1409 Private Banking Jobs - Page 8

Assistant Relationship Manager -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...

About Info Edge Info Edge is the parent company of brands like naukri.com, 99acres.com, jeevansathi.com, shiksha.com and many others. Our mission is to create world-class platforms that transform lives by continuously innovating. Our products and services are built keeping our customers in mind. We always delight our customers by delivering superior value through enhanced offerings on the internet and other platforms. At Info Edge, people are our core competitive advantage and we will continue doing all that is needed to attract and retain the best available talent. About BU: 99acres.com 99acres is a gateway to one of the fastest-growing property markets of the world for buying, renting and ...

The ideal candidate will be responsible for managing their own portfolio of HNW/UHNW clients, providing personalized investment, estate planning, and wealth structuring solutions. Additionally, they will oversee and guide a team of private bankers/relationship managers to enhance performance and ensure client satisfaction. Collaboration with product, research, and investment departments will be essential to deliver comprehensive wealth management services. The role also involves identifying market trends and assisting in regional business development efforts. Requirements: - 8-15 years of experience in private banking and wealth management within the Indian market. - Strong leadership skills...

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help customers realize their dreams and ambitions across 600 branches. Being a market leader in consumer banking, DBS offers a comprehensive range of products and services such as deposits, investments, insurance, mortgages, credit cards, and personal loans to support customers at every life stage. The primary purpose of this role is to achieve exceptional volume and revenue performance by engaging with DBS Treasures clients with a total relationship value exceeding INR 30 lakhs through a need-based approach. This involves acquiring and engaging quality Treasures clients, deepening wallet share, achieving annu...

Work Level : Individual Core : Communication Skills, Result Driven, Problem Solving Leadership : Building Work Relationships, Working Independently Industry Type : Banking Function : Investment Banking, Private Equity & VC Key Skills : Private Banking,Private Client Group,Private Wealth,PCG,Wealth,Wealth Management,Investment Advisor,Mutual Fund,Mutualfund sales Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Job Duties & Responsibilities Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. B...

This Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Wealth Manager Experience: 5 - 8 Years Job Description: Roles & Responsibilities: Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions. Designing And Executing Investment Strategies To Drive Portfolio Performance And Retention. Cross-Selling Financial Products Including Mutual Funds, PMS, AIFs, NCDs, Insurance, And Structured Products. Supporting Strategic Account Planning And Ensuring Proactive Engagement With At-Risk Clients. Required Skillset: Qualification: Any Graduate Full Time Candidate should have exp handling HNI and UHNI Clients Candi...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore Job Locations: Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling produ...

Experience with configuration, testing, and implementation of latest release of T24 Mandate (8-15yrs experience) - Temenos, Business Analyst, Private banking Location – Chennai HYBRID Day shifts Call Vkas 8527840989 vikasimaginators@gmail.com

We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for you! Wealth Management Positions: Co-Head Wealth Management Managing Partner Regional Head Wealth Management Team Leaders Relationship Manager Individual Contributors These roles involve leading and driving wealth management teams, developing and maintaining strong client relationships, and delivering customized financial solutions to HNI and UHNI clients. PMS Sales Positions: AVP PMS Sales VP – PMS Sales Head - PMS Sales PMS Sales p...

SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business 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 receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a ...

Roles and Responsibilities The Relationship Manager-Wealth is the ultimate face of the business 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 receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage...

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 9082104424 Sanika 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

The successful candidate will be responsible for managing a portfolio of HNW/UHNW clients, providing personalized investment, estate planning, and wealth structuring solutions. Additionally, you will lead and mentor a team of private bankers/relationship managers to enhance performance and ensure client satisfaction. Collaboration with product, research, and investment teams will be essential to offer comprehensive wealth management solutions. Your role will also involve identifying market opportunities and supporting regional business development initiatives. The ideal candidate should have a minimum of 8-15 years of experience in private banking and wealth management in India. Strong leade...

As an international bank with a history spanning over 170 years, Standard Chartered is dedicated to making a positive impact on our clients, communities, and employees. We are constantly challenging the status quo, seeking new opportunities for growth, and striving to make a difference in everything we do. If you are looking for a purpose-driven career with a bank that values diversity and inclusion, we would love to hear from you. At Standard Chartered, we celebrate individual talents and are eager to see how your unique skills can contribute to our mission. Our core purpose is to drive commerce and prosperity through our diverse workforce, while our brand promise is to be here for good. Th...

About The Role Project Role : Application Tech Support Practitioner Project Role Description : Act as the ongoing interface between the client and the system or application. Dedicated to quality, using exceptional communication skills to keep our world class systems running. Can accurately define a client issue and can interpret and design a resolution based on deep product knowledge. Must have skills : Project Program & Portfolio Governance, Unix Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Tech Support Practitioner, you will serve as a vital link between clients and the systems or ...

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

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) 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...

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...

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 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 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 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 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 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