1878 Private Banking Jobs - Page 44

Relationship Manager- sales manager in a bank is responsible for selling bank products to its Retail customers. They can be involved in the selling of Credit Cards, Bancassurance (insurance provided by banks), CASA (Current Account, Savings Account).

As a Business Clients Area Advisor at Deutsche Bank, located in Bangalore, India, you will play a crucial role in the Branch Banking segment, which serves a diverse range of customers through various channels such as Personal Banking, Private Banking, and Business Banking. In this role, you will work closely with the Head Relationship Manager to execute successful micro-events for acquiring new Corporate Salary Account clients. You will be responsible for acquiring new accounts from group companies and referrals from existing customers. Additionally, you will focus on building and deepening relationships with clients to ensure consistent growth of the Savings portfolio and maximize penetrati...

We are Hiring!! This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders. In line with this initiative, we are looking to on-board professionals who meet the following criteria: 1. Prior experience in managing high net-worth clients, preferably in banking, wealth management, or premium customer service roles, Hospitality, Aviation, Concierge services etc. 2. Exceptional communication skills, both verbal and written. 3. Well-presented and professional demeanor, as the role may involve in-person client interactions. We are currently looking for 5-6 candidates, majorly females, and the base location will...

Experince- Min 4 year MAx - ANY CTC- 6LPA to 40 LPA PCG Wealth is seeking highly driven and client-focused Wealth Managers with proven expertise in managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) individuals. The ideal candidate should have experience in handling a substantial client portfolio and should be capable of moving a minimum book size of 20 Cr . This is an excellent opportunity for candidates currently working as Privi RM, Burgundy RM, Imperia RM, Preferred RM, or Wealth Manager in leading financial institutions. Key Responsibilities: Acquire, manage, and grow HNI/UHNI client relationships through personalised wealth management solutions. Deep understanding of financi...

Role & responsibilities Responsible to enable sales by leveraging product knowledge and supporting the sales team. Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) To conduct Regular Huddles/Conference Calls / Meetings with Distributors a...

Looking for Preferred RM Head for Mumbai location. Job Description for Preferred RM Head: SUMMARY : - The Preferred RM Head is the ultimate face of our Preferred vertical, 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 execute on the right advisory. PRE-REQUISITES : - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving...

The ideal candidate will have a strong background in sales management and a proven track record of success. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet targets. Build and maintain strong relationships with customers and stakeholders. Analyze market trends and competitor activity to identify opportunities. Collaborate with cross-functional teams to drive growth. Monitor and control sales expenses to ensure profitability. Job Requirements Proven experience in sales management with a minimum of 3 years of experience. Strong leadership and team management skills. Excellent communic...

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune 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) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 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 ...

Role Description: The Process Executive will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. Should take responsibility and act as backup for the Peers in their absence and share best practices with the team. Your key responsibilities Review client account opening documentation as per regulatory and internal policies. Understanding of power of attor...

Job Purpose Responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile and need of the customers. Acquiring family accounts, deepening the size of the relationship, and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. Job Responsibilities (JR) Actionable 1. Sales Maintain Daily Sales Report CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the ...

Acquisition of new asset relationships through various channels and managing a portfolio depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the SME customers in order to provide quality service to the customers.

Acquisition of new asset relationships through various channels and managing a portfolio depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the SME customers in order to provide quality service to the customers.

Job Purpose Responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile and need of the customers. Acquiring family accounts, deepening the size of the relationship, and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. Job Responsibilities (JR) Actionable 1. Sales Maintain Daily Sales Report CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the ...

Job Purpose: To acquire new Classic customers and manage the Classic portfolio by deepening and retaining relationships. Cross-sell suitable products and services as per customer profile and need. Enhance wallet share and become the customer's primary banker. Job Responsibilities 1. Sales Maintain Daily Sales Report. Conduct CH 106 and CH 104 calling. Ensure quality acquisition of SA and CA (Resident/Non-Resident) through various channels: Walk-ins Referrals Friends & Associates Family Members Deepen relationships by cross-selling sticky products (e.g., Demat, Bill Pay, Advisory). Control attrition by renewing FDs and proactive customer engagement. Cross-sell Credit Cards, Mutual Funds, Insu...

Objective: To drive business development in line with the bank's objectives and ensure high-quality customer service through wealth management practices. Job Responsibilities Business Development & Target Achievement Achieve individual PBG targets across TPP (40%) measured against absolute target slabs (?55L, ?75L, ?1Cr). Meet banking income targets (10%) with a focus on base penetration and product relevance. Ensure customer-level profitability (10%) Minimum ?1,00,000 from 75% of the self-base (individual for RM, team for Sr. RM). Achieve AUM growth objectives (10%) Minimum 10% YoY growth in self or team base. Fulfill client sign-on objectives (10%) Including new-to-bank and conversion of e...

Acquisition of new asset relationships through various channels and managing a portfolio depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the SME customers in order to provide quality service to the customers.

Responsible for including Ultra-HNI customers into the Infiniti programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the Total relationship value (TRV) size, Penetration of the right income products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Infiniti / 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...

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 and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Job Responsibilities(JR) : Actionable Outbound Sales Sourcing Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. Work on Enabler for Business acquisition ...

Analyze client finances to develop strategies and ensure financial goals are met. Monitor market trends for responsive planning. Acquire HNW clients, Drive AUM growth, achieve revenue targets & conduct regular client meetings on market updates. Department: BFSI , Investments & Trading Employment Type: Full Time, Permanent Education UG: Any Graduate

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 Qualifica...

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 m...

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 marke...