717 Private Banking Jobs - Page 2

Roles and Responsibilities 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/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. 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 arerequired to gain business wallet share from HNI and Ultra HNI clients. Ensure regular engagement with mapped relationships and maintain quality ofportfolio by ensuring profitability at each client level. Showcase full range of consumer and commercial banking products to existing andpotential Key Clients of the Bank and harness incremental business opportunitiesacross all products. Contributing to the development of new products and services, by channelizing selfand customer feedback to the respective Program Teams. Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML)requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collectiveresponsibility to the bigger objectives of the institution. Desired Candidate Profile 8-10 years of experience in priority banking, wealth management, or related fields.

Roles and Responsibilities To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to 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/ Promoters/Directors of organisations. Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking. 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 required to gain business wallet share from HNI and Ultra HNI clients. Besides leading a small team, the position shall also manage key clients personally. Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelising self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution. Desired Candidate Profile 12-20 years of experience in Wealth Management or related field with expertise in HNI Sales, HNI Acquisition, HNI Client Handling, Investment Advisory Services. Proven track record of achieving revenue targets through effective relationship management skills.

Responsibilities: * Manage HNIs' investments through private banking services. * Provide investment advice to clients. * Handle MF sales & distribution for wealth management.

-Offer wealth management advisory, covering mutual funds, PMS, bonds, offshore investments, insurance, etc. -Promote NRE/NRO/FCNR deposits, remittance products, and foreign currency solutions. -Ensure delivery of superior client servicing, including cross-border banking requirements. -Collaborate with product, investment, and compliance teams to deliver customized solutions. -Conduct regular portfolio reviews and generate referrals from existing NRI clients. -Stay updated with global financial trends impacting NRI investment behavior. -Comply with all FEMA, FATCA, and RBI guidelines applicable to NRI clients.

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...

The ideal candidate for this position should have a minimum of 6-15 years of prior work experience in management consulting or advisory roles focusing on business technology or operational change initiatives within the Financial Services industry, specifically in Banking and Capital Markets. A Full-time MBA from a top-tier business school is required, while being a Qualified CA is preferred. Candidates with consulting advisory experience from top-tier consulting organizations are strongly preferred. The role requires experience in leading large-scale transformation programs, program management, and change management. Excellent interpersonal skills are essential for effectively interfacing with client executives, business stakeholders, and IT members in consultative environments. The successful candidate should be able to demonstrate thought leadership by conceptualizing and driving new solution offerings to market. Flexibility to work as part of a cross-cultural team, including supporting multiple time zones, is necessary. Key Responsibilities: - Lead critical engagements by collaborating with diverse Infosys and client teams to ensure successful project outcomes. - Contribute to branding, thought leadership, practice development, and knowledge management efforts to deliver value-added consulting services that align with clients" evolving needs. - Take charge of sales proposal preparation and engagement delivery efforts. Technical Requirements: - Proficiency in areas such as Commercial Banking, Core Banking Transformation, Corporate Banking, Lending, Loans, Mortgages, Mobile Banking, Retail Banking, Trade Finance, Investment Banking, Market Infrastructure, Private Banking, Retirement Services, Asset Management, and Wealth Management. Additional Responsibilities: - The location of posting is subject to business requirements. Preferred Skills: - Domain expertise in Banking, with a focus on all aspects of Banking. If you meet the above requirements and possess the desired skills, we encourage you to apply for this challenging role.,

We're looking for a dynamic Relationship Managers to join our team. The ideal candidate will manage and grow a portfolio of High Net-Worth clients, focusing on customer acquisition, retention, cross-selling and delivering exceptional service. This role demands strong sales acumen, portfolio management experience and deep product knowledge. Role & responsibilities: - Manage HNI Portfolios (Acquisition, Enhancement and Retention) - Drive wallet share and revenue growth - Offer tailored advisory and banking solutions - Ensure compliance, quality service and smooth handovers Preferred candidate profile: - Minimum 8 years' experience in banking sales - Proven track record in HNI banking sales - Excellent relationship management & communication skills - Knowledge of banking products, regulations and market trends

Manage and grow relationships with HNI/affluent clients by offering personalized wealth solutions across investments, insurance, and banking products. Manage portfolio of HNI/affluent clients Drive AUM growth & cross-sell bank products

Assistant Relationship Manager -Maintains a loan and credit card portfolio that includes gathering relevant financial data and maintaining customer relationships. Responsible for New Business Development activities, dealing with large...

Job Description Wealth Relationship Manager Roles and Responsibilities • Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. • Manage clients through client visits, suggest financial products to the clients and achieve business target. • Responsible for product penetration and increasing clients wallet share. • Identifying prospective clients & acquiring new clients. • Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile • Should have at least 4 Years of experience handling Wealth Product Sales. • Any Graduate / Postgraduate with relevant Experience. • Good relationship management and service focus skills. • Good communication and presentation skills. • Investment Product knowledge is mandatory. Perks & Benefits: • Bi-annual appraisal program. • Growth in fixed CTC twice in a year with attractive quarterly incentives. About Nuvama Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over 2, 00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securities and capital market advisory, and a deep belief in the client-first philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey. Company Website: Nuvama Wealth: Online Trading, Investments & Stock Market Updates

As a Business Clients Area Advisor at Deutsche Bank, your main responsibility will be to assist the Head RM in executing successful micro-events for the acquisition of new Corporate Salary Account clients. You will be expected to acquire new accounts from group companies and referrals from existing customers. Additionally, you will play a crucial role in ensuring consistent growth of the Savings portfolio and establishing synergies for maximum penetration of Investment & Insurance sales to new customers. Your key responsibilities will also include building and deepening relationships with clients, ensuring top-class service delivery, monitoring high net worth accounts closely, and working towards reactivating accounts that have stopped transacting. It will be essential for you to implement customer contact programs to increase the customer's share of wallet with the bank and monitor the average revenue per customer closely. Risk management and governance will be another crucial aspect of your role, where you will be required to ensure adherence to various compliance norms of the bank, including the Know Your Customer policy, Anti Money Laundering Policy, and Information Protection Policy. You will also need to report any suspicious transactions to the Area Manager promptly and promote the use of alternate channels. To be successful in this role, you should have 5-10 years of experience in Private Banking as a Corporate Salary Account Relationship Manager. You must be comfortable with sourcing business through open market channels and possess excellent communication skills in English. Additionally, being well-groomed will be an added advantage. At Deutsche Bank, we offer a range of benefits to support you in your career growth, including training and development opportunities, coaching from experts in your team, and a culture of continuous learning. We strive for a positive, fair, and inclusive work environment where everyone is encouraged to excel together every day. If you are looking for a challenging yet rewarding opportunity in the banking sector, we welcome your application to join our team at Deutsche Bank.,

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management Experience - 10 yrs to 25+ yrs Location - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / Indore Requirement - Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services. Helping the teams 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. A business manager as he would be responsible for P & L of his team. Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high Maintaining profitability targets by ensuring good IRR and cross sell Identifying streams for revenue growth & developing business plans to build consumer preference Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

Job description Designation- Sr Manager/ Chief Manager- 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 socializing and relation building skills. 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 cr Location- Delhi/NCR, Noida, Gurgaon Pls share your CV on sonam.singh@bajajcapital.com

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management) MUMBAI/ CHENNAI/ PUNE Interested please call MAHEK 9137263337 and drop resume at quotientconsultancy@gmail.com Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients Responsible for targeting towards the AUM growth & revenue generation from the relationships with Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Exp 4+ years of experience into Private wealth management. Education Graduate with MBA from Premier B schools

.Role & responsibilities Preferred candidate profile

About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - /AVP / VP / Sr VP /Partner Experience - 10 to 25+ yrs Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios To understand clients needs & requirements and accordingly position products & services To coordinate with product and research team for taking investment decision for the clients To provide various investment performance reports and summaries to the clients To build and maintain client bases, along with relevant comments/remarks for future reference To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc. To conduct and assist in organizing seminars, workshops and other business development activities To prepare the MIS reports in the specified formats Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individ Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products from preferred clients Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker NRI Business -Across Hyderabad Job Locations: Across Hyderabad Note: Candidates having 3+ years experience in NRI Banking need to apply. Job Name PA (Business Unit) : Personal Banker NRI Business Job Title : Personal Banker-NRI Business Unit (PA) : NRI Business Role Type: Individual Contributor Job Purpose To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Job Responsibilities Actionables HNW Portfolio Management Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build relationships and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Liability products CASA, FX, Quickremit etc Operations, Marketing & Processes Certifications: AMFI 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 - 3 years Exposure to NRI segment (preferred) Note: Candidates having 3+ years experience in NRI Banking need to apply.

A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for Individual Contributor roles Team Handling roles Key Responsibilities: Financial To contribute to the achievement of the financial targets and business composition goals of the firm Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals. Adopt efficient pricing and cost-control measures to ensure profitable client relationships. Undertake initiatives to drive increase in shared of wallet of existing relationships. Supportmarketinginitiatives e.g. special campaigns, events, presentations etc. Client Ensure a high degree of client engagement and satisfaction by maintaining high standards of conduct and service in the delivery of the proposition. Achieve good client outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views, and product suitability and disclosure guidelines. Minimize instances of client complaints and ensure that complaints are resolved within defined turnaround times. Obtain and apply client insights to aid the enhancement of client experience and to improve the service delivery model. Should you be interested in knowing more, Please connect to Avinash Bandla at +91-8919140400 (whatsapp available) or avinash.bandla@wowjobs.biz

Acquire and onboard HNI/UHNI clients and drive revenue through investment products. Assess client portfolios and provide strategic investment advice. Analyze clients' financial goals and design strategies to meet their objectives. Required Candidate profile Graduate/Postgraduate in any discipline Minimum 5 years in Wealth Management or Private Banking Candidates from Wealth Platforms or Banking Sector preferred Financial markets & investment products

As a Vice President, Retail Wealth Models and Product Governance at HSBC, you will play a crucial role in supporting the development of models used in Retail Wealth. Your responsibilities will include ensuring adherence to the Model Risk Policy & Standards, regulatory expectations, and the suitability process for clients. You will work with a team of Model Subject Matter Experts to create and maintain model documentation, development standards, validation, monitoring, and ongoing management. Your role will involve streamlining processes, transitioning to automation platforms, managing stakeholder relationships globally, and ensuring robust governance through appropriate committees. You will be responsible for balancing local and global product governance forums to meet regulatory requirements while driving business growth. Collaboration with Regulatory Compliance, Legal, and Risk teams will be essential to ensure governance arrangements meet regulatory and legal requirements. You will also work towards streamlining the product approval process, maintaining effective MI and KRI frameworks, and implementing compliance with existing and emerging regulations. With your relevant professional qualification, post-degree level education in wealth investment products, and leadership qualities, you will lead the team in achieving compliance culture across the business. Your ability to think strategically, manage relationships with senior stakeholders, and drive efficiencies through standardisation will be key to success in this role. Your experience in managing Product Governance in an investment-related business, understanding of investment products, banking, credit, and insurance services, along with proven leadership in challenging markets will be valuable assets. By working collaboratively with stakeholders, presenting complex topics, and demonstrating strong organisational skills, you will contribute to HSBC's mission of enabling businesses to thrive and helping individuals realize their ambitions. If you are looking for a career where you can make a real impact and be valued for your expertise, consider joining HSBC where you will have the opportunity to achieve more and contribute to a global financial services organisation dedicated to growth and prosperity.,

As a Product Owner - Account Management at HSBC within the Intl Wealth & Premier Banking business, you will play a crucial role in supporting the development of models used in Retail Wealth. Your responsibilities will include implementing the model governance framework, building models to enhance the suitability process for clients, and ensuring adherence to the Model Risk Policy & Standards as well as regulatory expectations. Collaborating with a team of Model Subject Matter Experts (SMEs), you will be involved in creating and maintaining model documentation, development standards, validation, monitoring, and ongoing management. Additionally, you will work towards streamlining processes, transitioning to automation when feasible, and managing stakeholder relationships globally to ensure effective decision-making processes. Your role will also involve ensuring local and global product governance forums are balanced to drive business growth while meeting regulatory requirements. You will be responsible for documenting all product governance artifacts correctly, protecting the bank by ensuring compliance with procedures, and managing an effective Management Information and Key Risk Indicator framework. Working closely with Regulatory Compliance, Legal, and Risk teams, you will ensure that all governance arrangements meet regulatory and legal requirements. Moreover, you will collaborate with various stakeholders, senior management, and global product heads to maintain control frameworks, streamline product approval processes, and uphold Regulatory expectations. To excel in this role, you should possess a relevant professional qualification such as CFA, post-degree level education in wealth investment products, and experience in managing Product Governance in an investment-related business. Strong leadership, communication, analytical, and negotiation skills are essential, along with the ability to think strategically and manage relationships with senior stakeholders effectively. Furthermore, your role will require practical experience in investment, banking, credit, and insurance products and services, preferably in Private Banking or Wealth Management. You should have a track record of getting results through effective management of processes, strict deadline management, and the ability to work independently while progressing various projects. In summary, as a Product Owner - Account Management at HSBC, you will have the opportunity to drive impactful changes in Retail Wealth models, ensure regulatory compliance, and contribute to the overall success of the business by maintaining robust governance and stakeholder relationships. Your dedication and expertise will play a vital role in shaping the future of HSBC and helping clients achieve their financial goals. Join us at HSBC and discover how your skills and experience can make a real difference in the world of banking and financial services.,

A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for Individual Contributor roles Team Handling roles Role Responsibilities Provide comprehensive financial planning services to High-Net-Worth (HNI) and Ultra High-Net-Worth Individuals (UHNIs). Develop and maintain client relationships to understand their wealth management needs. Advise clients on various investment avenues such as: Mutual Funds (MF) Portfolio Management Services (PMS) Alternative Investment Funds (AIF) Achieve revenue and product targets through cross-selling and upselling wealth products. (For team handling roles) Lead, coach, and manage a team of private bankers. Required Skills & Experience Proven experience in wealth management or private banking. Strong understanding of financial markets and investment products. Demonstrated ability to acquire and manage HNI/UHNI client portfolios. (For team handling roles) Leadership and mentoring experience. Should you be interested in knowing more, Please connect to Pooja Saini at +91-9758911444(whatsapp available) or pooja.saini@wowjobs.biz

Head Market- Private Banking About the Role The role involves leading a team of Partners/Relationship Leaders and managing key clients, particularly HNIs and Ultra HNIs, to enhance the relationship management experience. Responsibilities Lead a team of Partners/Relationship Leaders at the location. Manage key clients HNIs and Ultra HNIs. Drive the acquisition of Personal Banking and Wealth Management relationships for Owners/Promoters/Directors of organizations. Convert the Richest Individuals base at the location, especially those listed as Top 500 Richest Indians in India. Maintain a strong working knowledge of client portfolios/products to gain business wallet share. Showcase a full range of consumer and commercial banking products to existing and potential Key Clients. Contribute to the development of new products and services by channeling self and customer feedback to the respective Program Teams. Ensure compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements. Participate in cross-functional activities that promote collective responsibility towards the institution's objectives. The position shall be evaluated based on self-revenue generated from mapped clients and revenue generated from the te

A leading private wealth company is hiring wealth managers at Gurugram to manage their UHNI client portfolios and increase the AUM of Family Offices. Position: Wealth RM Budget: up to 45 LPA Department: Wealth Management (no branch banking) Required Candidate profile Candidates working as wealth Managers/advisors/ Investment advisors handling mapped family offices are ideal to apply for this role. Out-of-job or relocation will not be considered

Multiple private banks are hiring Wealth Managers/Private Wealth Managers/Affluent RMs/Branch Managers/ BBG RMs/RM Working Capital, etc for Maharashtra, Gujarat, Rajasthan, Delhi-NCR, Karnataka, Andhra Pradesh, Haryana, Chattisgarh, Goa, Tamil Nadu Required Candidate profile Local candidates with a minimum of 3 years relevant experiance working in any Private Bank in HNI/Business Banking sales and portfolio management or acquisition are most welcome