Eastern India Team Head- Private Wealth
1 day ago
Private Banking Team Head - Eastern IndiaLocation: Kolkata, IndiaJob Overview:We are seeking an experienced and dynamic Private Banking Team Head to establish and lead our private banking operations in Eastern India. The successful candidate will be responsible for building a high-performing team from scratch, developing strategic client relationships, and driving the growth of our private banking services.Key Responsibilities:Team Development: Build and manage a high-performing private banking team, including hiring, training, and mentoring staff to ensure top-tier client service and compliance with regulatory standards.Client Relationship Management: Develop and maintain strong relationships with high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), and their families.Strategic Planning: Formulate and implement strategies to increase the market share of private banking services in Eastern India, ensuring alignment with overall organizational goals.Product Development: Collaborate with product teams to enhance private banking offerings tailored to the needs of HNW and UHNW clients.Sales and Revenue Growth: Drive sales initiatives, create and implement sales plans, and track performance metrics to ensure revenue targets are met or exceeded.Risk Management: Oversee compliance with regulatory requirements and internal policies to mitigate risks associated with private banking operations.Market Analysis: Stay abreast of market trends and competitor activities to identify opportunities for growth and innovation in private banking services.Qualifications:Bachelor's degree in Finance, Business Administration, or a related field. MBA or relevant professional qualifications (CFA, CFP) are preferred.Minimum 10 years of experience in private banking, wealth management, or related financial services, with at least 5 years in a leadership role.Skills:Proven track record in building and leading high-performing teams.Strong business acumen and strategic thinking abilities.Exceptional interpersonal and communication skills to effectively engage with clients and stakeholders.Deep understanding of investment products, financial planning, and estate planning.Willingness to travel within the region as needed.What We Offer:Competitive salary and performance-based incentives.Opportunities for continuous professional development and growth.A collaborative and inclusive work environment.Access to a wide range of financial products and services.
-
Eastern India Team Head- Private Wealth
1 day ago
west bengal, India Green Lane Talent Management Full timePrivate Banking Team Head - Eastern India (Playing Captain)Location: Kolkata, IndiaJob Overview:We are seeking an experienced and dynamic Private Banking Team Head in a 'Playing Captain' role to establish and lead our private banking operations in Eastern India. The successful candidate will be responsible for building a high-performing team from scratch,...
-
Arc Furnace PLC Engineer
2 days ago
Kolkata metropolitan area, West Bengal, India EASTERN METEC PRIVATE LIMITED Full time ₹ 4,00,000 - ₹ 8,00,000 per yearCompany Description -EASTERN METEC PRIVATE LIMITED is a mechanical or industrial engineering company located in Kolkata, West Bengal, India. The company specializes in providing high-quality engineering solutions to various industries. By leveraging advanced technology and expert knowledge, EASTERN METEC PRIVATE LIMITED aims to deliver innovative and...
-
Wealth Management Analyst
1 week ago
west bengal, India PDM Investment & Trading Company Pvt. Ltd. Full timeAnalyst – Wealth Management | Kolkata, IndiaLocation: Kolkata, India Type: Full-time Experience: 0–2 years Industry: Financial Services / Wealth ManagementAbout UsWe’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of...
-
Relationship Manager
5 days ago
west bengal, India Vivriti Capital Full timeAbout Vivriti Group: Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities. The group has the following businesses: Vivriti Capital Limited, a systematically important NBFC (NBFC ND-SI) regulated by RBI. As on date, Vivriti Capital has disbursed USD 3 billion across 300+ enterprise borrowers and is...
-
Relationship Manager-kolkata
3 days ago
Kolkata, West Bengal, India DSP Investment Managers Full timeAbout the Role We are looking for a Relationship Manager to strengthen and scale our Mutual Fund distribution business across large private banks leading wealth counters and senior MF decision makers in the Kolkata region This role is pivotal in expanding DSP s footprint by building meaningful revenue-driving relationships and delivering long-term asset...
-
Wealth Management Advisor
2 weeks ago
Kolkata metropolitan area, West Bengal, India SMIFS LIMITED Full timeCompany DescriptionSMIFS Limited, established in 1993, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and more. With a pan-India presence, the company specializes in Research & Advisory Services, catering primarily to institutional and ultra-high-net-worth clients. Under...
-
Accounts Executive
12 hours ago
Kolkata, West Bengal, India BLA PROJECTS PRIVATE LIMITED Full time**Job description**: **The person will be responsible for Bank entry, Bank Reconciliation, Cheque preparation, entry in Tally, Provide assistance in salary preparation.** **Should have knowledge of Tally and advance excel.** **No of vacancy: 1** **Work Experience: 3-6 Years** **Salary Range**: upto 2.4 LPA **Educational Qualification**: B. Com, M....
-
Company Secretary
1 week ago
Kolkata, West Bengal, India BLA PROJECTS PRIVATE LIMITED Full time**Executive Company Secretary** Secretarial Functions of company / LLP. ROC filling. XBRL Filling. NBFC, LLP Compliances. Minutes and maintenance of records. Good knowledge of companies Act. Share transfer compliances. Related party dishonour. Legal agreements drafting. Key Skill: Company Secretary, Company Law, CS, llb, nbfc, roc filling,...
-
Wealth Manager/senior Wealth Manager
7 days ago
Kolkata, West Bengal, India Bhavyansh Infotech Full timeJoin Our Elite Wealth Management Team Are you a dynamic and results-driven wealth manager looking to elevate your career We invite you to be part of our prestigious financial advisory team where innovation meets excellence If you have a passion for building strong client relationships and delivering tailored wealth solutions this is your opportunity to make...
-
Account Manager
2 weeks ago
west bengal, India Anand Rathi Wealth Limited Full timeRole DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...