717 Private Banking Jobs

Join as Vice President (VP) of Product Governance India, where you will be responsible for overseeing the governance of product platforms as part of our Private Banking transformation agenda. You will collaborate closely with global teams and product leads to manage end-to-end lifecycle activities, ranging from regulatory and compliance documentation to performance monitoring, stakeholder presentations, and segment-level proposition design. To excel in this role, you should possess extensive experience in Private Banking, with a profound comprehension of product proposition, governance frameworks, and segment management. The ability to work independently with senior stakeholders across global forums is essential for success in this position. Your performance will be evaluated based on your capacity to govern platform performance, ensure product lifecycle compliance, and develop and enhance unique client propositions. As the VP of Product Governance India, your primary objectives will include developing and overseeing the success of specific financial products and services. You will offer in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. Key Responsibilities: - Provide subject matter expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks, and compliance. - Identify market trends, new features, regulatory requirements, and potential risks, analyzing data to support product strategy and development. - Address colleague and stakeholder inquiries, resolve issues, and offer guidance on product usage. - Present product advantages and features to potential customers and stakeholders to encourage adoption. - Assist in developing and executing marketing materials for the product. - Conduct training sessions and workshops to share product knowledge with colleagues and stakeholders. - Participate in events, conferences, and networking opportunities to showcase the product and generate interest. Vice President Expectations: - Contribute to strategy development, drive requirements, and make recommendations for change. - Manage resources, budgets, and policies, ensuring continuous improvement and escalation of policy breaches. - Demonstrate leadership behaviors to create an environment for colleagues to excel. - Provide guidance and direction within your discipline, leading collaborative assignments and coaching team members. - Advise key stakeholders on functional and cross-functional impact and alignment. - Manage and mitigate risks through assessment to support the control and governance agenda. - Demonstrate comprehensive understanding of organizational functions to contribute to business goals. - Collaborate with other areas to support business activities and strategies. - Create solutions based on analytical thought and extensive research. - Build and maintain relationships with internal and external stakeholders to achieve key business objectives. All colleagues are expected to embody Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset of Empower, Challenge, and Drive.,

As a Relationship Manager at Kolkata- Shyam Bazar branch, your primary responsibility will be handling affluent customers with an AUM size of 100 crores & above. You should possess wealth banking knowledge including Mutual Funds, Insurance, SIPs, AIF, family wealth management, and Private banking RMs. With more than 6 years of experience, you are expected to have very good interpersonal skills such as communication, negotiation, convincing skills, and be outspoken and proficient at explaining banking products. Your financial planning advisory skills should be commendable. Your role involves building and nurturing relationships with existing Priority Customers to increase share of wallet and revenues. Providing professional customer service to ensure a high percentage of customer satisfaction and retention is crucial. You will be managing the portfolio to mitigate risks against attrition and maintain stability of the book. Having comprehensive knowledge of the customer base in terms of their profile, demographics, psychographics, and assets within the Bank and elsewhere is essential. You will serve as the primary contact for the High Net Worth customers of the Bank. In terms of sales, you are expected to generate new business to meet defined targets regarding the number of customers, volumes, and revenue for the segment. Achieving product mix targets and ensuring induction of all new customers brought in by the Branches & Direct Sales team is part of your responsibilities. Maximizing sales process efficacy, achieving budgeted cross-sell targets, and implementing aggressive sales call plans to acquire large prospective customers through referrals are integral to your role. Coordinating customer events for the cluster along with the product team is also a key aspect of your job. This is a full-time position that requires your presence in person at the work location. Kindly acknowledge the same.,

As an ideal candidate for this role, you should possess a minimum of 15 years of experience in Private Banking or Private Wealth Management. Your extensive experience in these areas will enable you to effectively navigate the complexities of the financial industry and provide valuable insights to our clients. Your expertise will be instrumental in developing and implementing strategies that align with our clients" financial goals and objectives. Your strong background in Private Banking or Private Wealth Management will allow you to build and maintain strong relationships with high-net-worth individuals and provide them with tailored financial solutions. Your deep understanding of investment products, asset allocation, and risk management will be key in ensuring the successful management of our clients" portfolios. Overall, your proven track record in the field will make you a valuable asset to our team as we strive to deliver exceptional service and results to our clients.,

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 you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As a T24 BA_Data Migration - Senior Manager, you will lead the end-to-end analysis and execution of data migration initiatives across complex enterprise systems. This role demands 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. As a senior leader, you will also play a critical role in stakeholder engagement, risk mitigation, and aligning data migration efforts with broader business objectives. The ideal candidate should be well versed in Technical aspects of the product and experienced in Data Migration activities. They should have a good understanding of the T24 architecture, administration, configuration, and data structure. Additionally, the candidate should have design and development experience in Infobasic, Core Java, EJB, and J2EE Enterprise, as well as working experience and/or knowledge of INFORMATICA. In-depth experience in End-to-End Migration tasks, right from Migration strategy, ETL process, and data reconciliation is required. Experience in relational or hierarchical databases including Oracle, DB2, Postgres, MySQL, and MSSQL is a must. Other mandatory requirements include the willingness to work out of the client location in Chennai for 5 days a week. The candidate should possess an MBA/MCA/BE/B.Tech or equivalent with a sound industry experience of 9 to 12 years. Your client responsibilities will involve working as a team lead in one or more T24 projects, interface and communicate with onsite coordinators, completion of assigned tasks on time, regular status reporting to the lead and manager, and interface with customer representatives as needed. You should be ready to travel to customer locations on a need basis. Your people responsibilities will include building a quality culture, managing the performance management for direct reportees, fostering teamwork, leading by example, training and mentoring project resources, and participating in the organization-wide people initiatives. Preferred skills include database administration, performance tuning, and prior client-facing experience. EY exists to build a better working world, helping to create long-term value for clients, people, and society, and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. Working across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.,

As a Sales Manager specializing in HNI/UHNI Investor Relations at Solar Capital, you play a pivotal role in democratizing access to solar energy investments. Solar Capital is dedicated to empowering High Net Worth Individuals (HNI) and Ultra-High Net Worth Individuals (UHNI) to own high-yield solar assets, thereby creating a new asset class that combines clean energy with robust returns for impact-driven wealth creation. Your primary responsibility revolves around engaging with high-value investors and showcasing the long-term returns, tax advantages, and climate impact associated with our solar asset opportunities. By leveraging your deep connections within the HNI/UHNI network, you will identify, connect with, and pitch to potential investors, understanding their financial goals to align them with suitable solar investment plans. Building trust-driven, long-term relationships with investors is key, as you manage the end-to-end onboarding and documentation process. Your role involves conducting investor presentations, webinars, and 1:1 sessions, collaborating closely with the investment and technical teams to ensure seamless execution, meeting monthly fundraising targets, and expanding the investor network. To excel in this role, you should possess a minimum of 4-8 years of experience in wealth management, investment sales, or private banking. A strong network among HNIs, UHNIs, family offices, or NRI investors is crucial, alongside excellent communication, persuasion, and relationship-building skills. Experience in selling investment products or real assets is advantageous, and a passion for sustainability and clean energy is a bonus. Solar Capital offers a competitive fixed salary combined with a lucrative incentive structure. You will have the opportunity to contribute to the development of a new green asset class, enjoy a high degree of autonomy in a growth-oriented role within a purpose-driven organization, and potentially benefit from Equity/ESOPs as a top performer. If you can fluently speak the language of returns and responsibility, envision a future powered by solar energy, and are eager to assist others in benefiting from it, we invite you to join our team at Solar Capital.,

Position Overview Job Title Strategic Development Analyst, AS Location Mumbai, India Role Description As a Strategic Development Analyst supporting the Business Supervisory Office (BSO), you will assist the BSO in ensuring the US Private Banking Business is compliant with local rules and regulations in transacting business for its clients, The Strategic Development Analyst will also assist in ensuring that all business transacted for the clients are in their best interest (i-e compliance with the Regulation Best Interest) and in line with their Suitability and risk profiles This will require the analyst to review and provide disposition for daily trade alerts generated via the Surveillance systems implemented Further, the analyst will also be required to analyze trade related data and identify any market manipulation themes such market manipulation, front running, insider trading, pump and dump etc which in turn would need to be escalated to relevant onshore stakeholders (i-e in compliance with applicable Market Abuse Regulations), In addition to Trade Surveillance related activities, the analyst will also be required to assist the onshore stakeholders with Transaction Monitoring i-e reviewing all domestic/cross-border wire transfers executed by the client with the sole objective of ensuring all such activity is in sync with the anticipated activity for the account and there is no suspicion of money laundering, The analyst would be required to identify and explore any scope for enhancing current processes in place thereby increasing efficiency in terms of process delivery The analyst might be included to participate in internal reviews by Group Audit and Compliance Testing & Assurance (CT&A), 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 childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs and above Your Key Responsibilities Assist in carrying out supervision of the US Private Banking Business to ensure compliance with applicable rules and regulations Assist in the surveillance of capital market trades i-e analyze trade alerts to identify relevant Market Abuse themes such as front running, pump and dump, market manipulation etc Verify the trades executed are in the best interest and in line with the suitability (i-e risk profile) of the client Maintain knowledge of AML risks and applicable regulations from a US perspective Analyze cross border customer transactions to determine whether the transactions are in line with the anticipated activity for the client or if there exists reasonable suspicion of money laundering Assist in reviewing customer transactions to identify any money laundering flags and rapidly dispositioning them along with escalating cases which require further review Research entities and/or individuals using both public domain and database search services, Assist with the maintenance of existing Key Operating Procedures and the development of new Key Operating Procedures covering different processes/controls owned and executed by the BSO Coordinate with and support business divisions and/or infrastructure functions in executing their responsibilities in improving the quality of the data and any data quality remediation actions, Your Skills And Experience 3 to 4 years of Regulatory and Brokerage Trade Surveillance experience, preferably for the Wealth Management business Functional and conceptual knowledge of Market Manipulation themes such as Front Running, Pump and Dump, Insider Trading, Spoofing etc Experience with PM1, SunGard/FIS Protegent Surveillance tool (equivalents like LZ Sentinel, Aladdin, Charles River, JPM Trac, etc) and SunGard front-end systems such as NetX360 is a plus Strong understanding of Private Banking AML risks Knowledge of Financial Crime regulations Experience in the financial services industry and/or BSA/AML regulations with sound banking knowledge of product and service offerings Ability to co-ordinate with multiple stakeholders and manage projects/tasks on an end to end basis How Well Support You Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About Us And Our Teams Please visit our company website for further information: https:// db /company/company htm We strive for a culture in which we are empowered to excel together every day This includes acting responsibly, thinking commercially, taking initiative and working collaboratively, Together we share and celebrate the successes of our people Together we are Deutsche Bank Group, We welcome applications from all people and promote a positive, fair and inclusive work environment, Show

To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branchRole & responsibilities Preferred candidate profile

Client- Wealth Relationship Manager - SM/ AVP- NBFC Firm We are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue . Experience Required: 7- 15 years in handling HNI / wealth customers from Banks/NBFC firms with good experience in handling Wealth Management, Financial Planning & Investment Advisory. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc Interested applicants can apply or WhatsApp profiles to 7305390183

Client- Wealth Relationship Manager - SM/ AVP- NBFC Firm We are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue . Experience Required: 7- 15 years in handling HNI / wealth customers from Banks/NBFC firms with good experience in handling Wealth Management, Financial Planning & Investment Advisory. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc Interested applicants can apply or WhatsApp profiles to 7305390183

Roles and Responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which arerequired to gain business wallet share from HNI and Ultra HNI clients. Ensure regular engagement with mapped relationships and maintain quality ofportfolio by ensuring profitability at each client level. Showcase full range of consumer and commercial banking products to existing andpotential Key Clients of the Bank and harness incremental business opportunitiesacross all products. Contributing to the development of new products and services, by channelizing selfand customer feedback to the respective Program Teams. Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML)requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collectiveresponsibility to the bigger objectives of the institution. Desired Candidate Profile 8-10 years of experience in priority banking, wealth management, or related fields.

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

As an international bank with over 170 years of history, Standard Chartered is dedicated to making a positive impact for its clients, communities, and employees. We are a forward-thinking organization that thrives on challenges and constantly seeks opportunities to grow and excel. If you are seeking a purpose-driven career in a bank that values diversity and inclusion, we welcome you to join our team. At Standard Chartered, we are committed to driving commerce and prosperity through our unique diversity. Our brand promise is to be here for good, and we achieve this by embodying our valued behaviors. We prioritize doing the right thing, challenging ourselves, and maintaining integrity while always putting the client at the forefront of our actions. We believe in continuous innovation, striving for improvement, and learning from both successes and failures. Together, we build for the long term, embracing diversity, inclusion, and collective effort. In addition to providing core bank funding for retirement savings, medical and life insurance, Standard Chartered offers a range of benefits including flexible working options, time-off for annual leave, parental/maternity leave, sabbatical, and volunteering. We support proactive wellbeing through various programs, including a digital wellbeing platform, development courses, an Employee Assistance Programme, mental health support, and self-help toolkits. Our continuous learning culture ensures opportunities for growth, reskilling, and upskilling through various learning platforms. Joining Standard Chartered means being part of an inclusive and values-driven organization where everyone is respected and encouraged to realize their full potential. We celebrate diversity across our teams, business functions, and geographies, fostering an environment where all individuals can thrive. If you are looking for a fulfilling career with a purpose-driven bank, Standard Chartered welcomes you to explore opportunities with us. Visit our careers website at www.sc.com/careers to learn more about how you can be part of our dynamic team.,

As a Conduct Risk Associate at Morgan Stanley's U.S. Banks, you will play a crucial role in supporting key governance and management risk deliverables related to the banking and lending activities of Financial Advisors and the Private Bank's Distribution Sales Team. Your responsibilities will include creating various reports and materials, coordinating timelines for deliverables, and ensuring compliance issue logging and tracking are completed in a timely manner. You will be responsible for tasks such as creating the Bank's quarterly Dual Employment Oversight Committee materials, the quarterly Private Bank Distribution Sales Team Risk report, and assisting in compiling the Bank's quarterly Cross Conduct Risk (CCR) Reporting Forum materials. It will be essential for you to coordinate timelines across multiple priorities and ensure deadlines are met promptly. Additionally, part of your role will involve mentoring and training junior team members, overseeing production to ensure deliverables are of high quality and submitted on time, and providing constructive feedback in a timely manner. To qualify for this position, you should hold a Bachelor's Degree or higher and have 5 to 9 years of experience in operational risk management, business management, legal/compliance, banking and lending product risk advisory, or internal audit. A strong understanding of operational risk within the Financial Services industry, particularly Private Banking, Retail Banking, Investment Banking, and/or Wealth Management, is required. You should also possess broad knowledge of lending and deposit product risks. The ideal candidate will have the ability to manage multiple tasks efficiently, strong organizational, project management, and reporting skills, effective written and verbal communication skills, and the capacity to work both independently and collaboratively within a team under tight deadlines. Proficiency in Microsoft Office applications, including Excel, PowerPoint, Tableau, and SharePoint, is necessary. Morgan Stanley is committed to providing an inclusive and supportive work environment where individuals from diverse backgrounds can thrive and maximize their potential. The organization values recruiting, developing, and advancing individuals based on their skills and talents, creating a culture of inclusion that celebrates various perspectives and experiences. If you are looking to join a dynamic team in a fast-paced, high-demand environment, this opportunity as a Conduct Risk Associate at Morgan Stanley's U.S. Banks could be the right fit for you. Apply now and be part of a global financial services firm that values diversity and talent. Please note that this job posting was made on Oct 9, 2024, and the primary location for this role is in Mumbai, Maharashtra, India. This is a full-time position at the Assistant Vice President job level.,

About The Role : Job TitleQuantitative Investment Solutions (QIS) Structuring Corporate TitleAVP LocationMumbai, India Role Description Deutsche Banks Quantitative Investment Solutions (QIS) team develops, markets and implements systematic strategies across asset classes, with a range of investor objectives from yield generation, enhanced beta, hedging and market access. We work with a range of client types globally, from pension funds and insurance companies to asset managers and private banks. You will join our product development team, working on portfolio solutions / commodities . You will join a global team with a reputation for innovation and a track record of launching cutting-edge products, contributing to the expansion of our product range and the growth of our QIS business. What well offer you , 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Your primary area of focus will be the development of systematic strategies in the portfolio and commodities space, both in the linear and volatility space Develop portfolio solutions based on clients need Propose, back test and implement new solutions, as well as refresh the existing product suite with upgrades on existing implementations Interact closely with our trading, strats, index administration, legal and quant research teams to take strategies from the drawing board into tradeable products Produce and maintain marketing materials on our suite of solutions, and interact with salespeople to showcase our product capabilities in the portfolio / commodity QIS space Your skills and experience Experience with quantitative investments strategies in either a buy-side or a sell-side role, with specific experience related to cross asset / commodity products is preferable. Strong technical and quantitative academic background from a top tier business or engineering school. Coding skills are essential for the role, in particular Python A disciplined approach to project management, and the ability to handle multiple projects concurrently Ability to demonstrate a genuine interest in systematic strategies and their applications in the context of investment portfolios, as well as an ability to understand strategies in other asset classes, with a view to potentially getting involved in other asset classes in the medium term How well support you . . . .

About The Role : Job TitlePrivate Banking Manager, AVP LocationNoida, India 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 nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements. What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities This is a team handling role This role is to acquire B2C clientele & build portfolio there on Acquisition - Executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell - Ensure consistent growth of Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share. Ensure all business happens strictly within the compliance guidelines & framework of the bank Retention - Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Your skills and experience 15+ years of experience into investments & wealth management products acquisition Good Experience in Wealth Management products Candidate should have good knowledge about investments How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job TitleArea Sales Manager - BIL, Analyst LocationChennai, India Role Description 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. What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities This is a Managerial position Will manage a team of 6 Sales Managers Will need to generate business of about 20 Cr per month through their Sales Manager team. Candidate must be able to read & understand financials of clients to close a LAP deal. Should be able to read & analyze balance sheets as well. ASMs will also be required to hire their own team of Sales Managers ASM will report to Cluster Manager Your skills and experience Experience range of 5yrs 10 yrs relevant experience in the same geography as the job location only Must be a strong sales person with a well connects market reach Qualification Graduate / MBA Age capping to max 35 years Candidate should have excellent communication in English and well groomed How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job TitlePrivate Banking Manager, AVP LocationGurgaon, India 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 nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements. What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities This is a team handling role This role is to acquire B2C clientele & build portfolio there on Acquisition - Executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell - Ensure consistent growth of Investment AUM & CASA portfolio. Work closely with the Head RM to establish synergies with different channels for maximum wallet share. Ensure all business happens strictly within the compliance guidelines & framework of the bank Retention - Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Your skills and experience 15+ years of experience into investments & wealth management products acquisition Good Experience in Wealth Management products Candidate should have good knowledge about investments How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job Title Private Banking Advisor LocationAhmadabad, India 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 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Acquisition Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk,Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number. Your skills and experience The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualificationrequired is Graduation. Minimum Exp should be 6 12 Years in relevant field. How well support you

About The Role : Job TitleTele- Relationship Manager Corporate TitleNCT LocationMumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This caters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The candidate will be part of cross-sell team based out of Mumbai and the primary objective is to nurture the Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements as well as new client acquisitions. What well offer you , 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Relationship Building / Deepening / Cross Sell Increase acquisition of target clientele across private/personal banking segments. Assist Head- Cross sell in conducting approved local level sales drives (micro events) to achieve acquisition and acquire new accounts from referrals, companies and existing networks. Work closely with the Relationship Management/Senior Sales Management team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book . Ensure smooth transition of customer management to the respective Relationship Management post acquisition. Deepening of mapped base by cross-sell of insurance and investment products. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk,Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number. Video KYC(Know Your Customer) Understand the requirements of Video KYC guidelines as per RBI and assist the prospects/ customers with account opening and KYC renewals through Video KYC mode. Incumbent will guide the customer on Video KYC requirements and follow the standard procedures laid down by the bank for Video KYC. Video KYC Agent Candidate should be able to conduct Video KYC sessions as per the process laid down for new account opening and KYC renewal. Tele-calling Incumbent will be part of various projects for new acquisitions, cross-sell and any ad-hoc calling activity to support branch banking. Your skills and experience The candidate should have experience in managing clients of 10 lacs & above for their Banking, Investments, Insurance & Lending requirements . Relevant experience in VRM- Virtual Relationship Management/ Tele Sales in Liability / Insurance market is mandatory. Minimum ExperienceCandidates should have Wealth Management / Investment/ Insurance experience of atleast 3- 5 years or more of relevant experience . Candidates residing in Mumbai(Western Suburbs) will be preferred and currently looking for female candidates only Candidates with experience in Video Chats or experience in Video KYC will be preferred. Applicants are preferred from Banking especially foreign banks like; Standard Chartered (Priority Banking) HSBC (Premier Bank) CitiBank (Citi Gold) DBS Bank (for 30 lacs plus segment) Or even Private banks like; HDFC Bank Kotak Bank Axis Bank Candidate should have excellent communication in English and well groomed. Qualificationrequired is Post Graduation / Graduate . How well support you . . . . About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job Title Private Banking Advisor LocationPune 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 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Acquisition Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk,Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number. Your skills and experience The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualificationrequired is Graduation. Minimum Experience should be 7 12 Years in relevant field. This is an individual contributor role. Need a Senior Banker, with good knowledge about investments, Wealth Management, Mutual Funds, PMS, Insurance. Acquisition of New to Bank clients. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job TitlePB BLIS IS COO LocationMumbai, India Corporate TitleAssociate Role Description In this role you will work in the global team looking at all product risk related topics. Working together with the central team as well as the regional BLIS / BLIS COO Teams, you will be responsible to make sure that the milestones that have been set are being monitored and kept track of. You will also work with the team to prepare both content as well as senior management update documents on the covered topics. Further, you will own and ensure adherence to the risk & control governance framework in line with regulatory requirements / internal policies /audit standards. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Work with the teams to contribute to the product governance topics with PB Owning and performing and ensuring adherence of key business controls like ensuring that recommendation list of Funds for each country is in line with the Global recommendation list Prepare, run senior mngmt meeting content on product governance updates Handling business management tasks Your skills and experience Post/ graduate-level degree with analytical skills Minimum 3 years' experience in Private Bank/ Wealth Management is preferred Ability to work independently, prioritizing multiple tasks and meeting strict deadlines Excellent attention to detail and organisational skills are essential Strong communication skills with ability to clearly articulate one's viewpoints/ challenges Proficient in MS Office applications (Excel, Powerpoint, Word) An understanding of the Financial Products, in particular Investment products will be useful Good team skills and demonstrable ability to work within clearly defined KOPs Enthusiastic and a flexible team player, with an ability to work in a fast-paced, dynamic environment How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role : Job TitleLending Officer, AS Location:Mumbai, India Role Description Deutsche Banks Lending Asia is a well-established team of professionals involved in providing customized and standardized liquidity solutions specifically designed to address theunique and complex needsofultra/highnet worth individuals. Its team members are based across Mumbai, Hong Kong, and Singapore. What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Initial financing enquiries and live execution Financial Analysis of underlying companies and/or collateral. Depending on each enquiry/transaction, including but not restricted to Credit fundamental analysis, analysis of financials, comparable company, valuation analysis, financial modelling As required, general industry overview that relates to the financing enquiry/ transaction Research on sponsors/clients Transaction writeup and internal transaction presentation Collation of relevant research reports, including ratings report to the extent applicable Commercial, business and financial due diligence in a live transaction Preparing/assisting in credit approval analysis and addressing Risk Management queries Post transaction Monitoring transaction covenants (eg financial covenants, information needed on a periodic basis) Transaction amendments and credit renewal process Others Timely input of new/to-be-renewed credit files and risk ratings into the lending digital platform, for onward credit approvals Participate in system testing Potential ad hoc projects Private bank/ Wealth Management experience would be preferable Experience in change management and process improvements initiatives would be helpful for candidate to succeed in the role Your skills and experience Education and Experience: Key Competencies: Prior experience of credit analysis with a strong knowledge of Lending business Highly motivated person with initiative, willing to learn and actively blend with his/her onshore and offshore colleagues. Superior analytical aptitude, problem solving abilities and excellent communication skills Strong understanding of finance with ability to analyze financial statements Team player, Fast thinking, dynamic and a strong work ethic Experience of at least 6 years in a financial institution in a similar role would be preferred Attention to detail and high level of motivation How well support you

We are looking for a highly skilled and experienced Relationship Manager to join our team in Baroda. The ideal candidate will have 11-15 years of experience in the IT Services & Consulting industry, with a strong background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and objectives. Provide expert advice on Mutual Funds investment strategies and products. Conduct thorough analysis of client portfolios to identify areas for improvement. Collaborate with internal teams to develop and implement customized solutions for clients. Stay up-to-date with market trends and regulatory changes affecting Mutual Funds. Identify new business opportunities and grow existing client relationships. Job Requirements Proven experience as a Relationship Manager in the IT Services & Consulting industry. Strong knowledge of Mutual Funds products and services. 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 cross-functional teams to achieve business objectives.

Roles and Responsibility Manage and maintain client relationships to provide excellent customer service. Develop and implement financial plans to meet clients' investment goals. Conduct thorough analysis of market trends and economic conditions to offer informed advice. Collaborate with internal teams to ensure seamless execution of trades and transactions. Identify new business opportunities and grow existing accounts through effective sales strategies. Stay up-to-date with regulatory changes and industry developments to remain competitive. Job Requirements Proven experience as a Private Banker or in a related field, with a minimum of 41 years of experience. Strong knowledge of financial markets, instruments, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and organizational skills with attention to detail. Experience working with electronic banking systems and software applications.

Managing UHNI clients & leading team of Wealth Advisors. Mentor & support team members to meet their targets. Guide the team in identifying & onboarding through tailored financial planning & advisory solutions. Drive AUM growth & revenue generation. Required Candidate profile Support the team in delivering quality investment advisory, portfolio reviews & rebalancing strategies. Ensure all activities adhere to regulatory guidelines, internal policies & compliance.