Large Private Bank  Location : Chandigarh  - Source new current accounts  - Ensure that KYC (Know Your Customer) norms are met  - Determine the constitution of variant i.e., the type of enterprise and kinds of account like Limited Liability Partnership (LLP)  - Ensure that for every account sourced current documentation is complete from that particular account [account like Memorandum of Association (MOA) and Article of Association (AOA)]  - Facilitate the client on exports and imports  - Business Loan sourcing  - Take balance sheet audit: Auditor's notes and profit & loss account of the entity as per the Indian Accounting rules  - Working Capital : To apply Maximum Permissible Bank Finance (MPBF) for assessment of the working capital to calculate the limit   - Receive collateral from client in form of security  - International Trade : Facilitate clients in exchanging of currency by completing the formats in terms of papers (which is mandatory as per the norms)  Deliverables :  - Ensure the collection of fee from Branch Operation Manager Commercial  - Maintain CASA float (Current Account-Savings Account) of High Net-Worth Individual (HNI) to avoid any risk like devaluation of properties (securities)  - Visit with Wealth Managers to their clients for joint calls  - Provide training and knowledge related to wealth markets to the Relationship Managers  Skills and Competencies :  - Ability to research information from various sources on Business Banking and process the information to make informed decisions  - Knowledge and understanding of Business Banking products and legislation  - Ability to ensure compliance through regular process checks and self-audit scores  - Managing relationships to improve relationship value of existing customers  - Ability to coach and train the wealth managers  Candidates from MBA Tier 1/2, Graduation with 10 yrs exp.

Chandigarh

Business Banking Advisor - Private Bank 

Job Description for Business Banking Advisor - Private Bank  in RIZE @ PEOPLE KONNECT PVT LTD in  Chandigarh for (1-15) years of experience. Apply Now!