1878 Private Banking Jobs - Page 26

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

About The Role JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.

About The Role Posting Description for Internal Candidates Service Delivery Officer Short Description for Internal Candidates JOB ROLE "¢ Handling personalized service requests of customers. "¢ Generation of timely business MIS. "¢ Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. "¢ Coordination with CPC/RPC/Investment desks for acco Description for Internal Candidates JOB ROLE : Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managin...

About The Role Regular co-ordination with PMS houses and Wealth management firms for transaction reports of direct equity trades. Preparation of MGT forms as per the Companies Act and ensuring compliance within the statutory deadline Responding to MGT related queries on emails / calls with the company in a timely manner Assistance in fund transfers / payments to vendors through RTGS / NEFT / Internal transfers Assisting the team with data required to update books of accounts of clients, preparation of income tax computation and filing of tax returns Preparation and publishing business MIS at set frequency Assistance in carrying out diligence checks through bank system prior to onboarding of ...

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role Job Role Data Acquisition Using publicly available resources like internet and directories Using existing social/professional network to generate references Area mapping for generation of Databases for ultra HNIs and mid sized corporate Data Mining Study existing databases to figure out possible prospects Liaise with other group/non group entities to generate future business Prospect Ownership Schedule meeting of attached RM with the prospects Update the same on CRM systems Accompany RM for these meetings End to end follow up with the RM till conversion Job Requirements Excellent written and oral communication skills Selling Skills Proficient in Microsoft Applications - Excel,...

About The Role Job Role Data Acquisition Using publicly available resources like internet and directories Using existing social/professional network to generate references Area mapping for generation of Databases for ultra HNIs and mid sized corporate Data Mining Study existing databases to figure out possible prospects Liaise with other group/non group entities to generate future business Prospect Ownership Schedule meeting of attached RM with the prospects Update the same on CRM systems Accompany RM for these meetings End to end follow up with the RM till conversion Job Requirements Excellent written and oral communication skills Selling Skills Proficient in Microsoft Applications - Excel,...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equi...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help cu...

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 area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

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...

About Info Edge Info Edge is the parent company of brands like naukri.com, 99acres.com, jeevansathi.com, shiksha.com and many others. Our mission is to create world-class platforms that transform lives by continuously innovating. Our products and services are built keeping our customers in mind. We always delight our customers by delivering superior value through enhanced offerings on the internet and other platforms. At Info Edge, people are our core competitive advantage and we will continue doing all that is needed to attract and retain the best available talent. About BU: 99acres.com 99acres is a gateway to one of the fastest-growing property markets of the world for buying, renting and ...

The ideal candidate will be responsible for managing their own portfolio of HNW/UHNW clients, providing personalized investment, estate planning, and wealth structuring solutions. Additionally, they will oversee and guide a team of private bankers/relationship managers to enhance performance and ensure client satisfaction. Collaboration with product, research, and investment departments will be essential to deliver comprehensive wealth management services. The role also involves identifying market trends and assisting in regional business development efforts. Requirements: - 8-15 years of experience in private banking and wealth management within the Indian market. - Strong leadership skills...

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help customers realize their dreams and ambitions across 600 branches. Being a market leader in consumer banking, DBS offers a comprehensive range of products and services such as deposits, investments, insurance, mortgages, credit cards, and personal loans to support customers at every life stage. The primary purpose of this role is to achieve exceptional volume and revenue performance by engaging with DBS Treasures clients with a total relationship value exceeding INR 30 lakhs through a need-based approach. This involves acquiring and engaging quality Treasures clients, deepening wallet share, achieving annu...

Work Level : Individual Core : Communication Skills, Result Driven, Problem Solving Leadership : Building Work Relationships, Working Independently Industry Type : Banking Function : Investment Banking, Private Equity & VC Key Skills : Private Banking,Private Client Group,Private Wealth,PCG,Wealth,Wealth Management,Investment Advisor,Mutual Fund,Mutualfund sales Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Job Duties & Responsibilities Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. B...

This Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Wealth Manager Experience: 5 - 8 Years Job Description: Roles & Responsibilities: Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions. Designing And Executing Investment Strategies To Drive Portfolio Performance And Retention. Cross-Selling Financial Products Including Mutual Funds, PMS, AIFs, NCDs, Insurance, And Structured Products. Supporting Strategic Account Planning And Ensuring Proactive Engagement With At-Risk Clients. Required Skillset: Qualification: Any Graduate Full Time Candidate should have exp handling HNI and UHNI Clients Candi...