Senior Private Banker/Regional Head

3 weeks ago

Kolkata, India Emkay Full time

Position: Senior Private Banker / Regional Head

Job Responsibilities

  • Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
  • Financial Planning (FP) and Portfolio Services
  • Execution of transactions post FP and on periodical basis
  • Manage Private Wealth, PMS and AIF fund related queries
  • Ensure delivery of various MIS reports as per requirements
  • To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization
  • To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
  • Ensure discipline of asset allocation
  • Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
  • To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
  • Continuous learning, to be better equipped than our competitors
  • To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
  • To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
  • To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
  • Revenue Generation
  • Build AUA

Skills

  • Excellent communication
  • Proven skills of significantly improving the structure and readability of written communication

Competencies:

  • Lives the Company Values
  • Business Awareness & Market Knowledge
  • Customer Centricity.
  • People Connect
  • Result Orientation
  • Networking Ability

  • Senior Private Banker/Regional Head

    2 weeks ago

    Kolkata, West Bengal, India Emkay Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Position: Senior Private Banker / Regional HeadJob ResponsibilitiesCustomer 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 MIS reports as per requirementsTo...

  • Regional Head

    2 weeks ago

    Kolkata, West Bengal, India Livspace Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    About UsLivspace is Asia's largest and fastest-growing home interiors and renovation platform. Leveraging its proprietary technology, the company delivers end-to-end home interior and renovation solutions, encompassing modular solutions, furniture, false ceilings, soft furnishings, décor, civil works, and more. The company serves homeowners across diverse...

  • Regional Head

    2 weeks ago

    Kolkata, West Bengal, India Jobs Cruze Full time ₹ 23,00,000 per year

    Urgent Opening for Regional HeadLocation - Kolkata Channel - AgencyCTC - Upto 23 LPACan share CV directly on

  • Personal Banker

    7 days ago

    Kolkata, India Abacus Consultants Full time

    Any Graduate NRI- PB JD- To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition Key Skills - 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...

  • Regional Sales Head

    2 weeks ago

    Kolkata, West Bengal, India Ujjivan Small Finance Bank Full time ₹ 60,00,000 - ₹ 1,20,00,000 per year

    ROLE PURPOSE & OBJECTIVEThe Regional Sales Head is responsible for driving and overseeing all liabilities sales activities across the Region, ensuring achievement of business targets, expansion of customer base, deepening of existing relationships, and development of the business at regional level.This is a high-impact, performance-driven leadership role...

  • Regional Sales Head

    3 weeks ago

    Kolkata, India Ujjivan Small Finance Bank Full time

    ROLE PURPOSE & OBJECTIVE The Regional Sales Head is responsible for driving and overseeing all liabilities sales activities across the Region, ensuring achievement of business targets, expansion of customer base, deepening of existing relationships, and development of the business at regional level. This is a high-impact, performance-driven leadership role...

  • State Head HORECA

    2 weeks ago

    Kolkata, India Rasna Private Limited Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    We are looking for a dedicated and experienced State Head HORECA to join Rasna Private Limited in Kolkata. As the State Head HORECA, you will play a crucial role in overseeing the Food and Beverage department's operations in the state. Your contributions will be vital in driving business growth, maintaining client relationships, and ensuring operational...

  • Citigold Relation Banker

    2 weeks ago

    Kolkata, India Citi Full time

    **Responsibilities**: - Client Account Management - Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. - Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs. -...

  • Regional Head

    2 weeks ago

    Kolkata, India Livspace Full time

    Job Description About Us Livspace is Asia's largest and fastest-growing home interiors and renovation platform. Leveraging its proprietary technology, the company delivers end-to-end home interior and renovation solutions, encompassing modular solutions, furniture, false ceilings, soft furnishings, dcor, civil works, and more. The company serves homeowners...

  • Regional Sales Head

    5 days ago

    Kolkata, West Bengal, India Vertoz Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job InformationIndustryIT ServicesDate Opened10/07/2025Job TypeBusiness DevelopmentWork Experience8+ yearsCityKolkataState/ProvinceWest BengalCountryIndiaZip/Postal Code700005Job DescriptionWhat we want:We're looking for a Regional Sales Head – Kolkata (East India) who can own revenue growth, P&L management, and strategic expansion across the East region....