Private Banker- Nri
12 hours ago
To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location.
Hence, the position is not part of any specific branch.
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Private Banker
4 days ago
Mumbai, Maharashtra, India Equirus Full timeRole Title : Private Banker - AdvisoryLocation : MumbaiQualificatio n: 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 & Responsibilities:The candidate should have experience in...
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Private Banker
2 days ago
Mumbai, Maharashtra, India Equirus Full timeRole Title: Private Banker - AdvisoryLocation: MumbaiQualification: 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 & Responsibilities:The candidate should have experience in Portfolio...
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Private Banker- NRI
2 days ago
Mumbai, Maharashtra, India YES BANK Full timeJob description Role & responsibilities : Location - Mumbai , Ahmedabad. To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for...
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Private Banker- NRI
5 days ago
Mumbai, Maharashtra, India YES BANK Full timeJob descriptionRole & responsibilities :Location - Mumbai , Ahmedabad.To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...
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Private Banker- NRI
4 days ago
Mumbai, Maharashtra, India YES BANK Full timeJob descriptionRole & responsibilities :Location - Mumbai , Ahmedabad.To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...
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Private Wealth Advisor
3 days ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000Unlock Your Potential as a Private Wealth AdvisorJob Description:We are seeking an experienced and skilled Private Banker to join our team. As a Private Banker, you will be responsible for providing personalized wealth management services to high net worth individuals.Required Skills and Qualifications: To succeed in this role, you must have a strong...
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Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 1,80,00,000 - ₹ 2,50,00,000Job Opportunity:We are seeking an experienced Leadership Professional to lead and mentor a team of private bankers/relationship managers. The successful candidate will have 8-15 years of experience in private banking, wealth management in India, with strong leadership capabilities and a proven track record of managing high net worth (HNW) or ultra-high net...
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Chief Financial Strategist
5 days ago
Mumbai, Maharashtra, India beBeeDigitalization Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Senior Leadership PositionWe are seeking an exceptional professional to oversee deposit and funding portfolios for a leading financial institution, driving channel activities for private, personal, and NRI client segments.Key Responsibilities:Financial Resource Optimization: Ensure adequate funding is available for the business with a judicious mix of client...
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Manager / Sr. Manager – Revenue Stream
5 days ago
Mumbai, Maharashtra, India Bharti AXA Life Insurance Full timeCompany Description: Bharti AXA Life Insurance is a leading life insurance provider in India, offering value-for-money life insurance and savings solutions. Established in 2006, we are a wholly owned subsidiary of Bharti Life Ventures Private Limited, a prominent business group in India. With over 200 branches across India, we ensure accessibility and...
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Team Leader
4 days ago
Mumbai, Maharashtra, India wowJobs Full timeJob Role :1. Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions.2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction.3. Collaborate with product, research, and investment teams to offer holistic wealth management...
