both written and spoken in English.
 </li>
 <li>
 Ability to work collaboratively across multiple internal departments.
 </li>
 <li>
 Capacity to manage multiple tasks and meet deadlines in a fast-paced environment.
 </li>
 <li>
 Willingness to learn and grow within the corporate banking division.
 </li>
 <li>
 Credit-related certification is preferred.
 </li>
 </ul>
 
 
</div>

Credit Analyst ( Al Qalyubiyah)

Credit Analyst (Beni Suef)

<div>
 
 
 Employer Overview
 
 
 
 A leading governmental financial institution operating within the corporate and business banking sector, providing a comprehensive range of financial solutions to corporate clients. The organization emphasizes strong client relationships, risk management excellence, and continuous professional development.
 
 
 
 
 
 
 Job Summary
 
 
 
 The role supports Relationship Managers in managing corporate client portfolios through credit analysis, account planning, and ongoing client reviews. The position plays a key role in ensuring efficient execution of transactions, accurate financial analysis, and coordinated service delivery across internal stakeholders.
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 Support Relationship Managers in preparing and completing credit memos, including drafting the main body and performing financial analysis.
 </li>
 <li>
 Collect, analyze, and validate financial data, coordinating with relevant departments as required.
 </li>
 <li>
 Assist in the preparation and execution of client account plans in collaboration with product factories.
 </li>
 <li>
 Conduct ad-hoc financial and profitability analysis for portfolio monitoring and management requests.
 </li>
 <li>
 Support the launch and completion of annual client reviews, identifying potential areas for improvement.
 </li>
 <li>
 Coordinate with credit support services, operations, and other internal teams to ensure timely execution of transactions and administrative activities.
 </li>
 <li>
 Manage administrative processes such as account opening and closing, amendments, transfers, KYC documentation, and regular payment coordination.
 </li>
 <li>
 Participate in selected client interactions under the guidance of Relationship Managers.
 </li>
 <li>
 Continuously develop technical knowledge and skills to support career growth within the corporate banking division.
 </li>
 </ul>
 
 
 
 
 
 Minimum Requirements
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business Administration, Finance, Economics, or a relevant field.
 </li>
 <li>
 0 to 4 years of relevant experience in corporate banking, credit analysis, or a related financial services role.
 </li>
 <li>
 Strong problem-solving and analytical thinking skills.
 </li>
 <li>
 High attention to detail and accuracy.
 </li>
 <li>
 Ability to understand and respond to specific client needs.
 </li>
 <li>
 Effective communication and coordination skills.
 </li>
 <li>
 Strong organizational and time management abilities.
 </li>
 <li>
 Knowledge of business and corporate banking products, including lending, cash management, FX, treasury, and investment banking.
 </li>
 <li>
 Understanding of credit risk policies and facility structuring.
 </li>
 <li>
 Ability to perform financial analysis and interpret financial statements.
 </li>
 <li>
 General understanding of economic, political, and business environments within the region.
 </li>
 <li>
 Proficiency in Microsoft Office applications, particularly Excel and PowerPoint.
 </li>
 <li>
 Ability to work efficiently with internal banking systems and financial analysis tools.
 </li>
 <li>
 Fluent in both written and spoken in English.
 </li>
 <li>
 Ability to work collaboratively across multiple internal departments.
 </li>
 <li>
 Capacity to manage multiple tasks and meet deadlines in a fast-paced environment.
 </li>
 <li>
 Willingness to learn and grow within the corporate banking division.
 </li>
 <li>
 Credit-related certification is preferred.
 </li>
 </ul>
</div>

Credit Analyst (Gharbia)

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