672 Personal Banking Jobs - Page 27

Role Description Process and Service Excellence team (PSXT) is part of the PB Operating Model function under the global PB Chief Operating Office. The purpose of the team is to combine process know-how with operational improvements and automation capabilities. The objective is to increase client satisfaction and capture operational efficiencies by front to back digitalization, automation and non-tech process improvements in close collaboration with key stakeholders. PSXT strives to link the overall PB strategy to client journeys, product offering, IT platform and organizational set-up by ensuring a process design with E2E views & cost transparency. We work closely with Process Owners and the...

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 savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. Your key responsibilities Acquisition - Assist Head RM 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 Relationship Building ...

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 savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. Your key responsibilities Acquisition Assist Head RM 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 Relationship Building / ...

About The Role About The Role Credit Card Portfolio Manager About Kotak Mahindra Bank: Established in 1985, the Kotak Mahindra Group is one of India"™s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group"™s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 2 lakh crore. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance an...

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 1-4 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. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of customer satisfaction. Collaborate with internal teams to develop and implement marketing campaigns. Analyze market trends and competitor activity to stay ahead in ...

We are looking for a skilled Personal Banker with 5 to 7 years of experience in the BFSI industry, preferably from Equitas Small Finance Bank. The ideal candidate will have a strong background in personal banking and excellent customer service skills. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and expand the client base through effective sales strategies. Provide expert advice on financial products and services to meet clients' needs. Collaborate with internal teams to ensure seamless delivery of banking solutions. Stay updated with market trends and competitor activity to stay ahea...

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 1 to 6 years of experience in the BFSI industry, with a strong background in personal banking. Roles and Responsibility Develop and implement effective sales strategies to achieve business goals. Build and maintain strong relationships with clients to understand their financial needs. Provide expert advice on investment products and services to clients. Conduct thorough analysis of client financial data to identify growth opportunities. Collaborate with internal teams to ensure seamless delivery of banking services. Identify and mitigate potential ...

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 3-4 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 understand their financial needs. Provide expert advice on various banking products and services. Manage and grow a portfolio of existing clients while acquiring new ones. Collaborate with internal teams to ensure seamless delivery of banking solutions. Identify and mitigate potential risks associated with banking operations. Job Requirements...

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 1-4 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. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of customer satisfaction. Collaborate with internal teams to develop and implement marketing campaigns. Analyze market trends and competitor activity to stay ahead in ...

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...

Sitting in Bank,working for Bank to deal with Bank customers,providing solutions of problems promoting Bank products,No Targets. candidate must have good communication skills and good knowledge of excel. fix salary+healthy incentives

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 cus...

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...

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

Job Description Job Purpose: The role is responsible for all requests related to Loan maintenance Mortgage and Home Finance and other retails products and ensuring accurate detailing before inputting the same into the Bank s system. He/she is responsible for approving all CL, LL BC requests. Furthermore, complying with approval terms for FAB Head Office, representative offices and international branches in compliance with the approval conditions. Key Accountabilities: Processing as Maker day-to-day transactions and requests (settlement, rescheduling, and loan cancellation) in LMS related to Mortgage, Home Finance and other retail product and send to checker for authorization. Ensuring that a...

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...

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. If you re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. Business Descriptor: International Wealth and Personal Banking (IWPB) helps 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-clas...

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. Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and there...

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. Job Descriptors International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manuf...

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. Job Descriptors International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manuf...