Cpc Relationship Banker

**Responsibilities**: - Client Account Management - Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. - Advise CPC customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs. -...

**Responsibilities**: Client Account Management Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs. Review...

Banker SME - Business Banking - Barchon - Informations techniques concernant la fonction Lieu de travail : Rue du Fort 3, 4671 Barchon (Possibilité de 50% de travail à domicile sur la base d'un accord d'équipe) Classe de fonction : 15 Code de fonction : 094406 Horaire de travail : 37h fixe entre 08.00-18.00 Fonction Sensible : Non Fonction PCP : Oui...

Role 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...

Role 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...

At Neo , we're building a platform where great bankers & RMs can do their best work—free from legacy constraints, driven by clarity, and backed by strong investment thinkingWe're looking for driven bankers who are ready to lead, not just follow. People who want to do more than manage money—those who want to build lasting client relationships for...

**Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c’s ,retaining and enhancing the relationship.**: - **The RM is also responsible for acquiring new...

Job DescriptionAt Neo, were building a platform where great bankers & RMs can do their best workfree from legacy constraints, driven by clarity, and backed by strong investment thinkingWe&aposre looking for driven bankers who are ready to lead, not just follow. People who want to do more than manage moneythose who want to build lasting client relationships...

The Associate is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Associate also serves as an intermediary in trading for...

The Role:Current Account Relationship ManagerWe are seeking a highly skilled Current Account Relationship Manager to join our team. As a key member of our sales force, you will be responsible for managing and growing Current Accounts with a focus on premium and high-value clients.Your primary objective will be to drive value through consistent engagement and...