1870 Private Banking Jobs - Page 8

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...

JOB DESCRIPTION Assists in managing client relationships, performing financial analysis, and supporting the delivery of wealth management services to affluent customers of their designated territory. They collaborate with senior team members to develop skills and gain industry knowledge. Role and Responsibilities • Assist in catering to the investment needs of clients by providing research-based advice on equity, mutual funds (MF), insurance, portfolio management services (PMS), and structured products. • Support the portfolio management of affluent customers • Cater to ad-hoc service requests of clients under the guidance of senior managers. • Leverage the group's existing customer base e.g...

JOB DESCRIPTION Manage portfolio of clients, provide tailored financial planning and investment advisory services across multiple asset classes. Engage clients to understand their financial goals and conduct regular portfolio reviews. Support senior managers in growth strategies and drive business development through client acquisition. Role and Responsibilities • Manages portfolio of clients, providing comprehensive financial planning and investment advisory services. • Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences. • Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structur...

Role Overview: As a Journey Strategist at UBS within the GWM AI BaC team, your role is crucial in leading the end-to-end design and continuous improvement of client journeys. You will collaborate with cross-functional teams to translate strategic objectives into actionable journey maps and experience blueprints. Your expertise in journey strategy, service design, and customer experience will play a key role in shaping and optimizing client journeys across digital and assisted channels. Key Responsibilities: - Lead the end-to-end design and continuous improvement of client journeys, ensuring alignment with business goals and regulatory requirements. - Translate strategic objectives into actio...

As a Controls Oversight professional at PBWM in Mumbai, you will play a crucial role in enhancing the risk and control frameworks within the organization. Your responsibilities will include: - Providing oversight, guidance, and support throughout the issues management process, ensuring quality and adherence to SLAs - Implementing and managing frameworks effectively across aligned businesses, functions, and horizontals - Offering advice, education, and awareness on issues management for continuous improvement - Driving a sustainable controls culture through data-led indicators and overseeing the Control Framework - Proactively identifying and resolving thematic issues for control enhancement ...

Position: RM/SRM Department: Banca Location :Punjab CTC: 2.50 TO 3.50 Role -Sit in bank and Cross Sales life insurance. Hdfc Bank / Axis Bank All Punjab locations

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

Role Overview: As the Global Product Owner for Trust fees, you play a crucial role in transforming ideas into functional products while navigating through complex challenges. Your main goal is to develop your skills, contribute to meaningful change, and propel your career in an environment that values growth and learning. Key Responsibilities: - Develop an understanding of the approach to fees in each region, including the services charged for. - Understand the operating models behind fee charging, including various fee platforms. - Drive Trust requirements associated with changes to fee schedules and platforms, including project management and support for end-to-end process changes. - Drive...

The Wealth Manager will play a pivotal role in driving the firms expansion strategy by acquiring and nurturing relationships with HNW and UHNW clients The role involves delivering bespoke investment advisory services and solutions tailored to client needs The candidate will promote and advise on proprietary investment products and strategies, engaging with UHNIs and Family Offices They will collaborate closely with the investment team to understand offerings and present them effectively to clients The role requires maintaining a deep understanding of market trends and economic factors to provide proactive and value-added advice The Wealth Manager will be responsible for executing strategic c...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Your key responsibilities Team Lead Lead the local team of credit analysts and liaise with senior onshore desk heads/counterparts on a regular basis, while managing own set of deliverables Build and develop the local team in terms of skillsets and Book of Work Initial financing enquiries and live execution Financial Analysis of underlying companies and/or collateral. Depending on each enquiry/transaction, including but not restricted to Credit fundamental analysis, analysis of financials, comparable company, valuation analysis, financial modelling As required, general industry overview that relates to the financing enquiry/ transaction Research on sponsors/clients Transaction writeup and int...

Role & responsibilities • Managing the organization's existing clients, including any service-related, operational or sales driven requests. Moreover, drive new business from our existing clients for various financial services • Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale • Needs to connect with people through phone, emails, chat, screen-sharing and social media platforms in an engaging manner for their financial planning • Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM . • Achieve revenue in terms of income generated through various financial planning solutions conduct and assist in or...

Position :- RTFx Emerging PSM- Yes Pvt, ELC & Capital Account Grade :-SM/AVP / VP Business Unit :-Fee Based Businesses Department :-Retail Trade and Forex Sales Management RESPONSIBILITIES/ ACCOUNTABILITIES Driving initiatives for Retail Trade, Forex and CMS business (income delivery) in the assigned geography from Yes Private Domestic, Yes Private NR. Responsible for business delivery and capability creation of Capital Account Business and Escrow Account from across BUs, Responsible for Trade Backed Lending cases through ELC from across BUs Book Scoping and identifying opportunity of TFX & CMS client from the mapped book of Yes Private Proliferation of TFX Strategy in terms of input and out...

Temenos T24 Technical Analyst Manager - Private Banking Key Words Development, TAFJ, Multi company, coding, design, Integration & Interaction framework, Gitlab, JBoss, SQL developer, Temenos Unit test framework, Job schedulers, T24 COB, Private banking, Securities GENERAL DESCRIPTION This role is for a T24 Technical Lead with a deep understanding of private banking modules, also acting as a senior developer KEY FEATURES OF THE POSITION Functional / Technical 5-9 years of hands-on experience in Development and delivery experience with T24 and TAFJ R23 or higher in a multi-company multi-application server set-up Have functional understanding of Private Banking and Finance modules in T24 Abilit...

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

Develop and nurture strong relationships with affluent clients to provide tailored ficial advice and wealth management solutions. Analyze client portfolios and offer investment strategies aligned with their ficial goals and risk appetite. Ensure seamless onboarding of new clients by coordinating with cross-functional teams for KYC, documentation, and account setup. Proactively identify cross-selling and upselling opportunities for banking and investment products while maintaining a high level of client satisfaction. Monitor market trends and portfolio performance to recommend timely adjustments. Act as a single point of contact for client servicing, resolving queries promptly, and ensuring c...

Kotak Mahindra Bank Limited is looking for Service Officer - BRANCH BANKING - Service to join our dynamic team and embark on a rewarding career journey. Deliver prompt and efficient branch banking services to customers, ensuring operational excellence and compliance. Process transactions, handle service requests, and address customer inquiries professionally. Maintain accurate records, reconcile daily transactions, and ensure regulatory adherence. Support sales initiatives by identifying customer needs and referring products where appropriate. Disclaimer : This job description has been sourced from a public domain and may have been modified by Naukri. com to improve clarity for our users. We...

Kotak Mahindra Bank Limited is looking for Service Officer - BRANCH BANKING - Service to join our dynamic team and embark on a rewarding career journey. Deliver prompt and efficient branch banking services to customers, ensuring operational excellence and compliance. Process transactions, handle service requests, and address customer inquiries professionally. Maintain accurate records, reconcile daily transactions, and ensure regulatory adherence. Support sales initiatives by identifying customer needs and referring products where appropriate. Disclaimer : This job description has been sourced from a public domain and may have been modified by Naukri. com to improve clarity for our users. We...

The Opportunity As Test Lead, you will be accountable & responsible to lead a team of testers, developing Test Scenarios, Test cases. Ensure timely delivery of testing milestones, resolve problems through stakeholders discussion. Identify and track defects, conduct root cause analysis and implement corrective and preventive actions Skills and attributes for success Strong understanding of Software testing methodologies and tools Ability to plan, organize and manage testing activities within a project timeline Good Knowledge Wealth & Private Banking, Core Banking Good knowledge in Temenos Transact T24, TAP Triple A Plus Good Knowledge in Industry adopted Test Management Tool To qualify for th...

9 am to 6 pm - 5 days a week working Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set. - Bachelor''s degree in Finance, Economics, Business, or a related field. Master''s degree or CFP designation is a plus. - Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios. - Strong knowledge of financial markets, investment products, and wealth management strategies. - Excellent communication and interpersonal skills to establish trust and rapport with clients. - Analytical mind set with the ability to interpret comp...

Responsibilities: 1. Client Relationship Management: Serve as a primary point of contact for clients regarding their portfolio management needs. Build strong relationships with clients through proactive communication and personalized service. Address client inquiries, concerns, and requests promptly and effectively. 2. Portfolio Oversight and Reporting: Assist in the management and oversight of client portfolios, working alongside portfolio managers. Monitor portfolio performance and provide regular updates to clients. Prepare customized reports and presentations for client meetings. 3. Operational Support: Coordinate with internal teams to ensure timely execution of client requests and tran...

Key Responsibilities: - Investor Relationship ManagementNurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. - Investor Acquisition & MarketingIdentify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. - Strategic CommunicationCollaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUF's value proposition and investment strategy. - Event ManagementPlan and coor...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...