
Private Banker
4 days ago
Roles & Responsibilities:
*Spearheading the acquisition and management of high-net-worth clients, ensuring
the delivery of exceptional banking services tailored to their financial aspirations and
requirements.
*Conducting comprehensive needs assessments to identify client objectives and
recommending appropriate banking and financial solutions, thereby enhancing
client satisfaction and loyalty.
*Addressingand resolvingclient complaints and concerns with a focus on restoringtrust and
confidence in the bank&aposs services, leading to improved client retention rates.
*Collaborating with marketing teams to design and implement effective sales
campaigns and promotional activities aimed at increasing product awareness and
driving revenue growth.
*Analyzing performance metrics and generating detailed reports for internal
stakeholders, providing insights into client engagement and sales performance.
*Ensuring compliance with regulatory standards and risk management protocols,
safeguarding the bank&aposs interests while maintaining high service quality.
-
Private Banker
3 weeks ago
Mumbai, Maharashtra, India valarr Full timeQualifications :- 3+ years of experience in fundraising, capital raising, or investment management, specifically targeting UHNI investors, family offices, or institutional capital.- Strong network of UHNI clients, family offices, private wealth managers, and institutional investors.- Deep understanding of alternative investments, structured finance,...
-
Private Banker
2 weeks ago
Mumbai, Maharashtra, India valarr Full timeQualifications :- 3+ years of experience in fundraising, capital raising, or investment management, specifically targeting UHNI investors, family offices, or institutional capital.- Strong network of UHNI clients, family offices, private wealth managers, and institutional investors.- Deep understanding of alternative investments, structured finance,...
-
Private Banker
3 weeks ago
Mumbai, Maharashtra, India 0784 Deutsche Bank Aktiengesellschaft, Filiale Mumbai Full timeDescription Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to nurture the Private Banking Clients & Relationships by providing world...
-
MicroMitti - Investment Banker - CA
2 weeks ago
Mumbai, Maharashtra, India Micro Mitti Full timeJob Role : Investment BankerCompany: MicroMittiReporting To: Founder & CEOAbout MicroMitti:MicroMitti is a pioneering Proptech firm revolutionizing real estate investment with innovative wealth creation models tailored for Tier 2 & Tier 3 cities. With an AUM of - 748.74 crore and strategic projects like CyberCity Indore, Indore Fintech Park, Selene...
-
Senior Private Banker
4 weeks ago
Mumbai, Maharashtra, India Emkay Wealth Management Full timeJob DescriptionJob Description:- 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...
-
Senior Private Banker
5 days ago
Mumbai, Maharashtra, India Emkay Wealth Management Full timeJob Description: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 MIS reports as per requirementsTo develop short term and long term sales strategies...
-
Private Banker/ Wealth Manager
3 weeks ago
Mumbai, Maharashtra, India Michael Page Full timeempowered with the science and art of investing experience new insights and ideas on wealth creation through our exclusive knowl About Our Client Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year...
-
Private Banker
3 days ago
Mumbai, Maharashtra, India wowJobs Full timeRoles & Responsibilities: *Spearheading the acquisition and management of high-net-worth clients, ensuring the delivery of exceptional banking services tailored to their financial aspirations and requirements. *Conducting comprehensive needs assessments to identify client objectives and recommending appropriate banking and financial solutions, thereby...
-
Private Banker
1 day ago
Mumbai, Maharashtra, India wowJobs Full timeKey Responsibilities: Spearheading the acquisition and management of high-net-worth clients. This involves delivering exceptional banking services tailored to their financial aspirations and requirements, through a comprehensive needs assessment process. The objective is to recommend appropriate banking and financial solutions that enhance client...
-
India Coverage Banker, VP
4 weeks ago
Mumbai, Maharashtra, India Deutsche Bank Full timeJob DescriptionIndia Coverage Banker, VPPosition OverviewJob Title- India Coverage Banker, VPLocation- Mumbai, IndiaRole Description- Global Relationship Manager for an established portfolio of large local corporate clients (MNC/LLCs) , both in the private and public sector.- Role is based in Mumbai/ Pune/ BangaloreWhat we'll offer youAs part of our flexible...
-
Senior India Coverage Banker
3 weeks ago
Mumbai, Maharashtra, India Deutsche Bank Full timeJob DescriptionSenior India Coverage BankerPosition OverviewJob Title: Senior India Coverage BankerCorporate Title: DirectorLocation: Mumbai, IndiaRole Description- Global Relationship Manager for an established portfolio of large local corporate clients (MNC/LLCs) , both in the private and public sector.- Role can be based out of Mumbai.What we'll offer...
-
ARTEMIS - LLC India Coverage Banker
2 weeks ago
Mumbai, Maharashtra, India Deutsche Bank Full timeJob DescriptionARTEMIS - LLC India Coverage BankerPosition OverviewJob Title: India Coverage BankerCorporate Title: DirectorLocation: Mumbai, IndiaRole Description- Global Relationship Manager for an established portfolio of large local corporate clients (MNC/LLCs) , both in the private and public sector.- Role is based in Mumbai.What we'll offer youAs part...
-
ARTEMIS - LLC India Coverage Banker
2 weeks ago
Mumbai, Maharashtra, India Deutsche Bank Full timeJob DescriptionPosition OverviewJob Title: India Coverage BankerCorporate Title: DirectorLocation: Mumbai, IndiaRole Description- Global Relationship Manager for an established portfolio of large local corporate clients (MNC/LLCs) , both in the private and public sector.- Role is based in Mumbai.What Well Offer YouAs part of our flexible scheme, here are...
-
VP/SVP/EVP - Team Leader - Private Banking
3 weeks ago
Mumbai, Maharashtra, India Michael Page Full timeWork with one of the leading financial services conglomerates in India Manage and lead a team of private bankers About Our Client Client is a wealth management setup part of a leading financial services conglomerate. Job Description Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking...
-
Wealth Management Professional
23 hours ago
Mumbai, Maharashtra, India wowJobs Full timeJob SummaryWe are seeking an experienced Private Banker to spearhead the acquisition and management of our high-end clients, delivering tailored banking solutions that meet their unique financial needs and goals.
-
Financial Leadership Expert
7 days ago
Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd Full timeJob SummaryVirtuous Advisors & Resources Private Ltd seeks a seasoned Financial Leadership Expert to drive strategic financial decisions, oversee financial reporting, and lead the IPO process.About UsVirtuous Advisors & Resources Private Ltd is a leading provider of advisory services. Our team consists of experienced professionals who have a proven track...
-
Universal Banker
2 weeks ago
Mumbai, Maharashtra, India HSBC Full timeJob descriptionSome careers open more doors than others If youre 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 Wealth and...
-
Universal Banker
2 days ago
Mumbai, Maharashtra, India HSBC Full timeJob descriptionSome careers open more doors than others If youxe2x80x99re 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...
-
Universal Banker
3 weeks ago
Mumbai, Maharashtra, India HSBC Full timeJob DescriptionJob descriptionSome 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...
-
Analyst - Wealth Structuring & Estate Planning
3 weeks ago
Mumbai, Maharashtra, India Nuvama Private Full timeJob Role / Responsibilities: Advising clients on estate / succession planning and family office set upAdvising clients on offshore investment structures including ODI, LRS, etcAdvising clients on corporate group structuring, internal group reorganization, mergers / demergers, stake sales and acquisitions structuringAdvising clients on various income tax,...