1878 Private Banking Jobs - Page 45

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 profitab...

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 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...

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...

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 b...

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 cli...

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 uni...

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 ...

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 appropriat...

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...

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...

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...

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...

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 th...

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 an...

We are looking for a highly skilled and experienced Portfolio Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, with expertise in portfolio management and relationship building. Roles and Responsibility Develop and maintain strong relationships with small and medium enterprises to understand their financial needs and provide tailored solutions. Manage and grow existing portfolios through effective relationship management and identification of new business opportunities. Collaborate with internal stakeholders to design and implement strategies that meet the evolving needs of clients. Conduct regu...

Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from exi...

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customers along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good co...

811 Digital Outbound Officer Department Retail Liabilities | Digital Banking Location Mumbai, Thane Number of Positions Multiple Position Grade M1 Assisting in resolving customer queries. Contacting potential or existing customers to inform them about a product or service using scripts Answering questions about products or the company Asking questions to understand customer requirements and close sales Providing information to customers. Monitoring sales performance. Closing sales deals. Keeping a record of calls and relevant details. Go the extra mile to meet sales quota and facilitate future sales Keep records of calls and sales and note useful information Make sales or recommendations for...

Opportunity to work with Best Bank of Country Kotak Mahindra Bank Department Agri Business Group (Agri SME Working Capital Loans) Job Title Relationship Manager - Grade M3 / M4 (Manager / Sr. Manager) Portfolio Management Reporting to Area Sales Manager (ASM) Location Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base t...

Job Responsbibilites: To Ensure Quality portfolio. To focus on improving Collections in the area assigned individually or in a team / as a team. To adhere to the BANKS processes and procedures. To adhere to Audit requirement Job Requirements: Passion for Collection. Willing to Take challenges and responsibility Should have the ability to convince the customer to pay on our terms and conditions Educational Qualification Should be Graduate Work Experience Minimum work experience of 1-3 year in collections.