Management and Consultancy Jobs in EFU Life Assurance Ltd

Job description

Fresh Male/ Female Graduates with age of 22 and above can apply. 

Candidate with Marketing/ Banking and Sales experience will be preferred. Handsome salary will be offered. Company maintained car and overseas conventions will be offered to right person. 

Note 

1- Only Residents of Islamabad/Rawalpindi/ Taxila and Wah Cantt apply2- 05 Reserved seats available for Retired person.3- 10 Reserved seats available for fresh non-experience candidates and also give them training for their development.4- TA/DA and lunch will be given by company during training sessions.**Apply Instructions for this Job**:

 

Kindly send your updated CV to "atif.efulife@gmail.com"

Seniority Level

Mid-Senior level

Industry

• Automotive 
 
• Staffing and Recruiting 
 
• Banking

Employment Type

Full-time

Job Functions

• Other

Trade Officer HBL - Habib Bank Limited

Trade Officer HBL - Habib Bank Limited

Job description

JOB PURPOSE

To perform all trade transactions and improve relationships by facilitating existing trade customers, explore trade opportunities, add new relationships and revive lost relationships with the aim of achieving trade volumes and Revenue budgets.

Description

1. Control & Compliance

• Provide services to trade customers as per defined KPIs for smooth processing of their requests through liaison with CTP and all stakeholders in order strict adherence to all internal/external procedures, policies, and regulations.
• Follow all controls and procedures and timely submission of error-free internal and external reporting to ensure adherence to the company's risk and compliance policies and avoid lapses.
• To attend queries related to Audit & subsequent compliance both internal & external

2. Customer Services

• Ensure best possible relationship with all customers for daily transactions & related complaints through adherence to excellent service standards.
• Identify and escalate customer feedback relating to process and system issues

3. Audit

• Ensure all processes are performed as per bank policies to achieve best possible audit ratings in internal, external and SBP audits.

4. Cost Management

• Ensure recovery of all charges as per SOBC from customers to avoid any leakages.
• Follow all controls and procedures by timely reporting to ensure adherence to the risk and compliance policies to avoid State bank’s penalties.
• Ensure no delays/wrong reporting to regulators which could lead to financial loss to the bank.

5. People Management

• Ensures smooth functioning /Timely execution of assigned jobs through effective liaison with CTP /business team.

Primary Location: Karachi

Function: Global Operations 

Wealth Management Investment Advisory Compliance Coverage Officer

Job description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Professionals within Legal and Compliance provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm’s invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm’s businesses.

The successful candidate will provide compliance support to Firm’s Investment Advisory businesses for Wealth Management clients. The advisory business, delivered through Consulting Group, designs and supports numerous investment advisory programs, including FA discretion and non-discretion, third-party managed, UMA and institutional. The successful candidate’s primary responsibility will be supporting the FA discretionary and non-discretionary programs. More specifically, the candidate will provide compliance and regulatory guidance as the advisory business develops new offerings and strengthens controls for existing programs, including providing advice as to the nature and scope of any policies, procedures and other controls. Familiarity with the Investment Advisers Act is required.

Primary Responsibilities

• Develop a comprehensive understanding of the various investment advisory programs, including the platforms and technology that supports them.
• Provide regulatory compliance advice to the Consulting Group business in support of the covered advisory programs.
• Assist the business with the development of policies, procedures and other controls in connection with the advisory programs.
• Work with Compliance testing to identify and develop tests of advisory programs and functions.
• Provide advice relating to marketing disclosures and performance marketing.
• Participate in special projects relating to Consulting Group businesses, including projects that have an impact across all or multiple programs.
• Deliver Compliance training to other employees, including financial advisers, branch supervisors and home office business owners.

Skills

• Strong organizational and verbal and written communication skills.
• Ability to partner with senior business representatives
• Functional knowledge of rules governing advisory accounts.
• Functional knowledge of investment advisory programs.
• Series 7 and 66 preferred, but not required.
• Extensive experience (7+ years) with Investment Advisers Act of 1940, law firm, Registered Investment Adviser or dual registered broker-dealer.
• Minimum – Undergraduate degree. Masters, JD or additional industry certifications desirable.

Posting Date

Dec 8, 2017

Primary Location

Americas-United States of America-New York-New York

Job

Compliance

Employment Type

Full Time

Job Level

Executive Director

Bank Loan Processing Job in Dallas, TX

Job description

Do you have experience processing loan or mortgage documents? Well if so, I might have the perfect job for you!

A Fortune 200 Bank is hiring an experienced Loan Document Processor for their Dallas, TX location!

Job Details

Location: Dallas, TX

Title: Loan Document Processor

Duration: 5 Months+

Hours: M-F, 8:00am-5:00pm

Pay: TBD

Job Responsibilities

• Performs review of collateral and loan documents to meet Government Sponsored entities (GSE) or other client specific guidelines including review of commercial loans and more complex loans/collateral.
• Post data and document exceptions to the system of record.
• Process documents to clear exceptions and run necessary reports to reconcile completed work.
• Process pool certifications as required by the GSEs, maintain tracking information and communicate with clients via email and phone throughout the pool certification process.
• Process incoming release requests in a timely manner, prioritizing requests to ensure service level agreements are met.
• Perform checks and balances to ensure releases are performed accurately to requests made.
• Ability to stand and/or sit for an extended period of time.
• Ability to lift 30 lbs.
• Ability to process through requests and reviews with a sense of urgency and purpose while maintaining quality expectations.
• Meet all production and quality goals.
• Assist with other teams as needed as requested.
• Ability to adjust to changing priorities in a fast paced environment.

More Information

US_EN_6_33209_60120142

Client Service Officer, Corporate Banking

Job description

Business Overview

We believe Bank of America Merrill Lynch can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.

Job Description

The CSO will serve as a member of the client relationship team partnering in administration and management of their portfolios. The CSO will be required to co-locate with the banking industry team, develop continuity with the client population, reach out and engage clients for key documentation, provide Quality Assurance representation from the line, and act as an escalation point for service or operational challenges. Interface between banking and finance to identify and rectify any revenue reporting gaps. Act as a primary point of coordination between Banking and AML Operations supporting the Customer Due Diligence process to ensure timely and accurate compliance to policy and regulatory requirements related to Anti-Money Laundering, other high risk indicators or industries, and related Know-Your-Client activities. Be the buffer and client advocate in simplifying how we leverage client continuity to deliver the most seamless, holistic service relationship across the firm.

Key Responsibilities Include But Are Not Limited To

• Coordinate with partners in other regions and LOBs to ensure partnership in global KYC initiatives
• Serves as point of contact for AML Ops, GFCC and relevant approvers in client outreach document requests
• Review the industry group client's GCI hierarchy looking for inactive accounts to be closed, linkage errors within client structures, merge/purge of GCIs, other coordination with DMO (including insuring DMO completes updates of information)
• Escalation point for GTS outages or performance issues
• Coordinator in tracking remediation against Flood and other challenges
• Facilitate documentation requirements across ISDAs, Trade, Parent Guarantee or LoCs

Qualifications

• Bachelor’s degree required
• 1+ years of experience in financial services preferably with Corporate Banking or Investment Banking
• Possesses an awareness and understanding of the bank and operational aspects of the products and services used by clients
• Professional maturity and experience to interact with clients, senior bankers and senior management
• Ability to manage multiple projects at once and work effectively as an individual and as part of a team
• Must demonstrate a strong client focus
• Must demonstrate strong interpersonal and overall communication skills (written and verbal)
• Must demonstrate strong collaboration and teaming skills

Business Banking Officer at U.S. Bank in Chicago, Illinois

Job description

Responsible for meeting or exceeding assigned sales goals by building, developing, and managing new and existing relationships with Small Business Banking customers.

Outside Sales Activity (More than 80% of time spent on these functions):

• Builds, develops, and maintains profitable lending and deposit relationships with new and existing customers. Consults with customers and prospects at their places of business in order to understand their current business practices and identify their financial goals and needs.
• Contributes to the growth of a profitable loan portfolio by originating applications for all types of small business loans. Gathers, analyzes and discusses credit and financial information for determination of credit quality and appropriateness of bank products and services at prospects’ or customers’ places of business.
• Proactively deepens customer relationships by meeting their needs through additional products and services. Actively refers clients to other U.S. Bancorp areas for additional needs.
• Represents the bank at various civic and community functions to further enhance U.S. Bank’s image and develop additional business opportunities and centers of influence.
• Partners with branch employees developing, communicating, and implementing the sales strategy in order to meet/exceed business objectives, and exchange leads/referrals. Conducts joint outside sales calls with branch employees at prospects’ or customers’ places of business.

Your Career is Here.

Basic Qualifications

- Bachelor's degree, or equivalent work experience

- One to three years of experience in relationship banking or other job related experience

Preferred Skills/Experience

- Strong relationship management and business development/b2b sales skills

- Well-developed analytical and problem-solving skills

- Basic knowledge of credit administration and credit quality

- Thorough knowledge of business banking products and services

- Demonstrated understanding of basic financial accounting and analysis

- Ability to work effectively with individuals and groups in managing customer relationships

- Excellent presentation, verbal and written communication skills

- Previous experience with small business/commercial lending

Business Banking Officer

Job description

Job Description

What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Generates Small Business loans, deposits and fee income for the Regional Banking Group. Develops new business banking relationships both independently and in partnership with Branch Managers and other Branch sales staff. Responsible for originating and boarding new business relationships in designated area. Business target market is companies, including sole proprietorships, with sales generally around $10 million in annual revenues.

Essential Job Functions

• Generates new business through prospecting, outside calling, networking and referrals. Makes a substantial number of outside, in-person calls on prospects and clients throughout a designated geography
• Achieves quarterly goals through business generation of small business loans, deposits, cash management and other products detailed in the Business Banking Officers' incentive plan.
• Develops and implements marketing activities within the budgetary constraints established by supervisor. Also works with the retail Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing area is designated by the National Small Business Banking Manager. Marketing activities outside designated area will require supervisory approval
• Works to foster new and expand existing customer relationships through cross-selling products and services
• Maintains and applies a thorough understanding of the bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages.
• Actively participates in local business functions with assigned marketing area.
• Provides management with input regarding current policies and practices
• Assists the bank in the promotion of all product lines offered in assigned market Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in any requested servicing action within assigned marketing area
• Gathers market intelligence so that market opportunities may be capitalized on as they occur.
• Ensures that operating procedures are in compliance with the approved policies and procedures of the bank and with applicable regulations
• Participate in community and business functions/groups to ensure a positive image for the bank. Ensures compliance with bank CRA programs
• Performs other duties as assigned.

Primary Location

United States-Oregon-Portland

Job

Sales and Sales Related

Job Posting

Jan 17, 2018, 5:07:03 PM

Job Qualifications

• High School - Required
• Bachelor’s Degree in Business Admin., finance, accounting - Preferred
• Requires advanced knowledge of job area typically obtained through advanced education combined with experience. May have practical knowledge of project management.
• Requires 5 years minimum prior relevant experience.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law.Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.