1409 Private Banking Jobs - Page 7

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...

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...

About The Role Posting Description for Internal Candidates Service Delivery Officer Short Description for Internal Candidates JOB ROLE "¢ Handling personalized service requests of customers. "¢ Generation of timely business MIS. "¢ Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. "¢ Coordination with CPC/RPC/Investment desks for acco Description for Internal Candidates JOB ROLE : Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managin...

About The Role Posting Description for Internal Candidates Service Delivery Officer Short Description for Internal Candidates JOB ROLE "¢ Handling personalized service requests of customers. "¢ Generation of timely business MIS. "¢ Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. "¢ Coordination with CPC/RPC/Investment desks for acco Description for Internal Candidates JOB ROLE : Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managin...

About The Role 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-of-mouth 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. EXPERIENCE, QUALIFICATIONS & QUALITITIES Experience of 1-2 years onl...

About The Role Posting Description for Internal Candidates Service Delivery Officer Short Description for Internal Candidates JOB ROLE "¢ Handling personalized service requests of customers. "¢ Generation of timely business MIS. "¢ Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. "¢ Coordination with CPC/RPC/Investment desks for acco Description for Internal Candidates JOB ROLE : Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managin...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

About The Role JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.

About The Role Posting Description for Internal Candidates Service Delivery Officer Short Description for Internal Candidates JOB ROLE "¢ Handling personalized service requests of customers. "¢ Generation of timely business MIS. "¢ Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. "¢ Coordination with CPC/RPC/Investment desks for acco Description for Internal Candidates JOB ROLE : Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managin...

About The Role Regular co-ordination with PMS houses and Wealth management firms for transaction reports of direct equity trades. Preparation of MGT forms as per the Companies Act and ensuring compliance within the statutory deadline Responding to MGT related queries on emails / calls with the company in a timely manner Assistance in fund transfers / payments to vendors through RTGS / NEFT / Internal transfers Assisting the team with data required to update books of accounts of clients, preparation of income tax computation and filing of tax returns Preparation and publishing business MIS at set frequency Assistance in carrying out diligence checks through bank system prior to onboarding of ...

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 REQUIREMENT 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 REQUIREMENT 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 REQUIREMENT 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 REQUIREMENT 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 REQUIREMENT 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 REQUIREMENT Should have handled SO profile MBA/Graduate

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 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,...

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. 7)Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equi...

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 ...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, 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) Achieve healthy revenues without comp...

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 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 cu...

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) 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...