1870 Private Banking Jobs - Page 6

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the cl...

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 area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Candidate Profile 1) 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience 2) Knowledge of Mu...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Tr...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

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 area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team.

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

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, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. 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 me...

Customer account opening & KYC verification Handling banking operations and back-office activities Assisting customers with transactions and services Cross-selling banking products Maintaining customer relationships and service quality Required Candidate profile Good communication skills in English and Tamil Basic knowledge of MS Office and banking operations Willing to work in sales or operations department Immediate joiners preferred

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 - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Pioneer Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage o...

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Designation :Deputy Manger Voice Payroll-General Insurance payroll Job Location-Nahur/Thane Process-Outbound Salary-Upto 3.5 Lakh Day Shift HSC with min 6 months Exp or Graduate Fresher Call 9082104424 Sanika email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile To guide customers to make payments before due date Retention of existing customer as per given monthly target To help customers with policy issuance To follow compliance and ethical business practice Perks and benefits Medical Allowance + Performance based Incentives

Designation :Deputy Manger Voice Payroll-Bank payroll Job Location-Jui Nagar/Thane/Andheri Process-Inbound/Outbound Salary-Upto 4 Lakh (Depending On Interview) Day Shift Work From Office Call 8080126356 Ekta email-hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Forex inb, Nri outb 24*7 for males and females will work upto 7.30pm only Graduate with at least 4/5 coms + exp in ceo level escalations or Nri Sales or premium rm is a must 2 rotational offs given Perks and benefits Medical Allowance + Performance based Incentives

Kotak Mahindra Bank Limited is looking for Relationship Manager - Ultra HNI - Kotak Private Banking to join our dynamic team and embark on a rewarding career journey. Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision - making process. Upselling and cross - selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/...

We are looking for a skilled Business Analyst with 10-25 years of experience to join our team in Bangalore. The ideal candidate will have a strong background in banking and mobile apps, with excellent communication skills and the ability to translate data into actionable insights. Roles and Responsibility Collaborate with stakeholders to analyze current and target business operations. Document requirements for programs and evaluate business processes. Perform requirement and technical analysis, writing requirements that meet business needs. Generate process documents and reports, and manage stakeholder relationships. Translate data into actionable insights using relevant tools like Visio, PU...

Designation :Deputy Manger Voice Payroll-General Insurance payroll Job Location-Nahur/Thane Process-Outbound Salary-Upto 3.5 Lakh Day Shift HSC with min 6 months Exp only Graduate Fresher Call 9082104424 Sanika email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile To guide customers to make payments before due date Retention of existing customer as per given monthly target To help customers with policy issuance To follow compliance and ethical business practice Perks and benefits Medical Allowance + Performance based Incentives

Ability to perform independently and with minimal supervision. Good communication, quantitative, and sales skills. Required Work Experience : Business Banking Officer Degree : Bachelor of Commerce - BCom | Bachelor of Business Studies - BBS Required Knowledge : Good knowledge of lending policies, compliance, and procedures. Extensive knowledge of retail banking services. Strong professional, appearance, dress, attitude, interpersonal and communications skills. Required Skills : Business Banking, Communication, Bank Management, Bank Relationship Management, Relationship Banking Primary Responsibility : Identify customer needs and utilize all available resources to foster new business relation...

Ability to perform independently and with minimal supervision. Good communication, quantitative, and sales skills. Required Work Experience : Business Banking Officer Degree : Bachelor of Commerce - BCom | Bachelor of Business Studies - BBS Required Knowledge : Good knowledge of lending policies, compliance, and procedures. Extensive knowledge of retail banking services. Strong professional, appearance, dress, attitude, interpersonal and communications skills. Required Skills : Business Banking, Communication, Bank Management, Bank Relationship Management, Relationship Banking Primary Responsibility : Identify customer needs and utilize all available resources to foster new business relation...

Ability to perform independently and with minimal supervision. Good communication, quantitative, and sales skills. Required Work Experience : Business Banking Officer Degree : Bachelor of Commerce - BCom | Bachelor of Business Studies - BBS Required Knowledge : Good knowledge of lending policies, compliance, and procedures. Extensive knowledge of retail banking services. Strong professional, appearance, dress, attitude, interpersonal and communications skills. Required Skills : Business Banking, Communication, Bank Management, Bank Relationship Management, Relationship Banking Primary Responsibility : Identify customer needs and utilize all available resources to foster new business relation...

Ability to perform independently and with minimal supervision. Good communication, quantitative, and sales skills. Required Work Experience : Business Banking Officer Degree : Bachelor of Commerce - BCom | Bachelor of Business Studies - BBS Required Knowledge : Good knowledge of lending policies, compliance, and procedures. Extensive knowledge of retail banking services. Strong professional, appearance, dress, attitude, interpersonal and communications skills. Required Skills : Business Banking, Communication, Bank Management, Bank Relationship Management, Relationship Banking Primary Responsibility : Identify customer needs and utilize all available resources to foster new business relation...

Ability to perform independently and with minimal supervision. Good communication, quantitative, and sales skills. Required Work Experience : Business Banking Officer Degree : Bachelor of Commerce - BCom | Bachelor of Business Studies - BBS Required Knowledge : Good knowledge of lending policies, compliance, and procedures. Extensive knowledge of retail banking services. Strong professional, appearance, dress, attitude, interpersonal and communications skills. Required Skills : Business Banking, Communication, Bank Management, Bank Relationship Management, Relationship Banking Primary Responsibility : Identify customer needs and utilize all available resources to foster new business relation...