Private Client Group

2 weeks ago

Pune, Maharashtra, India Workassist Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Work Level
: Individual

Core
: Communication Skills, Result Driven

Leadership
: Building Work Relationships

Industry Type
: Banking

Function
: Relationship Manager

Key Skills
: PCG,Private Banking,Private Client Group,Private Wealth,Wealth,Wealth Management,Wealth Manager,Mutual Fund,Investment Banking

Education
: PG/ Master

Note: This is a requirement for one of the Workassist Hiring Partner.

Responsibilities:

  1. Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.
  2. Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints.
  3. Ensure full training & briefing on all product launches & upgrades.
  4. Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.
  5. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries.
  6. Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity.
  7. Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team.
  8. Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures.
  9. Establish Bank as a wealth management provider in India. Undertake frequent competitor analysis so that bank product suite is in line with (or ahead of) competing banks.
  10. These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the bank brand.
  11. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries.
  12. Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity.
  13. Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer.
  14. This will entail constant interaction with the asset management companies & customers.

Company Description

Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal.

We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers.

For a seamless job search experience, visit our website:

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you

  • Private Client Group Manager

    1 week ago

    Pune, Maharashtra, India Leo Placement Consultants Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Dynamic HNI/UHNI hunter delivering precision investment strategies across asset classes, mastering market intel, driving brokerage growth, executing flawless trades, and sustaining elite client relationships with uncompromising excellence.

  • Portfolio Monitoring and Reporting- Private Equity

    2 weeks ago

    Pune, Maharashtra, India Apex Group Full time US$ 80,000 - US$ 1,20,000 per year

    Portfolio Monitoring and Reporting team - Alternative Investments, Private EquityThis is an excellent opportunity for an initiative-taking professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work...

  • Private Banking Advisor

    2 weeks ago

    Pune, Maharashtra, India Deutsche Bank Full time

    Job DescriptionPrivate Banking AdvisorPosition OverviewJob Title: Private Banking AdvisorLocation: PuneRole Description- Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.- The...

  • Private Equity

    2 weeks ago

    Pune, Maharashtra, India Citco Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    PE Senior Fund Accountant | Pune About Citco Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients' needs. For more information about Citco, please...

  • Fund Accountant

    4 weeks ago

    Pune, Maharashtra, India Apex Group Full time

    The Apex Group was established in Bermuda in 2003 and is now one of the world s largest fund administration and middle office solutions providers Our business is unique in its ability to reach globally service locally and provide cross-jurisdictional services With our clients at the heart of everything we do our hard-working team has successfully...

  • Senior Client Partner

    4 weeks ago

    Pune, Maharashtra, India Wit And Chai Group Full time

    Wit and Chai Group, previously known as Wit and Chai Media, was built on three key values:Character, Enthusiasm, and Skill. These guiding principles shape everything we do, helping us create a strong, integrated advertising group that offers complete solutions for our clients.Wit and Chai, with its focus on strategic communication, has developed a wide base...

  • Client Contract Management Senior Analyst

    2 weeks ago

    Pune, Maharashtra, India Apex Group Full time US$ 90,000 - US$ 1,20,000 per year

    remote typeOnsitelocationsPune - BanerPune - Eastposted onPosted 7 Days Ago time left to applyEnd DateMay 31, hours left to apply) job requisition idJR Client Contract Management Senior Analyst - Level 1 Pune - India The successful candidate will join our Client Contract Management Team as a Senior Associate - Level 1 and will be responsible for supporting...

  • Private Banking Advisor

    1 week ago

    Pune, Maharashtra, India Deutsche Bank Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job Description:Job Title: Private Banking AdvisorLocation: Pune, IndiaRole DescriptionBranch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.The primary objective is to enhance the...

  • Client Onboarding Specialist

    7 days ago

    Pune, Maharashtra, India Apex Group Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully...

  • SAP Group Reporting Consultant

    2 weeks ago

    Pune, Maharashtra, India iOCFO Consulting Private Limited Full time

    Job DescriptionCompany DescriptionWe are a niche consulting company specialized in implementing of software solutions for the Office of CFO, we work on projects wherein we automate and streamline Financial Reporting such as Planning/Budgeting, Consolidation and Analytics for large corporates in India and abroad. Our consultants have extensive experience in...