1887 Private Banking Jobs - Page 50

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...

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: Across Bangalore 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) Branch Managers 5) Authorizers 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...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Ulsoor 2 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 profitabili...

Job Description: Senior Relationship Manager Wealth (Affluent Customers) Standard Chartered Bank, India Key Responsibilities Client Relationship Management Build and maintain long-term relationships with affluent clients. Understand clients financial needs and aspirations to provide tailored investment solutions. Manage and grow a portfolio of high-profile clients, ensuring high levels of client satisfaction and retention. Wealth Advisory & Portfolio Management Advise clients on a wide range of wealth management products, including investments, insurance, and treasury solutions. Conduct regular portfolio reviews and provide market insights to help clients achieve their financial goals. Partn...

Job Description: Senior Relationship Manager Wealth (Affluent Customers) Standard Chartered Bank, India Key Responsibilities Client Relationship Management Build and maintain long-term relationships with affluent clients. Understand clients’ financial needs and aspirations to provide tailored investment solutions. Manage and grow a portfolio of high-profile clients, ensuring high levels of client satisfaction and retention. Wealth Advisory & Portfolio Management Advise clients on a wide range of wealth management products, including investments, insurance, and treasury solutions. Conduct regular portfolio reviews and provide market insights to help clients achieve their financial goals. Part...

Relationship Executive - RE is an integral part of the bank's front line. RO is primarily responsible for acquiring new customers for the bank and pursue new business opportunities and also Cross sells the bank's third party products.

Personal bankers help clients manage their money so as to balance risk. Personal bankers may also be referred to as commodities, securities, or financial services sales agents. They are responsible for undertaking banking duties and overseeing...

Manage RM's as a team lead Relationship Management profile involving acquiring growing and deepening HNI / NRI customer relationships through effective portfolio management Generate new business defined sales targets of RM's and branch Required Candidate profile Focusing on the analysis and satisfaction of Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. Job Requirements Should have handled SO profile MBA/Graduate

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. Job Requirements Should have handled SO profile MBA/Graduate

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. Job Requirements Should have handled SO profile MBA/Graduate

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. Job Requirements Should have handled SO profile MBA/Graduate

About The Role This is an Internal document. Management Trainee About The Role Company Name Kotak Mahindra Bank Limited About the organization Established in 1985, Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group's flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL). Kotak Mahindra Group (Group) offers a wide range of financial services that encompass every sphere of life. From commercial banking to stock broking, mutual funds, life and general insurance and ...

About The Role Job Role Data Acquisition Using publicly available resources like internet and directories Using existing social/professional network to generate references Area mapping for generation of Databases for ultra HNIs and mid sized corporate Data Mining Study existing databases to figure out possible prospects Liaise with other group/non group entities to generate future business Prospect Ownership Schedule meeting of attached RM with the prospects Update the same on CRM systems Accompany RM for these meetings End to end follow up with the RM till conversion Job Requirements Excellent written and oral communication skills Selling Skills Proficient in Microsoft Applications - Excel,...

About IHCL Indian Hotels Company Limited (IHCL) is a part of the Tata Group and is one of South Asias largest and most iconic hospitality companies. With a legacy of over 120 years, we are dedicated to delivering exceptional experiences to our guests through our diverse portfolio of hotels, resorts, and palaces. Job Objective Essential Job Tasks Areas of Responsibility Required Qualifications Work Experience Languages Needed in Position Key Interfaces- External Key Interfaces- Internal Behavioural Competencies Effective Communication Resilience Accountability Teamwork Judgement & Analysis Learning Agility Equal Opportunities Employment at IHCL .

Project description The WMI Core stream provides Core Banking capabilities across WM International locations, and works towards integration and synergies across WMI locations, driving capability-driven and modular platform strategy for Core Banking. We are seeking a Senior Business Analyst with deep expertise in Temenos Transact, specifically in the Securities and Private Banking modules. The candidate will drive requirement gathering, gap analysis, and solution design for complex banking implementations. Responsibilities Lead requirements elicitation workshops with stakeholders. Analyze and document business requirements across Securities, Custody, Wealth Management, and Private Banking dom...

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...

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through effective sales strategies. Identify potential HNI prospects, conduct research on their financial goals and objectives, and develop tailored solutions to meet their needs. Provide wealth management services such as portfolio management, private banking, real estate marketing, relationship management, and ultra-high net worth client handling. Develop strong relationships with HNIs by understanding their preferences, providing exceptional customer service, and offering personalized investment advice. Collaborate with internal teams to ensure seamless deli...

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing ...

Client Marketing & Lifecycle division is responsible of application related to Relationship manager Workstation, client onboarding (KYC) and Client Marketing needs to target client and generate contact opportunities. This BA role will be interfacing between business and technical development team to understand, gather and translate requirements. Responsibilities Direct Responsibilities Partner with internal global user groups to learn their business, processes, challenges, technology solutions and strategic objectives To understand the system functions and be able to define the evolutions of the functional architecture. Responsible for proper documentation of functional and non-functional sp...

Role & responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular enga...

Hiring: Phone Banking Officer – Bank Payroll Locations: Noida / Thane / Andheri Process: Inbound & Outbound Salary: Up to 4 Lakh (Based on Interview) Shift: Day Shift | Work From Office Call Khyati: 9022157571 | Ekta: 8080126356 Required Candidate profile Graduate (any stream) – Freshers & Experienced Welcome Excellent Communication Customer Service Skills Proven Ability in Handling Inbound/Outbound Calls : www.hyfly.in Perks and benefits Medical Allowance + Performance based Incentives