719 Private Banking Jobs - Page 9

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 the bank Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams to achieve branch targets for portfolio management, sales, and cross-selling. Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Interested candidates directly walk-in at HDFC Bank House, 07th Floor, Rashtrotthana Bhavan, Ward No 77. Nrupathunga Road,Bangalore - 560001 (Landmark - Opposite RBI) Interview Drive Date: 19th Jul'25 (Saturday) Timing : 10:00 AM to 01:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

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 profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 17th July25 (Thursday) Time 10:00 AM to 12:00 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

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. Partner with internal specialists (Investment Advisors, Treasury Experts, Insurance Guides) to deliver comprehensive solutions. Business Development Acquire new affluent clients through networking, referrals, and market intelligence. Identify opportunities to cross-sell and up-sell banking products and services. Drive business growth by increasing Assets Under Management (AUM) and Total Relationship Value (TRV). Compliance & Risk Management Ensure all activities comply with regulatory requirements and internal policies. Maintain high standards of documentation, due diligence, and risk assessment. Market Awareness Stay updated on market trends, new product offerings, and regulatory changes. Share investment ideas and market updates with clients to support informed decision-making. Skills & Qualifications Proven experience in managing affluent or high-net-worth clients in wealth management or private banking. Strong knowledge of financial products, investment advisory, and portfolio management. Excellent communication, interpersonal, and relationship-building skills. Ability to work collaboratively with internal teams and external partners. Bachelor’s degree (minimum); relevant certifications in wealth management or financial advisory are preferred. Benefits & Career Development Access to personalized training and development programs, including the SC Wealth Academy in partnership with INSEAD. Opportunity to work with a diverse, international team and advance within the bank’s affluent and wealth segments. Competitive salary, structured incentive plans, and comprehensive benefits package (including retirement, medical, and wellbeing support)

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. Partner with internal specialists (Investment Advisors, Treasury Experts, Insurance Guides) to deliver comprehensive solutions. Business Development Acquire new affluent clients through networking, referrals, and market intelligence. Identify opportunities to cross-sell and up-sell banking products and services. Drive business growth by increasing Assets Under Management (AUM) and Total Relationship Value (TRV). Compliance & Risk Management Ensure all activities comply with regulatory requirements and internal policies. Maintain high standards of documentation, due diligence, and risk assessment. Market Awareness Stay updated on market trends, new product offerings, and regulatory changes. Share investment ideas and market updates with clients to support informed decision-making. Skills & Qualifications Proven experience in managing affluent or high-net-worth clients in wealth management or private banking. Strong knowledge of financial products, investment advisory, and portfolio management. Excellent communication, interpersonal, and relationship-building skills. Ability to work collaboratively with internal teams and external partners. Bachelor’s degree (minimum); relevant certifications in wealth management or financial advisory are preferred. Benefits & Career Development Access to personalized training and development programs, including the SC Wealth Academy in partnership with INSEAD. Opportunity to work with a diverse, international team and advance within the bank’s affluent and wealth segments. Competitive salary, structured incentive plans, and comprehensive benefits package (including retirement, medical, and wellbeing support)

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 investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The premise of Kotak Mahindra Group"s business model is concentrated India, diversified financial services. The > Contribute to projects and initiatives aimed at improving efficiency and performance. Collaborate with cross-functional teams on strategic business initiatives. Engage in continuous learning and professional development activities. Assist in day-to-day business operations. Support various departments in achieving their operational goals. Build and maintain strong relationships with internal and external stakeholders. Address queries and concerns promptly and effectively. Provide support to senior management in various tasks and projects. Participate in business development and customer outreach programs. Requirements Strong academic record with demonstrated leadership potential. Excellent communication and interpersonal skills. Analytical mindset with problem-solving abilities. Ability to work effectively in a team-oriented environment. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Location Benefits Comprehensive training and development programs. Competitive salary and performance-based incentives. Opportunity for career advancement and growth within the organization. Health and wellness benefits. Employee engagement and recognition programs.

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, Word & PowerPoint Experience in investment/financial services industry Teamwork and Collaboration Relationship Building

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 domains. Define and validate functional specifications aligned with Temenos Transact capabilities. Collaborate with technical teams for solution alignment and product configuration. Assist in SIT, UAT, and deployment phases, ensuring solution quality. Prepare user manuals, process flows, and training material. Skills Must have 8+ years as a Business Analyst in the core banking domain. 5+ years of specific experience with Temenos Transact (Securities, Private Banking modules). Strong understanding of securities operations (trading, settlement, safekeeping). Excellent communication, stakeholder management, and documentation skills. Exposure to Agile delivery models is an advantage. Nice to have Experience in Agile Framework

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 advisory services using TAP. Customize and optimize TAP components such as Portfolio Modelling, Performance Analytics, Risk Profiling, Order Management, and Client Book. Work closely with Relationship Managers, Product Owners, and Business Analysts to gather requirements and translate them into TAP configurations or customizations. Develop and maintain business rules, screens, workflows, and scripts within the TAP Studio environment. Integrate TAP with core banking systems (e.g., T24/Transact), CRM, reporting engines, and digital front ends using APIs or messaging frameworks. Support system upgrades, patching, and UAT activities, ensuring minimal business disruption. Troubleshoot and resolve functional and technical issues in TAP, ensuring high availability and performance. Provide training and documentation for business and IT teams. Stay abreast of Temenos roadmap developments in WealthSuite and suggest improvements or innovations. Skills Must have 912 years of experience working with Temenos Triple A Plus (TAP) in wealth or private banking environments. Strong functional understanding of wealth management, investment products, client risk profiling, mandates, discretionary services, and portfolio lifecycle. Technical proficiency in TAP Studio, business rule engines, UI configuration, and script development. Experience with TAP modules like Model Portfolio Management, Rebalancing, Compliance Checks, Simulation, Order Workflow, etc. Knowledge of TAP integration models, including OFS, Web Services, REST APIs, or message queues. Familiarity with TAP data model, versioning, and environment management. Exposure to TAP-T24 integration and understanding of underlying data synchronization. Experience supporting production systems, debugging issues, and engaging with Temenos support teams. Strong documentation, communication, and stakeholder engagement skills. Nice to have Temenos certification in Triple A Plus / WealthSuite Front Office. Experience with Temenos WealthSuite deployments on Temenos Infinity or cloud-native environments. Background in private banking or HNW client segments is a plus. Understanding of regulatory reporting, ESG investing, or MiFID II compliance within wealth platforms.

• 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 delivery of products and services to high-net-worth clients. Desired Candidate Profile 5-10 years of experience in HNI Client Handling, Acquisition & Sales or related fields like Wealth Management or Private Banking. Strong knowledge of Real Estate Marketing and Sales is an added advantage. Excellent communication skills for building strong relationships with HNIs. Ability to work independently as well as part of a team towards achieving common goals.

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 financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

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 specifications Review functional test cases with development and testing team/ manager. Manage and coordinate all end-to-end activities to deliver multiple projects (from scoping to implementation) to agreed parameters. Chair meetings with project stakeholders from all levels e.g., sponsor to project team, potentially in different locations. Collaborate with technical team member and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs; identify upfront dependencies with other teams potentially involved within the project. Actively manage project conflicts, dependencies, changes to scope, cost or schedule, risks, and issues, and ensure plans are in place to mitigate them with urgency, and communicate these to relevant stakeholders in a timely manner. Comply with Regulatory Requirements and internal guidelines; Contribute to the reporting of all incidents according to the incident management system. Technical & Behavioral Competencies Good knowledge of Front Office business processes- Client 360 view, Selling process and suitability. Prior knowledge working in client referential data, KYC is a must. Ability to work in fast-paced environment. CRM experience with tools like Finantix or salesforce or WDX or in-house tools. Technical knowledge like PL/SQL, Oracle forms, HTML, XML, Java is a plus. Conversant with JIRA / Confluence is a plus. Conversant with any wireframe tools is a plus. Specific Qualifications (if required) Bachelors Degree or equivalent experience required 3 years experience in Wealth Management / Private banking Skills Referential Behavioural Skills : Communication skills - oral & written Ability to deliver / Results driven Critical thinking Ability to collaborate / Teamwork Transversal Skills: Ability to understand, explain and support change Ability to develop and adapt a process Ability to manage / facilitate a meeting, seminar, committee, training Ability to anticipate business / strategic evolution Analytical Ability Education Level: Bachelor Degree or equivalent

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 engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch.

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

Responsibilities: * Manage high net worth clients' wealth through financial planning & investment strategies * Oversee portfolio construction using mutual funds, PMS & structured products Annual bonus Health insurance Performance bonus