Search Results: 22,850 vacancies
...Job Title : Personal Banker
Location: Noida
About Barclays
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients... ...Control Objective
Take ownership for managing risk and strengthening controls in relation...
...Purpose
~ To acquire CASA, Salary accounts and cross sell multiple banking products
Key Responsibilities
~ The key accountability of... ...products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio
Participate in corporate induction and migration...
...Consumer Banking Group
As the leading bank in Asia, DBS Consumer Banking Group is in a... ..., insurance, mortgages, credit cards and personal loans, to help our customers realise their... ...Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio
Participate in corporate...
...the core team - Must have experience dealing with HNIs/UHNI - Managing Mutual Funds or overseeing AUM ( Assets Under Management)... ...Work Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking - Work Profile Acquiring HUI/UHNI clients in wealth/portfolio...
...Wealth Manager About Client: Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their... ...in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance...
...direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking (WPB) is our new global business combining Retail Banking and Wealth Management and Global Private Banking, to become one of the world's largest global wealth...
...targets, as agreed.
Ensure proper implementation & execution of relationship management & investment advisory strategies.
Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increased penetration of existing customers to deepen the...
...Calling Experienced Wealth managers and relationship managers for an exciting opportunity at Private banking outfit. Best part: We do not Sell Insurance products to our clients, and measure our team performance through AUM being managed and client satisfaction orientation....
...Role/Job Title: Private Banker - First Private
Function/Department: Private Banking Group (Retail Liabilities)
Job Purpose... ...:
Nurture and manage end to end customer relationships... ...all their banking needs through wealth solutions provided by IDFC FIRST...
Rs 8 - 9 lakhs p.a.
...Staffing & Recruiting industry. Join us on the journey to digital excellence where success knows no bounds.
Job Overview
Wealth Manager with 1-3 years of experience, located in Gurgaon. Full-Time employment offering. Join a dynamic company that elevates digital...
...The primary purpose of this role will be to develop and manage client relationships and deliver the Sanctum proposition in line with our... ...client outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views and product suitability...
...more within other divisions of the group.
. Deliver Sales Target
Job requirements:
. 5-8 years of experience in financial & banking industry with relevant experience in investment advisory
. Teamwork and Collaboration
. Post-graduate qualification would be...
...Role/Job Title :Deputy Branch Manager
Function/ Department: Branch Banking
Job Purpose:
The role entails managing and scaling up the retail Banking Business for the branch by executing strategies to achieve growth targets for the branch by managing operations and...
...PCC Only - Private Banker
Position Overview
Job Title: Private Banking Advisor
Location: Noida
Role Description... ...its distinct channels like Personal banking, Private Banking and Business... ...for customers.
Risk Management & Governance
Ensure awareness...
...Role/Job Title :Banker-Customer Experience
Function/ Department :Branch Banking
Job Purpose:
The role entails providing best in-class customer service to become... ...customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell.
Deliver business target assigned as...
...Position - Wealth Manager Location- Gurgaon
Notice Period- Max 30 Days
Roles and Responsibilities:
Build and maintain strong relationships with client to understand their financial
goals, risk tolerance, and investment preferences.
Identify and pursue opportunities...
...Accer Wealth Manager is a comprehensive and versatile tool for Distributors of financial products for planning and tracking the investments of their clients. It generates numerous portfolio reports based on the investment profile and customized financial plan charted out for...
...Role/Job Title : Relationship Manager-First Wealth
Function/ Department: Branch Banking
Job Purpose:
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It...
...Client Management/ Servicing: • Serve as a dedicated single point of contact for 250 HNWI... ...relationships to determine the banking and investment needs of clients
- Identify... ...to advise them of the impact on their personal/corporate wealth and bank related services
II....
...Job - Senior Wealth Manager Title - Assistant Vice President
Jab- Full Time
Experience - 4 years in relevant Industry
Budget -... ...relationships with clients through effective communication and personalized service.
• Identify opportunities for additional services...
