Private Banking Advisor
4 weeks ago
Job Title - Private Banking AdvisorLocation NoidaRole DescriptionCandidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure successful onboarding of Customer for a smooth transition to branch banking team Sourcing new account Candidate experience will support team Bank to acquire new client from the open market to bank with us and generate revenueWhat well offer youAs part of our flexible scheme here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100 reimbursement under childcare assistance benefit gender neutral Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs and above Your key responsibilitiesAcquisition - Increase acquisition of Target clientele across in Advantage Banking segments Periodically assist Advantage Banking in conducting approved local level sales drive micro events for the acquisition Acquire new accounts from group companies family of existing customers Acquire new accounts from referrals from existing customers Relationship Building Deepening Cross Sell Transition -Ensure consistent growth of the Advantage Banking portfolio Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment Insurance sales to new customers along with deepening into the book Build a robust momentum regarding the third-party distribution insurance auto loans mortgages and fee income to scale up the client portfolio growth in line with the set targets Implement customer contact programs to ensure their share of wallet with the bank increases Ensure smooth transition of customer management to the respective RM post-acquisition Retention - Ensure top class service delivery to clients to be in line with the best in the industry Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances Work towards reactivating accounts which have stopped transacting or depleted in balances Assist in resolving service hurdles to create a delight situation for customers Risk Management Governance - Ensure awareness and adherence with the Know Your Customer policy Anti Money Laundering Policy Mis-selling Policy Information Protection Policy Operational Risk Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time Provide regular feedback on the changing customer needs to the SSM Any suspicious transaction to be immediately reported to the SSM Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge Having awareness and information about the competition How well support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teamsPlease visit our company website for further information We strive for a in which we are empowered to excel together every day This includes acting responsibly thinking commercially taking initiative and working collaboratively Together we share and celebrate the successes of our people Together we are Deutsche Bank Group We welcome applications from all people and promote a positive fair and inclusive work environment
-
Banking Advisor Retired
1 week ago
Agra, Uttar Pradesh, India Ganpati Infrastructure Development Company Ltd Full time**Key Responsibilities**: - Liaison with banks for day-to-day transactions, fund transfers, RTGS/NEFT, and online banking operations. - Coordinate and follow up on credit facilities, BGs, FDs, and LC processes. - Maintain cordial and professional relationships with key bank personnel. - Assist in resolving banking discrepancies, reconciling accounts, and...
-
Private Equity
22 hours ago
Noida, India HBF Direct Limited Full timeWe are looking for enthusiast people with Sales mind-set & zeal to excel in Private Equity sector. Job Role & Responsibilities - Provide independent, rigorous decision-making across the Private Investments portfolio (Private Equity). - Financial Planning and Investment Advisory to Direct Clients/Brokers/Agents/Advisors through careful analysis and...
-
Sales Manager Private Banking
2 weeks ago
Noida, Uttar Pradesh, India Deutsche Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout The Role : Job TitleSales Manager Private Banking LocationNoida Role Description- Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account.- Your experience will...
-
Banking Sales Job in Agra
4 days ago
Agra, Uttar Pradesh, India SWEN Services Full timePosition : Banking sales job in Agra Location : Agra Experience : Need more then 2 year experience in field sales Education : Graduation Job Discription: - Recruit potential sales advisors from open market - Train them, motivate them and create team of sales advisors - Gain more and more leads from Advisors and convert leads into sales - Sell life...
-
Process Advisor
2 weeks ago
Noida, Uttar Pradesh, India Barclays Full timeAs a Barclays Process Advisor you may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills. Key Requirements for the role: - Type of experience requires - keywords or Skillset - Having...
-
15h Left: Associate Client Advisor
1 week ago
Noida, Uttar Pradesh, India Global Payments Full timeEvery day Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit debit prepaid and merchant services Our worldwide team helps over 3 million companies more than 1 300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results We...
-
Process Advisor
2 weeks ago
Noida, Uttar Pradesh, India Barclays Full timeStep into the role of **Process Advisor**at Barclays, where you will play a pivotal role to manage operations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns with the relevant rules & regulations, and codes of conduct. To be...
-
Process Advisor
4 days ago
Noida, Uttar Pradesh, India Barclays Full timeEmbark on a transformative journey as Process Advisor at Barclays, where you will play a pivotal role to manage operations within a business area and maintain processes with risk management initiatives. You will take ownership of your work and provide first-class support to our clients with expertise and care. Key critical skills required for this role...
-
Advisor, Technical Professional Services
2 weeks ago
Noida, Uttar Pradesh, India Fiserv Full timeCalling all innovators - find your future at Fiserv We re Fiserv a global leader in Fintech and payments and we move money and information in a way that moves the world We connect financial institutions corporations merchants and consumers to one another millions of times a day - quickly reliably and securely Any time you swipe your credit card pay through a...
-
University Advisor
2 weeks ago
Noida, Uttar Pradesh, India IMTS INSTITUTE Full time**Locations** - **Administrative Office**: Noida, Uttar Pradesh **University Name**: _Management & Information Technology (MIT) University, Sikkim_ About the Role The Advisor will play a pivotal role in guiding the institution towards **UGC 2(f) and 12B compliance** (as per the UGC Guidelines), validating academic structures, and ensuring the...