332 Personal Banking Jobs - Page 3

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 skilled Personal Banker with 4-5 years of experience to join our team at Equitas Small Finance Bank. The ideal candidate will have a strong background in liabilities, branch banking, and personal banking. Roles and Responsibility Manage and maintain relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to acquire new customers. Provide excellent customer service and ensure client satisfaction. Develop and implement effective sales plans to meet business objectives. Collaborate with internal teams to achieve common goals. Stay updated with industry trends and competitor activity. Job Requirements Minimum 4-5 years of experience in personal banking or a related field. Strong knowledge of liabilities, branch banking, and personal banking products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with small finance banks is an advantage.

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, with expertise in liabilities, branch banking, and personal banking. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to acquire new customers. Provide excellent customer service and ensure client satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Stay updated on market trends and competitor activity to stay ahead in the competition. Develop and implement effective sales plans to meet or exceed monthly and quarterly targets. Job Requirements Strong knowledge of liabilities, branch banking, and personal banking products and services. 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 identify new business opportunities. Experience working with small finance banks or similar institutions is preferred. Ability to adapt to changing circumstances and priorities. Location - Branch Banking,North,Punjab,HR & PB,Punjab,Punjab,Punjab,15001,Ludhiana Main

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, preferably with a background in liabilities, branch banking, or personal banking. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to acquire new customers. Provide excellent customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Develop and implement effective sales plans to meet or exceed monthly and quarterly targets. Stay up-to-date with industry trends and competitor activity to identify potential risks and opportunities. Job Requirements Strong knowledge of personal banking products and services, including savings accounts, loans, and credit cards. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Proficiency in using CRM software and other banking systems to manage customer data and transactions. Ability to work collaboratively as part of a team to achieve shared goals and objectives.

We are looking for a skilled Personal Banker to join our team at Equitas Small Finance Bank. The ideal candidate will have 4-5 years of experience in the BFSI industry, preferably with a background in liabilities, branch banking, or personal banking. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to acquire new customers. Provide excellent customer service and ensure client satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Stay updated on market trends and competitor activity to stay ahead in the competition. Develop and implement effective sales plans to meet or exceed monthly and quarterly targets. Job Requirements Strong knowledge of personal banking products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams to achieve business objectives. Strong understanding of the BFSI industry and regulatory requirements. A graduate degree is required for this position.

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 2-7 years of experience in the BFSI industry, with expertise in liabilities, branch banking, and personal banking. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to acquire new customers. Provide excellent customer service and ensure client satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Stay updated on market trends and competitor activity to stay ahead in the competition. Develop and implement effective sales plans to meet or exceed monthly and quarterly targets. Job Requirements Strong knowledge of liabilities, branch banking, and personal banking products and services. 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 identify new business opportunities. Experience working with small finance banks or similar institutions is preferred. Ability to adapt to changing circumstances and priorities.

We are looking for a skilled Personal Banker with 4 to 7 years of experience to join our team at Equitas Small Finance Bank. The ideal candidate will have a strong background in liabilities, branch banking, and personal banking. Roles and Responsibility Manage and maintain customer relationships to increase sales and revenue. Develop and implement effective marketing strategies to promote bank products and services. Provide excellent customer service and support to resolve customer queries and concerns. Collaborate with the branch banking team to achieve business objectives. Analyze market trends and competitor activity to identify new business opportunities. Build and maintain a strong understanding of the bank's products and services. Job Requirements Minimum 4 years of experience in personal banking or a related field. Strong knowledge of liabilities, branch banking, and personal banking principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with customers to understand their financial needs and provide tailored solutions. Location - Branch Banking , North , Rajasthan , Rajasthan , Jaipur , Jaipur , Rajasthan , 16028 , Alwar

We are looking for a skilled Personal Banker with 4 to 5 years of experience to join our team at Equitas Small Finance Bank. The ideal candidate will have a strong background in liabilities, branch banking, and personal banking. Roles and Responsibility Manage and maintain client relationships to increase business growth. Develop and implement effective sales strategies to achieve targets. Provide excellent customer service and support to clients. Collaborate with internal teams to ensure seamless delivery of products and services. Identify new business opportunities and expand the existing customer base. Stay updated on market trends and competitor activity to stay ahead in the competition. Job Requirements Minimum 4 years of experience in personal banking or related field. Strong knowledge of liabilities, branch banking, and personal banking products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with customers to understand their financial needs and provide tailored solutions.

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, preferably with a background in liabilities, branch banking, or personal banking. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to expand the client base. Provide excellent customer service and ensure high levels of customer satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Develop and implement effective sales plans to meet business objectives. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong knowledge of liabilities, branch banking, and personal banking products and services. 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 working with small finance banks or similar institutions is preferred. Ability to adapt to changing business needs and priorities.

CEC Officer - Inbound Credit Cards Department Customer Experience Center Location Thane/Noida/Bangalore Reporting Relationship CEC Team Leader - Inbound Position Grade Assistant Manager Job Role To Attend the inbound calls of customers in Credit Cards and process the queries & requests to customer's satisfaction To identify and convert the opportunities for cross selling (banking product) on customer's call Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target) Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance Graduate Preferably 1-2 years with 6 months which should to be in customer service role - Understanding of call center industry an advantage Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females7AM till 8PM) including Sunday/holidays Flexible to get scattered 8 Week Offs in a month with 9hours shift Good listening skills and strong communication abilities. Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

CEC Leader & Development Department Customer Experience Center Location Thane Reporting Relationship CEC Team Manager- Inbound Position Grade Deputy Manager/Manager Job Role Mentor New joinees during OJT Responsible for new joinees quality control and customer servicing within laid down productivity and service benchmarks To Assist new people understand the working of the contact center and provide them comfort to approach for any clarification/issue w.r.t knowing people, knowing manager and make them aware about the contact centers guidelines To conduct daily refresher session on product/process/system basis the queries To conduct daily mail reading session to coach officers on Quality and Handling times To take customer escalations on calls taken by new officers Ensure Officers understands the SOPs and deliver the expected performance level Ensure workstation and system IDs readiness Working with FG group and improvement their performance. Graduate Minimum 2 experience with Kotaks contact center and excellent on product/process knowledge Minimum Rating of 2 in the appraisal Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females7AM till 8PM) including Sunday/holidays Leadership skills including team motivation, make team adaptable to changes, deliver overall SOPs, etc Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

Graduate Preferably 1-2 years with 6 months which should to be in customer service role - Understanding of call center industry an advantage Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females7AM till 8PM) including Sunday/holidays Flexible to get scattered 8 Week Offs in a month with 9hours shift Good listening skills and strong communication abilities. Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

Graduate Preferably 1-2 years with 6 months which should to be in customer service role - Understanding of call center industry an advantage Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females7AM till 8PM) including Sunday/holidays Flexible to get scattered 8 Week Offs in a month with 9hours shift Good listening skills and strong communication abilities. Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

Position: Burgundy Relationship Manager / NRI Relationship Manager Location: Pune Kalyani Nagar & Wanowrie Company: Axis Bank – Affluent Business (Burgundy Segment) Grade: Manager (as per experience and internal fitment) Employment Type: Full-time Experience Required: Minimum 6 years in Banking, Wealth Management, or Financial Services Educational Qualification: Graduation (AMFI/NCFM certifications preferred) Job Description Axis Bank is hiring experienced professionals for the roles of Burgundy Relationship Manager and NRI Relationship Manager at its Affluent Business (Burgundy) vertical in Pune – Kalyani Nagar & Wanowrie branches. These positions are responsible for managing high-value client portfolios (Resident & NRI), providing tailored banking and investment solutions, and delivering best-in-class service through continuous engagement and advisory. Key Responsibilities: Manage and deepen existing relationships with affluent and NRI customers Provide end-to-end banking and investment advisory solutions Identify and acquire new clients through referrals, brokers, and local/overseas networks Drive cross-sell of Axis Bank and third-party financial products Maintain comprehensive customer profiles, risk assessments, and financial portfolios Track client activity and proactively plan engagement touchpoints Meet monthly targets for business growth and revenue generation Ensure compliance with KYC, regulatory norms, and internal audit policies Log all engagement and service activities through CRM tools Candidate Profile: Required Qualifications: Graduate from a recognized university (mandatory) AMFI / NCFM certifications preferred Required Experience: Minimum 6 years in BFSI, preferably in Wealth Management, Priority Banking, or NRI Relationship roles Key Skills: Strong knowledge of banking, investment, and financial products Excellent relationship management and client servicing skills Ability to handle high-value portfolios and offer customized financial strategies Goal-driven with a consistent track record in achieving business targets Strong communication and interpersonal 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 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.

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. 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 Banking and Wealth Management, Asset Management, Global Private Banking and Insurance. About the Team 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 thereby maximising customer satisfaction. Principle Responsibilities: To have strong proven record in corporate acquisition for Employee Salary Accounts . Preference for individuals in acquisition roles To present a competitive Employee Salary Account Proposition to KDMs of corporates which will help the Bank get an entry to help identify and onboard quality corporates. Candidate to be able to network & build strong rapport with Key Influencers in all corporates empaneled as well as targeted for empanelment To collaborate with Corporate Banking and Global Banking RMs and leverage the internal opportunity available in the bank To grow the market share of existing empaneled corporates by engaging with key influencer of the corporates. To implement marketing events and promotions to generate business in their catchments, in conjunction with support departments such as Marketing, Proposition To ensure the quality of corporates acquired as per the required guidelines Maintain and ensure due observance of HSBC Internal Control Standards, including the timely implementation of recommendations made by internal/external auditors and external regulators. Ensure awareness of compliance requirements and implementation of Group Compliance Policy. Ensure delivery of a consistently excellent customer experience. This job report to Area Head Mumbai, or to Regional Head West and East India. Requirements Skills and Abilities: Highly effective communicator with excellent interpersonal skill Strong leadership and influencing skill Excellent relationship building and senior stakeholder management skills Strong planning, analytical, decision-making, lateral thinking and project management skills. Able to navigate conflicting strategic priorities and decisions A result-oriented professional Understanding of risk management/ Credit Commercial awareness, including economic, cultural, procedural and regulatory issues. Desired: BDM in this role will have natural flair to meet people, participate in events for startup / or for KDMs of important corporates. Must be able to fix appointments through social media with Startup founders, Incubators, influencers for enhancement of engagement and relationship onboarding Understanding the need of the customer and proving feedback to internal Product and Marketing teams for change / modification of the proposition and alignment to market needs Ability to create new engagement models with existing and new customers for deeper penetration of Products and Services Ability to navigate the system to get the accounts onboarded seamlessly and activated on time Education Qualifications / Certifications and Requirements : Graduate A min of 2-3 years experience in corporate acquisition and Business Development. 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

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-oriented with a focus on Documentation. Strong leadership and interpersonal skills to effectively foster a positive working environment. Builds strong influencing relationships across teams and with key frontline stakeholders. Excellent problem-solving and decision-making abilities. Major Requirement 3+ years of experience in Australia Lending. 18+ months in the current role for internal candidates 3 years of overall experience in Banking Operations in which Experience with Delivering Trainings, Managing Process Changes and Driving Continuous Improvements are preferred. Professional certifications related to Project Management are desirable.

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' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients. Helping the company meet its financial objectives through personalised financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. Your tasks Organise client meetings to discuss financial goals, risk tolerance and investment preferences. Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning. Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments. Evaluate investment opportunities, considering factors like risk, return potential and liquidity. Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks. Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives. Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving. Participate in industry conferences and seminars to expand knowledge and network with potential clients. Preferred skills and qualifications A master's degree in finance, accounting, economics, or a related field. Experience in serving high-net-worth individuals and understanding their unique wealth management needs. Proven track record of achieving sales targets and building a successful client portfolio. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously. Share your Cv at milki.bisht@nlbtech.in

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 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 handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

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 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 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: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: 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 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 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: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: 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.