3643 Wealth Management Jobs - Page 16

Job Title: Loan officer Job location: Kochi Position Overview: A Loan Officer is responsible for evaluating, authorizing, or recommending approval of loan applications for individuals and businesses. Loan officers work for banks, credit unions, mortgage companies, and other financial institutions, providing expert advice and guidance on available loan products, interest rates, and terms. Key Responsibilities: 1 Loan Application Processing: Review loan applications and financial information to assess creditworthiness. Gather necessary documents, including income verification, employment history, and financial statements. Evaluate applicants credit scores, financial background, and capacity to repay loans. 2 Loan Recommendations and Approvals: Advise clients on loan products that meet their needs, including mortgages, auto loans, personal loans, and business loans. Recommend loan amounts and terms to clients based on their financial situation. Approve or decline loan applications based on the company's policies and underwriting guidelines. 3 Client Communication: Serve as the primary point of contact for loan applicants throughout the loan process. Explain loan options, interest rates, terms, and repayment plans to clients. Answer client questions about loan products, eligibility, and the application process. 4 Documentation and Compliance: Ensure all required documentation is obtained and accurate before loan processing. Stay updated on lending regulations, compliance issues, and industry standards to ensure loan agreements meet legal requirements. 5 Customer Relationship Management: Build and maintain strong relationships with clients, helping to foster trust and repeat business. Provide advice and assistance to clients post-loan approval, addressing any issues or concerns during the loan's lifecycle. 6 Sales and Business Development: Meet sales targets for loan volume and cross-sell other financial products as appropriate. Proactively identify new business opportunities and client leads through networking and marketing efforts. 7 Risk Management: Conduct risk assessments of potential borrowers and loans. Ensure loans are structured in a way that minimizes risk for the organization while being favorable to the client.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management

Majority of exp should be in B2C exp for wealth management Must not have worked through IFA channel Must have good exp in HNI clients Must have managed AUM of at least 150 crores

Job Title: Sales Manager Premium Banking Location: Mumbai, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition

Responsibilities: * Manage client relationships through regular communication and meetings * Collaborate with investment team on portfolio management strategies * Identify new business opportunities within existing network Travel allowance Sales incentives

\ We are looking out for Dynamic Wealth Management Professional ,as below : Company Profile : The flagship financial services company, that caters to the diverse needs of retail, corporate and institutional customers across businesses. Position : VP - Associate VP - Wealth Purpose : Manage Private Wealth of more than 100 cr. Location : Pune Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Experience : 5+ years of experience into Private wealth management. Education : Graduate with MBA from Premier B schools Job Responsibilities : Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Candidates possessing required exposure may please share their CV on smartopening@gmail.com along with following summary : Exposure to Private Wealth Management AUM Managed Present Salary (CTC) Expected Salary (CTC) Notice Period Birth Date & Age Regards Sawant 8355998309 Please share the mail with your colleague, friend, having required exposure & looking out for change.

You should possess good analytical skills, along with strong verbal and written communication abilities. Knowledge of various investment products such as Mutual Funds, Insurance, and Equity is essential for this role. Your responsibilities will include handling client queries related to products and operations, advising clients on financial assets, and recommending suitable investments like equity, mutual funds, insurance, fixed deposits, real estate, and bonds to create effective financial plans. Your role will involve developing and maintaining long-term relationships with both new and existing customers, acquiring new clients, and increasing the client base through strategic planning. You will be responsible for executing financial planning, conducting regular portfolio reviews, assessing portfolio risks based on market conditions, and generating revenue primarily through core products. The ideal candidate for this position should have a Graduate or MBA in Finance qualification, possess excellent communication skills, and have a pleasing personality. A minimum of 2 years of experience in Financial Planning, Investment Advisory, and Wealth Management is required. Candidates with certifications such as NISM - MF Advisory module, CFP, or CWM will be preferred. This is a full-time job with day shift schedules and performance bonuses. The role is based in the Industrial Area of Mohali, Punjab (160055), requiring reliable commuting or relocation. The preferred candidate will have at least 3 years of total work experience.,

As an Associate Relationship Manager in the Corporate Liability Group within Wholesale Banking, your main responsibility will be to develop and execute a corporate liability strategy for a specific city or region. Your focus will be on targeting top clients in the coverage area and converting them into valuable accounts. Your key roles and responsibilities will include: - Originating New to Bank accounts and managing a portfolio of Corporate Liability Group clients, with a focus on sourcing accounts independently. - Generating CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, particularly those from Digital First Companies, local IT/ITES firms, and MNC subsidiaries. You will be expected to onboard these clients with a solutions-based approach and create unique solutions as needed. - Engaging with founders of well-funded start-ups, such as online aggregators, e-commerce, and fintech firms, to provide cash and trade solutions and facilitate their onboarding. - Building Liquid Asset or Cash-backed Lending through short credit assessment memos. - Developing strong relationships with PE/VC funds and Incubators to offer cash and trade solutions to their investee companies. You will also be required to expand these influencer relationships to reputable law firms and Chartered Accountants. - Managing relationships with existing clients, increasing CA balances, term deposits, CMS/Trade/FX throughputs, and maximizing revenues from these services. Additionally, you will be responsible for cross-selling other bank products like salary and wealth management to enhance the share of wallet. - Collaborating with Product Sales Managers and Implementation teams across various banking products to achieve the set objectives. To qualify for this role, you should have: - Graduation in any field - Post-graduation in any discipline - 2-5 years of relevant experience in corporate current account acquisition. If you are passionate about relationship management and have a track record of success in acquiring corporate clients, this role offers you the opportunity to contribute to the growth and success of the Corporate Liability Group within Wholesale Banking.,

As an Assistant Vice President - Operations at Barclays, you will embark on a transformative journey where you will play a pivotal role in shaping the future. Your responsibilities will include managing operations within a business area, maintaining processes, implementing risk management initiatives, and ensuring compliance with relevant regulators. It will be crucial for you to take ownership of your work, ensuring alignment with the relevant rules, regulations, and codes of conduct. Barclays offers competitive benefits and ample opportunities for career advancement, making it an ideal place to grow your career in the banking industry. Key critical skills required for this role include overseeing the day-to-day accounting of investment portfolios, including debt, equity, mutual funds, and alternative investments. You will be responsible for ensuring accurate and timely recording of all investment transactions as per relevant Indian accounting standards and regulatory frameworks. Monitoring compliance with investment limits and guidelines, managing tax computation, filing, and compliance for investment-related activities, and staying updated with changes in Indian tax laws will also be part of your duties. Leading and coordinating statutory, internal, and tax audits related to investments, ensuring adherence to financial controls, internal policies, and statutory requirements, and leading, mentoring, and managing a team of finance professionals will be essential for success in this role. You will be assessed on key essential skills such as risk and controls, change and transformation, business acumen, strategic thinking, digital technology, as well as job-specific technical skills. This role is based out of Pune. Purpose of the role: To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution. Accountabilities: - Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products, and services. - Support the management of the bank's client relations to clearly identify their needs and provide a service that meets expectations. - Collaborate with teams across the bank to align and integrate Private Bank and Wealth Management processes. - Identify areas for improvement and provide recommendations for change in Private Bank and Wealth Management processes. - Develop and implement Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency. - Develop reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders. - Identify industry trends and developments to implement best practices in Private Bank and Wealth Management Services. - Participate in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness. Assistant Vice President Expectations: As an Assistant Vice President, you will be expected to advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness. You will collaborate closely with other functions and business divisions, lead a team performing complex tasks, set objectives, coach employees, appraise performance, and determine reward outcomes. If the position has leadership responsibilities, you are expected to demonstrate a clear set of leadership behaviors to create an environment for colleagues to thrive and deliver to a consistently excellent standard. For an individual contributor, you will lead collaborative assignments, guide team members through structured assignments, identify the need for the inclusion of other areas of specialization to complete assignments, identify new directions for assignments and projects, and consult on complex issues. You will also take ownership for managing risk, strengthening controls, collaborate with other areas of work, engage in complex data analysis, and communicate complex information effectively to influence or convince stakeholders to achieve outcomes. All colleagues at Barclays are expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship. Additionally, they are expected to exhibit the Barclays Mindset of Empower, Challenge, and Drive.,

As an Associate Relationship Manager in the Corporate Liability Group within the Transaction Banking Group, your primary responsibility will be to develop and execute a corporate liability strategy for a specific city or region. Your focus will be on targeting top clients within the coverage area and converting them to grow the business. Your key responsibilities will include originating New to Bank accounts and managing a portfolio of Corporate Liability Group clients that you have sourced. You will be tasked with originating CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, with a particular emphasis on Digital First Companies, local IT/ITES firms, and MNC subsidiaries. Your approach should be solutions-based, with a focus on developing unique solutions as needed. Additionally, you will work closely with founders of well-funded start-ups, particularly online aggregators, e-commerce, and fintech firms, to provide cash and trade solutions and onboard them effectively. You will also be responsible for building Liquid Asset or Cash-backed Lending, involving a short credit assessment memo. Developing deep relationships with PE/VC funds and Incubators to offer cash and trade solutions to their investee companies will be a critical aspect of your role. Extending these influencer relationships to renowned law firms and Chartered Accountants is also vital. Furthermore, you will manage relationships with existing clients to increase CA balances, term deposits, CMS/Trade/FX throughputs, and maximize revenues from these services. Cross-selling other bank products such as salary and wealth management will also be part of your responsibilities to optimize the share of the wallet. Collaboration with Product Sales Managers and Implementation teams across all Banking products will be necessary to achieve these objectives effectively. To qualify for this position, you should have a minimum of 5-10 years of relevant experience in corporate current account acquisition. A Graduate degree, Postgraduate qualification, and any Professional Degree will be beneficial for this role.,

You will work in the global team focusing on product risk related topics in the role of PB BLIS IS COO. Collaborating with the central team and regional BLIS / BLIS COO Teams, you will ensure monitoring of set milestones. Additionally, you will assist in preparing content and senior management update documents on covered topics. Your responsibilities will include owning and ensuring adherence to the risk & control governance framework in alignment with regulatory requirements, internal policies, and audit standards. Under our flexible scheme, you will enjoy various benefits such as best in class leave policy, gender-neutral parental leaves, sponsorship for industry certifications, employee assistance program, comprehensive hospitalization and life insurance, and health screening. Key Responsibilities: - Contribute to product governance topics with PB teams - Ensure key business controls are adhered to, like alignment of fund recommendations with global list - Prepare and run senior management meeting content on product governance updates - Handle business management tasks Skills And Experience: - Post/graduate-level degree with analytical skills - Preferably minimum 3 years" experience in Private Bank/Wealth Management - Ability to work independently, prioritize tasks, and meet deadlines - Strong attention to detail and organizational skills - Excellent communication skills - Proficient in MS Office applications - Understanding of Financial Products, especially Investment products - Team player with strong work ethic and flexibility You will receive support through training, coaching, and a culture of continuous learning to aid in your career progression. Our company encourages responsible actions, commercial thinking, initiative-taking, and collaborative work. We value inclusivity and diversity in our positive work environment. For further information about our company and teams, please visit our website at https://www.db.com/company/company.htm. Join us at Deutsche Bank Group to excel together and celebrate success as a team.,

Job Description: As an Elite Banker-First Wealth at IDFC FIRST Bank, you will be part of a leading private sector bank in India that is dedicated to providing innovative and personalized financial solutions to its customers. With a strong focus on customer satisfaction and employee development, IDFC FIRST Bank is committed to creating a positive and inclusive work environment. You will be responsible for managing and growing the wealth portfolio of high net worth individuals in Hyderabad, Telangana. Your role will involve building and maintaining relationships with clients to understand their financial needs and goals, offering personalized financial solutions based on their risk profile and investment objectives, and proactively acquiring new clients through referrals and networking. Key Responsibilities: - Build and maintain relationships with high net worth individuals - Offer personalized financial solutions and advice to clients - Identify and acquire new clients through referrals and networking - Cross-sell financial products and services to increase client portfolio - Meet and exceed sales targets - Stay updated on market trends and financial regulations - Collaborate with other teams for seamless service delivery - Maintain accurate client records and documentation - Adhere to regulatory and compliance guidelines Qualifications: - Minimum 2 years of experience in retail banking or wealth management - Bachelor's degree in finance, business, or related field - Strong sales and customer service skills - Excellent communication and interpersonal skills - In-depth knowledge of financial products and services - Ability to work in a fast-paced environment - Proven track record of meeting sales targets - Relevant certifications in wealth management or financial planning (an advantage) If you are a driven individual with a passion for exceptional customer service and a strong understanding of financial products, we invite you to apply for the Elite Banker-First Wealth position at IDFC FIRST Bank. Join us on our journey to become the most trusted and preferred bank in India.,

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - JP Nagar & Jayanagar Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred 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 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 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 : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form 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 : Cureent 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 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 22nd Jul 2025 ( Tuesday) Time - 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment Advisory, Financial Advisory, Investment Planning, Mutual Funds, Investment Products, Financial Planning, Investment Analysis, Investment Strategies, Fund Management.

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred 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 Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management Identify existing branch customers who meet Preferred program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build rapport and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR etc Handling Service Request for NR HNW clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market 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 NRI Preferred Customer Product Penetration & contribution towards focused product •Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required : Minimum experience in years 3-4 yrs Exposure to NRI 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 NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Notes (Any specifications apart from all mentioned above, to be communicated for the role) Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent 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 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 22nd Jul 2025 ( Tuesday) Time - 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

We are Hiring for Bancassurance Officer - Bank Channel Eligibility- Graduation Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales activities within a branch Req 1 year sales in Life Insurance No charges Contact 9131427672

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - 80 Feet Road (J. P. Nagar) Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Job Responsibilities(JR) : Actionable Outbound Sales Sourcing Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. Work on Enabler for Business acquisition Participate in Local Marketing promotional activities of the Branch for Business Acquisition Fully responsible to get Values in the Self sourced Accounts Meet the defined productivity norms for Self-Sourcing and mentioned in PLP Adherence of KYC/AML in true spirit while acquisition of new accounts Be a constant source for providing Classic/ Preferred / Imperia customer to the Branch for racing Utilizing the sales resources (BDR) for optimal sales support Penetration of FD to unique customers Customer services Ensure good customer experience and onboarding satisfaction score Resolving all complaints received for self during customer onboarding, within the stipulated TAT Preventive complaint management Promoting all direct banking channels and ensuring that the customer is utilizing the same Fulfillment of Leads Help to fulfill the CASA leads generated by all verticals for the Branch and ensure Customer onboarding management. Adherence to the laid down TAT guidelines in order to meet the commitment made to customers. Cross-Sales Apart from Liability , Cross sells of key products like : All Retails Assets like AL/PL/BL/HL/GL/CD/TWL etc Wholesale Assets TPP products LI / MF / Health Insurance etc Credit cards Demat -HSL Any other product as guided by Management Business Hygiene Welcome Kit Management by not keeping any kit in custody without recording at branch Disseminating product information Activation: To ensure that all accounts savings and current account opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Right and quality sourcing of customers in terms of premium account sourcing Contribute to the business objectives of the Branch Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product Knowledge Banking regulatory Knowledge Planning and Organizing Skills Communication Skills Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders Customers Branch Banking Team CX Team SET Team Operations Insurance CAM MF Fund houses personnel HSL personnel 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 1+ years experience in Sales & Business Development Management need to apply.. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 22nd Jul 2025 ( Tuesday) Time - 03:00 PM to 05:00 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

A Global Supervisor must supervise a staff of individuals with varying levels of experience and backgrounds. One must be able to lead change strategies and hold staff accountable for their actions. Lead the team, with coaching and development of the staff, including personnel hiring/termination decisions, appraisals, setting and managing objectives of the group. Recommend and implement changes and/or additions to department procedures to increase efficiency and/or accuracy. Drive improvements to the processes and products supported. Supervise daily activities and workflow of entire team and act as the escalation point for the team s work and staff issues. Identify control risks and implement re-mediation plans to mitigate - participate in control reviews and remediate all risks for client accounts. Develop relations with business partners and be point of contact for escalations. This role deals with third party vendors, which are directly related to overall customer experience with our firm. Establish strong relationships with vendors and proactively manage expectations and solutions to provide an optimum level of service to clients. What ideal qualifications, skills & experience would help someone to be successful MBA (Finance) degree required with focus on accountancy/commerce 1-2 years experience as supervisor or above Overall working experience of 8+ years

8925889568 Immediate requirement for Leading bank we are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards. Experience Required: 5- 10 years in HNI, NRIwealth customer from banks/NBFC firms with good portfolio management experience Key Responsibilities: Acquisition and Retention : Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products. Dedicated Point of Contact : Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions. Account Relationship Review : Regularly assess individual client account relationships to determine banking and investment needs. Risk Profiling : Identify the client's risk profile and tailor solutions accordingly. Investment Products : Identify and propose potential investment products based on client requirements. Wealth Management Solutions : Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services. New Product/Service Development : Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence. Leverage Expert Knowledge : Collaborate with product and investment experts to generate specific investment ideas for clients. Smooth Transaction Execution : Ensure proper documentation and efficient processes for transaction execution and seamless customer service. Compliance : Adhere to and ensure all processes comply with defined compliance norms and regulatory standards. KYC Reports : Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date. Product Knowledge : Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams. Client Acquisition & Relationship Management : Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings. Interested applicants can call or WhatsApp profiles to 8925889568

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Role & responsibilities :- NRI Client Relationship Management: Build and maintain strong relationships with NRI clients, understanding their financial goals, needs, and preferences. Act as the primary point of contact for NRI clients, addressing their inquiries, concerns, and providing prompt assistance. * Portfolio Management: Utilize your experience in managing portfolios for NRI clients in any other bank to effectively handle our clients. * Business Development: Proactively identify opportunities to expand the NRI client base and increase the bank's market share in the NRI segment. Develop and execute strategic plans to attract and on-board new NRI clients. * Compliance and Regulations: Stay up-to-date with banking regulations, tax laws, and other compliance requirements pertaining to NRI banking. Preferred candidate profile 3-6 years of proven experience in managing NRI clients and portfolios in a banking environment. Must have a portfolio of NRI clients in previous organization In-depth knowledge of banking products and services related to NRI banking. Excellent communication, negotiation, and interpersonal skills. Ability to build trust with clients and provide exceptional customer service. Demonstrated track record of meeting and exceeding targets. Familiarity with relevant banking regulations and compliance requirements. Should have knowledge of Forex Remittances (retail as well as trade) to facilitate the customers. Regards, Sandipa Dutta 7980475998

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients. Helping the company meet its financial objectives through personalised financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. Your tasks Organise client meetings to discuss financial goals, risk tolerance and investment preferences. Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning. Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments. Evaluate investment opportunities, considering factors like risk, return potential and liquidity. Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks. Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives. Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving. Participate in industry conferences and seminars to expand knowledge and network with potential clients. Preferred skills and qualifications A master's degree in finance, accounting, economics, or a related field. Experience in serving high-net-worth individuals and understanding their unique wealth management needs. Proven track record of achieving sales targets and building a successful client portfolio. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously. Share your Cv at milki.bisht@nlbtech.in