719 Private Banking Jobs - Page 13

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.

Your key responsibilities Ensures that the Service Operations team provides optimum service level to the business lines it supports. Takes overall responsibility for the resolution of incidents and problems within the team. Oversees the resolution of complex incidents. Ensure that Analysts apply the right problem-solving techniques and processes. Assists in managing business stakeholder relationships. Assists in defining and managing OLAs with relevant stakeholders. Ensures that the team understands OLAs and resources appropriately and are aligned to business SLAs. Ensures relevant Client Service teams are informed of progress on incidents, where necessary. Ensures that defined divisional Production Management service operations and support processes are adhered to by the team. Make improvement recommendations where appropriate. Prepares for and, if requested, manages steam review meetings. Makes suggestions for continual service improvement. Manages escalations by working with Client Services and other Service Operations Specialists and relevant functions to accurately resolve escalated issues quickly. Observes areas requiring monitoring, reporting and improvement. Identifies required metrics and ensure they are established, monitored and improved where appropriate. Continuously seeks to improve team performance. Participates in team training events, where appropriate. Works with team members to identify areas of focus, where training may improve team performance, and improve incident resolution. Mentors and coaches Production Management Analysts within the team by providing career development and counselling, as needed. Assists Production Management Analysts in setting performance targets; and manages performance against them. Identifies team bottlenecks (obstacles) and takes appropriate actions to eliminate them. Level 3 or Advanced support for technical infrastructure components Evaluation of new products including prototyping and recommending new products including automation Specify/select tools to enhance operational support. Champion activities and establishes best practices in specialist area, working to implement best of breed test practices and processes in area of profession. Defines and implements best practices, solutions and standards related to their area of expertise Builds captures and manages the transfers of knowledge across the Service Operations organization Fulfil Service Requests addressed to L2 Support Communicate with Service Desk function, other L2 and L3 units Incident-, Change-, Problem Management and Service Request Fulfillment Solving incidents of customers in time Log file analysis and root cause analysis Participating in major incident calls for high priority incidents Resolving inconsistencies of data replication Supporting Problem management to solve Application issues Creating/Executing Service Requests for Customers, provide Reports and Statistics Escalating and informing about incidents in a timely manner Documentation of Tasks, Incidents, Problems and Changes Documentation in Service Now Documentation in Knowledgebases Improving monitoring of the application Adding requests for Monitoring Adding alerts and thresholds for occurring issues Implementing automation of tasks Your skills and experience Service Operations Specialist experience within a global operations context Extensive experience of supporting complex application and infrastructure domains Experience managing and mentoring Service Operations teams Broad ITIL/best practice service context within a real time distributed environment Experience managing relationships across multiple disciplines and time zones Ability to converse clearly with internal and external staff via telephone and written communication Good knowledge on interface technologies and communication protocols Be willing to work in DE business hours Clear and concise documentation in general and especially a proper documentation of the current status of incidents, problems and service requests in the Service Management tool Thorough and precise work style with a focus on high quality Distinct service orientation High degree of self-initiative Bachelors Degree from an accredited college or university with a concentration in IT or Computer Science related discipline (equivalent diploma or technical faculty) ITIL certification and experience with ITSM tool ServiceNow (preferred) Know How on Banking domain and preferably regulatory topics around know your customer processes Experience with databases like BigQuery and good understanding of Big Data and GCP technologies Experience in at least: GitHub, Terraform, Cloud SQL, Cloud Storage, Dataproc, Dataflow Architectural skills for big data solutions, especially interface architecture You can work very well in teams but also independent and you are constructive and target oriented Your English skills are very good and you can both communicate professionally but also informally in small talks with the team Area specific tasks / responsibilities: Handling Incident- /Problem Management und Service Request Fulfilment Analyze Incidents, which are addressed from 1st Level Support Analyze occurred errors out of the batch processing and interfaces of related systems Resolution or Workaround determination and implementation Supporting the resolution of high impact incidents on our services, including attendance at incident bridge calls Escalate incident tickets and working with members of the team and Developers Handling Service Request eg. Reports for Business and Projects Providing resolution for open problems, or ensuring that the appropriate parties have been tasked with doing so Supporting the handover from new Projects / Applications into Production Services with Service Transition before Go Life Phase Supporting Oncall-Support activities

We are looking for Banking Partner/Sr Banking Partner - Pioneer Banking . Locations : Hyderabad Interested Candidates can send their CV to mamatha.krishna@indusind.com Roles and Responsibilities Detailed Job Responsibilities Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Desired Candidate Profile - Total Experience should be 5+ Years - 3-4 years into Relationship Manager / Private Banking, preferably comes with his own book that he would have built over the years. - Excellent communication skills

We are looking for a skilled professional with 10-20 years of experience to join our team as an AVP/SR Manager for a Wealth Management Company in Connaught Place. The ideal candidate will have a strong background in wealth management and recruitment. Roles and Responsibility Develop and implement effective wealth management strategies for clients. Manage and maintain relationships with high net worth individuals and businesses. Identify new business opportunities and grow the existing client base. Collaborate with internal teams to deliver exceptional customer service. Analyze market trends and provide investment advice to clients. Build and maintain a strong network of industry contacts and partnerships. Job Requirements Proven experience in wealth management or recruitment, preferably in a similar role. Strong knowledge of financial markets and products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with high net worth individuals and businesses.

Your key responsibilities Planning and execution of global virtual CIO events, working closely with the Deutsche Bank inhouse AV team to co-ordinate the setup, execution and post event follow up, providing a best practice approach to virtual events. Creation of all client event related invitations and distribution thereof. Live digital event support including multi-language translation, content presentation slides and live client Q&A. Assist in the planning and coordination of in-person, client virtual, and hybrid events, including meetings, conferences. Support on all event logistics such as guest registration and guest communications with approvals working with third party vendors and internal regulatory & compliance stakeholders. Leading on the event registration and attendance reports globally, supporting each of the regions with guest attendance pre and post event. Providing timely updates to senior management across PB. Work with the third party in-house ECOM approved delegate management system to streamline reporting - updating guest lists, RSVPs, post-event surveys and presentations. Support in preparation of event collateral, including name badges, agendas, print material and giveaways. Managing internal calendars, timelines, weekly tracking documents and event briefings to ensure delivery of project assets on time. Support budget tracking and invoice processing under the guidance of the Events Manager and in line with the departmental Business Manager. Supporting the wider Global Marketing team with day-to-day business requirements i.e. meeting management and invoice payments. Collating documents, briefings and PowerPoint presentations for meetings ensuring that accurate documents are supplied well in advance for review. Key business and user point of contact for the event registration system used and a point of contact for business divisions on event registration, invitation lists and management of RSVPs. Obtaining approvals from all necessary stakeholders including Legal and Compliance and storing these in the appropriate internal systems (such as MRG). Your skills and experience 4-6 years prior experience in events space Prefer MBA, masters in marketing or equivalent qualification from a reputed university Strong proficiency in MS Excel (absolutely required) to create financial models and handle large datasets and manage client registration and attendance reports thereby automating the process Sound knowledge of MS PowerPoint (absolutely required) with experience in creating presentations and present event overview along with registration and attendance report and survey results to senior management Ability to work independently and in large global teams with effective prioritization skills to meet project deadlines Collaborate and confident individual with effective verbal and written communication skills A self-starter with outstanding analytical and problem-solving skills

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 looking for a proactive and detail-oriented Junior Process Excellence Analyst (Associate) to join our Process and Service Excellence team (PSXT) in the Private Bank division. This role is ideal for a candidate eager to strengthen business analysis skills within a dynamic and international financial services environment. You will support the team in analysing and improving key private bank processes and ensuring alignment between stakeholders and project goals. Your key responsibilities Assist process and service excellence initiatives, projects or key workstreams. Help analysing processes with the aim to increase client experience and automation, reduce costs and processing times by considering target architecture and process design principles. Work with team members and stakeholders to help identifying inefficiencies and support the development of optimized to-be processes. Contribute to establishing and/or maintaining an organized process documentation repository. Support senior analysts and process owners in gathering information and collecting data points about existing business processes and services to prepare their analysis. Assist in identifying capability gaps and improvement opportunities. Organise and contribute to meetings, workshops, and interviews with internal stakeholders including process owners, front-office, operations, and compliance teams. Take accurate notes and action items from meetings and support follow-ups. Help prepare presentation materials, stakeholder summaries, and project status reports. Maintain version control of documents and ensure traceability of requirements. Your skills and experience Bachelors degree in Business, Finance, Information Systems, or a related discipline. 4-6 years of relevant work experience, preferably within financial services. Basic understanding of personal banking, private banking or wealth management concepts is a strong plus. Six Sigma Yellow Belt or equivalent certification (beneficial). Exposure to business analysis practices, process documentation, or project support. Familiarity with tools such as Microsoft Excel, Visio, PowerPoint and collaboration tools. Key Competencies: Strong attention to detail and eagerness to learn. Clear communicator with good written and verbal skills. Ability to manage multiple tasks and priorities effectively. A collaborative mindset and willingness to support team goals. Analytical thinker with curiosity about improving how things work.

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

The Team Leader - Wealth will oversee and drive the performance of a team of 68 Relationship Managers (RMs) responsible for acquiring and servicing high-net-worth individuals (HNWIs) with investible wealth ranging from 1 crore to 5 crore. The Team Leader will provide mentorship and operational support to ensure team targets are met, while upholding the compliance and organization’s commitment to customer-centricity and profitability. 1. Team Leadership and Management: Lead, motivate, and mentor a team of Relationship Managers to achieve sales targets and deliver high-quality client service. Conduct regular team meetings to review performance, share insights, and align efforts with organizational goals. Create & execute bespoke training program, so that the team is aligned with the products USP and process of sales. Provide mentoring and development opportunities to enhance team skills and productivity. 2. Client Acquisition and Retention: Support Relationship Managers in identifying & acquiring HNWIs with investible wealth between 1 crore to 5 crore. Oversee the teams efforts in client servicing, ensuring strong relationships and high levels of customer satisfaction. 3. Product Sales and Advisory: Drive the sale of third-party wealth products, including Mutual Funds, Insurance, AIFs, PMS and any other product that part of portfolio of PCG. Ensure that team members provide personalized investment strategies aligned with clients financial goals and risk appetites. 4. Performance Management: Monitor and evaluate individual and team performance against defined sales targets and KPIs consistently at fixed interval as per organisational process. Identify and address performance gaps through targeted interventions including Theoretical training, On the Job training, Mentorship, Joint calls, feedback etc. 5. Market Insights and Training: Stay updated on market trends, regulatory changes, and new product developments, and share insights with the team. Work with Regional team and training team to organize regular training sessions to enhance product knowledge and client engagement techniques. 6. Compliance and Governance: Ensure that sales process & all team activities adhere to organizational policies and regulatory requirements. Support and drive to maintain accurate and timely records of client interactions and team performance. Qualifications and Experience Educational Background: Graduate in any discipline. Preferred: MBA in Marketing/Finance or equivalent qualification. Experience: 7-12 years of relevant experience in the BFSI industry, with at least 2-3 years in a team management role. Key Skills and Competencies Strong knowledge of wealth management products and financial planning principles. Proven leadership and team management abilities. Excellent communication, interpersonal, and client engagement skills. Goal-oriented and results-driven, with strong problem-solving and decision-making capabilities. High ethical standards and commitment to compliance.

Job description Designation - Sr Manager/ Chief Manager/ AVP- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. AUM size minimum 30 CRS Location- Bangalore, Chennai Salary- 15 LPA- 25 LPA Interested Candidates can mail there resume- s.devanesan@bajajcapital.com

Job Title: Priority Banking Relationship Manager (PBRM) Location: Nagpur, Pune Experience: Minimum 4 years in banking relationship management Industry: Banking & Financial Services Job Responsibilities: Manage relationships with HNI clients and provide wealth management solutions. Achieve sales and revenue targets by cross-selling banking products. Ensure excellent customer service and satisfaction. Develop and maintain strong client relationships. Requirements: Graduation/Post-Graduation in Finance, Business, or a related field. Strong knowledge of investment products, mutual funds, and insurance. Excellent communication and interpersonal skills. Job Title: NRI Relationship Manager (NRI RM) Location: Nagpur, Pune Experience: Minimum 4 years in NRI banking Industry: Banking & Financial Services Job Responsibilities: Manage and grow relationships with NRI clients. Provide investment, forex, and remittance solutions. Ensure compliance with banking regulations and KYC norms. Generate business from NRI accounts through cross-selling banking products. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Experience in handling NRI clients and products like FCNR, NRE, NRO accounts. Strong understanding of global remittance and forex transactions. Job Title: Burgundy Relationship Manager (Burgundy RM) Location: Nagpur, Pune Experience: Minimum 6 years in wealth/relationship management Industry: Banking & Financial Services Job Responsibilities: Manage a portfolio of Ultra HNI clients. Provide investment and wealth management advisory. Drive revenue growth by offering premium banking solutions. Work closely with financial advisors and investment teams. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Strong knowledge of wealth management, investments, and banking solutions. Excellent relationship-building and negotiation skills.

Responsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions. Advice in financial products or securities or fund or asset or portfolio management. Required Candidate profile To earn a greater return than the return expected given the level of risk outlines investment details, such as minimum investment requirements, liquidity provisions

Required skills / experience: Strong Avaloq Development Background Experience on Avaloq platform Good understanding of Private Banking Domain Ex : Investment market , Capital Markets & Trading Knowledge on products like Avaloq stex , Corporate Actions , Payments , Settlements , Credit , Finance ..etc Good knowledge about Avaloq reporting as well as interfaces Knowledge on Avaloq batch and EOD Strong knowledge in scripting languages such as PL SQL Excellent communication skills Understand user requirements and provide solutions using Avaloq Parameterization along with Unix and shell scripts. Develop the most appropriate IT solutions in line with the solution design, to meet customer needs, ensuring continuous improvement with responsibility to write the unit & integration tests performed by Test Engineers Good Analysis, Design and Coding skill Determine technical and business suitability of proposed requirements with architect, developers and other relevant team members and provide recommendations. Validate proposed solutions with business representatives and technical team to ensure solutions and restrictions are clearly understood. Experience on any functional domain. Debugging and Problem solving skills Define and document solutions and changes producing comprehensive documents supported by structured analysis techniques and methodologies. Development, Testing of requests, execution of release Good knowledge on Agile practices Excellent written and verbal communication and presentation skills Handling specific issues / queries from projects and POD members Be able to work in Agile/DevOps environment

RoleTreasury professional Organizational relationships Reporting toHead of Funding and Pricing Roles & Responsibilities Treasury professional will be responsible for following activities Regulatory reporting i.e. ALM Filling, LCR Management. ALCO Monitoring, Treasury Risk Monitoring Management MIS reporting, RBI Compliance monitoring. Liaisoning with lenders for borrowing covenants. Responsible for interaction with banks, NBFCs to place the syndication transaction. Responsible to originate & execute transactions seamlessly. (i.e. Syndication / Co Lending / Credit delivery arrangements) Responsible for Corporate fundraising transactions including due diligence, financial modelling, drafting of information memorandum, deal term sheets & legal documentation. Coordination with Sales / Vendor / Credit / Rating teams and with Banks / NBFC. Responsible for Assignment of receivables / Securitization with Banks / NBFC. Qualification CA / MBA with 4 -6 years of experience with a track record in Regulatory reporting, Corporate / Project / Structured Finance transaction. Experience required Should have strong understanding of banking & finance markets & regulatory frameworks. Strong understanding of corporate credit with ability to analyze financial reports. Preferably working with Private banks, NBFCs where the emphasis on fund raising / Securitization / Assignment of receivables and banking relationships is high. Existing relationships with Indian banks / NBFCs / Capital Market Investors. Positive thinker. Having good analytical and conceptualizing skills with ability to articulate in a crisp manner for meaningful conversation. Sound communication skills - verbal and written and presentations skills.

Hello visionary! We empower our people to stay resilient and relevant in a constantly evolving world. Were looking for people who are always searching for creative ways to grow and learn. People who want to make a real impact, now and in the future. Does that sound like youThen it seems like youd make a great addition to our vibrant international team. The IP department of Siemens located in Bangalore works closely with the Indian R&D departments and businesses to strategically build inventions, harvest inventions in a timely manner, protect valuable inventions in different jurisdictions, prosecute patent applications and lead IP portfolio in a strategic manner. Over the years, the IP professionals Group in this department has developed expertise in drafting patent applications meeting globally acceptable quality standards in innovative technologies of today. The IP Professionals group is responsible for prosecuting their own patent applications across different jurisdictions including WO, US, EP, CN, IN, etc. and is responsible for running its own IP portfolio. The IP Professionals group is also engaged in mitigating third party IP risks for our products prior to the product release into the market and protecting our inventions from infringement by third parties through exploitation of IPRs. The IP Professionals group also actively interacts with colleagues in other IP departments worldwide for creation and management of our IPRs. Your success is grounded in Siemens is looking for an IP Professional with 1-3 years validated experience in drafting and prosecuting patent applications across different jurisdictions (US, EP, CN, IN, etc.) The candidate must have a bachelors OR a masters degree from a recognized university in Electronics and Communication, Computer Science, Mechanical or Electrical Engineering. The candidate must have experience in drafting and prosecuting patent applications for computer related inventions (software inventions), specifically in upcoming technology areas. The candidate must have experience working in a law firm or an inhouse IP department and shall have knowledge of patent practice and procedures at least in one of the three jurisdictions US, EP and IN. The candidate shall have curiosity about developing skills of a good patent attorney. The candidate must have a very good attention to detail and good written and spoken English skills. Join us and be yourself! We value your outstanding identity and perspective and are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society. Come bring your authentic self and create a better tomorrow with us.

: Job Title: Lending Officer LocationMumbai, 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 childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Team Lead Lead the local team of credit analysts and liaise with senior onshore desk heads/counterparts on a regular basis, while managing own set of deliverables Build and develop the local team in terms of skillsets and Book of Work 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 Prior experience in managing and leading a team with similar skillsets Comfortable with leading a team alongside managing own tasks and responsibilities Prior experience of credit analysis with a strong knowledge of Lending business Highly motivated person with initiative, willing to learn and actively blend with Candidate/Applicants 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 10 years in a financial institution in a similar role would be preferred Attention to detail and high level of motivation How well support you

Personal bankers help clients manage their money so as to balance risk. Personal bankers may also be referred to as commodities, securities, or financial services sales agents. They are responsible for undertaking banking duties and overseeing...

Manage and grow a portfolio of HNI and Ultra HNI clients by offering personalized wealth management. Those who worked in startup investment, Handled 30-40 Cr AUM, conduct in-depth portfolio reviews. Build long-term relationships with clients.

:- Branch Office Manager: Experienced in financial product marketing and sales, adept at leading branch operations to achieve revenue targets and client satisfaction. Responsibilities include overseeing sales teams, developing marketing strategies, and cultivating client relationships. Must possess strong leadership skills to motivate teams and ensure adherence to company policies and regulatory standards. Proven track record in driving sales growth, implementing effective marketing campaigns, and optimizing operational efficiency. Excellent communication and interpersonal abilities are essential for liaising with clients, staff, and senior management. The ideal candidate demonstrates a deep understanding of financial products and market trends to drive business success.

Immediate job opening for SFI Vlocity_C2H_Pan India. Skill Business Analyst Exp 9 years to 12 Years Location Bangalore A ll candidates must be hands-on and senior enough to pick bigger accountability, roles are mapped to C9 equivalent in NatWest. - Banking exposure is a must-Have, past experience on Mobile Apps and Agile ways of working is essential, prior exposure to Wealth Management Private Banking is highly desirable, past NatWest experience is desirable." Technical BA The current open role is for Techno Functional BA's who can partner with stakeholders to analyze the current/target business operations and effectively document the requirements for the programme. The role primarily requires Murex Techno functional SME's who have good hold on Murex business flows across asset class and come with the similar experience in the past. They will be responsible for evaluating the business processes, performing requirement analysis, technical analysis and writing requirements which meets business ask. Proven experience in generating process documents and reports, Stakeholder Management, Good communication skill and ability to translate data into actionable insights. Knowledge of relevant tools like Visio, PUML, Jira, SQL etc is a must. Experience in Back office & Front Office (as per the role above) is mandatory. MUST HAVE We are looking for BA profiles who are having total 12+ years of experience and Banking Mobile app is must with 7-8 yrs as pure BA. Work location should be Bangalore. Candidate must be hands-on and senior enough to pick bigger accountability, roles are mapped to C9 equivalent in NatWest. Banking exposure is must and have past experience on Mobile Apps and Agile ways of working is essential. Prior exposure to Wealth Management Private Banking is highly desirable, past NatWest experience is desirable.

Position : Relationship Manager-Yes Premia and Yes First Responsibilities : Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process

Role & responsibilities Managing the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients - Financial Planning and Investment Advisory to HNI clients Preferred Candidate Profile- *** Need Relevant Experience of 4-5 Years into Wealth Asset Management, Investment Advisory, HNI Client Relationship, Forex, Trading Location- South Mumbai / Across all region Interested candidates directly reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Branch Office Manager: Experienced in financial product marketing and sales, adept at leading branch operations to achieve revenue targets and client satisfaction. Responsibilities include overseeing sales teams, developing marketing strategies, and cultivating client relationships. Must possess strong leadership skills to motivate teams and ensure adherence to company policies and regulatory standards. Proven track record in driving sales growth, implementing effective marketing campaigns, and optimizing operational efficiency. Excellent communication and interpersonal abilities are essential for liaising with clients, staff, and senior management. The ideal candidate demonstrates a deep understanding of financial products and market trends to drive business success.

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

Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. Job Responsibilities(JR) Actionable Sales Maintain Daily Sales Report CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident Walk Ins Portfolio Referrals Friends Associates Family members Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it Utilizing the sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Using Data-mine for cross-selling Sales of various Credit Cards Activation Pitch for enhancement of limits Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers MF/Insurance/RBI Bonds Ensure that requisite certifications are done (NISM V-A) Sales of Asset Products Disseminating product information Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Activation of LTD a/cs: To ensure that all LTD accounts are activated and remain in the same state month on month. Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. Calling of customers who have not transacted and know the reasons. Escalate to BM Product on any change in market situation threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit To ensure such customers are engaged and brought back to bank fold To cross sell loan products with other banks for which such transfer may take place To cross sell investments to such customers by which they will tend to maintain balances Calling on Large Value Attrition: Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained To impress upon customers to make us the primary bankers and ensure that all funds are retained. Enhancing customer wallet size Ensuring that customers make us their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scope is done and products targeted accordingly Sales to family members and associates (all network) Attrition control of customers Includes persuading the customer to continue and if required renew FDs Monitor large amount movements account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Managing Classic Portfolio Manage the benchmark no. of customers in the portfolio Extend Classic benefits to customers basis identification in eligibility lists/ LTR Ensure that individual customers are grouped and C ustomer T o G roup (CTG) Ratio is maintained on the portfolio By grouping them with their family members who already hold accounts with us By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of I ncome generating P roduct G roup H olding (IPH) is reached Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance Values within each of the customer groups Online updation of CRMNext at every stage of customer contact on the portfolio Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme Ensure that all classic customers within the portfolio are contacted Usage of APT and data in CRM for effective call planning and review with BH PBA(Pre call planning and post call review ) Detailed updation of interaction to be captured in CRM , Tasks/ leads to be created , profiler to be updated on same day of interaction. Achievement of income plans and other benchmarks within portfolio Ensure that income plans for the month and year are duly met across products Achieving of portfolio level benchmarks of and IPH Income product to be sold to each group of the portfolio in the year Ensure that the benchmark sales per month is met Usage of netbanking Mobile banking , Billpay , RDFD penetration benchmark to be met CEP to be met as per cycle All customers to have valid mobile and email address . Customer services Ensure quality customer service is delivered Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs Ensure appropriate customer communication on closures & copy of that to be filed. Preventive complaint management Asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Check back on recent customers registered to DBC channel and give any specific help required Responsibility of opening the customer account within the TAT. Operations Ensure certification of documentation required for opening and maintaining customer accounts Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Maintaining Tatkal kits as per laid down process As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process Includes managing standing instructions Submission of daily e-schedule indicating the third party sales done Updation of CRM for the asset leads generated Updation of weed-out database on the portal Ensure KYC norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Opening of accounts under smart account mode Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Insurance CAM MF Fund houses personnel HSL personnel