Cpc Relationship Banker
6 hours ago
**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. Review product penetration for the assigned client base, identify potential CPC customers who can be sold tailored products to enhance product penetration Ensure coverage of all relationships through customer engagements, risk profiling and financial planning. Organize CPC customer events to enhance customer bonding. Acquire new CPC customers through converting referral leads. Compliance, Risk & Controls Ensure that KYC/AML and other compliance norms are strictly adhered to. **6-10 years of experience Education**: Bachelor's/University degree, Master's degree preferred -------------------------------------------- - **Job Family Group**: Private Client Coverage -------------------------------------------- - **Job Family**: Relationship Banker ------------------------------------------------- - **Time Type**: Full time ------------------------------------------------- - Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. View the " EEO is the Law " poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
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Cpc Rm
6 days ago
Mumbai, India Citi Full time**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. -...
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Citigold Relationship Banker-12
6 hours ago
Mumbai, India Citi Full time**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...
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Private Banker
7 hours ago
Mumbai, Maharashtra, India Atom Privé Financial Services Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany DescriptionAtom Privé Financial Services is a boutique private wealth management firm dedicated to serving high-net-worth families with bespoke strategies tailored to their ambitions, values, and legacy goals. With a focus on safeguarding assets, managing risk, and enabling long-term, multi-generational impact, the firm goes beyond returns to...
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Personal Banker
2 days ago
Delhi, Mumbai, NCR, Pune, India Careerist Management Consultants Full time ₹ 4,00,000 - ₹ 8,00,000 per yearHi Everyone,Hope this mail finds you in good spirits.We are looking for Personal Banker (Contact Centre) for one of the leading Uk Based organization.Job Description:To be successful as a Personal Banker at Barclays, you should have below critical skills.Excellent Customer service.Strong experience in International contact center.Communicate sensitive or...
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Senior Private Banker
4 weeks ago
Mumbai, India Green Lane Talent Management Full timeJob Title: Private Banker/Senior Private BankerLocation: Delhi NCR, Mumbai, or BangaloreCompany: Global Private Clients division of a rapidly growing Indian financial firm About Us:Join one of India's leading financial firms as we expand our Global Private Clients division. We are committed to providing exceptional service and personalized financial...
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Private Banker
2 weeks ago
Mumbai, India Neo Wealth and Asset Management Full timeJoin Neo – Redefining Wealth ManagementAre you a banker who wants to build, not just maintain?At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.What You’ll Do?- Build & manage a portfolio of HNI clients- Deliver unbiased,...
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Private Banker
3 weeks ago
Mumbai, India Neo Wealth and Asset Management Full timeJoin Neo – Redefining Wealth Management Are you a banker who wants to build, not just maintain ? At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging. What You’ll Do? Build & manage a portfolio of HNI clients Deliver unbiased,...
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Private Banker
2 weeks ago
Mumbai, India Neo Wealth and Asset Management Full timeJoin Neo – Redefining Wealth Management Are you a banker who wants to build, not just maintain ? At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging. What You’ll Do? Build & manage a portfolio of HNI clients Deliver unbiased,...
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Private Banker
2 weeks ago
Mumbai, India Neo Wealth and Asset Management Full timeJoin Neo – Redefining Wealth Management Are you a banker who wants to build, not just maintain ? At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging. What You’ll Do? Build & manage a portfolio of HNI clients Deliver unbiased,...
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Relationship Banker
6 hours ago
Mumbai, India Lordisystems Staffing Solutions Pvt. Ltd. Full time**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...
