Personal Banker

This job is a sales oriented job. Primary responsibility will be CASA sales. Other responsibilities are mentioned below **Personal Banker Responsibilities**: - Recommending and explaining banking services and products to clients based on their needs. - Managing client bank accounts, including opening and closing accounts, and overseeing transactions. -...

**Job Role : Personal Banker** **Work form office** - Maintain Daily Sales Report. - CH 106 and CH 104 Calling. - Structured bundled offering of Productsand Services to the customer within the - defined time line. - Ensure quality new acquisition on SA and CA for - Resident/Non Resident - Walk Ins ,Portfolio, Referrals ,Friends ,Associates ,Family member,...

**Job Name - PA (Business Unit) : Personal Banker - Retail Branch Banking** **Job Title **:Personal Banker **Business Unit (PA) **:RBB **Team**:)Retail Branch Banking **Reports to (job)**: Branch Head **Location of role : Mumbai** **Job Fn **:Sales **Role Type**:Individual Contributor **No of direct reportees**:Nil **Travel Required**: Moderate /...

Position Title: CEP Personal Banker Business Unit: National Distribution Structure Grade: Officer/Senior Officers Report To: Branch Manager & to RSM Job Purpose: To build very strong connects with Corporates and source salary accounts Key Accountability: The key accountability of sales officers is source quality salary accounts and cross sell various...

Company DescriptionNeo Wealth Partners (NWP) is revolutionizing wealth management where the Banker and the Firm collaborate equally to deliver client solutions. Partners work independently, tailoring their own client engagement while being supported by comprehensive institutional infrastructure. This model fosters sustainable, long-term, client-centric...

A retired banker with extensive experience in banking and finance will support the credit department in evaluating, monitoring, and managing credit proposals, risk assessments, and compliance requirements. The role leverages deep practical knowledge of lending, risk management, and credit operations. Pay: ₹400,000.00 - ₹600,000.00 per year Work...

**Job Description / Responsibilities**: Anchor investment raising, private placement, and team building. Handling IPO / SME IPO/ Fund Raising activities / Valuation report. Spearheading merchant banking activities/ assignments including valuations, certifications, esops, etc. Networking with sme and large Corporate for their mb requirements - Strong...

Company DescriptionNuvama Wealth Management is a leading independent wealth and asset management firm in India, catering to high-net-worth individuals (HNIs), ultra-HNIs, family offices, and institutional clients. It provides comprehensive wealth solutions, including investment advisory, portfolio management, alternative investments, and estate planning.Why...

Need Retired Banker to be appoinetd at CA firm for conducting various type of bank audits and assignments **Job Types**: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift **Experience**: - total work: 10 years (preferred) Work Location: In person

Company DescriptionInCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite that is tethered to in-depth research, powered by technology, and delivered by a highly experienced and committed team. Our...