Table of Contents EXECUTIVE SUMMARY……………………………………………………………………………………………………..……………… 4 COMPANY BACKGROUND………………………………………………………………………………………………..……………… 4 CORE PRODUCTS AND SERVICES…………………………………………………………………………….……………. 6 Banking……………………………………………………………………………………………………….…….…….6 Mortgage…………………………………………………………………………………………………….………....7 Credit Cards……………………………………………………………………………………………….….……..….8 Insurance …………………………………………………………………………………………………….………….8 Investments…………………………………………………………………………………………………….……
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Career Reflection 6 Trinity Washington University Dr. Watts BADM 499 April 20‚ 2013 Abstract For the past four years Trinity University has molded me into the woman that I am today. Overcoming my weaknesses‚ and turning them into my strengths have lead me to many achievements‚ and for that I feel comfortable walking across the stage and claiming the degree that I’ve earned. With the tools and resources that Trinity has provided for me‚ I am ready to continue my career path as a financial
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SWOT Analysis with an Indian market perspective: Strengths: It is India’s largest private sector bank with total assets of Rs. 5‚367.95 billion (US$ 99 billion) as on March 31‚ 2013. ICICI bank has first mover advantage in many of the banking and financial services. ICICI bank is the first bank in India to introduce complete mobile banking solutions and jewelry card A very strong presence in India The bank has PAN India presence of around 3‚611 branches and 11‚162 ATM’s Advanced Infrastructure:
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Memorandum Date: To: For: From: Subject: April 11‚ 2013 Jay Jenlink‚ Regional Vice President Securities Licensing Recruits Joshua Conaway‚ Sales Representative Getting Licensed to Increase Business with Primerica There are many business opportunities in Primerica Financial Services. One of the greatest opportunities is receiving residual income by helping clients with investing for their future. It is rewarding in knowing that you are helping your clients’ future financial status as well as getting
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Citigroup is one of the leading multinational financial services corporation in America. Their vision of success is evident in their company’s mission statement‚ where they boast 200 years of experience meeting customers’ needs. Citigroup appears to be a visionary firm‚ for their mission statement defines their path to success. Citigroup uses their invaluable experience to provide an array of services to meet the needs of clients all over the world. Citigroup believes that by producing the best
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Negotiation Analysis Case By: Tae Hoon‚ Min‚ and Lin Business Negotiation Scenario David (age 58) is in charge of Southeast Asia for an investment company‚ Wells Fargo as a managing director. The firm is not performing well and David feels that he is at risk. He decides to negotiate an early retirement package with his company. His highest earnings have been $750‚000. When David is preparing to negotiate an early retirement package with his company‚ he gets an email from the chairman of Allianz
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A. Brief abstract / overview of case study Abstract The purpose of this paper is to answer the following questions: How should Wells Fargo Position it self for the future? Should it strengthen its retail presence‚ grow internationally‚ or move into the void created by the disappearance of investment banks? Develop Projected Financial Statements that fully assess and evaluate the impact of the proposed strategy. How are the acquisitions / growth financed? Will debt be increased further‚ or ownership
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There are many different definitions for Conflict of Interest‚ but most all mean the same or point to the same direction. When gifts‚ outside activities such as consulting‚ or financial and fiduciary interest have potential to create a certain decision or commitment with a business it is considered conflict of interest. Although there are numerous definitions the one adopted by the Institute of Medicine is helpful. It states‚ “A conflict of interest is a set of circumstances that creates a risk that
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What kinds of industries tend to be better performers in the medium to long term? Why? What kinds of industries tend to do poorly in the medium to long term? Why? In determining the industries that performs better or poorly‚ it is important to note that better performance indicates better profitability and poor performance indicates loss or minimal profitability. Since we are considering medium and long-term performance we will be considering performance data ranging anywhere between three to
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Database Marketing Methods Getting database list can be fairly straightforward if they have their own customer. But even then‚ Citibank Singapore may have to develop more sources to obtain additional customer data about your customers. Here are some of Citibank in-house records collected that can be used to develop the customer database: Sales Receipts/Invoices/Order Forms These documents give Citibank the following information of customer buying behaviour: date of last purchase‚ dates of all
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