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Banking Executive Job Vacancies in Kolkata

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Banking Executive - Full Time - Freshers

A.S Consultancy and Digital Seva

  • 0 - 1 yrs
  • Kolkata
Computer Knowledge Banking Operations Good Communication
As a Banking Executive in Kolkata, you will play a crucial role in supporting the operations of the bank and providing excellent customer service. You will be responsible for various tasks that help maintain smooth banking processes.**Key Responsibilities:**- **Customer Assistance:** Help customers with their inquiries, providing information about banking services and products to enhance their experience.- **Account Management:** Assist in the opening and closing of customer accounts, ensuring all documentation is properly completed and verified.- **Transaction Processing:** Handle basic transactions such as deposits, withdrawals, and transfers, ensuring accuracy and efficiency in all dealings.- **Record Maintenance:** Keep accurate records of transactions and customer interactions, maintaining confidentiality and complying with bank policies.- **Sales Support:** Promote bank products and services, identifying customer needs and recommending suitable options to help achieve sales targets.- **Problem Resolution:** Address customer complaints and issues promptly, working to resolve them in a satisfactory manner while maintaining a positive relationship.**Required Skills and Expectations:**Candidates should possess strong communication skills to interact effectively with customers and colleagues. A good understanding of banking products and services is beneficial but not mandatory for freshers. Basic computer skills are necessary for handling transactions and maintaining records. A positive attitude, teamwork spirit, and a willingness to learn are essential traits for success in this role. As a full-time position, candidates should be prepared to work from the office and commit to regular working hours.
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  • 0 - 2 yrs
  • 4.3 Lac/Yr
  • Burdwan Kolkata
Customer Management Customer Manager Customer Relationship Customer Retention Customer Acquisition Office Accountant Office Operation Banking Back Office Back Office Sales Back Office Assistant Back End Processing Back Office Coordinator Back Office Incharge Back Office Manager Back Office Officer Front Officer Front Office Front Desk Front Office Operations Front Office Executive
Branch Officer - Job Role & ResponsibilitiesA Branch Officer is part of the banks core operations and customer service team. The role includes both operations + sales support. Key Responsibilities1. Customer ServiceHandle walk-in customers at the branchResolve queries related to accounts, ATM, internet banking, etc.Maintain high customer satisfaction2. Account Opening & DocumentationOpen Savings & Current AccountsVerify KYC documents (PAN, Aadhaar, etc.)Ensure compliance with RBI guidelines3. Banking OperationsCash handling (deposit/withdrawal)Cheque processing & clearingMaintain daily transaction records4. Sales & Cross-SellingPromote banking products (FD, RD, Insurance, Loans, Credit Cards)Achieve monthly sales targetsGenerate leads for new customers5. Relationship ManagementMaintain relationships with existing customersUpsell products based on customer needs6. Compliance & SecurityFollow bank policies and proceduresPrevent fraud and ensure secure transactions Skills RequiredGood communication & customer handlingBasic computer knowledgeSales and persuasion skillsAttention to detailProblem-solving ability Eligibility CriteriaGraduate (any stream)Age: Usually 21-30 yearsFresher / Experienced both can apply Salary (Approx)16,000 - 20,000/month (entry level)Incentives + PF + ESICareer Growth:Branch Officer Assistant Manager Deputy Manager Branch ManagerHR Contact - 9433816131
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  • 0 - 1 yrs
  • 3.3 Lac/Yr
  • Kolkata
Banking Operations Back Office Processing Computer Operations Basic Computers
As a Back Office Executive, you will play a crucial role in supporting the daily operations of our business. Your primary responsibilities will include:- **Data Entry:** Accurately inputting important information into our systems to ensure data integrity and availability.- **Documentation Management:** Organizing and maintaining physical and digital files, ensuring that documents are easily accessible and up-to-date.- **Communication Support:** Assisting with internal and external communications, preparing reports, and responding to inquiries as needed.- **Inventory Management:** Keeping track of office supplies and materials to ensure that resources are always available for operational needs.- **Assisting Teams:** Supporting various departments with administrative tasks, helping to streamline workflows and improve overall efficiency.To succeed in this role, you should possess the following skills and qualities:- **Attention to Detail:** Strong focus on accuracy and thoroughness to ensure proper data handling and documentation.- **Organizational Skills:** Ability to manage multiple tasks efficiently, prioritizing work effectively to meet deadlines.- **Basic Computer Skills:** Proficiency in Microsoft Office Suite or similar tools, with the ability to learn new software quickly.- **Effective Communication:** Good verbal and written communication skills to interact clearly with team members and clients.- **Team Player:** Willingness to cooperate with colleagues and contribute to a positive work environment.Candidates with 0 to 1 year of experience and at least a 12th-grade education are encouraged to apply.
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Fresher hiring for Banking Executive

ADEKON MANAGEMENT PVT.LTD

  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Dum Dum Kolkata
Computer Knowledge Banking Operations
ASSIST CUSTOMERS WITH DOCUMENTATION PROCESSHANDLE CASH DEPOSITS WITHDRAWALS AND CHEQUE TRANSACTIONSMAINTAIN DAILY TRANSACTION RECORDS AND REPORTSSUPPORT BACKEND BANKING OPERATIONS CROSS SELL BASIC BANKING PRODUCTS
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  • Fresher
  • Kolkata
Computer Knowledge Bank Accounting Private Banking
We are looking for a dedicated Banking Executive to join our team. This position is ideal for freshers looking to start their careers in the banking sector. As a Banking Executive, you will play a vital role in providing excellent customer service and supporting various banking operations.**Key Responsibilities:**- **Customer Interaction:** Engage with customers in the bank, answering their questions, and providing information about services and products.- **Transaction Processing:** Assist customers with deposits, withdrawals, and account management, ensuring accurate and efficient processing of transactions.- **Account Maintenance:** Help customers set up new accounts and update information in existing accounts, keeping records accurate and up-to-date.- **Product Promotion:** Inform customers about new banking products and services that may meet their needs, encouraging them to consider the benefits.- **Compliance Adherence:** Follow banking regulations and policies to ensure all transactions comply with legal standards and company procedures.**Required Skills and Expectations:**Candidates should have completed their 12th grade and possess strong communication skills to interact effectively with customers. A basic understanding of banking products and services is desirable but not necessary as training will be provided. Attention to detail is crucial, as accuracy in transactions is a must. Candidates should be professional, have a good attitude towards teamwork, and be willing to learn. The role requires a commitment to providing excellent service in a busy work environment.
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  • Fresher
  • 2.3 Lac/Yr
  • Kolkata
Background Checks Customer Onboarding KYC Regulations Customer Due Diligence Risk Assessment Investigation Skills Financial Crime Data Analysis Banking Operations
As a Banking KYC Executive, you will play a critical role in enhancing the bank's adherence to Know Your Customer (KYC) regulations and customer verification processes.**Key Responsibilities:**- **Customer Verification:** You will be responsible for collecting and verifying personal information and documents from customers to ensure they meet regulatory requirements.- **Data Entry and Management:** Accurately enter and update customer information into the bank's database, ensuring all records are complete and organized for easy retrieval.- **Compliance Monitoring:** Monitor and review customer accounts for compliance with KYC regulations to identify any discrepancies or red flags that require further investigation.- **Customer Interaction:** Engage with customers in a professional manner to clarify any missing documentation and provide guidance on the KYC process.- **Reporting Issues:** Report any suspicious activities or concerns to the senior management team, contributing to the security and integrity of banking operations.**Required Skills and Expectations:**- **Attention to Detail:** You must pay close attention to details to ensure accuracy in customer data verification and compliance checks.- **Communication Skills:** Strong verbal and written communication skills are essential for effectively interacting with customers and collaborating with team members.- **Analytical Thinking:** You should possess good analytical skills to assess customer information and identify potential issues.- **Team Player:** The ability to work well within a team environment is important, as you will collaborate with various departments to enhance service quality.- **Basic Computer Skills:** Proficiency in using computers and office software is required for data entry and record management.
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Back Office Executive || Freshers & Experienced

Spectrum Career Management Private Limited

  • 0 - 1 yrs
  • Kolkata
Communication Back Office Executive
Key Responsibilities:1. Data Entry: Efficiently input and update information into the company database.2. File Management: Organize and maintain physical and electronic documents for easy retrieval.3. Email Correspondence: Respond to emails from clients and internal team members promptly and professionally.4. Record Keeping: Maintain accurate records of transactions and interactions.5. Report Generation: Prepare routine reports on key metrics for management review.Required Skills and Expectations:1. Strong attention to detail: Ability to accurately input and maintain data without errors.2. Time management skills: Capable of prioritizing tasks and meeting deadlines efficiently.3. Communication skills: Proficient in written and verbal communication to correspond with team members and clients.4. Basic computer skills: Familiarity with data entry software and office applications.5. Ability to work independently: Self-motivated and able to work effectively with minimal supervision.6. Willingness to learn: Open to training and development opportunities to enhance job performance.Overall, we are seeking a detail-oriented individual with good organizational skills and the ability to handle data entry tasks efficiently in a fast-paced work environment. A positive attitude and willingness to learn are essential for success in this role.
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Hiring For Banking Sales Executive

Primas Career Management Consultancy

  • 1 - 5 yrs
  • 4.3 Lac/Yr
  • Kolkata
Banking Sales Executive BFSI Sales Field Sales Banking Sales Casa Sales
Hi everyone I'm Sukanta we are hiring for leading Banks Insuarance ProfileJob role - Sales ExecutiveCtc - 4.8Lpa (Upto)
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  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Kolkata
Banking Documentation Verification KYC Regulations
Key Responsibilities:1. Verify customer identity documents: Verify and cross-check customer-provided identification documents to ensure accuracy and authenticity.2. Conduct KYC screenings: Perform Know Your Customer (KYC) screenings to ensure compliance with regulatory requirements and prevent fraud.3. Update customer records: Maintain accurate and up-to-date customer records in the banking system to ensure data integrity.4. Communicate with customers: Communicate with customers to gather additional information or resolve any discrepancies in their KYC documentation.5. Follow compliance guidelines: Adhere to all banking regulations and compliance guidelines while carrying out KYC procedures.Required Skills and Expectations:1. Strong attention to detail: Ability to closely examine documents and data to detect any errors or inconsistencies.2. Good communication skills: Ability to effectively communicate with customers and colleagues to gather information and resolve issues.3. Knowledge of KYC procedures: Understanding of Know Your Customer (KYC) procedures and compliance requirements in the banking industry.4. Basic computer skills: Proficiency in using computer systems and software applications for data entry and record-keeping.5. Ability to work in a fast-paced environment: Capability to work efficiently and accurately in a high-volume, deadline-driven work environment.
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Openings For Office Executive || Freshers & Experienced

Economical Research & Management Pvt. Ltd.

  • 0 - 1 yrs
  • 2.3 Lac/Yr
  • Kolkata
Basic Computer Skills Good Communication Skills Banking Back Office
WE ARE LOOKING FOR FRESHERS FOR ROLES LIKE - CSO ( CUSTOMER SERVICE OFFICER ) & OE ( OFFICE EXECUTIVE )MALE & FEMALE BOTH THE CANDIDATES CAN APPLY FOR THIS JOB EDUCATIONAL QUALIFICATION : H.S & GRADUATION AGE : 18 - 32 YEARS JOB TYPE - PERMANENT JOB WITH FIXED SALARY SALARY - 14000 - 18000/- ( PER MONTH )REQUIRED SKILLS - GOOD COMMUNICATION SKILLS AND BASIC COMPUTER KNOWLEDGE
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  • 0 - 3 yrs
  • 2.8 Lac/Yr
  • Kolkata
Computer Knowledge Corporate Banking Business Banking Branch Banking Banking Operations Bank Accounting Private Banking
- Handling customer inquiries:Respond to customer inquiries related to banking products and services in a professional and timely manner.- Processing transactions:Assist customers with various banking transactions such as deposits, withdrawals, and fund transfers accurately.- Providing information on banking products:Educate customers on the features and benefits of various banking products and services offered by the institution.- Cross-selling financial products:Identify opportunities to cross-sell financial products like loans, credit cards, and insurance to customers based on their needs.- Assisting with account opening and closing:Guide customers through the process of opening new accounts, closing existing accounts, and updating account information.Skills and Expectations:- Excellent communication skills to interact with customers and colleagues effectively.- Strong attention to detail to ensure accuracy in processing transactions.- Basic knowledge of banking products and services.- Ability to work well in a fast-paced environment.- Strong customer service orientation to provide a positive experience to customers.- Comfortable working in an office environment and adhering to banking regulations and procedures.
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  • 0 - 2 yrs
  • 3.8 Lac/Yr
  • Kolkata
Branch Accounting Banking Bank Banking Operations Premier Banking Internet Banking Branch Supervision Branch Sales Branch Banking Branch Administration Branch Development Hdfc
Their primary responsibility is sales of bank products to new customers for the bank.They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity.They are responsible for selling banking and third party products to customers based on their needs.They are responsible for handling customer queries.Officer Sales are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service
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  • 0 - 1 yrs
  • 1.0 Lac/Yr
  • Kolkata
Must Know Bengali and Hindi Banking Executive
Banking Assistant Salary Period: MonthlyPosition Type: Full-TimeSalary From: 18000Salary To: 23500---DescriptionA banking back office job description involves handling operational and administrative tasks that support the front-office functions, such as processing transactions, managing data, performing reconciliations and ensuring regulatory compliance. Key responsibilities include data entry, loan processing, and financial reporting, while essential skills are attention to detail, organizational abilities, and proficiency with IT and banking systems.
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  • 0 - 3 yrs
  • 3.5 Lac/Yr
  • Around Kolkata
Taxation Account Receivable Account Payable Tally ERP Balance Sheet
We have vacant of 16 Banking KYC Executive Jobs in Around Kolkata, for Freshers Educational Qualification : 12th Pass, B.A, B.C.A, B.B.A, B.Com, B.Sc Skill Taxation, Account Receivable, Account Payable, Tally ERP, Balance Sheet etc.
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Bank Officer

A2 Tech consultants

Sales Field Sales Casa Sales Executive Banking Sales Banking Assistant Banking Finance Corporate Bank
We are Hiring for Bank Ofiicer In AU Small Finance Bank , Kolkata !!!!!!!!!!!Designation : Bank OfficerLocation : Dalhousie , KolkataCTC : 4 - 6 LPARequirement :Graduation Minimum 1 Year of experience in CASA sales in Banking industryResponsibilities :Handling sales of CASA Customer satisfactionThanks & Regards,Anagha - 8879179191
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  • 0 - 3 yrs
  • 3.5 Lac/Yr
  • Kolkata
Computer Knowledge Private Banking Banking Operations Bank Reconciliation Branch Banking
Responsibilities: 1. Build and maintain relationships with clients to ensure satisfaction and retention 2. Process account transactions accurately and efficiently 3. Handle customer inquiries and resolve issues promptly 4. Assist clients with banking products and services 5. Conduct daily banking operations including cash management, deposits, and withdrawals 6. Ensure compliance with banking regulations and policies 7. Collaborate with team members to meet sales goals 8. Perform bank reconciliations and ensure accuracy of transactions
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Freshers & Experience || Full Time || Banking Executive

Scinext Group Skills & Technology Private Limited

Corporate Banking Strategic Communication Business Banking Private Banking SME Banking Branch Banking Clerical Work Bank Reconciliation Banking Operations Bank Accounting Banking Sales Computer Knowledge
Job Openings for 50 Banking Executive Jobs for Freshers in Cuttack, Cuttack Road, Bhubaneswar, Jaipur, Jodhpur, Udaipur, Kolkata, Murshidabad, Hooghly, Durgapur, Puri, having Educational qualification of : B.A, B.C.A, B.B.A, B.Com, B.Sc, M.A, M.C.A, M.B.A/PGDM, M.Com, M.Sc with Good knowledge in Corporate Banking, Strategic Communication, Business Banking, Private Banking, SME Banking, Branch Banking, Clerical Work, Bank Reconciliation, Banking Operations, Bank Accounting, Banking Sales, Computer Knowledge etc.
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  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Kolkata
Basic Computer Knowledge Back Office Executive
A Back Office Executive is responsible for ensuring smooth operations in the administrative department of a company. They handle a variety of administrative tasks such as data entry, record management, and documentation. Key Responsibilities:1. Managing and maintaining company databases.2. Handling correspondence with clients and vendors.3. Processing and managing paperwork.4. Assisting with data entry and organization.5. Coordinating with other departments to ensure smooth operations.6. Handling incoming and outgoing communication.
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Hiring Freshers || Banking Executive

Adekon Management Pvt Ltd

  • 0 - 1 yrs
  • South Kolkata
Computer Knowledge Good Communication Skills Consumer Behaviour
Customer Service. Assisting clients with banking needs, resolving account issues, and answering questions about bank. Account Openings. Interested person send me your resume to this number- HR SAHELI - 8240735744
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  • 0 - 1 yrs
  • 1.8 Lac/Yr
  • Kolkata
Good Communication Skills Banking Executive
The role of a Banking Executive involves managing and overseeing all financial transactions within a bank or financial institution. Some of the key responsibilities of a Banking Executive include:- Developing and maintaining strong customer relationships- Managing and handling customer accounts- Processing customer transactions, such as deposits, withdrawals, and transfers- Providing information on various financial products and services offered by the bank- Assisting customers with any inquiries or issues they may have- Monitoring and ensuring compliance with all banking regulations and procedures
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  • Fresher
  • 2.3 Lac/Yr
  • Kolkata
Customer Relationship Customer Service Customer Management Customer Handling Customer Communication Verification Process Banking Back Office
We are seeking a dedicated Customer Care Executive to join our team in Kolkata. This is a full-time work-from-home position, perfect for freshers who have completed their 12th grade.As a Customer Care Executive, you will be the first point of contact for our customers, assisting them with their queries and providing solutions to enhance their experience with our services.Key Responsibilities:1. **Assist Customers**: Respond to customer inquiries promptly via phone, email, or chat, ensuring they receive accurate and helpful information.2. **Problem Solving**: Identify issues raised by customers and resolve them efficiently or escalate them to the appropriate department when necessary.3. **Maintain Records**: Keep accurate records of customer interactions, transactions, comments, and complaints to ensure follow-up and service improvement.4. **Product Knowledge**: Stay informed about our products and services to provide the best possible support and guidance to customers.5. **Feedback Collection**: Gather customer feedback to improve service quality and report issues to management for further action.Required Skills and Expectations:The ideal candidate should have excellent communication skills, both verbal and written, to interact effectively with customers. A friendly, patient, and empathetic demeanor is essential to create a positive experience. Attention to detail and the ability to manage time efficiently are crucial, as well as the capability to learn and adapt to our processes and technologies quickly. A passion for customer service and a proactive approach to problem-solving will greatly contribute to your success in this role.
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  • 0 - 2 yrs
  • 3.3 Lac/Yr
  • Kolkata
AML Procedures Anti-Money Laundering Background Checks Customer Due Diligence Customer Onboarding Documentation Verification Financial Crime Investigation Skills KYC Regulations Reporting Skills Sanctions Screening Teamwork Risk Assessment Data Analysis Regulatory Compliance Banking Operations Fraud Detection Compliance Management Attention to Detail Communication Skills
KYC Executive Job Role & Responsibilities 1. Customer VerificationCollect and verify KYC documents (Aadhaar, PAN, Voter ID, Passport, etc.)Ensure documents are valid and not expiredCross-check customer details with official databases 2. Documentation & ProcessingMaintain proper records of customer informationUpdate customer profiles in the bank systemEnsure all KYC forms are correctly filled and signed
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  • 0 - 2 yrs
  • 4.3 Lac/Yr
  • South Kolkata
Customer Management Customer Manager Customer Relationship Customer Retention Customer Acquisition Office Accountant Office Operation Banking Back Office Back Office Sales Back Office Assistant Back End Processing Back Office Coordinator Back Office Incharge Back Office Manager Back Office Officer Front Officer Front Office Front Desk Front Office Operations Front Office Executive
Branch Officer - Job Role & ResponsibilitiesA Branch Officer is part of the banks core operations and customer service team. The role includes both operations + sales support. Key Responsibilities1. Customer ServiceHandle walk-in customers at the branchResolve queries related to accounts, ATM, internet banking, etc.Maintain high customer satisfaction2. Account Opening & DocumentationOpen Savings & Current AccountsVerify KYC documents (PAN, Aadhaar, etc.)Ensure compliance with RBI guidelines3. Banking OperationsCash handling (deposit/withdrawal)Cheque processing & clearingMaintain daily transaction records4. Sales & Cross-SellingPromote banking products (FD, RD, Insurance, Loans, Credit Cards)Achieve monthly sales targetsGenerate leads for new customers5. Relationship ManagementMaintain relationships with existing customersUpsell products based on customer needs6. Compliance & SecurityFollow bank policies and proceduresPrevent fraud and ensure secure transactions Skills RequiredGood communication & customer handlingBasic computer knowledgeSales and persuasion skillsAttention to detailProblem-solving ability Eligibility CriteriaGraduate (any stream)Age: Usually 21-30 yearsFresher / Experienced both can apply Salary (Approx)16,000 - 20,000/month (entry level)Incentives + PF + ESICareer Growth:Branch Officer Assistant Manager Deputy Manager Branch ManagerHR Contact - 9433816131
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Hiring For B.A Freshers - Back Office Operation Executive

Scinext Group Skills & Technology Private Limited

Microsoft Office Back Office Processing Banking Operations Computer Operations Work From Home Backend Typing Skills Basic Computer Skills MS Office QRC
Axis Bank - Young Banker ProgramPost-Asst ManagerSalary- 35000/-*Process Process:-*Online Application >> Online Assessment >> Online Interview >> Get Provisional Training Offer Letter >> Training >> Join Axis BankLevel 1 :- Written Test : Verbal Ability, Analytical Ability, Numerical Ability, Written English Test, Listening Comprehension TestLevel 2 :- Video Interview : Online Interview with Axis Bank TeamNote: The selected candidates shall be enrolled in the program ABYB and the 4 Month offline campus training in Manipal Global Banglore with 5000 Stypn Salary.During classroom training all-Accommodation / Fooding / Medical/ 1 Tablet Free.After completing 4 month campus training at Manipal University of BFSI , the candidate will start 90 days OJT at Axis Bank , OJT salary will be 25000/- for 3 month . At this time, the candidate will start receiving salary. After the OJT,You are eligible if: Your age is less than 30 Years Graduation Degree (10+2+3 pattern or 10+2+4 pattern) is compulsory Graduates from any stream with 50% in 10th, 12th, Graduation Candidates in the final year who have appeared for their final Semester Exam can also apply
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Opening For Axis Bank Assistant Manager

Scinext Group Skills & Technology Private Limited

Banking Operations Banking Executive Priority Banking Back Office Staff Back Office Executive Back Office Assistant Calling Executive BPO Operations
Job Title: Axis Bank - Young Banker ProgramApply here Program OverviewProgram StructureThe Young Bankers Program is divided into three phases:1. Campus Training (120 days): This phase includes intensive classroom training, covering various aspects of banking, including products, services, and operations.2. Internship (90 days): During this phase, you will be assigned to a branch, where you will gain hands-on experience in banking operations, customer service, and sales Salary 25k,3. OJT-On-the-Job Experience (5 months): After completing the internship, you will be assigned to a branch, where you will work as a full-time employee, applying the skills and knowledge gained during the program.Full SalaryJob ResponsibilitiesAs a Young Banker, you will be responsible for: Assisting in branch operations and customer service Learning and developing skills in banking products and services Participating in sales and marketing initiatives Collaborating with cross-functional teams to achieve business objectives Maintaining high levels of customer satisfaction and service qualityEligibility Criteria Be a female candidate Be a graduate/postgraduate from any discipline with 50% aggregate (10th, 12th & Graduation) Below 30 years oldSalary : CTC: 4.47 LPALocationThe Young Bankers Program is available across various locations in India.Program Fee : 2.37 lac + GSTHow to ApplyIf you are a motivated and talented individual looking to launch a career in banking, apply now!Join us our Verified Channels for new updateshttps://whatsapp.com/channel/0029VajnE7K3wtb7TuVACK3lPlease submit your resume now, including your resume, cover letter, and contact information. Our team will contact you for further processing.
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Kotak Bank-deputy Manager (full Time)

Scinext Group Skills & Technology Private Limited

Data Entry Operator Back Office Executive Back Office Coordinator Data Entry Clerk Call Center Executive Computer Operator Digital Marketing Receptionist Cum Computer Operator Warehouse Supervisor Warehouse Operations Delivery Boy
Help expand our business by targeting new growth opportunities, improving portfolio credit quality and maximizing profitability and efficiency of our products. Actively prospect, recruit and pre-qualify new clients for our financial services. Be a primary point of contact for new and existing customers. Make certain all applications meet our companys standards and help ensure regulatory compliance. Foster a collaborative work environment by working with colleagues to develop better products and solutions. Provide periodic analysis and reports.
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