Private Banker
3 days ago
Job Description 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 Qualification - Post Graduate / MBA from a reputed institute Experience - Minimum of 8 - 12 years of experience
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Private Banker
3 weeks ago
Bengaluru, India TriGen Wealth Full timeJob Description Company Description TriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime...
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Investment Banker
3 weeks ago
Noida, India 2A Company Full timeJob Description Company Description 2A Company is a Real Estate Investment Firm providing comprehensive services in private equity, investment advisory, asset management, mergers and acquisitions, and specialized funding. We focus on meeting the evolving needs of our clients, offering a wide range of real estate services with a commitment to timely delivery....
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Personal Banker Sales
7 days ago
Bengaluru, India HDFC Bank Limited Full timeJob Description Company Description HDFC Bank Limited is India's largest private sector bank by assets and a global leader in market capitalization within the banking sector. Headquartered in Mumbai, the bank became the world's fifth largest by market capitalization in 2023 after its merger with HDFC. With a market capitalization of $150 billion, HDFC Bank...
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Universal Banker Nagpur
2 weeks ago
Mumbai, India HSBC Full timeJob Description Brand: HSBC Area of Interest: Branch and Retail Banking Location: Mumbai, MH, IN, 400001 Work style: Office Worker Date: 3 Nov 2025 Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top,...
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Universal Banker Nagpur
5 days ago
Mumbai, India HSBC Full timeJob Description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further Within...
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Wealth Manager
6 days ago
Ahmedabad, Ellisbridge, , India Propella Consulting Group Full time ₹ 12,00,000 - ₹ 36,00,000 per yearWe are currently hiring for a Wealth Manager role with a leading private wealth company. Customer segment: Includes people who have a minimum investible surplus of 1 Mn USD, and can go upto some of the largest families of the country. These will have prominent industrialists, professionals (lawyers, doctors, CAs etc), CXOs, and will go on to emerging...
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Bengaluru, India Axis Bank Full timeJob 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...
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AM Corporate Employer Banker, MSF
2 weeks ago
Hyderabad, India HSBC Full timeJob Description Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further....
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Relationship Manager
2 weeks ago
Pune, India 360 ONE Wealth Full timeJob Description Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: - Identify and onboard HNW clients through...
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Analyst
1 week ago
India Tangible Full time ₹ 12,00,000 - ₹ 24,00,000 per yearTangible is a fast-growing, tech-driven platform providing liquidity solutions to LPs and GPs in the private-markets secondaries space. By combining deep sector expertise with modern infrastructure, we unlock liquidity across private equity, private credit, and real assets, transforming the industry and enabling investors to move faster and smarter.We are...
