1878 Private Banking Jobs - Page 15

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 Ltd.

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 Ltd.

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 Ltd.

Acquire Key TASC customers of the market in collaboration with the Cluster/Circle Head TASC and the Branch Head of the respective Branch Develop and nurture trust relationships with a portfolio of major clients Exhibits proper understanding of institutional sales with thrust on TASC products with CMS and digital solutions Expand the relationships with existing customers by continuously proposing solutions that meet their objectives Ensure the correct products and services are delivered to customers in a timely and compliant manner Coordinate with the key customers and internal teams to ensure service delivery of the highest standards Resolve any issues and problems faced by customers and dea...

Design and implement Avaloq-based IT solutions aligned with business goals, ensuring continuous improvement and innovation. Developing the most appropriate Avaloq IT solutions in line with the solution design to meet customer needs, ensuring continuous improvement with responsibility to write the unit integration tests. Ensuring products and services maintain compliance with mandatory and regulatory requirements. Maintaining group controls within the SLA and resolving remediation activities swiftly. Ensuring operational stability, integrity, and availability of products and services supported by the Engineering Team. Managing the performance of the deliverables in line with benchmark objecti...

Design and implement Avaloq-based IT solutions aligned with business goals, ensuring continuous improvement and innovation. Developing the most appropriate Avaloq IT solutions in line with the solution design to meet customer needs, ensuring continuous improvement with responsibility to write the unit integration tests. Ensuring products and services maintain compliance with mandatory and regulatory requirements. Maintaining group controls within the SLA and resolving remediation activities swiftly. Ensuring operational stability, integrity, and availability of products and services supported by the Engineering Team. Managing the performance of the deliverables in line with benchmark objecti...

The Back Office Manager provides full leadership and supervisory responsibilities. Provides operational / service leadership and direction to team members.

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

Job Description: You will be part of a team at Neo that is dedicated to creating a platform for great bankers to excel without any legacy constraints. This platform is driven by clarity and supported by strong investment thinking. As a driven banker at Neo, you will be expected to take on a leadership role rather than just following instructions. Your focus will not only be on managing money but also on establishing long-lasting client relationships within India's emerging next-generation Affluent HNI segment. This segment comprises individuals who are aspirational, fast-moving, and prioritize real performance over superficial packaging. If you thrive on trust-based relationships, prioritize...

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

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealt...

Responsibilities : You will provide leadership on our most critical engagements, working closely with diverse Infosys and client teams to drive successful outcomes. You will also be involved in branding, thought leadership, practice development, and knowledge management efforts to provide value-adding consulting services that enable our clients to meet the global landscape's changing needs. You will anchor sales proposal preparation and engagement delivery efforts. Additional Responsibilities: Location of posting is subject to business requirements Technical and Professional Requirements: Commercial banking, Core banking transformation, Corporate Banking, Lending, Loans & Mortgages, Mobile B...

Job Description: Prior work experience 6 15 years either in management consulting or directly working on advisory business technology or operational change initiatives in one or more of these areas of Financial Services industry Banking Capital Markets Payments or Risk Compliance Full time MBA from top tier business school Qualified CA preferred Consulting advisory experience with top tier consulting organizations strongly preferred Experience in driving large scale transformation program management change management Should have good experience in interfacing with client executives business and IT client members in consultative setups Demonstrate thought leadership ability to conceptualize a...

Job Description: We are looking for smart self driven high energy people with top notch communication skills intellectual curiosity and passion for excellence Our consultants have a blend of in depth domain expertise strong business consulting skills and excellent soft skills We are looking for full time MBAs from top tier business schools with a deep understanding of financial services and in depth expertise in Capital Markets domain within Financial Services with experience in one or more of the following areas Domain expertise in one or more of the following areas Sell side Investment Banking Brokerage Buy side Wealth Management Private Banking Asset Management Alternative Investments Int...

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

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 - 7 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 7 lacs - 12 Lacs (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 3 - 7 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 7 lacs - 12 Lacs (Fixed CTC + Incentives Quarterly + Conveyance )

• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. • Provide professional customer service to achieve a high percentage of customer satisfaction and retention. • Manage the portfolio to de-risk against attrition and achieve stability of book. • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. • Serve as the one-point contact to the High Net Worth customers of the Bank Role & responsibilities

As a Business Analyst with expertise in Private Banking and Capital Markets, your role will involve working closely with technical and business stakeholders to drive product enhancements and implementations within the domain. Your responsibilities will include: - Gathering, analyzing, and documenting business requirements across Private Banking and Treasury functions. - Acting as a liaison between functional users and technical teams for T24/Transact implementations or enhancements. - Analyzing existing business processes, suggesting improvements, and ensuring alignment with core banking systems. - Working with stakeholders to define functional specifications and prepare BRDs, FRDs, and user...

As a Business Analyst in the Private Banking domain, your role will involve working closely with technical and business stakeholders to drive product enhancements and implementations. Your deep domain knowledge in Private Banking and Capital Markets, along with hands-on exposure to Temenos T24/Transact, will be essential for success in this role. Key Responsibilities: - Gather, analyze, and document business requirements across Private Banking and Treasury functions. - Act as a liaison between functional users and technical teams for T24/Transact implementations or enhancements. - Analyze existing business processes, suggest improvements, and ensure alignment with core banking systems. - Wor...

As a QA Test Manager with proven experience leading end-to-end testing for large-scale Core Banking and Finacle implementations, you will be responsible for defining test strategy, managing cross-functional teams, and delivering across UI, API, and Integration Testing. Your strong domain expertise in Wealth Management, Private Banking, AML compliance, and Core Banking modules (Customer, Accounts, Debit Cards, Treasury) will be crucial in ensuring the quality of the software product. Key Responsibilities: - Define test strategy for Core Banking and Finacle implementations - Manage cross-functional teams involved in testing activities - Deliver testing across UI, API, and Integration Testing -...

**Job Description:** As an Acquisition Manager in Private Banking/ UHNi, you will be part of a fast-paced organization that values and rewards high performance. Your role will involve: - Identifying and acquiring high-net-worth clients for private banking services - Building and maintaining strong relationships with clients to understand their financial needs - Developing customized financial solutions and presenting them to clients - Collaborating with internal teams to ensure seamless delivery of services to clients **Qualifications Required:** - Bachelor's degree in Finance, Business Administration, or related field - Proven experience in sales or client acquisition in the banking or fina...

Senior Analyst Analyst Private Banking PFS PTR: Elevate Your Impact Through Evalueserve Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the ...

Roles and Responsibilities 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 secon...