1870 Private Banking Jobs - Page 2

Relationship Management profile involving acquiring, growing and deepening HNI / NRI customer relationships through effective portfolio management face of the Bank to the HNI / NRI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Grade : AM / DM /CM/ AVP Perks and benefits Best In Banking Industry* HR Shruti 7049895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Position: RO/SRM Department: Direct Sales -100% Leads based work Location : Haryana CTC: 2.50 TO 4 Lac Role -Sitting in Bank and Sales life insurance. face to face interview. Contact person- Ramesh Sharma-9646227123 & Priyanka Kaur-9878122158

Role & responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes 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 Bank NRI Relationships Deepens relationship to increase...

Position: RM/SRM Department: Banca Location :Punjab CTC: 2.50 TO 3.50 Role -Sit in bank and Cross Sales life insurance. Hdfc Bank / Axis Bank All Punjab locations Face to Face Interview Contact person - Ms. Sukanya - 8968100603

PCG CH Sales (Ahmedabad) Cluster Manager/Team Leader HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Team handling experience of atleast 6 peoples Cluster Managers with prior exper...

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 Coimbatore Week off - Sunday

Responsibilities: Manage $10 million+ client portfolios Acquire new ultra-high net worth clients Handle existing HNIs with discretion & expertise Collaborate on mutual fund & PMS solutions Annual bonus Provident fund

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 CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 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

In this role as a Senior Commercial Banking Portfolio Manager at Wells Fargo, you will participate in performing financial research, underwriting, and structuring of highly complex private banking, consumer, and mortgage relationships within the Commercial Banking Portfolio Management functional area. Your responsibilities will include reviewing and researching business financial statements and tax returns that require an in-depth evaluation of multiple factors. You will be expected to resolve moderately complex issues, lead the Commercial Banking Portfolio Management team to meet project deliverables, and collaborate with peers, colleagues, and mid-level managers to achieve goals. Additiona...

As a Senior Test Engineer specializing in Functional Testing with Investment Private Banking, your main responsibilities will include: - Understanding and implementing structured test methods and processes - Creating high-quality test scenarios for manual testing, reviewing them with Business Analysts, and inputting them in ALM Octane - Identifying regression scenarios and developing corresponding test cases - Generating and verifying test data in the SIT environment - Executing manual test cases, issuing reports, and sharing them with the test manager promptly - Collaborating with other application teams for end-to-end integration testing - Estimating testing efforts based on requirements a...

As the Deputy CEO/CEO at our organization, you will have a crucial role in shaping the strategic direction and growth of our premier family office services tailored to Ultra High Net Worth Individuals (Ultra HNIs) and families. Your extensive experience in private banking or wealth management, along with a strong client base of Ultra HNIs, will be vital in leading our team towards success. Your exceptional leadership, strategic acumen, and the ability to inspire and manage a high-performing team will be key in this senior leadership position. You will oversee the P&L, ensuring the overall profitability of the business, and drive the expansion of our wealth management division. Key Responsibi...

Ability to perform independently and with minimal supervision. Good communication, quantitative, and sales skills. Required Work Experience : Business Banking Officer Degree : Bachelor of Commerce - BCom | Bachelor of Business Studies - BBS Required Knowledge : Good knowledge of lending policies, compliance, and procedures. Extensive knowledge of retail banking services. Strong professional, appearance, dress, attitude, interpersonal and communications skills. Required Skills : Business Banking, Communication, Bank Management, Bank Relationship Management, Relationship Banking Primary Responsibility : Identify customer needs and utilize all available resources to foster new business relation...

About your role The Assistant Manager - Supplier Relationship Management Center of Excellence will work with identified supplier relationship managers (SRMs) for key Business Functions in managing suppliers in line with risk appetite, optimising post-contract value, and developing a transparently sustainable supply baseThe role holder will run routines for a defined element of the supplier portfolio, and will ensure that the requirements, contractual obligations, Procurement policy, and business unit objectives are met and evidenced in regular routines The role holder will collaborate closely with senior stakeholders from across FIL to establish broad internal stakeholder relationships, driv...

We are looking for a skilled professional with 4 to 8 years of experience to join our team as an Associate in the Generative AI Emerging Business Advisory service line at Pricewaterhouse Coopers Service Delivery Center Kolkata. Roles and Responsibility Collaborate with cross-functional teams to develop and implement generative AI solutions. Provide advisory services to clients on emerging business trends and opportunities. Design and deliver training programs to enhance client capabilities. Develop and maintain relationships with key stakeholders and clients. Identify and mitigate risks associated with AI adoption. Stay updated with industry developments and advancements in AI technology. Jo...

Leads client services programs while overseeing the development, implementation, and revision of policies and procedures as needed to improve onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. Communicates results of client services initiatives of the organization to leadership team, including key takeaways and opportunities for improvement. Presents to clients regarding the onboarding process or addresses issues that arise during the client lifecycle. Resolves the most challenging client inquiries facing the client service department by evaluating client-specific circumstances and collabo...

Job Requirements Job Requirements Role/Job Title - Banker-Customer Experience Business - Retail Banking Function/ Department: 'Branch Banking Place of work: PAN India Job Purpose The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost effective customer engagement. The role bearer would be responsible for client engagement, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements. Roles & Responsibilities Daily customer engagement on assigned customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell. Deliver business target assigned as per performa...

About The Role Skill required: Talent & HR - Talent Management Designation: Portfolio Delivery Lead Senior Manager Qualifications: Any Graduation Years of Experience: 16 to 25 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song" all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. ...

Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF. If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net...

Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF. If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net...

Role & responsibilities Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 55, 75 , 100 Lacs TPP and Banking Targets Individual PBG Targets across TPP (40%) Ensure targets given at absolute level are met - Measured by achievement over target Banking Targets Individual (10%) - Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant products Customer level profitability objectives to be met self and team (10%) Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM AUM Growth objectives to be met self and team (10%) Minimum objective 10% growth in AUM for s...

Job Profile: Job Location: Jaipur Role Name: Investment Specialist - Branch Banking / Affluent Ownership of the investment target of the Branch Banking Channel mapped to Increase the Mutual Fund AUM for the mapped Area. Penetration of Client base for creating new investors in MF/ Investestments from existing client base. Increase in (investment Products) productivity of Phone Banking officers NTB) attributed to presence of IC i.e. NTB opened by officers on the back of investments due to the presence of the IC. Other Key Areas to be done periodically: Officers training, driving business/ Coordinating with Sr. RCMS/ National Head, Client Coverage/ Joint phone calls Portfolio Construction and R...