Private Banker
Found in: beBee S IN - 4 weeks ago
Private Banker job description should contain a variety of functions and roles including:
- Responsible for identifying potential new clients and working with them to build up a relationship with the goal of managing their wealth.
- Private Bankers work with their clients to meet their financial needs and goals. They proactively advise and consult with the clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments.
- Private Bankers need to be well informed of market conditions and do plenty of research to determine good opportunities to meet private banking revenue goals. They keep current with market updates and financial news. They must also maintain knowledge and understanding of appropriate legislation and regulations affecting banking and customer interaction to ensure that all transactions are legal.
- Private Bankers must closely monitor the performance of client accounts, to ensure that the accounts are behaving positively and meeting client needs. They need to be aware of both the clients goals, income and spending to manage the portfolio
Private Banker job description should include these common skills and qualifications:
- Degree in finance, business administration, or a related field.
- Strong analytical and decision-making skills
- Strong understanding of banking and lending products.
- Experience in understanding the financial needs of all types of clients
- Excellent business development and marketing skills
- A sound knowledge of local market
- Ability to meet deadlines and manage expectations
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Private Banker-first Private
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Delhi, India IDFC FIRST Bank Full time**Role/Job Title**: Private Banker - First Private **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Delhi/NCR **Roles & Responsibilities**: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank Provide a seamless banking...
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Private Banker-first Private
2 hours ago
Delhi, India IDFC FIRST Bank Full time**Role/Job Title**: Private Banker - First Private **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Delhi, Noida, Gurugran, Jaipur, Punjab, Uttarakhand, Uttar Pradesh **Roles & Responsibilities**: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions...
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Private Banker-first Private- North
7 days ago
Delhi, India IDFC FIRST Bank Full time**Role/Job Title**: Private Banker - First Private **Function/Department**: Private Banking Group (Retail Liabilities) **Job Purpose**: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee...
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Private Banker-first Private
7 days ago
Kolkata, India IDFC FIRST Bank Full time**Role/Job Title**: Private Banker - First Private **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Pan India **Roles & Responsibilities**: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank Provide a seamless banking...
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Private Banker-First Private- North
Found in: Talent IN C2 - 3 weeks ago
New Delhi, India IDFC FIRST Bank Full timeRole/Job Title: Private Banker - First Private Function/Department: Private Banking Group (Retail Liabilities) Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income. ...
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IndusInd - Private Banker
Found in: Talent IN 2A C2 - 3 weeks ago
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Team Lead
Found in: beBee S IN - 3 weeks ago
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Team Lead
Found in: beBee S IN - 4 weeks ago
Delhi NCR, India iimjobs Full timeTeam Lead - Private Banking Hiring for a renowned private sector bankResponsibilities:1) Team Leadership:- Provide leadership and guidance to a team of private bankers, fostering a collaborative and high-performance culture.- Set clear performance expectations, monitor individual and team targets, and provide regular feedback.2) Client Relationship...
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Found in: Talent IN C2 - 3 weeks ago
Chennai, India 0916 Deutsche Bank Aktiengesellschaft, Filiale Chennai Full timeDescription Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to nurture the Private Banking Clients & Relationships by providing world...
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Director Private Bank India
Found in: Whatjobs IN C2 - 3 weeks ago
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Investment Specialist/Investment Advisor/Wealth Manager/Private Banker
Found in: beBee jobs IN - 2 weeks ago
Hyderabad/Mumbai/Bangalore, India iimjobs Full timeInvestment Specialis/Investment Advisor/Wealth Manager/Private BankerAbout the role:We are looking for enthusiastic go-getters to join the inbound business team. In this role, you will work with high intent inbound clients with net worth of 50 lakhs and above. You will be responsible for helping users understand and to help them invest in Company's PMS...
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Found in: beBee jobs IN - 3 weeks ago
Hyderabad/Mumbai/Bangalore, India iimjobs Full timeInvestment Specialis/Investment Advisor/Wealth Manager/Private BankerAbout the role:We are looking for enthusiastic go-getters to join the inbound business team. In this role, you will work with high intent inbound clients with net worth of 50 lakhs and above. You will be responsible for helping users understand and to help them invest in Company's PMS...
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Senior Role
Found in: beBee S IN - 3 weeks ago
Mumbai, India iimjobs Full timeBusiness Development Role ABC is mandated to hire Business Development for an International Private Banking setup in Mumbai.Business transformation and driving the Global Indians strategy- Support the MD Private Bank Asia and the Chief of Staff in driving and executing the key priorities for the Global Indians businesses, including platform enhancements,...
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Senior Role
Found in: beBee jobs IN - 3 weeks ago
Mumbai, Maharashtra, India iimjobs Full timeBusiness Development Role ABC is mandated to hire Business Development for an International Private Banking setup in Mumbai.Business transformation and driving the Global Indians strategy- Support the MD Private Bank Asia and the Chief of Staff in driving and executing the key priorities for the Global Indians businesses, including platform enhancements,...
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Investment Banker
5 days ago
Mumbai, India SKS Enterpprise Full time**Position Name -** **Investment Banker - AVP** **Location - **Mumbai - Onsite** **Experience Range - **5 years+** **Mandatory Requirement**: - Deal Origination - Deal Execution - Good Networking - Fund Raising **About the client**: Our Client is one of the leading diversified financial services group with global presence. They started on December 5,...
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Emkay - Zonal Sales Head - PMS & AIF - North/South/East Region (10-15 yrs)
Found in: beBee S IN - 3 weeks ago
Delhi NCR/Delhi/Bangalore/Kolkata, India iimjobs Full timeJob Responsibilities:Sales:- Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined.- Client Servicing / Meetings with RM's- Increment increase in AUM and NET Sales- To Manage customers attrition- To generate processes and MIS for effective sales monitoring and...
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Commercial Real Estate Specialist
Found in: Whatjobs IN C2 - 1 week ago
delhi, India GrowthAlly Advisors Private Limited Full timeGrowthAlly is one of the fastest-growing Investment Banking Companies in India founded by ex-bankers and Investment Bankers and has offices in Mumbai, Bengaluru, Pune, Raipur & Gurugram.The role is ideal for those who have aspirations to build their career in the world of Investment Banking / financial management most professionally. The role has a perfect...
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Business Development Manager
Found in: beBee jobs IN - 3 weeks ago
Pune, Maharashtra, India iimjobs Full timeBD Manager(B2B)- M&A & Private Equity Org We are hiring a Business Development Manager for an online M&A & Private Equity platform which facilitates buy-side, sell-side, fundraising counterparties for SME's.- Being technology driven organisation this is 15-20 people company based in Pune.- Budget for this position will be based on relevant experience,...
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Business Development Manager
Found in: beBee S IN - 3 weeks ago
Pune, India iimjobs Full timeBD Manager(B2B)- M&A & Private Equity Org - We are hiring a Business Development Manager for an online M&A & Private Equity platform which facilitates buy-side, sell-side, fundraising counterparties for SME's.- Being technology driven organisation this is 15-20 people company based in Pune.- Budget for this position will be based on relevant experience,...
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Senior Role
Found in: beBee jobs IN - 2 weeks ago
Mumbai, Maharashtra, India iimjobs Full timeBusiness Development Role ABC is mandated to hire Business Development for an International Private Banking setup in Mumbai.Business transformation and driving the Global Indians strategy Support the MD Private Bank Asia and the Chief of Staff in driving and executing the key priorities for the Global Indians businesses, including platform enhancements, more...