1870 Private Banking Jobs

Role & responsibilities Wealth, Investment, Trade FX or Insurance Expert. Increase the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through business banking, wealth products like Trade Forex, Insurance, Investments, Retail Assets, Home Loans, LAP, General Insurance , PMS, AIF etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual (resident and NRI) clients. Increase product penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. Prefer...

Role & responsibilities Wealth, Investment, Trade FX or Insurance Expert. Increase the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through business banking, wealth products like Trade Forex, Insurance, Investments, Retail Assets, Home Loans, LAP, General Insurance , PMS, AIF etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual (resident and NRI) clients. Increase product penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. Prefer...

Location: Mumbai/ Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA - 70 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF.If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net worth above 5 crore) an...

We are hiring Banking Partner - Pioneer Banking Location- Chandigarh Interested candidates can send their profiles at nidhi.kundra@indusind.com Job Summary: Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationship...

Work Location : Chennai - Hybrid Notice : Immediate to 30 days Experience : 7+ years If interested, please drop email to manjula.balaraman@orioninc.com SKILLS REQUIREMENTS OF THE POSITION Professional Minimum 7 years of development experience in T24 platforms Deep understanding of the Private banking modules Implementation experience of the SWIFT messaging, interfacing patterns, STP processes Excellent personal organisation and ability to prioritise and carry out multiple tasks. Able to influence and drive projects to meet key milestones and overcome challenges Able to translate functional requirements to efficient and fit-for-purpose technical solutions Technical Must Have: T24 R23 and high...

We are hiring Banking Partner - Pioneer Banking Location- Jaipur, Kota Interested candidates can send their profiles at nidhi.kundra@indusind.com Job Summary: Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationsh...

As a T24 Data Migration - Senior Manager at EY, you will lead the end-to-end analysis and execution of data migration initiatives across complex enterprise systems. Your role will demand deep expertise in data migration strategies, strong analytical capabilities, and a proven ability to work with cross-functional teams, including IT, business stakeholders, and data architects. You will be responsible for defining migration requirements, leading data mapping and reconciliation efforts, ensuring data integrity, and supporting transformation programs from legacy systems to modern platforms. Your role as a senior leader will also involve stakeholder engagement, risk mitigation, and aligning data...

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. The role involves building and managing long-term relationships with high-net-worth individuals (HNIs) , providing tailored investment advice, and delivering comprehensive financial solutions that align with each client's goals and risk appetite. The ideal candidate will have prior branch or frontline experience in wealth management or private banking, with a strong understanding of mutual funds, financial planning, and compliance frameworks. About Maple Capital Advisors Maple Capital Advisors ( www.maple-advisors.com ) is a leading boutique investment banking and advi...

Overview The Associate Analyst, Portfolio Management will be a member of the People Operations and Insights team which provides data-driven decisions at scale, delivers key operational experiences, and enables scalable operational excellence across People and Capability This is a global role and collaboration will be required with the global team, operating across multiple time zones The ideal candidate is highly motivated, intellectually curious, passionate about operational excellence and brings expertise in the HR functional domain, program management, planning, and enablement Role Oversee the planning and execution of largescale projects within People Operations and Insights Partners to ...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai ,Kolkata , Chennai Week off - Sunday

About The Role : Job TitleClient Implementation Analyst, AS LocationMumbai, India Role Description International Private Bank is one of the pre-eminent private banks in the Eurozone and for family entrepreneurs worldwide. It serves around 3.4 million clients, including private clients and small and medium-sized enterprises (SMEs) in Italy, Spain, Belgium and India, and wealth management clients from more than 80 locations in Germany, the rest of Europe, the Middle East and Africa (EMEA), Asia-Pacific and the Americas. It offers high-net-worth (HNW) and ultra-high net-worth (UHNW) clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all...

About The Role : Job TitlePrivate Banking Advisor, AS LocationChennai Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What well offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childc...

About The Role : Job TitleProduct Owner, AVP LocationPune, India Role Description At the Service Solutions and AI Tribe, our mission is to revolutionize the Private Bank process landscape through holistic, front-to-back process automation. We leverage AI and workflow services to enhance efficiency, agility, and innovation"”delivering best-in-class solutions across products, channels, brands, and regions. Join us in transforming the future of banking with cutting-edge technology and customer-centric design. As a Product Owner, you will play a pivotal role in shaping and delivering automation solutions for Private Bank Germany. You will define the product vision, prioritize the backlog, and en...

SKILLS REQUIREMENTS OF THE POSITION Professional and Technical Minimum 7 years of IT business analysis focused on Transact/T24 Core Banking with Private Banking domain. Preferred with most of the experience in handling EOX (Accounting, EOD/M/Q/Y job analysis. Experienced in driving PLWs and able to advise new processes for new applications, preferably with Implementation experience. Working experience of SDLC and Agile methodologies like SCRUM and KANBAN. Key skills: Analytical & Problem-Solving, Project Management, Communication & Collaboration Responsible for bridging the gap between the business needs and technology solutions within the core banking domain and its interacting applications...

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

About the Role Hiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segment Responsibilities Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients financial goals. Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. Provide end-to...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients. • Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile • 5–15 yrs in wealth management/private banking. • Proven record with HNI clients, strong market knowledge, AIF/PMS expertise, communication & advisory skills, and investor-centric approach.

Kotak Mahindra Bank Limited is looking for Relationship Manager - Affluent-AFFLUENT-Relationship Manager to join our dynamic team and embark on a rewarding career journey Establish and maintain relationships with clients or customers to promote customer loyalty and retention Understand clients' needs and provide appropriate solutions, products, or services Develop and execute a strategic plan to grow the business by identifying new opportunities, cultivating leads, and closing deals Collaborate with cross-functional teams, such as sales, marketing, and product development, to ensure that clients' needs are being met Track and analyze key performance metrics to measure the effectiveness of re...

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Nagpur Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry and having a personal AUM of 75 - 100 Cr + Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : Slabs 150, 200, 250 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives...

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 CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 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

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be responsible for acquiring, advising, and managing high-net-worth clients to offer tailored wealth solutions that align with their long-term financial goals. Your role will be pivotal in contributing to the growth of BlissMoney's private client base and delivering exceptional client experiences. **Key Responsibilities:** - Identify and onboard new HNI clients through networking, referrals, and strategic outreach - Contribute to the expansion of BlissMoney's private client base - Understand client objectives, risk profiles, and life goals to recommend suitable investment solutions - Build and nurture trust-based relationsh...

Work Level : Individual Core : Communication Skills Leadership : Building Work Relationships Industry Type : Banking Function : Back Office Key Skills : Bank,Back Office Support,Private Banking,Backend Operations Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Key Responsibilities Manage daily branch operations and back-office tasks Assist customers with account-related queries and banking services Perform KYC verification and documentation as per compliance guidelines Maintain accurate records and data entry for branch transactions Coordinate with the branch team to ensure smooth operations Uphold professional behavior and provide excellent custome...