1878 Private Banking Jobs - Page 36

RBL Bank Ltd is looking for Relationship Manager - Signature Banking to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client sat...

We are one the fastest growing Private Banking firms in the country with AUM of over 24,000crs and growing exponentially. Key USPs: Banking * 7.25% on Savings account interest with monthly interest credit. * Zero Fee Banking * Lowest Forex Remittance Rates * Metal Debit & Credit Card (by Invitation First Private Card) with 0% Forex Markup on all International spends * GIFT City accounts for NRIs - with 5.25% on USD Savings Account * Host of other Banking Privileges * Invite to exclusive events on networking, concerts, seminars, art exhibitions Wealth Management * Propriety model on portfolio with excellent track record of constantly generating alpha over the benchmark * Widest range of inves...

Advise & acquire Ultra HNI/Super HNI/NRI clients, manage portfolios, offer Arbitrage, PMS, AIF, SIP, Bonds & Structured Products, achieve targets, build lasting relationships & deliver tailored investment solutions. Required Candidate profile Experience with NBFC / Broking companies compulsory Minimum 8-10 years exp in wealth management Perks and benefits plus company benefits Incentives

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based at Jaipur, Jodhpur & Udaipur. Excellent communication skill reqd.

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...

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . 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 prod...

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

We are hiring Banking Partner - Pioneer Banking Location- Kota, Udaipur 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 deepen relations...

Handle NRI/HNI Client portfolio- NRI ACCOUNTS / HNI ACCOUNTS 9-6 job, All Bank Holidays provided 1-2 yrs exp in outbound sales (banking/insurance products): 3-4.50 lpa 3-6 yrs above mentioned exp: 5-10 lpa Age limit: 28 yrs Required Candidate profile Grads with 2+ yrs in outbound banking/insurance sales can apply. Fluent English a must. Night shifts for males / Females day shifts (Andheri NRI) or 9:30–6:30 day shift (Thane VRM) *No transport* Perks and benefits Monthly incentives + annual bonus

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 Ensure all operations day to day integration along with seamless Liasoning with Research Team Preferred candidate profile ; ( Local candidates from Pune with sizeable PUNE market experience Only) MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth ma...

Role- Business Analyst Location- Work from client location-Chennai and Bangalore Hybrid work model Experience- 10 to 20 yrs Notice period- Immediate to 30 days Skills- Must be proficient in creating requirement documents such as BRD, SRS, User Stories, Use Cases, etc Strong knowledge in T24, Securities (must), Lending, deposits, treasury, derivatives, structured products & accounting Interested candidates can share their updated resume at AK00759436@Techmahindra.com with below details- Total expereince- Current CTC- Expected CTC- Notice period Current location- Preferred location-

We are hiring for Relationship Manager Wealth for A Private bank. Role & responsibilities Acquisition of HNI/Ultra HNI clients to the bank. Maintaining existing clients and Serving & Maintaining Good relationship Generating the revenue to the bank Preferred candidate profile Minimum 3+ Years sales experience into Wealth Banking , HNI/Ultra HNI , investment products Interviews are going on !!! Interested candidates share their profiles to Mail id Vijayakumar.avula@gmail.com or call to 9959342908.

We are hiring for Relationship Manager Wealth for A Private bank. Role & responsibilities Acquisition of HNI/Ultra HNI clients to the bank. Maintaining existing clients and Serving & Maintaining Good relationship Generating the revenue to the bank Preferred candidate profile Minimum 3+ Years sales experience into Wealth Banking , HNI/Ultra HNI , investment products Interviews are going on !!! Interested candidates share their profiles to Mail id Vijayakumar.avula@gmail.com or call to 9959342908.

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & 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. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...

Area Wealth Head team handle knnowldge based products other than MF & LI- Take care of RE Investments, AIF, REIT's, PMS, Wealth Management, 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

Designation :Deputy Manger Voice Payroll-Bank payroll Job Location-Thane/Andheri/Turbhe Process-Inbound/Outbound Salary-Upto 4 Lakh (Depending On Interview) Day Shift Work From Office Call 9137797705 Hrutika email-hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Forex inb, Nri outb 24*7 for males and females will work upto 7.30pm only Graduate with at least 4/5 coms + exp in ceo level escalations or Nri Sales or premium rm is a must 2 rotational offs given Perks and benefits Medical Allowance + Performance based Incentives

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - Vijayapura (Tmc), Bhatramarenahalli & Bijjawara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff a...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - Jakkur, Judicial Layout, Bharti City , Jalahalli (Sabari Nagar) & Sector A Yelahanka, Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for...

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

About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Private Wealth - Head / Lead / TL /AVP / VP Experience - 10 to 25+ yrs Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad,Jaipur Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. Expected to establish strong ties with them by designing & implementing...

LGT Wealth is seeking highly experienced and result-oriented Relationship Managers in the Private Wealth Management space. The ideal candidate will have a deep understanding of financial products, a strong track record of client acquisition and retention, and a current book size exceeding INR 400 Cr. This role involves providing strategic wealth solutions, deepening existing relationships, and acquiring HNI/UHNI clients. Key Responsibilities: Manage and grow a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Provide customized investment advice across asset classes: equity, debt, real estate, alternative investments, PMS, AIFs, and structured products. Deepen wallet...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Virtual Relationship Manager – Leading Private Sector Bank (Thane, Wagle Estate) Exp: 6+ months in Banking/BPO Sales (No Freshers) Edu: Graduate | Age: 18–32 yrs | No gap >6 months Skills: Fluent English, Strong Sales & Cross-selling ability Required Candidate profile Shift: 9:30 AM–6:30 PM (Day Shift) Salary: Up to 4 LPA + Incentives up to 35K/month Benefits: On-payroll job | Career growth in digital banking call 9773553319 Simran www.hyfly.in Perks and benefits Medical Allowance + Performance based Incentives

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...

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...