672 Personal Banking Jobs - Page 11

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1.0 - 6.0 years

2 - 4 Lacs

surat

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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 Bank’s 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 B...

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1.0 - 2.0 years

1 - 2 Lacs

ahmedabad

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Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

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0.0 - 5.0 years

3 - 4 Lacs

thane, navi mumbai, dombivli

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Indian Bank is hiring Graduates for below role Video KYC Officer Phone Banking Officer Service Assurance team Social Media Escalations Outbound NRI Customer Service Virtual Care Officer Retail lability -outbound Sales Call 8169642494 Yogesh 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

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3.0 - 8.0 years

5 - 8 Lacs

bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore Job Locations: Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling produ...

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3.0 - 8.0 years

5 - 8 Lacs

bengaluru

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Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Sadahalli, Doddaballapur, Rajanukunte Vijayapura (Tmc), Bhatramarenahalli and Bijjawara Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and servi...

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2.0 - 7.0 years

9 - 11 Lacs

jaipur, bengaluru

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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 CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 2 - 8 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts (NON working candidates with Banking experience if applying , CTC would be same as last drawn ) Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

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6.0 - 11.0 years

5 - 15 Lacs

nagpur

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Position: NRI Relationship Manager Location: Nagpur Company: Axis Bank Affluent Business (Burgundy Segment) Grade: Manager (as per experience and internal fitment) Employment Type: Full-time Experience Required: Minimum 6 years in Banking, Wealth Management, or Financial Services Educational Qualification: Graduation (AMFI/NCFM certifications preferred) Job Description Axis Bank is hiring experienced professionals for the roles of and NRI Relationship Manager at its Affluent Business (Burgundy) vertical in Pune Main Branch . These positions are responsible for managing high-value client portfolios (NRI), providing tailored banking and investment solutions, and delivering best-in-class servic...

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1.0 - 6.0 years

2 - 4 Lacs

vadodara

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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 Bank’s 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 B...

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2.0 - 6.0 years

0 Lacs

hanumangarh, rajasthan

On-site

As a Personal Banker at YES BANK, you will play a crucial role in delivering exceptional personal banking services at our branch in Hanumangarh. Your responsibilities will include opening new accounts, handling deposits, providing financial advice, and ensuring top-notch customer service on a daily basis. To excel in this role, you should possess a strong background in personal banking and customer service. You must have experience in opening new accounts, managing deposits, and demonstrating sound financial knowledge. Your excellent communication and interpersonal skills will be essential in building relationships with customers and providing them with tailored financial solutions. We are l...

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3.0 - 8.0 years

5 - 8 Lacs

bengaluru

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Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Indiaranagar (CMH Road ,100 Feet Road ,14th Main Road), KV Jairam Road and Maruthi Seva Nagar Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and...

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2.0 - 7.0 years

6 - 9 Lacs

gurugram

Work from Office

Roles and Responsibilities Ensures compliance with all current, relevant, and applicable laws, regulations, rules, guidelines (internal/external), documentation and governance. Applies extensive knowledge of relevant field to solve problems. Excellent verbal and written communication skills to effectively interact with stakeholders at various levels. Strong analytical and critical thinking abilities to access the impact of process changes and call out with relevant stakeholders prior to implementation. Ability to work collaboratively with cross-functional teams to understand their business needs and translate them into solutions. Strong MS Office skills Excel, Word, PowerPoint etc. Detail-or...

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5.0 - 10.0 years

7 - 12 Lacs

mumbai

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Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal Banking (WPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world s largest global wealth managers in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC s wealth revenues grew . Our dedicated colleagues serve millions of custome...

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6.0 - 10.0 years

8 - 12 Lacs

mumbai

Work from Office

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. About the Role 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 pote...

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0.0 - 5.0 years

3 - 4 Lacs

thane, navi mumbai, dombivli

Work from Office

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 8169642494 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

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0.0 - 5.0 years

3 - 4 Lacs

thane, navi mumbai, dombivli

Work from Office

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 8169642494 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

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3.0 - 6.0 years

3 - 8 Lacs

chennai

Work from Office

The Service and Operations job category will be required to undertake a range of customer service management tasks Activities will include processing of various customer and Bank initiated requests or instructions, processing of all various activities which support the excellent delivery of service to our customers to support the frontline service journey The development of efficient processes and activities will be a key activity to drive continuous improvement of service and operations Coaching and development of team members to support the improvement of knowledge, skills and capability will also be a key element of this role Impact on the business Operations The job holder will be requir...

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1.0 - 5.0 years

5 - 10 Lacs

gurugram

Work from Office

Designing technical architecture for IET DIgital utilizing current tools and platforms focused on cloud architecture, cloud build, etc, SPARQ deployment strategy in Azure (IaaS or PaaS) and AWS and applicability across the rest of the enterprise, Designing technical stack for Cordant (IET Digital Flagship Product) including tooling decisions, Enabling enterprise architecture vision and strategy, and support enterprise wide applications and business systems roadmap, Designing servers, storage, security, networks, virtualization/cloud, systems software, tools and governance to meet specified goals, Appying existing technologies, approaches, methodologies in new combinations to design new produ...

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5.0 - 10.0 years

5 - 8 Lacs

surendranagar, ahmedabad, rajkot

Work from Office

Leadership & Staff Management Sales & Business Development Financial Management Customer Service Operations Oversight Compliance Strategic Planning Required Candidate profile focusing on achieving financial and sales goals by leading staff managing budgets ensuring customer satisfaction maintaining compliance with industry regulations and company policies

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2.0 - 5.0 years

4 - 6 Lacs

new delhi, gurugram, delhi / ncr

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Roles and Responsibilities The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost-effective customer engagement. The role bearer would be responsible for providing customer service, cross-sell and deepening of accounts for a designated branch. The role bearer is responsible for forging effective relationships with customers and ensuring quality customer service is delivered consistently, contributing to achieving larger branch banking channel goals. Key / Primary Responsibilities of the Role - List the primary deliverables "- Giving the client need based product solutions and, in the process, aligning client requirements...

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6.0 - 10.0 years

8 - 12 Lacs

panchkula

Work from Office

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. About the Role 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 pote...

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1.0 - 5.0 years

10 - 20 Lacs

chandigarh, hyderabad, bengaluru

Work from Office

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

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6.0 - 10.0 years

8 - 12 Lacs

surat

Work from Office

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. About the Role 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 pote...

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7.0 - 9.0 years

9 - 11 Lacs

mumbai, navi mumbai

Work from Office

About Affluent Business About the Role The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will b...

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3.0 - 6.0 years

4 - 5 Lacs

bengaluru

Work from Office

Acquire high value new to bank customers through industry best pricing offered This role is also responsible for Deepening the size of the relationship Manage with existing set of clients by cross-selling products and services as per the profile & need of the customers To ensure high quality delivery of all banking services and products to our clients in a fair and transparent manner. With Customer-oriented approach to handling problems , experience in sales or customer service is a plus Knowledge of personal banking practices and regulations

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2.0 - 3.0 years

20 - 25 Lacs

mumbai

Work from Office

Position Purpose The GM Sales and Trading Assistants (SATA) are responsible for assisting the front office in their day-to-day activities through, but not limited to proper deal capture flow, life cycle events management, controls and post trades services. SATA is expected to show initiative, flexibility, accuracy, good communication and commitment working in the front office environment. This role will be supporting Equity Derivatives Trading Desk. Responsibilities Work closely with various internal parties i.e. Sales, Trading, Business Managers, RMs, Operation, IT, Risk, Client Services, Compliance, Legal etc. Handle, operate, and follow up on post-trade process to ensure smooth front to b...

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