717 Private Banking Jobs - Page 12

Role & responsibilities Dealing with Ultra HNI /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Preferred candidate profile

1. The handling & acquiring and deepening clients (HNI/Ultra HNI) 2. Counsel HNI/Ultra HNI clients on their Investments and manage their overall financial portfolio and deepening the wallet from existing clients. Well acquanited with Bonds, AIF, PMS

1. The handling & managing RM's, will be responsible for acquiring and deepening clients (HNI/Ultra HNI) 2. Counsel HNI/Ultra HNI clients on their Investments and manage their overall financial portfolio and deepening the wallet from existing clients

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 Bajaj Finserv Asset Management

Job Summary: We are looking for a seasoned professional to lead our Private Banking (Wealth) business in East India. The Market Head will be responsible for driving business growth, managing a team of Relationship Managers, and ensuring high levels of client satisfaction and compliance. Key Responsibilities: Team Leadership: Lead and manage a team of Relationship Managers to drive performance, business growth, and client engagement. Business Development: Drive acquisition and deepening of high-net-worth (HNW) client relationships in the region. Client Management: Ensure delivery of high-quality wealth management solutions and services to clients. Strategy Execution: Implement regional business strategies aligned with overall Private Banking objectives. Revenue & Targets: Achieve financial and non-financial targets for the region, including AUM growth, revenue, and client retention. Risk & Compliance: Ensure adherence to internal policies and regulatory guidelines across all client and team interactions. Collaboration: Work closely with product, investment, risk, operations, and compliance teams to deliver seamless client solutions.

Roles and Responsibilities Source top talent for various roles within the BFSI sector, including Private Banking, Wealth Management, and Private Wealth. Conduct end-to-end recruitment processes from sourcing to onboarding new hires. Collaborate with hiring managers to understand their requirements and develop effective recruitment strategies. Utilize social media platforms to promote job openings and attract candidates. Ensure timely communication with both clients (hiring managers) and candidates throughout the recruitment process. Desired Candidate Profile 1-4 years of experience in BFSI Recruitment or related field. Strong understanding of banking industry trends, products, and services. Excellent communication skills for effective client interaction. Ability to work independently with minimal supervision while meeting tight deadlines.

Role Overview: As a Director Family Office & HNW, you will be responsible for managing and growing key client relationships with UHNIs and Family Offices. This is a strategic advisory role focused on delivering tailored investment solutions, building deep client relationships, and contributing to the growth of the firms high-value portfolio. Key Responsibilities: Build and maintain strong relationships with new and existing HNW and Family Office clients Act as a strategic advisor by understanding financial goals and providing bespoke investment advice Lead client acquisition and business development efforts to grow the segment Collaborate with internal advisory, research, and investment teams to deliver comprehensive wealth management solutions Track and analyze client portfolios, manage risk, and identify optimization opportunities Cross-sell and upsell services such as succession planning, family governance, philanthropy, and estate planning Ensure high client satisfaction through consistent, high-touch engagement and proactive service delivery Stay updated on market trends and contribute to strategic initiatives and special projects Desired Candidate Profile: 12-18 years of experience in wealth management or investment advisory Proven track record of managing HNW/UHNI relationships Strong understanding of financial markets, investment products, and portfolio management Exceptional communication, interpersonal, and relationship-building skills Ability to think strategically and provide end-to-end financial solutions Strong business development acumen and client-centric mindset

Project Role : Business Agility Practitioner Project Role Description : Professionals who provide business agility and technology innovation advisory services focused on organizational transformation in order to aid clients in outlearning and outperforming the competition. Must have skills : Project Program & Portfolio Governance Good to have skills : NAMinimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Agility Practitioner, you will engage with clients to provide advisory services that enhance business agility and drive technology innovation. Your typical day will involve collaborating with various teams to facilitate organizational transformation, ensuring that clients can adapt and thrive in a competitive landscape. You will leverage your expertise to guide decision-making processes and foster a culture of continuous improvement within the organization, ultimately helping clients to outlearn and outperform their competition. Roles & Responsibilities:- Expected to be a Subject Matter Expert with deep knowledge and experience.- Should have influencing and advisory skills.- Responsible for team decisions.- Engage with multiple teams and contribute on key decisions.- Expected to provide solutions to problems that apply across multiple teams.- Facilitate workshops and training sessions to promote business agility principles.- Develop and implement strategies that align with organizational goals and enhance overall performance. Professional & Technical Skills: - Must To Have Skills: Proficiency in Project Program & Portfolio Governance.- Strong understanding of agile methodologies and frameworks.- Experience in change management and organizational development.- Ability to analyze complex business problems and propose effective solutions.- Excellent communication and interpersonal skills to engage stakeholders at all levels. Additional Information:- The candidate should have minimum 15 years of experience in Project Program & Portfolio Governance.- This position is based at our Bengaluru office.- A 15 years full time education is required. Qualification 15 years full time education

The candidate will need to generate leads and close them by speaking to the clients over telephone. He/She needs to market & sell the training products of Crisil. He /She needs to be customer service oriented and should be able to convince the client for training products. Good technical skills in excel, word and PPT. Responsible for sales and marketing our training programmes to external clients. Generate new leads and ensuring closures. Establish new contacts with clients. Please note: This is a third party opportunity. Apply only if interested.

Designation :Deputy Manger Voice Payroll-Bank payroll Job Location-Jui Nagar/Thane/Andheri Process-Inbound/Outbound Salary-Upto 4 Lakh (Depending On Interview) Day Shift Work From Office Call 9137797705 Hrutika 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

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Ulsoor 2 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 profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank Mount Kailash, No 33/5 Meanee Avenue Road, Halasuru, Bengaluru - 560042 (Branch Code - 286) Date: 03rd July25 (Thursday) Time – 10:00 AM to 11:30 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Role & responsibilities - Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions - Lead, mentor and support the team to achieve individual and team revenue targets - Act as a key point of contact for key clients, ensuring exceptional service delivery - Drive product penetration and cross-sell opportunities within the existing and new client base - Ensure compliance with all regulatory and internal policies while handling client portfolios - Work closely with product, research, and operations teams to deliver holistic wealth solutions - Track and analyze portfolio performance and report key metrics regularly

: Job TitleSales Manager Premium Banking LocationGurgaon Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Their experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue 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 - Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition - Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition 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 SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition 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.

: Job TitleDivisional Risk and Control Analyst - Private Bank (PB) Corporate TitleAssociate LocationMumbai, India Role Description: Business Overview / Division The Private Bank combines Deutsche Banks private clients business in Germany and its international business with private and commercial clients together with Wealth Management in a single division. In both the domestic German market and worldwide the Private Bank provides high-quality advice to overbroad range of clients and a broad range of financial services in 19 countries ranging from day-to-day banking services right through to advisory services for sophisticated Private Banking and Wealth Management clients. In Italy, Spain, Belgium and India the Private Bank offers its services to corporate clients as well as small and medium-sized enterprises. The Private Bank is a strong pillar of the Groupa modern bank that boasts capital markets and financing expertise, a strong global network and modern digital services. Team The team is part of the Business Risk & Controls (BRC). The PB BRC guards the Protect agenda by overseeing non-financial risks, conduct & control topics and regulatory changes. The team works across global PB franchise delivering complex key risk and control agenda, adding value for the Business to reduce complexity and enhance controls. The team works with cross-functional and global teams, collaborating with multiple stakeholders globally across the bank. 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 Assist in designing and improving global control processes in areas of responsibility Oversight/support in execution of non-financial risk topics including Control and Conduct topics Support the production and delivery of monthly Non-Financial Risk materials, reports and MI at Global and Regional Level Assist in implementation of various attestation tasks and provide on time clarifications/resolution of control owners queries Identify control enhancements (self-identified and in support of audit finding closures) and implement enhancements where required Implement framework enhancements and meet ongoing framework requirements. Your skills and experience Education & Experience: Knowledge of non-financial risks and controls Experience of working with controls processes Relevant experience in the Retail Banking / Private Banking sector or experience in financial services or consultancy (with Private Banking experience preferred but not essential) Experience working on small to medium scale projects at least within a global environment University degree Competencies: Very strong analytical skills (quantitative and qualitative) Proficiency with Microsoft Office programs; e.g. Excel , Word and PowerPoint Ability to work in pressurised situations Strong work ethic, commitment to excel and proven capacity to work effectively with limited supervision Strong communication (written and verbal) and relationship skills Ability to clearly articulate and present supported topics Excellent command of the English language (written and spoken skills) Personal Characteristics: Proactive attitude and self-initiative Strong Team Player skills as well as demonstrated capability to own tasks Eagerness to learn and adapt to new situations and processes Service oriented Delivery-focused, able to support deliverables to deadlines Flexibility with respect to new tasks and the ability to work properly in stressful situations Ability to learn quickly Driven and able to handle day-to-day routine as well as cope with shifting priorities to meet needs and demands How well support you . . . .

: Job TitleDivisional Risk and Controls Senior Analyst, Assistant Vice President LocationMumbai Business Overview / Division: The Private Bank (PB) combines Deutsche Banks private clients business in Germany and its international business with private and commercial clients together with Wealth Management in a single division. In both the domestic German market and worldwide the Private Bank provides high-quality advice to ~20 million clients and a broad range of financial services in many countries ranging from day-to-day banking services right through to advisory services for sophisticated Private Banking and Wealth Management clients. In Italy, Spain, Belgium and India the Private Bank offers its services to corporate clients as well as small and medium-sized enterprises. The Private Bank is a strong pillar of the Groupa modern bank that boasts capital markets and financing expertise, a strong global network and modern digital services. Team The team is part of the Team Business Risk & Controls (BRC). The PB BRC guards the Protect agenda by overseeing non-financial risks, conduct & control topics and regulatory changes. The team works across global PB franchise delivering complex key risk and control agenda, adding value for the Business to reduce complexity and enhance controls. The team works with cross-functional and global teams, collaborating with multiple stakeholders globally across the bank. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Role description / Responsibilities: Business Risk & Controls (BRC) is responsible for overall non-financial risk and control management for the Private Bank. The position will be specifically responsible for: Support delivery of Conduct and Supervision topic globally for Private Banking Support execution of Global PB Controls for Supervision and ensure that the Key Controls operated as designed Analyse the data sets based on control requirements and make assessment of upstream/downstream impact Liaise with Tech partners to implement requirements, perform User Acceptance Testing, perform task configuration updates and configuration checks in the system Support design and improvement of global control processes within areas of responsibility in partnership with global business lines, second line and tech teams Work collaboratively with cross divisional teams to enhance the framework as per policy requirements Document and maintain various Procedures, KODs and internal procedures pertaining to NFR/Conduct topics Support RTB book of book including monitoring of supervisory tasks, set up and execution of effective quality assurance process Provide support in Governance and reporting by performing various analysis on controls and reporting critical elements to senior management. Develop subject matter expertise on framework components within the remit of the team Ensure that any sensitive issues are escalated promptly with sound analysis and recommendations. Support remediation of existing findings and audit reviews. Developing effective partnerships with DCO, COO colleagues & Infrastructure partners : Education & Experience: Proven experience of working on Non-Financial Risk topic in a financial industry, specifically Conduct and Supervision, findings/issue management, Control Framework Relevant experience in the Retail Banking / Private Banking sector or experience in financial services or consultancy (with Private Banking experience preferred but not essential) Business Analysis experience coupled with exposure to Technology processes Experience working on small to medium scale projects at least within a global environment University degree Competencies: Very strong analytical skills (quantitative and qualitative) High level understanding of Technology implementation lifecycle and Tech processes Proficiency with Microsoft Office programs; e.g. Excel , Word and PowerPoint Ability to work in pressurised situations Strong work ethic, commitment to excel and proven capacity to work effectively with limited supervision Strong communication (written and verbal) and relationship skills Ability to clearly articulate and present supported topics Excellent command of the English language (written and spoken skills) Personal Characteristics: Proactive attitude and self-initiative Strong Team Player skills as well as demonstrated capability to own tasks Eagerness to learn and adapt to new situations and processes Service oriented Delivery-focused, able to support deliverables to deadlines Flexibility with respect to new tasks and the ability to work properly in stressful situations Ability to learn quickly and think laterally Driven and able to handle day-to-day routine as well as cope with shifting priorities to meet needs and demands 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.

: Job Title Private Banking Advisor, Associate LocationMumbai, 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 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.

Roles and Responsibilities HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG Attrition control of customers• Achieving MTD and YTD Revenue Targets Desired Candidate Profile Min 5+ Years of relevant experience into Branch Banking Perks and Benefits Best in the Industry Job Location: Thane, South Mumbai (All Areas), Mumbai Suburbs, Navi Mumbai, Mumbai Central, Harbour Line Role: NR RM/ Wealth RM/ BRH (TL Role for Wealth) / BM (Branch Banking) Interested may contact on 8369106722 for more details or apply for the same. ***ONLY Relevant Candidates do apply*** Thanks & Best Regards, Anu Gupta Sr Recruitment Officer Talent Ahead India Pvt. Ltd. / IMSA India +91 8369106722 URL : www.talentahead.in , www.imsa-search.com

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

Job Title: Process and Service Excellence team (PSXT), AVP Location: Mumbai, India Corporate Title: AVP Role Description Process and Service Excellence team (PSXT) is part of the PB Operating Model function under the global PB Chief Operating Office. The purpose of the team is to combine process know-how with operational improvements and automation capabilities. The objective is to increase client satisfaction and capture operational efficiencies by front to back digitalization, automation and non-tech process improvements in close collaboration with key stakeholders. PSXT strives to link the overall PB strategy to client journeys, product offering, IT platform and organizational set-up by ensuring a process design with E2E views & cost transparency. We work closely with Process Owners and the Transformation organisation across the PB division and rive accountability, ensure stakeholder alignments, deliver process and service enhancements, take care of communications, employee engagement and feedback loops for continuous process improvements. We are seeking a driven, capable and experienced Process Excellence Analyst (Assistant Vice President) with solid foundation in banking processes to actively support the excellence of key private bank processes in alignment with Target Operating Model and strategic enterprise architecture. The successful candidate will contribute to the design and implementation of process enhancements internationally, focusing on automation and digitalization, and stakeholder engagement. This role is ideal for a professional with several years of experience looking to take on more ownership and influence within a collaborative change delivery environment. Your key responsibilities Actively contribute to process and service excellence initiatives, projects or key workstreams. Analyse processes including impact analysis with the aim to increase client experience and automation, reduce costs and processing times in alignment with target architecture and process design principles. Identify pain points, control gaps, and improvement opportunities. Perform process mapping and supply data and analytics capabilities to the organisation. Support in assessing budget requirements and creating cost views. Contribute to the design of optimized to-be processes using best practice frameworks. Cooperate with business, IT stakeholders and control functions to optimize processes. Support stakeholder analysis and interactions and help manage relationships with Process Owners, Front Office, Operations, control functions and technology teams. Actively contribute to workshops, requirements sessions, and process walkthroughs to gather input and drive alignment. Communicate effectively with both technical and non-technical stakeholders. Your skills and experience Bachelors degree in Business, Finance, Economics, or Information Systems. 6-8 years of experience as a Process Expert, Consultant, Business Analyst or Change Practitioner, preferably in personal banking, private banking or wealth management. Hands-on experience with process analysis, modelling and documentation. Six Sigma Green Belt or equivalent certification (beneficial). Working knowledge of relevant private banking systems, platforms, or data flows is advantageous. Understanding of key regulatory impacts (e.g., KYC/AML, MiFID II) preferred. Proficient in business analysis and process mapping tools. Key Competencies: Strong analytical and conceptual thinking skills. Detail-oriented with the ability to see the bigger picture. Prior process data mining and analytics experience are beneficial. Clear and structured communicator with confidence in leading discussions. Comfortable working in fast-paced, multi-stakeholder environments. Proactive, collaborative, and eager to take initiative and accountability.

Serve as a trusted financial consultant to high-net-worth individualsorfamilies.Understand current income, expenses,insurance coverage,tax status, financial objectives, and risk tolerance of HNI clients and delivery returns through asset allocation

Job Description : Branch Relationship Head 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 and internal policies. Implement effective risk management practices to mitigate potential risks associated with client relationships and transactions. Performance Monitoring: Monitor key performance indicators (KPIs) and financial metrics to assess the performance of relationship banking activities. Take proactive measures to address any deviations from targets. Market Intelligence: Stay updated on market trends, competitor activities, and industry developments. Leverage market insights to identify opportunities for business expansion and strategic partnerships. Cross-functional Collaboration: Collaborate with internal stakeholders, including product managers, credit risk analysts, and operations teams, to streamline processes and deliver seamless banking experiences to clients.

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management (AVP / VP / Sr VP) Experience - 13+ yrs Location - Delhi / Mumbai /Ahmedabad / Pune / Kolkata Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services. Helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. A business manager as he would be responsible for P & L of his team. Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high Maintaining profitability targets by ensuring good IRR and cross sell Identifying streams for revenue growth & developing business plans to build consumer preference Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

We are looking for a highly skilled and experienced Senior Manager to lead our syndication practice in Mumbai, focusing on growing the business through lending and balance syndications with banks. The ideal candidate will have 4-6 years of experience. Roles and Responsibility Maintain and acquire new relationships with various banks, including PSU banks, private banks, foreign banks, offshore banks, and NBCFs. Stay updated with loan syndication market information by maintaining relationships with other loan syndication desks. Select and pursue opportunities for syndications, providing active inputs during client negotiations to make proposals saleable. Ensure correct structuring of proposals to offer innovative solutions while ensuring creditworthiness and legal correctness. Prepare Credit Assessment Memorandums and represent cases in various approval committees of banks. Syndicate client requirements within expected timelines, managing end-to-end deals. Job MBA/PGDBA/PGPM or equivalent degree. Minimum 4 years of experience in sales, preferably in the banking or financial services industry. Possess strong knowledge of loan syndication, relationship management, and negotiation skills. Demonstrate the ability to work independently and collaboratively as part of a team. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are essential.

We are looking for a skilled Senior Manager to lead our syndication practice in Mumbai, focusing on lending and balance syndications with banks. The ideal candidate will have 4-6 years of experience in the banking or financial services industry. Roles and Responsibility Develop and maintain relationships with various banks, including PSU banks, private banks, foreign banks, offshore banks, and NBCFs. Collaborate with other loan syndication desks to stay updated on market trends and opportunities. Select and pursue suitable opportunities for syndications, providing active inputs during client negotiations. Ensure correct structuring of proposals to offer innovative solutions while maintaining creditworthiness and legal correctness. Prepare Credit Assessment Memorandums and represent cases in various approval committees of banks. Manage end-to-end deals, ensuring timely syndication of client requirements. Job MBA/PGDBA/PGPM or equivalent degree. Possess strong knowledge of the banking or financial services industry, particularly in syndication and lending practices. Demonstrate excellent communication and negotiation skills, with the ability to work effectively with clients and internal teams. Exhibit strong analytical and problem-solving skills, enabling the identification of new business opportunities. Ability to work in a fast-paced environment, meeting deadlines and delivering results. Strong understanding of credit assessment principles and practices is required.

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. Your key responsibilities This is an individual contributor role This role is a merged role, including assets & trade forex products and continually grow client base by continuous acquisition Ticket size: Assets 1Cr to 50Cr / Trade Forex - clients with annual turnover of 500 Cr Acquisition: Assist Head Relationship Manager 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. Focus on acquiring Trade Accounts, increase trade volumes and generate forex revenue Relationship Building / Deepening / Cross Sell: Primarily responsible in building and deepening mapped business banking portfolio. Ensure consistent growth of the Business Banking portfolio. Synergize for maximum penetration of business banking products, trade, forex, and Insurance & Investment sales to new / existing 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. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels and Doorstep Banking. Increase customer contact ability by capturing email address and mobile number. Your skills and experience 5-10 years of experience into Business Banking as an RM Candidate must be comfortable to source business through open market channels Candidate must be comfortable to source business through open market channels Candidate should have excellent communication in English and well groomed.