717 Private Banking Jobs - Page 4

Responsibilities: Role: Business Development officer Responsibilities 1. Oversee the branch operations 2. Provide CA, SA to clients 3. Support in loan process 4. Build strong relationships with clients, deliver exceptional service. Performance bonus Sales incentives

Responsibilities: * Collaborate with private banking team on client needs analysis * Manage $10 million portfolio through mutual funds, alternative investments & PMS * Develop wealth strategies using investment products Travel allowance Health insurance Annual bonus Performance bonus Sales incentives Office cab/shuttle

Were Hiring: Wealth Management Professionals Location - Mumbai | Delhi | Bangalore We are hiring for one of Indias leading financial services firms. The role is with a well-established private wealth management platform , part of a reputed investment advisory group with a strong legacy in capital markets and client-centric solutions. Open Positions: Senior Wealth Relationship Managers Mid-Level Wealth RMs Roles and Responsibilities Key Requirements: 5 - 18+ years of experience in Wealth Management Proven ability to acquire and manage UHNI/FHNI clients Strong product knowledge across MF, PMS, PE, Insurance, Structured Products Excellent communication and relationship-building skills Qualifications: Graduate / MBA / CA / CFA This is a great opportunity to be part of a fast-growing platform driven by research, integrity, and performance.

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 - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Roles & Responsibilities Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module) Non Playing Captain Role: Leader will be required to ensure Team Performance(Leader will be On Bonus Module) - Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates. - Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). - Deliver personalized investment solutions aligned with clients' financial goals and risk appetite. - Drive Asset Under Management (AUM) growth, net sales, and market share expansion. - Develop and implement strategies to maximize client retention and acquisition. - Interested candidates can apply directly to this posting or contact me via call/ WhatsApp at 9653267347 .

Job description Designation- Wealth Manager 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 analyze 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 Cores Interested candidate can share their CV on s.devanesan@bajajcapital.com

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Frazer Town Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 24th July25 (Thursday) Time 10:00 AM to 12:00 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. Ensuring RMs meet the right customers and have a meaningful engagement with customer Ensuring the RMs are trained and equipped to handle customer queries Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Acquisition of High new worth customers to the Bank Acquire new customers who meet product criteria through cross-referencing Ensuring timely onboarding of quality accounts in the HNW channel for the bank Ensuring lowest depletion of the newly acquired accounts Increase liabilities size of relationship via balances in accounts of existing customers Managing the High Net worth customers of the Bank To Enhance & Retain customer profitability by capturing larger share of Wallet Ensuring the highest level of service to the customers in the branch Profiling Customers and Providing Financial planning & Investment Advise as per customers need To ensure maintenance of updated Relationship File Mentoring the RMs in the branch To handle a team of 4 to 9 Preferred Relationship Manager Recruitment and training of Relationship Manager Team and Lead a result oriented team Ensuring the RMs are trained and well equipped with data and products to handle and service the customers Ensuring the Relationship managers are meeting the right set of customers Ensuring joint calls with the relationship managers Complaints Handling for the RM Channel Meeting Business Objectives Ensure clarity of Business objectives among staff Monitoring quality sales and processes in the Relationship Managers portfolio Ensuring the Income Product Holding (IPH) of the Relationship Manager Portfolio and initiating thrust on Cross sell Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets Educational Qualifications (examples listed below) Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) 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 (examples listed below) Minimum experience in years 3 years in Retail Branch Banking in HNW Channel Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below) Customers Branch Banking Team Operations- WBO NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Corporate banking Corporate Salary Wholesale banking TPP Team Assets Team Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ). Concern Person: Abhai Srivastava - HR Date: 24th Jul'25 (Thursday) Time 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ). Concern Person: Abhai Srivastava - HR Date: 24th Jul'25 (Thursday) Time 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Senior Relationship Officer-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...

As a Private Banker/Partner at IDFC FIRST Bank in the North & East region, you will have the exciting opportunity to manage and grow a portfolio of high net worth clients by providing them with personalized banking and wealth management solutions. You will play a crucial role in understanding clients" financial goals and tailoring customized solutions to meet their needs. Your key responsibilities will include developing and maintaining relationships with high net worth clients, cross-selling various banking products and services such as loans, investments, and insurance, and acting as a trusted advisor by providing regular updates on market trends and investment opportunities. Collaboration with internal teams to ensure seamless service delivery and meeting sales targets are also essential aspects of this role. To qualify for this position, you should have a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 5 years of experience in private banking or wealth management. A proven track record of managing and growing a portfolio of high net worth clients, in-depth knowledge of banking products and services, excellent communication and interpersonal skills, as well as strong sales and relationship management abilities are required. Proficiency in MS Office and CRM software is also necessary. Preferred qualifications include CFP or CFA certification, knowledge of local market and industry trends in the North & East region, willingness to travel within the region as needed, and fluency in local languages. If you are a results-oriented individual with a passion for delivering exceptional service to high net worth clients, we invite you to apply for this opportunity at IDFC FIRST Bank. Competitive salary, attractive benefits, and opportunities for career growth await you as we strive to be the preferred banking partner for clients in the North & East region.,

Must have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own AUM/ client base and team members, Presentable. Required Candidate profile Must have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own AUM/ client base , team members, good communication.

About the Role: We are looking for an experienced QA Manager with strong expertise in Banking and Wealth Management Systems . This role involves managing quality assurance for core banking applications, leading a team, and directly coordinating with client stakeholders. The position starts in Hyderabad for the initial knowledge transfer phase, and then requires mandatory relocation to Qatar to work onsite with the client. Key Responsibilities: Lead QA planning and execution across wealth and banking platforms. Manage end-to-end testing: functional, API, and mobile (Android/iOS). Ensure adherence to QA processes (STLC/SDLC), manage test coverage, and track quality metrics. Work closely with business and development teams to define test strategy and scope. Review test cases, track defects, and ensure timely resolution. Manage a small team and coordinate with offshore and onsite team members. Provide regular QA status updates to stakeholders. Required Skills: Minimum 10 years of experience in QA/testing in the Banking domain . Mandatory experience in Wealth Management Systems preferably Comarch . Experience managing at least 2 full-cycle projects as a QA/Test Manager. Hands-on experience with API testing tools like Postman . Experience in mobile and tablet testing (Android and iOS). Strong understanding of STLC , SDLC , and test documentation practices. Good communication and client-handling skills. Preferred Qualifications Experience working with banking clients in the Middle East region. Familiarity with Comarch modules is a strong advantage. ISTQB or other relevant QA certifications.

Dear Candidate, Urgent opening with leading bank for Private wealth role. CTC : Upto 25 LPA Location : Mumbai Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contact ability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times. Job Requirement: - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - NISM/IRDA/AMFI if any can be strongly preferred. - Fluent in communication skills, presentable and a quick grasping power. - Decision making skills with good sense of ownership-understanding the client requirements - Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. - Banking/NBFC will be preferred with good portfolio management. - Experience: minimum 7-8 years of experience in relationship and portfolio management. - Graduation Qualification in any stream/ MBA preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Branch Acquisition Manager-Their role involves finding and research prospective purchase deals .Negotiating the purchase terms and contract, implementing, and finalizing the purchase. It will be a permanent job on the payroll of the bank....

BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch EXPERIENCE: Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: 1. 28 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 18Lacs + Bonus+ Home Loan Benefits.

BRANCH MANAGER Branch Banking KRAs: • Enhancement of deposit pool from customers. • Establishing standards and delivery of service. • Sale of non-deposit products. Cross selling targets progressively. • Sale of Mutual Fund and Insurance products. • Fee income. • Branch administration. • Regulatory compliance. • Manage productivity, morale of branch personnel • Overall responsible for break-even and P&L of branch EXPERIENCE: • Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities • Must have had Sales experience and exposure, preferably of Liabilities products • In-depth understanding of financial instruments, markets and macro - micro economic processes • Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT • Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: • MBA / CA/ CAIIB • Should have sales orientation • Leadership skills. (Though more tactical than strategic). • Thinker : Doer = 40:60 AGE: 1. 28 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 18Lacs + Bonus+ Home Loan Benefits.

Job Role: Wealth Manager 1. Acquisition and advising of the HNI UHNI for investment products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, 2. Meet the required AUM. Experience: 1+ Years in sales/wealth management of handling HNI clients. Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales Can connect Ruhi @ 9113961458 Perks and benefits Fixed Salary huge Incentives Growth opportunities

Greeting from HDFC Bank!! Inviting applications from women to be part of HDFC Bank a workplace beyond gender biases where ability matters not your gender. Job Locations: Bharuch, Ankleshwar and Near By Locations Note: Candidates having 1+ years experience need to apply. We are currently looking for dynamic female professionals for the following roles: 1) Personal Banker Sales 2) Personal Banker Classic 3) Relationship Managers 4) Customer Care Executive 5) Customer Experience Executive Job Purpose To build and manage relationship with Classic/preferred/ Imperia/ Infinity 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 Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams to achieve branch targets for portfolio management, sales, and cross-selling.

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with expertise in Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of BFSI industry trends and regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience in managing and leading a team of receivables professionals.