23 Portfolio Reviews Jobs

As a Relationship Manager at Boutique Private Wealth Advisory in Gurgaon, India, your primary responsibility will be to acquire new clients and nurture strong relationships with existing clients in the NCR and Chandigarh regions. You will be tasked with assessing the financial needs of clients and developing personalized investment strategies to help them achieve their goals. Regular portfolio reviews and updates to clients will also be part of your role. In this position, you will have the opportunity to travel frequently to Chandigarh for client meetings and business development activities, with all reasonable travel expenses being reimbursed. To excel in this role, you should hold a Bachelor's degree in finance, Business Administration, or a related field, along with a minimum of 5 years of experience in wealth management or financial advisory. A strong understanding of investment products and financial markets is essential, as well as the ability to travel often and effectively manage your time. Candidates with excellent analytical and problem-solving skills, along with certifications such as CFP or CFA, will be at an advantage. In return, we offer a competitive salary with performance-based incentives, opportunities for professional development and growth, and a flexible work environment. If you are interested in joining our team, please submit your resume to admin@greenlanetalent.com. Join us in delivering exceptional wealth management services and building lasting relationships with our valued clients.,

As a Relationship Manager at our Boutique Private Wealth Advisory firm specializing in UHNW and HNW clients, located in Gurgaon, India, your primary responsibility will be to acquire new clients while nurturing strong relationships with existing ones in the NCR and Chandigarh regions. You will be tasked with assessing clients" financial needs and developing customized investment strategies tailored to their specific requirements. Regular portfolio reviews and client updates are essential aspects of this role, requiring frequent travel to Chandigarh for client meetings and business development, with all reasonable travel expenses reimbursed. To excel in this position, you should possess a Bachelor's degree in finance, Business Administration, or a related field, along with a minimum of 5 years of experience in wealth management or financial advisory. A solid understanding of various investment products and financial markets is crucial, as is the ability to travel frequently and effectively manage your time. Strong analytical and problem-solving skills are essential, while certifications such as CFP or CFA would be advantageous. In return, we offer a competitive salary package with performance-based incentives, along with opportunities for professional development and growth in a flexible work environment. If you meet the qualifications and are excited about the prospect of joining our team, please submit your resume to admin@greenlanetalent.com. Join us in this dynamic opportunity where you can make a significant impact on the financial well-being of our esteemed clients while advancing your career in Wealth Management.,

On a typical day at XPO India Shared Services, you will lead and drive the collections processes and performance, working alongside team members to continuously enhance processes and improve performance metrics. You will be responsible for performing portfolio reviews of assigned collectors, providing timely feedback, and driving results. Additionally, you will support internal project initiatives and act as a backup for team activities during absences. Building strong working relationships with internal and external stakeholders and customers will be a key aspect of your role. Your responsibilities will also include building, generating, and maintaining data reports and process documents, guiding/mentoring team members to achieve agreed efficiency and quality levels, and following up with various departments to obtain supporting documents/information for dispute/deductions resolution. Resolving customer issues and complaints concerning billing disputes will be part of your daily tasks, along with acting as the subject matter expert of the process and being accountable for training and mentoring new joiners. You will be expected to provide regular and ad-hoc reporting as per management requirements, analyze and provide solutions for complex stuck accounts, and support the Senior Manager in driving the performance of the team to deliver results effectively. To succeed at XPO, you must have the ability to work flexible hours (6:30 PM to 3:30 AM IST) and hold a Bachelor's degree in Accounting, Finance, or Commerce. A minimum of 10 years of related experience within Order to Cash (OTC) primarily in Collections is required, along with people management experience and exposure to working with North American stakeholders. Strong communication skills, both verbal and written, are essential, along with proficiency in Windows applications and the ability to create complex formulas in MS Excel and queries in company software applications. A thorough knowledge of internal company software applications applicable to the position/business unit such as HRC, Oracle, ITSM-ServiceNow, Looker, etc., is necessary. You should be capable of calculating figures and amounts such as discounts, interest, commissions, proportions, and percentages, and be able to perform duties independently. Join XPO and be part of something big.,

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be an integral part of our Bangalore team, dedicated to catering to the needs of high-net-worth clients. With 4-10 years of experience in Financial Services, Wealth Management, or Fintech industry, you will be responsible for acquiring, advising, and managing clients by providing customized wealth solutions to support their long-term financial objectives. Your primary focus will be on client acquisition and business growth by identifying and onboarding new HNI clients through various networking channels and strategic approaches. Furthermore, you will play a crucial role in expanding our private client base while delivering personalized wealth advisory services. This entails understanding client goals, risk profiles, and recommending suitable investment solutions including Mutual Funds, SIPs, Term Insurance, Retirement Plans, and more. Building and nurturing long-term relationships with clients will be key to your success in this role. Acting as the primary point of contact, you will be responsible for ongoing financial planning and portfolio reviews, ensuring a high level of client satisfaction. Meeting and surpassing revenue targets and product penetration goals will also be part of your responsibilities, along with maintaining a well-balanced product mix tailored to client needs. Staying abreast of financial markets, product innovations, and compliance changes will be essential. You will need to translate market insights into actionable advice for clients, showcasing your expertise in wealth management, private banking, or financial advisory. Strong interpersonal skills, communication abilities, and a client-first approach with ethical integrity are vital attributes for this role. Possessing certifications such as NISM, AMFI, or CFP would be advantageous. At BlissMoney, you will have the opportunity to be part of a fast-growing fintech-led wealth advisory platform, working with ambitious clients and cutting-edge tools. Our culture offers long-term career pathways, merit-based growth, and leadership opportunities. If you are ready to contribute to shaping the future of wealth management in India, we invite you to apply or reach out to us for more information. Join us in revolutionizing wealth management by sending your application to hr@blissmoney.in or visit www.blissmoney.in for further details.,

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Affluent-Priority-Regional sales Job Description Role: 1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group 2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness 3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base 4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience 5. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls 6. Resolve client queries for the managed book within the specified TAT 7. Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: 1. Aptitude to deliver high quality customer service by using organization and interpersonal skills 2. Decision making skills with strong sense of ownership 3. Ability to work under pressure 4. Experience in building and maintaining HNI customer relationships

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of yourself. Your unique voice and perspective are crucial in helping EY improve further. Join us to create an exceptional experience for yourself and contribute to building a better working world for all. As a Manager in the EY-Parthenon Strategy and Transactions (SaT) team, you will assist clients in developing their investment strategies and evaluating potential transactions. Utilizing EY-Parthenon's proprietary frameworks, you will guide clients on raising, investing, optimizing, and preserving their capital. Your responsibilities will include devising growth and market entry strategies, conducting strategic portfolio reviews, and performing commercial due diligence studies for a diverse client base spanning various industries such as blue-chip corporates, multinational investors, and Private Equity firms. EY's Global Delivery Services (GDS) functions as the global client service delivery arm, operating with an extended teaming model across 80 countries to provide seamless services. In this role, you will lead teams in delivering growth, market, and portfolio strategy engagements for corporates, demonstrate expertise in commercial due diligence studies, and drive solutions for complex client challenges. You will contribute to the development of intellectual capital in your industry and assist in building a sector-focused practice across GDS SaT, with a deep understanding of the Industrial/Automotive sector being essential. To excel in this position, you should possess 9-14 years of experience in commercial due diligence, strategy, and operations projects, demonstrate proficiency in databases such as CapIQ and Thomson, and exhibit strong Excel and PowerPoint skills. A master's degree is required, and familiarity with tools like Power BI, Alteryx, and VBA or Python is advantageous. Joining EY offers you the opportunity to be part of a dynamic global network, working with talented professionals across various disciplines and geographies. You will have access to continuous learning opportunities, transformative leadership guidance, and a diverse and inclusive culture that values your unique contributions and empowers you to make a difference. At EY, you will have the support, coaching, and flexibility to shape your career and personal development path according to your preferences and goals.,

As a Lease Administration professional at JLL, you will play a critical role in delivering consistent and qualitative Lease Administration Abstraction services for our clients. You will lead a team responsible for managing the Abstraction aspect of Lease Administration and oversee the operational delivery of your team members. Your responsibilities will include recruitment, development, salary reviews, promotions, and day-to-day support, ensuring adherence to targeted KPIs and policies. You will also collaborate with internal stakeholders and contractors to drive continuous performance improvement and share best practices. In this role, you will be accountable for the highest qualitative delivery in Lease Administration. You will manage administrative and recruitment matters, act as a mentor to team members, and ensure the accuracy and timeliness of client abstractions. Additionally, you will be responsible for maintaining processes and procedures to comply with internal and external policies, resolving escalations, and encouraging teamwork and performance excellence. Your additional responsibilities will involve contributing to team meetings, maintaining respectful relationships with colleagues, managing regional business relations and stakeholder communication, and delivering excellent customer service. You will also be responsible for managing Abstraction staff, implementing start-up accounts, providing solutions for client needs, and ensuring strong leadership within the team. To succeed in this role, you should have impeccable expertise in lease administration, a minimum of 10-12 years of industry experience, strong attention to detail, knowledge of real estate leases and accounting, and the ability to prioritize work within tight deadlines. You should possess strong computer skills, project management skills, excellent communication skills, and the ability to manage a team effectively. If you are an avid reader, fast learner, critical thinker, and self-motivated team player with a strong sense of responsibility and accountability, this job is the perfect match for you. Join us at JLL and apply today to be part of our dynamic team.,

Job Description: As a Partner-First Private at IDFC FIRST Bank, you will play a crucial role in managing and expanding the private banking business in Chandigarh. Your primary responsibility will be to collaborate with the Wealth Management team to deliver tailored financial solutions to high net worth individuals and families. By acquiring new clients and nurturing existing relationships, you will contribute to the growth of the bank's private banking segment while ensuring adherence to regulatory and internal guidelines. Your tasks will include developing and executing a strategic plan to attract new private banking clients, fostering strong connections with current clients to enhance their financial portfolio, conducting regular portfolio reviews, and offering personalized financial strategies to address individual client requirements. Additionally, you will work closely with the Wealth Management team to identify cross-selling opportunities, stay informed about market trends, and provide clients with informed guidance. To excel in this role, you must possess a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 5 years of experience in private banking or wealth management. A successful track record in acquiring and managing high net worth clients, comprehensive knowledge of financial products and services, exceptional communication skills, and adept sales and negotiation capabilities are essential. Proficiency in MS Office and CRM software, as well as relevant certifications like CFP or CFA, will be advantageous. If you are a proactive and goal-oriented individual who thrives on delivering outstanding customer service, we encourage you to apply and become a part of IDFC FIRST Bank's mission to be the preferred financial partner for all our customers.,