332 Personal Banking Jobs - Page 2

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 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 Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

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 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 Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

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 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 Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial AcumenIn-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Responsibilities: Responsible to handle a team size of 30-50 employees. Reporting to Director. Responsible for General Administration. Fixing and organizing meetings, trainings, conferences & other events. *Responsible to Internal Sourcing for employees. Co-coordinating with HR for interview scheduling and at the time of new joining every week. Taking feedbacks from the employees in order to make the workplace more friendly & comfortable to work/to implement new things. Taking care of AMCs. Organizing/arranging day to day administration work. Collecting and compiling information and sending it to the top level Management. Attending, answering telephone calls, emails of the clients, top level Management. Handling front office. Handling Personal Banking, Petty cash book handling. Co-ordinate with Support Staff like plumber, carpenter, peon for day-today maintenance and repair work. Purchasing of office consumable items. Managing House Keeping, Transport Facility and Event Management. Responsible for upkeep and Maintenance of office premises, equipments and furniture. Handling schedules, meetings and manpower including planning rosters. Follow up with travel agents for Air tickets and Railway tickets. Negotiation with Vendors. Organizing development activities related to administration & infrastructure development. Collecting and compiling information and sending it to the top level Management. Transport arrangement for the guest, client and visitors. Computer Knowledge:- *Ms-Office (Ms-Word, Excel & Outlook Express). *Internet Explorer. *Good Communication Skills *Punctual *Hard Working *To Handling a Team size of 30-50 employees *Coordinaion Power.

Responsibilities: Responsible to handle a team size of 30-50 employees. Reporting to Director. Responsible for General Administration. Fixing and organizing meetings, trainings, conferences & other events. *Responsible to Internal Sourcing for employees. Co-coordinating with HR for interview scheduling and at the time of new joining every week. Taking feedbacks from the employees in order to make the workplace more friendly & comfortable to work/to implement new things. Taking care of AMCs. Organizing/arranging day to day administration work. Collecting and compiling information and sending it to the top level Management. Attending, answering telephone calls, emails of the clients, top level Management. Handling front office. Handling Personal Banking, Petty cash book handling. Co-ordinate with Support Staff like plumber, carpenter, peon for day-today maintenance and repair work. Purchasing of office consumable items. Managing House Keeping, Transport Facility and Event Management. Responsible for upkeep and Maintenance of office premises, equipments and furniture. Handling schedules, meetings and manpower including planning rosters. Follow up with travel agents for Air tickets and Railway tickets. Negotiation with Vendors. Organizing development activities related to administration & infrastructure development. Collecting and compiling information and sending it to the top level Management. Transport arrangement for the guest, client and visitors. Computer Knowledge:- *Ms-Office (Ms-Word, Excel & Outlook Express). *Internet Explorer. *Good Communication Skills *Punctual *Hard Working *To Handling a Team size of 30-50 employees *Coordinaion Power.

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 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 Skills Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication: Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets. Financial AcumenIn-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

We are looking for a highly skilled and experienced Personal Banker to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-5 years of experience in the BFSI industry. Roles and Responsibility Develop and implement effective banking strategies to achieve business objectives. Build and maintain strong relationships with clients to increase sales and revenue. Conduct market research and analyze competitor activity to stay ahead in the market. Collaborate with cross-functional teams to identify new business opportunities. Provide excellent customer service and support to ensure high client satisfaction. Identify and mitigate risks associated with personal banking services. Job Requirements Strong knowledge of banking products and services, including personal loans and deposits. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Experience in the BFSI industry, preferably in a similar role as a Personal Banker. Ability to adapt to changing market conditions and regulatory requirements.

Job Description: Job Title: Business Clients Area Advisor, AS Location: Mumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities This is an individual contributor role This role is a merged role, including assets & trade forex products and continually grow client base by continuous acquisition Ticket size: Assets 1Cr to 50Cr / Trade Forex - clients with annual turnover of 500 Cr Acquisition: Assist Head Relationship Manager in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers. Focus on acquiring Trade Accounts, increase trade volumes and generate forex revenue Relationship Building / Deepening / Cross Sell: Primarily responsible in building and deepening mapped business banking portfolio. Ensure consistent growth of the Business Banking portfolio. Synergize for maximum penetration of business banking products, trade, forex, and Insurance & Investment sales to new / existing customers Risk Management & Governance: Ensure awareness and adherence with the Know Your Customer policy, Anti Money. Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels and Doorstep Banking. Increase customer contact ability by capturing email address and mobile number. Your skills and experience 5 10 years of experience into Business Banking as an RM Candidate must be comfortable to source business through open market channels Candidate must be comfortable to source business through open market channels Candidate should have excellent communication in English and well groomed How we ll support you Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs.

Job Description: Job Title: Business Clients Area Advisor, AS Location: Bangalore, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy, Best in class leave policy. Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Helth screening for 35 yrs. and above Your key responsibilities This is an individual contributor role This role is a merged role, including assets trade forex products and continually grow client base by continuous acquisition Ticket size: Assets - 1Cr to 50Cr / Trade Forex - clients with annual turnover of 500 Cr Acquisition: Assist Head Relationship Manager in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers. Focus on acquiring Trade Accounts, increase trade volumes and generate forex revenue Relationship Building / Deepening / Cross Sell: Primarily responsible in building and deepening mapped business banking portfolio. Ensure consistent growth of the Business Banking portfolio. Synergize for maximum penetration of business banking products, trade, forex, and Insurance Investment sales to new / existing customers Risk Management Governance: Ensure awareness and adherence with the Know Your Customer policy, Anti Money. Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels and Doorstep Banking. Increase customer contact ability by capturing email address and mobile number. Your skills and experience 5 - 10 years of experience into Business Banking as an RM Candidate must be comfortable to source business through open market channels Candidate must be comfortable to source business through open market channels Candidate should have excellent communication in English and well groomed How we ll support you Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs.

Job Description: Job Title: Business Banking Manager, Associate Location: Mumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the existing trade account portfolio. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Business Clients Credit is responsible for advising/supporting business clients with complex credit financing needs, in line with all applicable regulatory requirements. Work includes: Advising on credit-related client solutions and assessing loans from an income and risk perspective, within the existing credit processes Be responsible for preparing credit submissions for approval, and the independent application for credit authority or approvals, whilst also monitoring credit exposures and/or any credit material deterioration over the life cycle of the client relationship Identifying business clients credit needs and proposing suitable products, services and/or solutions Supporting efforts to gain new business and grow earnings potential from existing clients, e.g. at client conferences Advising and guiding teams in the development of bespoke products/solutions/platforms Working with functional and cross-functional colleagues to ensure that products/solutions/platforms meet the needs of the bank/clients. May also participate in the negotiation and execution of mandated transactions with clients Optimal utilisation of resources, and compliance with defined performance targets keeping in line with relevant internal guidelines/controls and regulatory requirements Maintaining and growing business contacts and leads in the lending business Compliance with internal and credit-related regulations, e.g., QS audit results, KWG 18 etc. Implementing regulatory KYC requirements, and maintaining compliance with other applicable regulatory requirements and guidelines Your skills and experience The candidate should have experience in servicing or sourcing clients The candidate should have liabilities experience for sourcing Capital accounts (FDI / ODI / ECB) Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualification required is Graduation. Minimum Exp should be 5 - 10 Years in relevant field. How we ll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams https: / / www.db.com / company / company.htm

Job Description: Job Title: Business Banking Advisor - Branch Banking Location: Noida, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the existing trade account portfolio. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities The lending business should be in the form of Trade and Working Capital with the products such as Cash Credit (CC), Overdraft (OD), Letter of Credit (LC), Bank Guarantee (BG), PCFC, Post Shipment etc. Acquisition: Assist Head Relationship Manager in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers. Focus on acquiring Trade Accounts, increase trade volumes and generate forex revenue Relationship Building / Deepening / Cross Sell : Primarily responsible in building and deepening mapped business banking portfolio. Ensure consistent growth of the Business Banking portfolio. Synergize for maximum penetration of business banking products, trade, forex and Insurance & Investment sales to new / existing customers. Build a robust momentum in regards to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure his share of wallet with the bank increases Retention: Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers Risk Management & Governance: Ensure awareness and adherence with the Know Your Customer policy, Anti Money. Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels and Doorstep Banking. Increase customer contactability by capturing email address and mobile number. Your skills and experience The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualification required is Graduation. Minimum Exp should be 6 - 12 Years in relevant field. How we ll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

Job Description: Job Title: Business Banking Manager, AS Location: Surat, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the existing lending portfolio and generate new liability business including CASA, deposits, AUM (Mutual fund/PMS) Insurance for the Branch What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Business Clients Credit is responsible for advising/supporting business clients with complex credit financing needs, in line with all applicable regulatory requirements. To generate liability business like Saving accounts, Current Accounts, FD, AUM (MF PMS), Insurance Work includes: Advising on credit-related client solutions and assessing loans from an income and risk perspective, within the existing credit processes Be responsible for preparing credit submissions for approval, and the independent application for credit authority or approvals, whilst also monitoring credit exposures and/or any credit material deterioration over the life cycle of the client relationship Identifying business clients credit needs and proposing suitable products, services and/or solutions Supporting efforts to gain new business and grow earnings potential from existing clients, e.g. at client conferences Advising and guiding teams in the development of bespoke products/solutions/platforms Working with functional and cross-functional colleagues to ensure that products/solutions/platforms meet the needs of the bank/clients. May also participate in the negotiation and execution of mandated transactions with clients Optimal utilisation of resources, and compliance with defined performance targets keeping in line with relevant internal guidelines/controls and regulatory requirements Maintaining and growing business contacts and leads in the lending business Compliance with internal and credit-related regulations, e.g., QS audit results, KWG 18 etc. Implementing regulatory KYC requirements, and maintaining compliance with other applicable regulatory requirements and guidelines Deepening of existing mapped CASA and Investment AUM. Incremental CASA AUM need to build. Your skills and experience The candidate should have experience in servicing and sourcing clients Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualification required is Graduation. Minimum Exp should be 5 - 10 Years in relevant field. How we ll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams https: / / www.db.com / company / company.htm

Job Description: Job Title: Business Banking Manager, AS Location: Gurgaon, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the existing trade account portfolio. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Business Clients Credit is responsible for advising/supporting business clients with complex credit financing needs, in line with all applicable regulatory requirements. Work includes: Advising on credit-related client solutions and assessing loans from an income and risk perspective, within the existing credit processes Be responsible for preparing credit submissions for approval, and the independent application for credit authority or approvals, whilst also monitoring credit exposures and/or any credit material deterioration over the life cycle of the client relationship Identifying business clients credit needs and proposing suitable products, services and/or solutions Supporting efforts to gain new business and grow earnings potential from existing clients, e.g. at client conferences Advising and guiding teams in the development of bespoke products/solutions/platforms Working with functional and cross-functional colleagues to ensure that products/solutions/platforms meet the needs of the bank/clients. May also participate in the negotiation and execution of mandated transactions with clients Optimal utilisation of resources, and compliance with defined performance targets keeping in line with relevant internal guidelines/controls and regulatory requirements Maintaining and growing business contacts and leads in the lending business Compliance with internal and credit-related regulations, e.g., QS audit results, KWG 18 etc. Implementing regulatory KYC requirements, and maintaining compliance with other applicable regulatory requirements and guidelines Your skills and experience The candidate should have experience in servicing or sourcing clients The candidate should have liabilities experience for sourcing Capital accounts (FDI / ODI / ECB) Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualification required is Graduation. Minimum Exp should be 5 10 Years in relevant field. How we ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

Job Description: Job Title: Business Banking Manager, Associate Location: Mumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the existing trade account portfolio. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Business Clients Credit is responsible for advising/supporting business clients with complex credit financing needs, in line with all applicable regulatory requirements. Work includes: Advising on credit-related client solutions and assessing loans from an income and risk perspective, within the existing credit processes Be responsible for preparing credit submissions for approval, and the independent application for credit authority or approvals, whilst also monitoring credit exposures and/or any credit material deterioration over the life cycle of the client relationship Identifying business clients credit needs and proposing suitable products, services and/or solutions Supporting efforts to gain new business and grow earnings potential from existing clients, e.g. at client conferences Advising and guiding teams in the development of bespoke products/solutions/platforms Working with functional and cross-functional colleagues to ensure that products/solutions/platforms meet the needs of the bank/clients. May also participate in the negotiation and execution of mandated transactions with clients Optimal utilisation of resources, and compliance with defined performance targets keeping in line with relevant internal guidelines/controls and regulatory requirements Maintaining and growing business contacts and leads in the lending business Compliance with internal and credit-related regulations, e.g., QS audit results, KWG 18 etc. Implementing regulatory KYC requirements, and maintaining compliance with other applicable regulatory requirements and guidelines Your skills and experience The candidate should have experience in servicing or sourcing clients The candidate should have liabilities experience for sourcing Capital accounts (FDI / ODI / ECB) Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualification required is Graduation. Minimum Exp should be 5 - 10 Years in relevant field. How we ll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

About Us At ANZ, were shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role As a Senior Manager for Customer Lending Assessment, you will play a crucial role in leading a team of 70-100 staff to support various teams across unsecured assessment, construction propays, home lending support and non-sufficient funds. Key responsibility will include developing & ensuring execution of a culture of customer centricity, continuous improvement & creating capacity that will enhance business performance of all current team along with supporting the new capability build for secured assessments. Support Deliver Personal Banking s vision of "Supporting our customers by making the right decision based on strong credit principles and through strong partnerships. Banking is changing and we re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you ll be building your future, while helping to build ours. Role Location: Manyata Tech Park, Bengaluru Role Type: Permanent, Fulltime Shift Login Timings: 3 AM IST What will your day look like As a Senior Manager for Customer Lending Assessment , you will: Maintain a comprehensive knowledge of credit policy, products and processes and share ideas & best practices with other teams Establish and implement policies and procedures to support all activities of the team, and review and report on adherence to policy, processes and CAD ensuring all activities are carried out and recorded in compliance with Bank and legislative requirements. Contribute to the achievement of Budget by reducing running costs, eliminating operational losses and enabling investment for growth and innovation. Ensure accreditation relevant to your role is maintained & applied e.g. CAD Be alert and act promptly to warning signs of credit deterioration, equally, recognise your customers strong or improved performance to develop stronger relationships with them Identify trends, risks & issues, resolve and/or report and escalate them as required Ensure you & staff follow bank procedures such as assessing applications in wrong segment, disregard for responsivities under Credit Approval Discretion (CAD) Ensure all services delivered comply with ANZ Group governance requirements, policies and standards with legal and regulatory requirements. Perform risk assessments for new initiatives, process, products and business. Lead and develop the team by encouraging a culture of continuous improvement & efficiencies. Identify training needs of individuals and arrange for training so that current and future team performance is ensured and that individual development needs are met Deliver strong VOC result for wider CLA by developing and leading engagement/wellness programme. What will you bring To grow and be successful in this role, you will ideally bring the following: Strong leadership and people management experience including STAR recruitment accreditation Able to build strong, open collaborative working relationships The ability to represent CLA at a range of forums with internal stakeholders Strong problem solving, analytical & decision-making ability - able to make sound decisions under pressure Experience in an operations/process environment Strong capacity & forecasting ability. Current CAD holder An understanding of credit risk and its management principles You re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we d love to hear from you. So why join us From the moment you join ANZ, youll be doing meaningful work that will shape a world where people and communities thrive. But its not just our customers wholl feel your impact. youll feel it too. Because at ANZ, youll have the resources, opportunities, and support you need to take the next big step in your career. Were a diverse bunch at ANZ in different roles, different locations, doing different things. Thats why we have a range of flexible working arrangements, so our people can make work, work for them. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more. At ANZ, youll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. Thats because were committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability or access requirement, let us know how we can provide you with additional support. To find out more about working at ANZ, visit https://www.anz.com.au/careers . You can apply for this role by visiting ANZ Careers and searching for reference number 100693. Job Posting End Date 01/08/2025 , 11.59pm, (Melbourne Australia)

Job Purpose To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Job Responsibilities Actionables HNW Portfolio Management Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build relationships and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Liability products CASA, FX, Quickremit etc Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR and any other such system as informed from time to time Handling Service Request for program clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the NRI Customer Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required : Minimum experience in years - 2 years Exposure to NRI segment (preferred) Major Stakeholders Customers Branch Banking Team Operations NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL

Role & responsibilities Supervise & monitor Personal Banker desks and contract sales staff Branch administration Lobby Management Ensure quality customer service is delivered Resolution of customer queries/complaints Customer service to ensure walk in customers issues Preferred candidate profile Branch Operation Manager Perks and benefits Best In Industry

Role & responsibilities Supervisory responsibility Supervise & monitor Personal Banker desks and contract sales staff Branch administration Lobby Management Ensure quality customer service is delivered Resolution of customer queries/complaints Customer service to ensure walk in customers issues Monitor Staff productivity and give guidance on improving the same in conjunction with the Branch Manager Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable Branch Operations and Audit Compliance Transactional responsibility Authorize Personal Banker transactions Corporate salaries processing Cost Management and staff productivity Responsible for Cash and Customer transactions at the Teller counters Supervising all Non-Cash transactions like DD/MC, fund transfer etc Penetration of Saving Accounts on non liability customers Reconciliation and maintenance of suspense accounts register as per the required format Sales Branch Merchandising Generate business, cross sell and monitor cross sales of Personal Bankers Generate leads for Third Party Products to the customers Ensure that all tellers are adequately trained on the Products of the bank. Preferred candidate profile Educational Qualifications Graduation: Post-Graduation: Certifications AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) Key Skills Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry .

We have urgent opportunity of Personal Banker Classic Ernakulam, Alappuzha and Kottayam region 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 Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. Job Responsibilities(JR) ActionableSales Maintain Daily Sales Report CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident Walk Ins Portfolio Referrals Friends Associates Family members Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it Utilizing the sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Using Data-mine for cross-selling Sales of various Credit Cards Activation Pitch for enhancement of limits Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers MF/Insurance/RBI Bonds Ensure that requisite certifications are done (NISM V-A) Sales of Asset Products Disseminating product information Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Activation of LTD a/cs: To ensure that all LTD accounts are activated and remain in the same state month on month. Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. Calling of customers who have not transacted and know the reasons. Escalate to BM Product on any change in market situation threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit To ensure such customers are engaged and brought back to bank fold To cross sell loan products with other banks for which such transfer may take place To cross sell investments to such customers by which they will tend to maintain balances Calling on Large Value Attrition: Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained To impress upon customers to make us the primary bankers and ensure that all funds are retained. Enhancing customer wallet size Ensuring that customers make us their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scope is done and products targeted accordingly Sales to family members and associates (all network) Attrition control of customers Includes persuading the customer to continue and if required renew FDs Monitor large amount movements account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Managing Classic Portfolio Manage the benchmark no. of customers in the portfolio Extend Classic benefits to customers basis identification in eligibility lists/ LTR Ensure that individual customers are grouped and C ustomer T o G roup (CTG) Ratio is maintained on the portfolio By grouping them with their family members who already hold accounts with us By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of I ncome generating P roduct G roup H olding (IPH) is reached Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance Values within each of the customer groups Online updation of CRMNext at every stage of customer contact on the portfolio Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme Ensure that all classic customers within the portfolio are contacted Usage of APT and data in CRM for effective call planning and review with BH PBA(Pre call planning and post call review ) Detailed updation of interaction to be captured in CRM , Tasks/ leads to be created , profiler to be updated on same day of interaction. Achievement of income plans and other benchmarks within portfolio Ensure that income plans for the month and year are duly met across products Achieving of portfolio level benchmarks of and IPH Income product to be sold to each group of the portfolio in the year Ensure that the benchmark sales per month is met Usage of netbanking Mobile banking , Billpay , RDFD penetration benchmark to be met CEP to be met as per cycle All customers to have valid mobile and email address . Customer services Ensure quality customer service is delivered Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs Ensure appropriate customer communication on closures & copy of that to be filed. Preventive complaint management Asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Check back on recent customers registered to DBC channel and give any specific help required Responsibility of opening the customer account within the TAT. Operations Ensure certification of documentation required for opening and maintaining customer accounts Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Maintaining Tatkal kits as per laid down process As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process Includes managing standing instructions Submission of daily e-schedule indicating the third party sales done Updation of CRM for the asset leads generated Updation of weed-out database on the portal Ensure KYC norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Opening of accounts under smart account mode Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 3yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Insurance CAM MF Fund houses personnel HSL personnel

Job Location : Gangtok ,Namchi,Rangpo , Singtam , Jorethang , Barfung Rabong , Ranipool Samdur, Sichey , Kewzing , Gyalshing , Tadong , Mangan, Pakyong Job Roles - Teller, Welcome desk, Personal Banker Classic, Personal Banker Sales. Roles and Responsibilities Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Identify new business opportunities by acquiring new customers for priority banking services such as Priority Banking, Preferred Banking, and Premier. Sell various liability products including Retail Liabilities to meet customer needs. Collaborate with internal teams to resolve customer queries and issues related to CASA accounts. Manage a portfolio of High Net Worth Individual (HNI) clients through HNI client handling, acquisition, and retention. Desired Candidate Profile 1-6 years of experience in branch banking or similar role. Strong understanding of Casa Acquisition, Casa Sales, HNI Client Handling, Liability Products, Portfolio Management, PBG (Priority Banking Group), Preferred Banking Group (PBG), Premier Banking Group (PBG). Excellent communication skills with ability to build rapport with high net worth individuals.

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 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 Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial AcumenIn-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

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 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 Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial AcumenIn-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

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 investment opportunities around the world through an international network of offices, delivering global capabilities with local market insight. We are currently seeking an experienced professional to join the AMIN Sales Distribution team. The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets. Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunities within the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10 years of experience; AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certification. The location for this role is Nashik , India Additional Information : Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE

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 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 Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial AcumenIn-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

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 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 Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial AcumenIn-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.