1878 Private Banking Jobs - Page 14

Hiring in private banking - You get 100% leads from company - take follow-up on the leads given by the branch - detailed explanation of products to the customers - set up a meeting with potential / existing clients Required Candidate profile -Graduation or Above -Any Sales exp. preferred -Fresher's Can't Apply -Good Communication ship What's up no.9825867797 Perks and benefits Fixed package Incentives Medical Insurance Coverag

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Kotak Mahindra Bank Limited is looking for Service Delivery Officer-BRANCH BANKING-Service to join our dynamic team and embark on a rewarding career journey Responsibilities: Manage and oversee service delivery processes Ensure timely and efficient delivery of services to clients Monitor service quality and implement improvements Coordinate with various departments to resolve issues Prepare and maintain documentation for service delivery Provide regular updates to management on service performance

Kotak Mahindra Bank Limited is looking for Service Delivery Officer-BRANCH BANKING-Service to join our dynamic team and embark on a rewarding career journey Responsibilities: Manage and oversee service delivery processes Ensure timely and efficient delivery of services to clients Monitor service quality and implement improvements Coordinate with various departments to resolve issues Prepare and maintain documentation for service delivery Provide regular updates to management on service performance

Kotak Mahindra Bank Limited is looking for Service Delivery Officer-BRANCH BANKING-Service to join our dynamic team and embark on a rewarding career journey Responsibilities: Manage and oversee service delivery processes Ensure timely and efficient delivery of services to clients Monitor service quality and implement improvements Coordinate with various departments to resolve issues Prepare and maintain documentation for service delivery Provide regular updates to management on service performance

Overview The Associate Analyst, Portfolio Management will be a member of the People Operations and Insights team which provides data-driven decisions at scale, delivers key operational experiences, and enables scalable operational excellence across People and Capability This is a global role and collaboration will be required with the global team, operating across multiple time zones The ideal candidate is highly motivated, intellectually curious, passionate about operational excellence and brings expertise in the HR functional domain, program management, planning, and enablement Role Oversee the planning and execution of largescale projects within People Operations and Insights Partners to ...

You are seeking a highly experienced Senior Client Partner Private Wealth to join a dynamic team with a proven track record in Private Wealth Management or Private Banking. Your expertise lies in managing and growing high-net-worth (HNW) client portfolios. - Acquire, manage, and grow an AUM portfolio by providing tailored wealth management solutions to HNW and UHNW clients. - Develop and execute strategies to deepen client relationships and maximize revenue potential. - Offer comprehensive financial advisory services, including asset allocation, investment planning, and portfolio management. - Collaborate with internal investment teams, research analysts, and product specialists to deliver b...

Identify, acquire, and onboard new HNIs and UHNIs with a relationship size of 1cr and above. Generate new business through existing personal network. Conduct regular in-person client meetings, portfolio reviews, and achieve targeted growth in AUM. Required Candidate profile Must have 4+ years of expertise in the given skills: UHNI Acquisition PMS Relationship Management & Growth Financial Planning & Investment Advisory Product & Market Knowledge Targets & Business Growth

IPB AML Investigations Asia Pacific, VP Position Overview Job Title: IPB AML Investigations Asia Pacific, VP Location: Bangalore, India Corporate Title: VP Role Description The purpose of Anti-Financial Crime / Financial Crime Operations (AFC/FCO) is to monitor transactions and identify potentially unusual or suspicious activity, with the aim of detecting and preventing the misuse of products and accounts for money laundering or terrorist financing (ML/TF). The primary focus of this role is to investigate cases-whether manually created or generated by transaction monitoring (TM) systems-in accordance with the Investigation Guidelines. This is a leadership position responsible for managing a ...

Area Wealth Head team handle knnowldge based products other than MF & LI- Take care of PMS, Wealth Management, Trade Forex, Term Loan, handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Required Candidate profile 8– 15 years relevant work experience in a Wealth management, BH, Area Head or BM keen for team role knowldge based role can apply too Self-starter, team player proactive & target oriented. Perks and benefits Team role. One of the leading Bank wealth N TFX

Kotak Mahindra Bank Limited is looking for Service Delivery Officer-BRANCH BANKING to join our dynamic team and embark on a rewarding career journey Coordinate with suppliers to ensure that deliveries are made on time and in accordance with customer requirements Plan and organize delivery schedules to ensure that goods are delivered to customers in a timely and efficient manner Load and unload delivery vehicles, ensuring that goods are securely loaded and transported Track deliveries and maintain accurate records of deliveries made and goods received Ensure that all deliveries are made in a safe and efficient manner, in accordance with health and safety regulations and company procedures Com...

Kotak Mahindra Bank Limited is looking for Service Delivery Officer-BRANCH BANKING to join our dynamic team and embark on a rewarding career journey Coordinate with suppliers to ensure that deliveries are made on time and in accordance with customer requirements Plan and organize delivery schedules to ensure that goods are delivered to customers in a timely and efficient manner Load and unload delivery vehicles, ensuring that goods are securely loaded and transported Track deliveries and maintain accurate records of deliveries made and goods received Ensure that all deliveries are made in a safe and efficient manner, in accordance with health and safety regulations and company procedures Com...

Job description Role & responsibilities Exp. in Private Banking is must . To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are req...

We are hiring Banking Partner - Pioneer Banking Location- Jaipur, Chandigarh, Ludhiana Interested candidates can send their profiles at nidhi.kundra@indusind.com Job Summary: Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and d...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realize their dreams and aspirations at every life stage. Few lines about TPC function within DBS Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach” ...

Job Purpose As a Regional Head, the objective is to provide leadership that drives our Wealth Management operations. Through collaborative leadership, innovative strategies, and an unwavering commitment to client satisfaction and compliance, aim is to create an environment of growth, foster enduring relationships, and contribute to the broader success of our organization. You will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics. Main Accountabilities Business Development To Develop the strategic plan for Wealth Management to meet business objectives Monitor and analyze performance metrics including...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach” ...

The Playing Captain role in Private Banking combines leadership and client coverage responsibilities. The individual will lead, mentor, and manage a team of Relationship Managers, while also maintaining and growing their own book of Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients. This dual responsibility ensures the leader remains actively engaged in business development, client servicing, and revenue generation while setting an example for the team. Key Responsibilities: Lead a team of Relationship Managers, providing strategic direction, coaching, and performance management. Drive the teams overall revenue, client acquisition, and asset under management (AUM) targets. Foster ...

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profile Critical Skills Required: Relationship Management, minimum 5+ years(Mandatory) Sales and Relationship Building HNI / UHNI Client Acquisition

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

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 2 - 8 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts (NON working candidates with Banking experience if applying , CTC would be same as last drawn ) Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

As the Chief Revenue Officer (CRO) at MicroMitti, you will play a crucial role in scaling the company's revenue across various functions including sales, marketing, HNI capital, and product revenue. Your responsibilities will encompass both sales leadership and fundraising, integrating real estate sales with strategic capital raises from HNIs, NRIs, and Family Offices. Here's what you can expect in this role: **Key Responsibilities:** - Lead all revenue-generating functions including Sales, Marketing, Investor Relations, Fundraising, and Partner Ecosystems. - Own the firm-wide revenue and P&L targets across real estate products, digital investment offerings, and institutional channels. - Bui...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP Portfolio and Project Management Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. You will oversee the development process and ensure successful project delivery. Roles & Responsibilities:- Expected to be an SME- Collaborate and manage the team to perform- Responsible for team decisions- Engage...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday