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1409 Private Banking Jobs

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10.0 - 18.0 years

12 - 18 Lacs

chennai

Work from Office

Responsibilities: * Manage HNIs' portfolios, provide investment advice. * Handle alternative investments, private banking services. * Collaborate with banking products team.

Posted 15 hours ago

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5.0 - 10.0 years

7 - 17 Lacs

bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Frazer Town Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitab...

Posted 1 day ago

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11.0 - 21.0 years

18 - 25 Lacs

bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income....

Posted 1 day ago

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6.0 - 10.0 years

8 - 12 Lacs

hyderabad

Work from Office

Dear Candidate , we are hiring for the position Senior Relationship Manager -HNI Exp : Min 7.0 yrs to 10 yrs in Banking Sales . Location : Hyderabad . Job Title: HNI Client Relationship Manager / HNI Client Advisor Job Summary: We are seeking an experienced and highly motivated HNI Client Relationship Manager to manage and grow our portfolio of high-net-worth individuals. The ideal candidate will be responsible for providing exceptional client service, personalized financial advice, and proactive relationship management to meet clients' unique financial goals. Key Responsibilities: Relationship Management: Build, maintain, and enhance long-term relationships with existing HNI and UHNI client...

Posted 1 day ago

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10.0 - 20.0 years

20 - 35 Lacs

chennai

Work from Office

Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve ...

Posted 1 day ago

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5.0 - 10.0 years

7 - 17 Lacs

bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - CMH Road Indiranagar, 100 Feet Road Indiranagar & Thippasandra Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a s...

Posted 1 day ago

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8.0 - 13.0 years

15 - 25 Lacs

bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of RBB-Infiniti Relationship Manager base across Bangalore Job Locations: Bangalore - Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - RBB-Infiniti Relationship Manager Job Title RBB-Infiniti Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including Ultra-HNI customers into the Infiniti programme and offering them a superior customer experience to enhance the profitability of th...

Posted 1 day ago

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1.0 - 3.0 years

2 - 4 Lacs

bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Bangalore - Maruthi Seva Nagar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liabil...

Posted 1 day ago

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3.0 - 8.0 years

5 - 8 Lacs

bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Indiaranagar (CMH Road ,100 Feet Road ,14th Main Road), KV Jairam Road, Kagadaspura and CV Raman Nagar Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling pro...

Posted 1 day ago

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2.0 - 7.0 years

5 - 12 Lacs

mumbai

Work from Office

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...

Posted 1 day ago

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5.0 - 10.0 years

7 - 12 Lacs

kolkata

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Kolkata Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitability of the relationshi...

Posted 2 days ago

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2.0 - 7.0 years

5 - 12 Lacs

new delhi, gurugram, delhi / ncr

Work from Office

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...

Posted 2 days ago

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3.0 - 7.0 years

6 - 15 Lacs

thane, chennai, mumbai (all areas)

Work from Office

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 and Chennai Week off - Sunday

Posted 2 days ago

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3.0 - 8.0 years

3 - 8 Lacs

ambikapur

Work from Office

Job Location: Ambikapur , Chhattisgarh About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Relationship Manager will be responsible for nurturing 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 manageme...

Posted 2 days ago

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15.0 - 20.0 years

6 - 10 Lacs

mumbai, new delhi

Work from Office

Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by bank. Required Candidate profile Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management.

Posted 3 days ago

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1.0 - 6.0 years

4 - 4 Lacs

navi mumbai

Work from Office

Designation :Deputy Manger Voice Payroll-Bank payroll Job Location-Jui Nagar/Thane/Andheri Process-Inbound/Outbound Salary-Upto 4.5 Lakh (Depending On Interview) Day Shift Work From Office Call 9137797705 Isha email-hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Forex inb, Nri outb 24*7 for males and females will work upto 7.30pm only Graduate with at least 4/5 coms + exp in ceo level escalations or Nri Sales or premium rm is a must 2 rotational offs given Perks and benefits Medical Allowance + Performance based Incentives

Posted 3 days ago

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10.0 - 20.0 years

20 - 35 Lacs

hyderabad, bangalore rural, bengaluru

Work from Office

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management

Posted 4 days ago

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6.0 - 11.0 years

15 - 25 Lacs

hyderabad, chennai, bengaluru

Work from Office

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Posted 4 days ago

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a Business Risk & Control Analyst at Deutsche Bank, your role will involve assisting in designing and improving current risk assessment and monitoring processes, supporting in the execution of operational risk topics, documenting and maintaining policies and procedures, and developing subject matter expertise on operational risk and controls. You will also be responsible for coordinating with various stakeholders, ensuring timely escalation of sensitive issues, and cooperating with different BR&C stakeholders across geographical regions. Key Responsibilities: - Assist in designing and improving current risk assessment and monitoring processes in areas of responsibility - Oversight/support...

Posted 5 days ago

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3.0 - 7.0 years

6 - 15 Lacs

thane, chennai, mumbai (all areas)

Work from Office

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 and Chennai Week off - Sunday

Posted 5 days ago

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8.0 - 13.0 years

9 - 17 Lacs

hyderabad, bengaluru, mumbai (all areas)

Work from Office

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers Sources new bank customers through external individual efforts and acquisition channel

Posted 5 days ago

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5.0 - 9.0 years

0 Lacs

maharashtra

On-site

Role Overview: Join our Regulatory Operations CoE, serving private clients worldwide with offices in the US, Europe, and Asia. As part of the Asset & Wealth Management LoB, you'll work within the Regulatory Controls team, ensuring adherence to the Global Control framework. Based in India, this role offers extensive cross-functional exposure and the chance to creatively solve problems across EMEA, APAC, and North America. Collaborate with Lines of Business, Legal, Compliance, Audit, and Technology for a comprehensive view of Asset and Wealth Management. Key Responsibilities: - Drive the design, delivery, and implementation of strong and sustainable control frameworks and operating models in t...

Posted 6 days ago

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3.0 - 8.0 years

5 - 8 Lacs

bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Indiaranagar (CMH Road ,100 Feet Road ,14th Main Road), KV Jairam Road, Kagadaspura and CV Raman Nagar Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling pro...

Posted 6 days ago

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1.0 - 3.0 years

2 - 4 Lacs

bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Bangalore - Maruthi Seva Nagar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liabil...

Posted 6 days ago

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8.0 - 13.0 years

15 - 25 Lacs

bengaluru

Work from Office

Greeting from HDFC Bank!! We have urgent opportunity of RBB-Infiniti Relationship Manager base across Bangalore Job Locations: Bangalore - Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - RBB-Infiniti Relationship Manager Job Title RBB-Infiniti Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including Ultra-HNI customers into the Infiniti programme and offering them a superior customer experience to enhance the profitability of th...

Posted 6 days ago

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Exploring Private Banking Jobs in India

Private banking is a lucrative field in India, offering a range of opportunities for job seekers looking to work with high-net-worth individuals and provide tailored financial services. In recent years, the demand for private banking professionals has been on the rise, making it a competitive yet rewarding career path.

Top Hiring Locations in India

  1. Mumbai
  2. Delhi
  3. Bangalore
  4. Chennai
  5. Kolkata

Average Salary Range

The average salary range for private banking professionals in India varies based on experience and location. Entry-level positions may start at around INR 5-8 lakhs per annum, while experienced professionals can earn upwards of INR 20 lakhs per annum, excluding bonuses and incentives.

Career Path

A typical career progression in private banking may include roles such as Relationship Manager, Senior Relationship Manager, Team Leader, Assistant Vice President, Vice President, and ultimately, Director or Managing Director.

Related Skills

In addition to expertise in private banking, professionals in this field are often expected to have strong analytical skills, knowledge of investment products, excellent communication and interpersonal skills, and the ability to build and maintain client relationships.

Interview Questions

  • What experience do you have in providing financial advice to high-net-worth clients? (medium)
  • How do you stay updated on the latest market trends and investment opportunities? (medium)
  • Can you describe a challenging client situation you have faced and how you resolved it? (advanced)
  • How do you prioritize tasks when dealing with multiple clients and deadlines? (basic)
  • What strategies do you use to acquire new clients and grow your portfolio? (medium)
  • How do you ensure compliance with regulatory requirements in your client interactions? (medium)
  • Can you explain a complex financial concept to a client in simple terms? (basic)
  • How do you handle rejection or objections from clients? (basic)
  • What is your approach to assessing a client's risk tolerance and investment goals? (medium)
  • How do you tailor your investment recommendations to meet the specific needs of each client? (advanced)
  • Describe a time when you successfully upsold a financial product or service to a client. (medium)
  • How do you handle confidential information and maintain client confidentiality? (basic)
  • What metrics do you use to track the performance of your client portfolio? (medium)
  • Can you discuss a recent market trend that has influenced your investment recommendations? (medium)
  • How do you handle conflicts of interest in your role as a private banker? (advanced)
  • What is your approach to building long-term relationships with clients? (basic)
  • How do you handle market volatility and communicate with clients during turbulent times? (medium)
  • Can you provide an example of a successful cross-selling opportunity you identified for a client? (medium)
  • How do you handle ethical dilemmas or compliance issues in your role? (advanced)
  • What steps do you take to ensure client satisfaction and retention? (basic)
  • How do you adapt your communication style to different types of clients? (basic)
  • Can you discuss a time when you had to make a difficult decision that impacted a client relationship? (medium)
  • How do you keep yourself motivated and engaged in a demanding role like private banking? (basic)
  • What is your long-term career goal in the private banking industry? (medium)
  • How do you see the future of private banking evolving in India? (advanced)

Closing Remarks

As you prepare for interviews in the private banking sector, remember to showcase your expertise, professionalism, and commitment to client service. With the right skills and preparation, you can confidently pursue rewarding opportunities in this dynamic and competitive field. Good luck!

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