
Senior Private Banker
2 days ago
Job Title : Private Banker/Senior Private Banker Location:Delhi NCR, Mumbai, or Bangalore Company : Global Private Clients division of a rapidly growing Indian financial firmAbout Us: Join one of India’s leading financial firms as we expand our Global Private Clients division. We are committed to providing exceptional service and personalized financial solutions to our valued clients.Key Responsibilities: Client Relationship Management:Build and nurture strong relationships with high-net-worth clients, understanding their financial goals and investment preferences. AUM Growth:Drive the expansion of Assets Under Management (AUM) by identifying new business opportunities and developing strategic solutions. Investment Advisory:Offer expert investment advice and financial planning services, using market insights to craft tailored portfolios. Collaboration:Work with internal teams—including wealth management, research, and compliance—to deliver comprehensive financial solutions. Market Analysis:Keep abreast of market trends and economic developments to guide investment strategies and provide timely advice. Client Engagement:Conduct regular meetings, presentations, and events to enhance client engagement and satisfaction.Qualifications: Proven experience as a Private Banker or in a similar client-facing role within financial services. Strong track record in managing client relationships and increasing AUM. Deep knowledge of investment products, financial markets, and wealth management strategies. Excellent communication and interpersonal skills to connect with high-net-worth individuals. Bachelor's degree in Finance, Business, or related field; advanced degrees or certifications (CFA, CFP) are a plus.Why Join Us? Career Growth:Be part of a rapidly expanding Global Private Clients division with opportunities for professional development. Dynamic Environment:Collaborate with industry leaders in an innovative and supportive setting. Competitive Salary:Receive an attractive salary and performance-based incentives.If you're a motivated professional eager to advance your career in private banking, we encourage you to apply and be part of our success story#PrivateBanking #WealthManagement #FinanceJobs #CareerOpportunities #HighNetWorth #InvestmentAdvisory #AUM #MumbaiJobs #DelhiJobs #BangaloreJobs #FinancialServices #JoinUs
-
Private Banker
2 days ago
New Delhi, India Neo Wealth and Asset Management Full timeJoin Neo – Redefining Wealth ManagementAre you a banker who wants to build, not just maintain?At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.What You’ll Do?- Build & manage a portfolio of HNI clients - Deliver unbiased,...
-
Mumbai, New Delhi, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...
-
Delhi, India QuickTurtle Full time1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...
-
Delhi, Delhi, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...
-
Investment Banker
2 weeks ago
Delhi, Delhi, India GreenTree Advisory Services Pvt Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per yearRole Overview:Seeking an experienced Investment Banker to drive investment portfolio optimization, manage investor relations, and facilitate mergers & acquisitions. The role involves evaluating business verticals, raising capital, assisting in IPO planning, and strengthening strategic investments for growth and risk management. Key Responsibilities:Develop...
-
Private Banker
5 days ago
Delhi, Delhi, India Barclays Full time. **Purpose of the role** To establish and nurture profitable partnerships with corporate clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. **Accountabilities** - Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the...
-
Consultant - Private Sector Engagement
7 days ago
New Delhi, India PATH Full timePATH current employees - please log in and apply PATH is a global nonprofit dedicated to achieving health equity. With more than 40 years of experience forging multisector partnerships and with expertise in science, economics, technology, advocacy, and dozens of other specialties, PATH develops and scales up innovative solutions to the world’s most...
-
Account Manager
4 days ago
Delhi, India Anand Rathi Wealth Limited Full timeJob Description• Financial Planning, Portfolio Strategy & Reporting of existing portfolio• Identifying opportunities within the clients existing portfolio based on product team recommendations across Mutual Funds, MLD, AIF, PMS, Bonds, Debentures & other products• Support the Senior Private Banker in business development• Handling Documentation &...
-
Senior Financial Analyst
2 days ago
New Delhi, India Alt. Investments Full timeSenior Financial AnalystAbout Alt. Investments Alt. Investments is India’s leading real estate wealth management and private market investment platform, unlocking access to institutional-quality assets across commercial, residential, vacation rental, and greenfield projects. Built on precision and performance, Alt. delivers risk-mitigated returns,...
-
Regional sales head
3 weeks ago
New Delhi, India MNS Credit Management Group Private Limited Full timeMNS Credit Management Group is a leading and rapidly growing agency in the domain of soft Debt Recovery and Business Information Reports. Established in 1996 and headquartered in New Delhi, India, the company has over two decades of experience in providing professional and organized services in domestic and international debt collection, business information...