672 Personal Banking Jobs - Page 16

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...

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...

Some careers open more doors than others. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail B...

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...

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changin...

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 and 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 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 identificati...

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 po...

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 po...

Job description 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. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with...

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 and 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 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 identificat...

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 and 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 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 identificat...

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 po...

Interview Location - Ghodbunder Road Branch - IndusInd Bank Ltd, Ground Floor, Coral Square, Vijay Garden Naka, Ghodbunder Road, Thane West, 400607. Interview Dates - 16th and 17th July 2025 Timing - 10:30 AM to 4 PM Role Details: Service- Being one-point contact for all service needs of the client for addressing service requirement of customers (like address change, FD closure, etc.) and ensuring all queries & concerns of customers are resolved in a timely manner. Sales- Acquisition of new clients to the bank, and family accounts of existing clients. Pitching and Cross-Selling of different bank products to customers, like Debit Cards, Credit Cards, Insurance, SIPs. Operation- Performing req...

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...

Personal bankers help clients manage their money so as to balance risk. Personal bankers may also be referred to as commodities, securities, or financial services sales agents. They are responsible for undertaking banking duties and overseeing...

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 and 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 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 identificatio...

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 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 be to ensure superior customer experience Key Sk...

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 and 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 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...

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 and 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 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...

To present a competitive EBS proposition which will help the Bank get an entry with a corporate and will add to revenue by way of incremental uploads To ensure the quality of corporates acquired as per the required guidelines To build rapport with Key Influencers in all corporates empanelled as we'll as targeted for empanelment To liaise with Corporate Banking and Global Banking RMs and leverage the internal opportunity available in the bank To grow the share of accounts from a corporate by engaging with Key Influencers post hand over to to manager for cross sell To generate a regional plan and pipeline of corporates targeted for acquisition To implement marketing events and promotions to ge...

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 and 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 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 identificatio...

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 and 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 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 identificati...

Key responsibilities Build and lead high-performing teams across both HA and FTP disciplines. Lead design, testing, and execution of hedge strategies aligned to IFRS 9 / IAS 39. Collaborate with Treasury, IRRBB, and Group Reporting to deliver effective hedging frameworks. Establish robust FTP controls and policy frameworks. Oversee end-to-end FTP processes curve setup, profiling, adjustment governance. Act as controllership lead for Treasury s cost of funds, C&O processes, and balance sheet integrity. Role requirements At least 15+ years of Team Management experience in a Treasury, Product Control, Hedge Accounting or similar environment. CA / CPA / CFA / MBA Finance or equivalent preferred....

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0...

This role is responsible for performing credit analysis of MNC clients and recommendation for corporate advances with a view to minimize credit losses and promote business growth. Responsibilities To be referred to the Credit Analyst Charter and Mission Statement. Direct Responsibilities Prepare rigorous and synthetic credit proposals with accurate and comprehensive analysis in line with the bank policies, including analysis of financial statements, industry, economic data and identification, analysis and presentation of all key risks. Proposing to the credit committee appropriate ratings & GRR, using internal tools and Credit Analysts judgment. Ensure that annual review / transactions deadl...