672 Personal Banking Jobs - Page 5

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 o...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (8+ Years Exp) 3) Preferred Relationship Manager (6+ Years Exp) 4) Imperia Relationship Manager (8+ Years Exp) 5) Branch Sales Manager (6+ Years Exp) 6) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams to...

Job Description is below- Role/Job Title: Relationship Manager Function/Department: Branch Banking Job Purpose: The role entails deepening relationships with Banking CASA accounts and ensuring best in-class service to the customers. The role bearer is responsible for understanding the client needs and working with customers to help them make the right decisions with their accounts. The role bearer must maintain updated knowledge on all bank products and services to ensure high quality assistance in resolving customer queries as well as developing new relationships with prospective clients. This is a critical role which leverages business generation opportunities to help achieve larger organi...

Indian Bank hiring Graduates for below role Video KYC Officer Phone Banking Officer Service Assurance team Social Media Escalation Outbound NRI Customer Service Virtual Care Officer Retail lability-outbound Sales Call 8169642494 Yogesh www.hyfly.in Required Candidate profile Handle inbound Video calls of the customer to complete the full KYC Verify the details submitted by the customer while opening the account Ensure KYC is completed by the right party only Cross-selling

1. Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all B...

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 potentia...

RB - Affluent Business: Investment specialist INTERNAL USAGE: No of Vacancies: 1 Reports to: RIC Is a Team leaderN Team Size: - NA Grade: SM/AVP/VP Business: Retail Banking Department: Affluent Business Sub-Department: Location: 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 highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Role Overview: As a Personal Banker-Assets, you will be responsible for managing personal banking services, handling deposits, opening new accounts, and assisting customers with their financial needs. Your daily tasks will include providing excellent customer service, guiding clients through banking products, and ensuring their financial objectives are met. Key Responsibilities: - Manage personal banking services - Handle deposits and opening new accounts - Assist customers with their financial needs - Provide excellent customer service - Guide clients through banking products - Ensure customers" financial objectives are met Qualifications Required: - Experience in Personal Banking, includin...

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 o...

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profile Critical Skills Required: Relationship Management, minimum 5+ years(Mandatory) Sales and Relationship Building HNI / UHNI Client Acquisition

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 3 - 8 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 2 - 8 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts (NON working candidates with Banking experience if applying , CTC would be same as last drawn ) Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales Networking Skills Good Communication Listening Sk...

To acquire CASA, Salary accounts and cross sell multiple banking products. Key Accountabilities The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book generate revenue through cross sell of various banking products Job Duties responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc manage the portfolio. Participate in corporate induction and migration events a...

To acquire CASA, Salary accounts and cross sell multiple banking products. Key Accountabilities The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book generate revenue through cross sell of various banking products Job Duties responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc manage the portfolio. Participate in corporate induction and migration events a...

Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations Reporting To: Regional Head/Cluster Head/ Branch Manager Preferred Qualification and Experience: Graduate/post-graduate 1 year of ...

Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations Reporting To: Regional Head/Cluster Head/ Branch Manager Preferred Qualification and Experience: Graduate/post-graduate 1 year of ...

Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations

GENERAL DUTIES & RESPONSIBILITIES As primary liaison, is responsible for escalation, effective oversight of client projects and implementations, execution of account plan activities, building of relationships with client contacts and management and coordination of the client loyalty process Responsible for client satisfaction, maintaining client communication, overall management of the relationship and client retention activities Answers customer inquiries, primarily over the telephone, e-mail or facsimile Develops strong working relationships with assigned clients and FIS resources Serves as primary point of contact for external clients and various departments/divisions to resolve outstandi...

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 o...

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking. Across Asia, where wealth pools are growing faster than in any other region. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and fa...

Managing HNI/NRI allocated customer Portfolio Growth of Existing Customer Portfolio End to End Customer Management Cross Sell all investment products Excellent Growth Opportunity Required Candidate profile Currently managing min 20+ Crs portfolios with Indian Banks Expertise in all Banking & Investment Products Proven track record in Relationship Management Securities/Insurance RMs can be considered

Indian Bank hiring Graduates for below role Video KYC Officer Phone Banking Officer Service Assurance team Social Media Escalation Outbound NRI Customer Service Virtual Care Officer Retail lability-outbound Sales Call 8169642494 Yogesh www.hyfly.in Required Candidate profile Handle inbound Video calls of the customer to complete the full KYC Verify the details submitted by the customer while opening the account Ensure KYC is completed by the right party only Cross-selling

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 3 - 7 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts (NON working candidates with Banking experience if applying , CTC would be same as last drawn ) Perks and benefits 7 lacs - 12 Lacs (Fixed CTC + Incentives Quarterly + Conveyance )