Private Banker

Job Responsibilities__________________________________________________________________________________Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure delivery of various...

Company DescriptionDALMAF Private Limited, founded in June 2022, offers comprehensive solutions in various sectors including Legal, Auditing, Human Resources, Bank Auction Support, Buying and Selling, and Marketing Assistance. As a technology-driven platform, DALMAF brings together India's professional services sector to provide one-click access to all legal...

Company DescriptionDALMAF Private Limited is a one-stop destination for legal, auditing, human resources, bank auction support, buying and selling, and marketing assistance. Established in June 2022, DALMAF provides comprehensive company solutions to help businesses resolve difficulties, strengthen internal operations, and achieve their goals. We are a...

Job DescriptionJob Code:PositionRelationship Manager – AffluentReporting ToDepartmentAxisFunctionAxis – Affluent  BankingLocationBand5BWe Stand for:CaringAn imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being...

About The Company : ARAs client, is a leading IT solutions provider, offering Applications, Business Process Outsourcing (BPO) and Infrastructure services globally through a combination of technology knowhow, domain, and process expertise. They have also been ranked 29 of 100 largest financial technology vendors by American Banker and BAI in the FinTech...

Regulatory Reporting (C12) DescriptionWealth is a trusted advisor to the world's wealthiest, most influential individuals and families. Like Citi's government, institutional and multinational corporate clients, Wealth clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations. A part of Citi's...

Discover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewRegulatory Reporting (C12)DescriptionWealth is a trusted advisor to...

Job descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Intl Wealth...

Job Description Software Engineer II A - GBS IND Mumbai, India; Chennai, India : About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of...

Proven experience as a personal banker; experience in sales or customer service is a plus Knowledge of personal banking practices and regulations Familiarity with banking software; excellent use of MS Office Ability to work diligently to meet targets Excellent communication and negotiation skills Customer-oriented approach to handling problems BSc/BA in...

Proven experience as a retail banker or similar role; sales or customer service experience is a plus Knowledge of retail banking rules and procedures Working knowledge of banking software and MS Office Patience and problem-solving ability Customer-oriented attitude Outstanding communication skills **Job Types**: Full-time, Permanent, Fresher Pay:...

Job Title: Private Debt Associate Portfolio Management & Lead GenerationLocation: Mumbai / Hyderabad / ChennaiExperience: 4 8 yearsEmployment Type: Full-timeIndustry: Private Debt / Private Credit / Investment ManagementAbout the Role:We are seeking an experienced Private Debt Associate to join our investment team. The ideal candidate will play a dual role...

Job Description About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the...

Job Description Company Description Figment Global Solutions Private Limited, established on January 16th, 2012, focuses on providing legal compliance solutions in the fields of taxation. Known for their cloud-based solution TaxCPC, Figment Global Solutions offers comprehensive TDS and GST compliance solutions. With a team of over 100 trained employees,...

The Client Service Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of...

**Position: Credit and Accounts Executive** **Location: Kilpauk, Chennai, Tamil Nadu** **Experience: 5 years and above** **Required Skills**: 1. Understanding of accounts and financial statements. 2. Knowledge of banking products such as working capital, Letters of Credit, Term Loans, etc. 3. Strong analytical, note writing, communication and letter...

**Urgent Hiring: Customer service representative (Backend Operations - Loans & Credit Cards)** **Locations**: Chennai, Tamil Nadu **Job Type**: Work From Home **Company**: Fintm Solutions Pvt. Ltd. **Product Line**: Secured Loans | Unsecured Loans | Credit Cards Are you skilled at handling backend operations in the banking sector? **Fintm Solutions Pvt....

Experience : 0 to 6 Months (Field Sales) Notice : Immediate Joiners Must have : Two Wheeler & Driving License. Interview Mode : Face to Face in Chennai (16/11/2024) Roles & Responsibilities **Cross-selling & Upselling**: - Identify opportunities to cross-sell and up-sell additional products to existing clients, increasing overall sales revenue and...

Role Overview:We are seeking a highly experienced, well-connected  Fundraising Lead  to take ownership of our capital raising strategy. This role requires someone who can design and execute funding rounds, connect with investors (HNI, Family Offices, VCs, PEs), and act as the face of the company for all investor relations.Key Responsibilities:Lead and...