Private Banker

Role title: Private Banker - AdvisoryLocation: ChennaiQualification: MBA / Postgraduate in economics from a reputed Institute / University / CA / CFA.Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles and Responsibilities:The candidate should have experience in...

**Responsibilities**: - Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams. - Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely. - Take ownership of...

Proven experience as a personal banker; experience in sales or customer service is a plus Knowledge of personal banking practices and regulations Familiarity with banking software; excellent use of MS Office Ability to work diligently to meet targets Excellent communication and negotiation skills Customer-oriented approach to handling problems BSc/BA in...

Job Responsibilities__________________________________________________________________________________Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure delivery of various...

Proven experience as a retail banker or similar role; sales or customer service experience is a plus Knowledge of retail banking rules and procedures Working knowledge of banking software and MS Office Patience and problem-solving ability Customer-oriented attitude Outstanding communication skills **Job Types**: Full-time, Permanent, Fresher Pay:...

Job Title: Private Debt Associate Portfolio Management & Lead GenerationLocation: Mumbai / Hyderabad / ChennaiExperience: 4 8 yearsEmployment Type: Full-timeIndustry: Private Debt / Private Credit / Investment ManagementAbout the Role:We are seeking an experienced Private Debt Associate to join our investment team. The ideal candidate will play a dual role...

Job Description About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the...

Company DescriptionDALMAF Private Limited is a one-stop destination for legal, auditing, human resources, bank auction support, buying and selling, and marketing assistance. Established in June 2022, DALMAF provides comprehensive company solutions to help businesses resolve difficulties, strengthen internal operations, and achieve their goals. We are a...

Job Description Company Description Figment Global Solutions Private Limited, established on January 16th, 2012, focuses on providing legal compliance solutions in the fields of taxation. Known for their cloud-based solution TaxCPC, Figment Global Solutions offers comprehensive TDS and GST compliance solutions. With a team of over 100 trained employees,...

The Client Service Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of...