669 Personal Banking Jobs

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and...

RB - Affluent Business: Insurance Specialist INTERNAL USAGE: No of Vacancies: 1 Reports to: Regional Insurance Specialist Is a Team leaderNo Team Size: 1 Grade: AVP / VP Business: Affluent Banking Department: Burgundy Private Sub-Department: Location: About Affluent Banking Affluent Banking caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions It gives highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution Affluent Business offer a gamut of different product offerings tailor-made to its cu...

Indian Bank hiring Graduates for below role Video KYC Officer Phone Banking Officer Service Assurance team Social Media Escalation Outbound NRI Customer Service Virtual Care Officer Retail lability-outbound Sales Call 8779281301 yogesh www.hyfly.in Required Candidate profile Handle inbound Video calls of the customer to complete the full KYC Verify the details submitted by the customer while opening the account Ensure KYC is completed by the right party only Cross-selling

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Company Description Capital Small Finance Bank, headquartered in Jalandhar, Punjab, began its journey in 2000 and, in April 2016, became India's first Small Finance Bank. With over two decades of experience, we have built a strong retail-focused franchise, serving the aspirations of the middle-income group with affordable credit, secure deposits, and everyday banking solutions. Our portfolio spans agriculture, MSMEs, mortgages, and retail bankingstrengthening livelihoods and supporting growth across regions. As a trusted primary banker for our customers, we stand by them at every stage of lifehelping them save with confidence, borrow with ease, and grow with security. Role Description This i...

Role & responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase...

1. Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all BUs...

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relat...

Role & responsibilities Audit of all individuals Accounts, Finalization of Balance sheets file all individuals returns in time. Follow up with consultants. Maintain Bank Balances do plan for fund releasing & others. Do certain entries in books. Net Worth Certificates of Directors & Guarantors. Audit & checking of Trusts accounts, Finalization of Balance sheets, match ledgers for concern account. Follow up with concerned person for Change report, go to Court etc. Audit & checking of Parekh Family accounts, Finalization of Balance sheets, Follow up with management do certain entries in accounts. Audit & checking of Corporate accounts of Eastern, Unicorn & Jay Bharat Petroleum's Limited. Tax Au...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

Indian Bank hiring Graduates for below role Video KYC Officer Phone Banking Officer Service Assurance team Social Media Escalation Outbound NRI Customer Service Virtual Care Officer Retail lability-outbound Sales Call 8779281301 yogesh www.hyfly.in Required Candidate profile Handle inbound Video calls of the customer to complete the full KYC Verify the details submitted by the customer while opening the account Ensure KYC is completed by the right party only Cross-selling

Position Purpose Responsible for ensuring efficient processing of Trade Finance Operations of MEA branches through close coordination with branches and ISPL ; ensure smooth and optimized functioning of the activities in accordance with internal policies & guidelines and external regulations. Responsibilities Direct Responsibilities I. Ensure that the Control framework for the activities under his scope is adequate and in line with the Group and CIB policies and guidelines Manage operational risk, and ensure accurate reporting of operational risk incidents - maintain safe operational risk environment and work closely with OPC on all identified areas of risk and agreed corrective action plans....

Position Purpose The Senior Associate/ Assistant Manager/ Manager will be Responsible for ensuring efficient processing of Trade Finance Operations of MEA branches through close coordination with branches and ISPL ; ensure smooth and optimized functioning of the activities in accordance with internal policies & guidelines and external regulations . This role requires basic knowledge of trade finance products and attention to detail. Responsibilities Mission Responsible for ensuring efficient processing of Trade Finance Operations of MEA branches through close coordination with branches and ISPL ; ensure smooth and optimized functioning of the activities in accordance with internal policies &...

About Business line/Function: Within CIB (Corporate and Institutional Banking), the Business line Global Banking is recognized universally for its expertise and its know-how. GPCO (Global Payment and Cash Operations) is catering to different Asian and Middle East Regions to process remittance transactions/Loans Processing/ Cheque Clearing /Deposits and Cheque Collections for various clients. India remittance team is handling back-office processing on behalf of 8 branches and we have two 2 sites Mumbai & Chennai from where GPCO operates. Position Purpose To process, monitor and control transaction processing for Remittance & Payments preprocessing of BNPP WITH THE OBJECTIVE to facilitate smoo...

About Business line/Function: Operational permanent control (first line of Defence) team works closely with business teams in order to support in and managing the operational risks, incidents, comply with group guidelines and contribute in effective completion of Risk Control Self Assessments. Additionally facilitate Audit coordinations, governance meetings and as well as Procedure Managements. Position Purpose Operational permanent control (first line of Defence) team works closely with business teams in order to support in and managing the operational risks, incidents, comply with group guidelines and contribute in effective completion of Risk Control Self Assessments. Additionally facilit...

About Business line/Function: Global Markets is BNP Paribas capital markets business within the Corporate & Institutional Bank (CIB), delivering solutions across asset classes, and industry-leading services for clients including Institutional, corporates, private banks and retail distribution networks. Global Markets encompasses three global business lines: Macro, Global Equities and Global Credit. Prime Services, as part of the Global Equities business line primarily focuses on facilitating effective ways to raise and invest capital as well as manage their exposure to risk for their clients. Prime Services combines the historical strength in traditional Prime Brokerage services providing th...

Position Purpose Cash department performs a task of processing on the daily BAU as per the Standing operating procedure for the particular process / Team. Good understanding of the business expectation, including knowledge of SWIFT messages. Demonstrated commitment to continuous process improvement is required. Investigations require handling of customer queries on all failed or otherwise Cash, Securities and Foreign exchange transactions within specified timelines and the Job also requires handling and settlement of Late compensation claims for any delayed cash settlement. Responsibilities Should adhere to the set SLAs and ensure delivery within the agreed timelines. Should adhere to the se...

Position Purpose: The position is located in ISPL (India) and report to Manager CTM is responsible for ensure credit approvals and credit reviews are updated/documented in a timely manner. Responsibilities Preparation of credit and security documents in line with the credit approvals Documentation control to ensure that terms & conditions of Facility Documents conform to credit decision and legal requirement. Validate fulfilment of conditions precedent, control limit availability in systems (Atlas II and CAT) in conformity to credit decisions and documentations, follow up on condition subsequent, documents/temporary waiver Validate the framework of required covenants in the Covenant Manager ...

Position Purpose Responsible for managing the risks related to procurement and outsourcing information and measuring and managing operational risks that impact all APAC TPM functions, covering APAC TPRM, Procurement and Governance, Transformation, and data management. Responsibilities Direct Responsibilities Responsible for the Risk and Control Self-Assessment (RCSA) process to ensure accurate controls with associated risks are defined and implemented. Identification of L1 controls the requirement of each Generic Control Plan (GCP). Perform L1 controls on APAC TPM team. Assist in organization and management of procedures, ensure that regional and local procedures and logged and annually chec...

Position Purpose The incumbent in this role will be a part of Tax Operations covering Global regions supporting the Global Market Operations businesses. More specifically the incumbent is expected to have knowledge around and work on the below aspects: 1. Stamp Duty Reserve Taxes: Processes around Stamp tax per market rules and any relevant exemptions and exception management for calculation/application/ payment etc. 2. Financial Transaction Taxes: Processes around payment and/or reporting per specific market rules; relevant exemptions, documentation and exception management 3. Transaction taxes like Stamp duty, Sales Tax, Capital Gains Tax and/or other local market taxes across regions 4. W...

Position Purpose The Senior Associate will independently vet and book bank guarantees, ensuring compliance and accuracy. This role requires a deeper understanding of trade finance products and the ability to handle complex cases. Flexible to work for any regions shift timings. Responsibilities Direct Responsibilities Independently review and analyze bank guarantees & SBLC related documentation. Accurate booking and authorizing of bank guarantees/SBLC including commission and compliance check Ensure all processes comply with relevant laws, regulations, and internal policies and sanctions. Guarantee/SBLC Commission management which includes Commission Booking, Sending Tracer, Monitoring of Rec...

Position Purpose Provide a brief description of the overall purpose of the position, why this position exists and how it will contribute in achieving the teams goal. Cash department performs a task of processing on the daily BAU as per the Standing operating procedure for the particular process / Team. Good understanding of the business expectation, including knowledge of SWIFT messages. Demonstrated commitment to continuous process improvement is required. Investigations require handling of customer queries on all failed or otherwise Cash, Securities and Foreign exchange transactions within specified timelines and the Job also requires handling and settlement of Late compensation claims for...

Responsibilities Direct Responsibilities Risk management Participate to the definition and to the regular update of the Central Control Libraries (CCL), of the Local Control Plans (LCP) that adapt Generic Control Libraries (GCL) and take into account additional specificities related to risks assessments, regulation, or other risk events (historical incidents, control results, external events, audit missions, etc.). Execute and/or coordinate controls according to these plans. Ensure that control results are reviewed and analyzed by the management of the entity and when relevant by operational teams / relevant stakeholders and that, according to the results, action plans are defined if needed....

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling The RM will be responsible for identification of potential customers and...