1870 Private Banking Jobs - Page 12

Role & responsibilities Some of the responsibilities will include: Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. Acquire New Clients for the firm and also develop new territories. Increase AUM Book through cross selling products of bank and increasing wallet share Work with colleagues of other divisions of the bank to Cross Sell products and services to clients. Adhere to all company processes and policies, and carry the bank brand through developed functional and behavioural skills. Deli...

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 9082104424 Sanika 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

Job Requirements Job Description: Partner - First Private at IDFC FIRST Bank Company Overview IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative financial solutions to its customers. With a strong focus on customer satisfaction and employee development, IDFC FIRST Bank is a great place to build a successful career. Job Title: Partner - First Private Job Type: Full-Time Job Category: Others Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location: Chennai, Tamil Nadu, India Additional Parameters Minimum 5 years of experience in wealth management or private banking Strong knowledge of financial products and services Excel...

Kotak Mahindra Bank Limited is looking for Relationship Manager - Banking Solutions-Kotak Private Banking-Banking Solution to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients: regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements: understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities: identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals ...

Kotak Mahindra Bank Limited is looking for Relationship Manager - HNI-Kotak Private Banking-Relationship Manager to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients: regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements: understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities: identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Providing ...

Dear Candidate, We are hiring for the role of Relationship Manager (Business Banking & Small Business Banking) for IndusInd Bank. (Individual Role) Sourcing of NTBs from branch, open market/Direct sourcing/references. Should have prior experience in lending of working capital ( Fund based & Non fund based) Meeting set productivity parameters, income generation from the existing client base to promote additional banking products and services Build and maintain strong relationships with existing SME clients, serving as their primary point of contact for all banking-related needs. Understand clients' business objectives, financial goals, and challenges to offer customized banking solutions and ...

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years KRA : About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through conti...

Job Summary : Steptrade Capital is seeking an experienced, and results-driven VP - Wealth Management to lead and grow our distribution and investor relations initiatives. The ideal candidate will have a strong background in Alternative Investment Funds (AIFs), and Wealth Management, with proven expertise in fundraising, building strategic distributor/investor networks, and expanding business footprints. Key Responsibilities : • Identify and approach potential investors including HNIs, UHNWIs, family offices, PE/VC firms, and institutional investors for both listed and unlisted fundraising mandates. • Develop, maintain, and strengthen relationships with distribution partners including Nationa...

Urgent Hiring Relationship Manager (Yes Premia / Retail Banking) Department: Relationship Management Retail Banking Grade: Assistant Manager / Deputy Manager Location: Pune Experience: 17 years (BFSI preferred) Qualification: Graduate Key Responsibilities: Manage & grow Retail Liabilities and Investment relationships. Acquire new high-value customers and cross-sell CASA, Insurance, MF, Loans, etc. Ensure customer satisfaction and retention through proactive engagement. Generate leads & coordinate with internal teams to meet business targets. Follow internal control, compliance, and risk management processes. --- Desired Profile: Minimum 1 year of experience in Relationship Management / Sales...

Opening in Leading Bank Private Banking Group - Bangalore Role/Job Title: Investment Portfolio Counsellor Department : Wealth Management > Sales > Private Banking Group Age : up to 35 CTC up to 22L Job Purpose: Leading Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Roles & Responsibilities: Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct t...

Job Description Head of wealth and Relationship Management (Liquide Black) Location: Bangalore Company: Liquide Industry: Fintech | Wealth Advisory | Investments About Liquide Black - Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment advisory, combining human expertise with AI driven insights. We are seeking a Head of Wealth/Relationship Management to lead and scale our wealth advisory vertical, manage senior client relationships, and build a high-performing team of Relationship Managers (RMs). Key Responsibilities Leadership & Team Management * Build, mentor, and lea...

Work Level : Individual Core : Communication Skills Leadership : Building Work Relationships Industry Type : Banking Function : Back Office Operations Key Skills : Assistant Relationship Manager,Private Banking,Dsa Channel Education : 12th Note: This is a requirement for one of the Workassist Hiring Partner. Primary Responsibility: * Maintain a positive attitude and display professional behaviour at all times. * Perform daily banking and back-office operations efficiently. * Handle customer queries and ensure excellent service delivery. * Manage data entry, documentation, and KYC verification. * Support sales, marketing, and loan processing teams. Company Description Workassist is an online ...

Roles and Responsibilities: Track equity and debt oriented mutualfunds Analyze and suggest mutual fund schemes Reviewing clients portfolios Gather information from various sources and interpret patterns and trends Prepare research reports and analysis on complex data Maintainup-to-date knowledge of financial services industry happenings and current events Key Result Areas:- Portfolio Management Analysis of various MF scheme rankings Researching on other funds schemes as per availability Scheme suggestion to the client based on portfolio Data maintaining with conclusions andrecommendations Handling Mutual Fund investment Internal coordination for best investment advice for prospective clients

Designation: Wealth Manager Location: Gurugram Salary - 12 LPA to 17 LPA Experience Required : 7-14 Years of Experience in Banking & AMC(Mutual funds Company) Acquisition of Affluent & Super Affluent Client Must Have : NISM 5 A Certificate Required Candidate profile Experience Required: 7-14 Years of experience in Banking, Securities, AMC, Burgundy RM, Affluent RM, Wealth Manager Good Knowledge of Investment product like Mutual Funds, PMS and AIF

Roles and Responsibilities: Track equity and debt oriented mutualfunds. Analyze and suggest mutual fund schemes. Reviewing clients portfolios Gather information from various sources and interpret patterns and trends. Prepare research reports and analysis on complex data. Maintainup-to-date knowledge of financial services industry happenings and current events. Key Result Areas:- Portfolio Management Analysis of various MF scheme rankings. Researching on other funds schemes as per availability. Scheme suggestion to the client based on portfolio. Data maintaining with conclusions andrecommendations. Handling Mutual Fund investment Internal coordination for best investment advice for prospectiv...

Job Description Job Code: Position Relationship Manager – Affluent Reporting To Department Axis Function Axis – Affluent Banking Location Band 5B We Stand for: CaringAn imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.CollaborationA value which is all about being boundary-less in approach by going beyond one’s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.Custom...

Position: Investment Portfolio Counsellor Location Open Position Coimbatore, Noida, Vijayawada 1st Round - Regional Head 2nd Round - Head Investments Role/Job Title: Investment Portfolio Counsellor Department : Wealth Management >Sales > Private Banking Group Job Purpose: A leading financial institution is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Roles & Responsibilities: Provide expert advice and...

Position Overview Job Title: Sales Coverage Support, AVP Location: Mumbai, India Role Description Deutsche Bank's Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and ...

Hi, We are hiring for Pioneer Relation ship manager for our Leading client. Minimum 5+ yrs of experience in Branch banking in assets and Liability department, Able to manage 4 to 5 branch of Bank to generate more revenue for Bank Work location - Chennai, Coimbatore and Kochi location. - Should be handling branch above 100 cr - BM candidates preferred only - MNC bank, most preferred Pioneer RM Upto 15-17 Lacs Pls call Hemanth 9715166618 for more info Thanks, Hemanth 9715166618

Job Title: Wealth Manager Location: Pune, India Experience Required: 10 - 15 years Education: Any Graduate (Candidates with relevant certifications such as CFP, CFA, NISM preferred) Salary: Negotiable Based on experience and interview performance Industry: Wealth Management / Financial Services Position Type: Full-time Job Overview: We are seeking a highly experienced and dynamic Wealth Manager to manage and grow our portfolio of high-net-worth and ultra-high-net-worth clients. The ideal candidate will have a strong track record in wealth management, client servicing, and portfolio advisory, specifically handling luxury accounts. The role requires an individual with exceptional interpersonal...

Role & responsibilities * Manage and grow relationships with Private UHNI and HNI clients. * Develop and implement tailored investment strategies across diverse asset classes. * Monitor market trends and assess risks to optimize client portfolios. * Ensure regulatory compliance and uphold ethical standards in all client interactions. Preferred candidate profile Currently into Private Banking / handling Private Clients (mandatory) Can be from a Bank, NBFC, AMC, or Financial Institution Strong product knowledge in mutual funds, insurance, AIFs, PMS Proven experience in managing private/HNI client portfolios

Role Description As a Senior Principle Engineer - Product Management at Incedo, you will be responsible for the development and management of product roadmaps and requirements. You should have experience with Agile methodologies and be able to work collaboratively with cross-functional teams. Roles & Responsibilities: Define product vision, strategy, and roadmap in collaboration with cross-functional teams Conduct market research and competitive analysis to identify product opportunities and threats Develop and maintain product requirements, user stories, and use cases Prioritize and manage product backlog in collaboration with development teams Communicate product vision and progress to sta...

Role Overview: As a Business Management Analyst in Private Banking based in Mumbai, India, you will be a vital part of the Location Management team. Your primary responsibilities will revolve around Business Management, managing headcount, costs, controls, and optimizing resource utilization. You will play a crucial role in supporting various aspects such as cost and resource management, program/business management, and controls. Key Responsibilities: - Cost and Resource Management: - Manage headcount by tracking hires and leavers - Prepare and analyze cost sheets, monitoring variations, and proposing cost optimization ideas - Program/Business Management: - Develop and maintain strategy mate...

Join us as a Senior Test Analyst at Barclays where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. As a part of the team, you will deliver technology stack, using strong analytical and problem solving skills to understand the business requirements and deliver quality solutions. You'll be working on complex technical problems that will involve detailed analytical skills and analysis. This will be done in conjunction with fellow engineers, business analysts and business stakeholders. To be successful as a Senior Test Analyst you ...

Role & responsibilities Exclusively cross selling to the HNI customers of the banking partner. To derive Insurance Business from assigned Relationship/Channel in the area or zone, to convince the relationship so they can convince their customer to invest in company. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. Preferred candidate profile 4-5 years experience in life insurance. Excellent track record and consistency. Perks and benefits Up to 7.5 lacs + variables