1878 Private Banking Jobs - Page 41

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main 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...

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....

Greeting from HDFC Bank!! We have urgent opportunity of RBB-Infiniti Relationship Manager base across Bangalore Job Locations: Bangalore - Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - RBB-Infiniti Relationship Manager Job Title RBB-Infiniti 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 Ultra-HNI customers into the Infiniti programme and offering them a superior customer experience to enhance the profitability of th...

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...

Position: Senior Private Banker / Regional Head Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams throug...

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

About The Role 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 Graduat...

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 ...

Project description We are looking for a highly experienced Triple A Plus (TAP) Core Expert to join our Wealth team. The ideal candidate will have 912 years of experience implementing, configuring, and supporting Temenos WealthSuite Front Office (Triple A Plus) solutions. This role requires deep functional and technical expertise across portfolio management, client advisory workflows, discretionary/mandate services, and integration with core banking or digital channels. Responsibilities Act as a subject matter expert for Temenos Triple A Plus (TAP) solution within wealth management transformation programs. Lead the design, configuration, and implementation of portfolio management and advisor...

Project description We are looking for a highly experienced Triple A Plus (TAP) Core Expert to join our Wealth team. The ideal candidate will have 912 years of experience implementing, configuring, and supporting Temenos WealthSuite Front Office (Triple A Plus) solutions. This role requires deep functional and technical expertise across portfolio management, client advisory workflows, discretionary/mandate services, and integration with core banking or digital channels. Responsibilities Act as a subject matter expert for Temenos Triple A Plus (TAP) solution within wealth management transformation programs. Lead the design, configuration, and implementation of portfolio management and advisor...

1. Production : Ensure to Achieve Production as per business Plan Target. Minimize the cost for Production Process. Ensure to achieve desired yield as per Business Plan 2. Plan and Perform activity : Preparing weekly, daily production plan based other schedules released by PPC department. Preparing List of resource requirement. Collation of relevant information to be shared with the HOD. Ensuring adherence of production inline with specifications. Maintaining all records as required as per documentation as per organizational defined process and SOP. Recommend changes to be carried out to improve production. Carrying out routine health checkup of equipment's, to ensure continuity of operation...

Role & responsibilities Job Purpose To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all Banks CBG products & services. To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management. Key Accountabilities Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. Drive and deliver a radical i...

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Aurangabad Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry and having a personal AUM of 75 - 100 Cr + Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : Slabs 150, 200, 250 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income object...

If you have an ability to prioritize effectively and multi-task in a fast-paced, team-based environment and have a passion for working in an account opening/maintenance domain for private banking clients, you have found the right team. As an Account Maintenance Analyst within the account opening/maintenance team, you will be responsible for processing opening and maintenance requests across various applications that support Fiduciary, Deposit, Brokerage, Custody, and Investment Management accounts. You will also handle diverse client profile requests to facilitate their daily business operations. Additionally, you will collaborate within a team environment, providing support to various depar...

If you possess the ability to prioritize effectively and multi-task in a fast-paced, team-based environment and have a passion for working in an account opening/maintenance domain for private banking clients, then you are the perfect fit for our team. As an Account Maintenance Analyst within the account opening/maintenance team, your primary responsibility will be to process opening and maintenance requests for various types of accounts including Fiduciary, Deposit, Brokerage, Custody, and Investment Management accounts. You will also handle diverse client profile requests to support their daily business operations. Additionally, you will collaborate with various departments within the firm ...

As an ideal candidate for this role, you should have proven experience in wealth management, private banking, or financial advisory roles. Your strong knowledge of financial products, markets, and regulatory frameworks will be crucial in excelling in this position. Your excellent analytical, communication, and interpersonal skills will enable you to effectively engage with clients and deliver top-notch services. Additionally, your high ethical standards and client-focused mindset will guide your decision-making and interactions. This position offers a full-time, permanent opportunity and is open to freshers who are looking to kick-start their career in the finance industry. As part of the be...

As an international bank with a history spanning over 170 years, Standard Chartered is committed to making a positive impact on our clients, communities, and employees. We are continuously looking for individuals who are passionate about driving commerce and prosperity through our unique diversity. If you are someone who questions the status quo, thrives on challenges, and seeks opportunities for growth, then we want to hear from you. At Standard Chartered, we believe in doing the right thing by putting the client at the heart of everything we do. We encourage our employees to challenge each other, act with integrity, and always strive for improvement and innovation. By working together, we ...

Job Description: With a prior work experience of 6-15 years either in management consulting or directly working on advisory business technology or operational change initiatives in Financial Services industry, specifically Banking and Capital Markets, you will bring a wealth of expertise to the role. A Full time MBA from a top tier business school is required, while being a Qualified CA is preferred. Experience in driving large scale transformation program management and change management is essential for this position. Additionally, you should have a strong background in interfacing with client executives, business and IT members in consultative setups. Demonstrating thought leadership abil...

Job Requirements Job Description: Partner - First Private at IDFC FIRST Bank Company Overview IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative financial solutions to its customers. With a strong focus on customer satisfaction and employee development, IDFC FIRST Bank is a great place to build a successful career. Job Title: Partner - First Private Job Type: Full-Time Job Category: Others Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location: Chennai, Tamil Nadu, India Additional Parameters Minimum 5 years of experience in wealth management or private banking Strong knowledge of financial products and services Excel...

Join as Vice President (VP) of Product Governance India, where you will be responsible for overseeing the governance of product platforms as part of our Private Banking transformation agenda. You will collaborate closely with global teams and product leads to manage end-to-end lifecycle activities, ranging from regulatory and compliance documentation to performance monitoring, stakeholder presentations, and segment-level proposition design. To excel in this role, you should possess extensive experience in Private Banking, with a profound comprehension of product proposition, governance frameworks, and segment management. The ability to work independently with senior stakeholders across globa...

As a Relationship Manager at Kolkata- Shyam Bazar branch, your primary responsibility will be handling affluent customers with an AUM size of 100 crores & above. You should possess wealth banking knowledge including Mutual Funds, Insurance, SIPs, AIF, family wealth management, and Private banking RMs. With more than 6 years of experience, you are expected to have very good interpersonal skills such as communication, negotiation, convincing skills, and be outspoken and proficient at explaining banking products. Your financial planning advisory skills should be commendable. Your role involves building and nurturing relationships with existing Priority Customers to increase share of wallet and ...

As an ideal candidate for this role, you should possess a minimum of 15 years of experience in Private Banking or Private Wealth Management. Your extensive experience in these areas will enable you to effectively navigate the complexities of the financial industry and provide valuable insights to our clients. Your expertise will be instrumental in developing and implementing strategies that align with our clients" financial goals and objectives. Your strong background in Private Banking or Private Wealth Management will allow you to build and maintain strong relationships with high-net-worth individuals and provide them with tailored financial solutions. Your deep understanding of investment...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As a T24 BA_Data Migration - Senior Manager, you will lead the end-to-end analysis and execution of data migration initiatives across complex enterprise systems. This role demands deep expertise in data migration strategies, strong analytical capabilities, and a proven ability to work with cross-functional teams, including IT, business stake...

As a Sales Manager specializing in HNI/UHNI Investor Relations at Solar Capital, you play a pivotal role in democratizing access to solar energy investments. Solar Capital is dedicated to empowering High Net Worth Individuals (HNI) and Ultra-High Net Worth Individuals (UHNI) to own high-yield solar assets, thereby creating a new asset class that combines clean energy with robust returns for impact-driven wealth creation. Your primary responsibility revolves around engaging with high-value investors and showcasing the long-term returns, tax advantages, and climate impact associated with our solar asset opportunities. By leveraging your deep connections within the HNI/UHNI network, you will id...

Position Overview Job Title Strategic Development Analyst, AS Location Mumbai, India Role Description As a Strategic Development Analyst supporting the Business Supervisory Office (BSO), you will assist the BSO in ensuring the US Private Banking Business is compliant with local rules and regulations in transacting business for its clients, The Strategic Development Analyst will also assist in ensuring that all business transacted for the clients are in their best interest (i-e compliance with the Regulation Best Interest) and in line with their Suitability and risk profiles This will require the analyst to review and provide disposition for daily trade alerts generated via the Surveillance s...