49 Job openings found

Business: Retail Banking Function/ Department: Retail Liabilities Place of work: Pan India Job Purpose: This is a leadership role where 8-12 Private Banking RM's are mapped to them and this person is expected to help these RM's meet their AUM, TRV and Revenue Goals by mentoring, coaching, doing joint client meetings. They are also ...

Job Purpose:Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Job Responsibilities: Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial ...

Role/Job Title: Senior Partner - First Private Business: Retail Banking Function/ Department: Retail Liabilities Place of work: Pan India Roles & Responsibilities: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank Provide a seamless banking experience from ...

Key Role & Responsibilities Fund Raising Spearheaded the fund-raising efforts, good relationship with global/domestic /Banks, FIIs. Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth and Cash Flows. Representing company to Institutional Investors, PE firms, Mutual Funds, Banks, FI, FIIs, Rating Agencies, Debenture Trustees, Registrars, ...

Job Title: Private Banking Advisor – Branch Banking Location – Mumbai   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 primary objective is to nurture ...

Key Role & Responsibilities Fund Raising Spearheaded the fund-raising efforts, good relationship with global/domestic /Banks, FIIs. Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth and Cash Flows. Representing company to Institutional Investors, PE firms, Mutual Funds, Banks, FI, FIIs, Rating Agencies, Debenture Trustees, Registrars, Brokers/intermediaries ...

AUM Reconciliation: Ensuring accurate and timely reconciliation of AUM with inhouse system, demat account and fund houses, identifying discrepancies, and resolving any issues. Brokerage Reconciliation: Performing regular reconciliations of brokerage and commission statements received from brokers, identifying discrepancies, and ensuring timely resolution. Mutual Fund Transaction Processing: Accurately processing and recording mutual fund ...

Branch Manager Hiring Criteria’s:   Current CTC drawn must be 10-11 Lakhs and above Total Experience must be more than 10 years in Banking – Retail Current Experience in the present role must be 2-3 years +. No recent promotion A double grade hike will not be offered to the candidate – grade fitment to ...

POSITION: Manager/Deputy Manager – PMS OperationsReports to (Position): Vice President -PMS OperationsBusiness Unit: PMS OperationsLocation: Mumbai  Education Background Post Graduate, Graduate Principal Accountabilities: PMS Domestic Operation: Fund Accounting – PMS Operations viz. Subscription, Redemption and Trade Settlement Accounting of Corporate Action viz. Dividend, Bonus, Rights Regulatory & compliance reporting on monthly, quarterly, and other regular frequency Liaising with auditors (Internal & Statutory) with respect ...

RM – Retail Sales (Delhi, IFA) Relationship Manager – Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating Business Contribute to sustained growth in sales through initiatives targeted ...