40 Job openings found

Job Description: Private Banker / Partner – First Private Key Responsibilities: Client Acquisition & Relationship Management: Identify and onboard HNI and UHNI clients, nurturing long-term relationships to fulfill their comprehensive banking needs. LinkedIn+1LinkedIn+1 Wealth Advisory: Provide personalized financial advice, leveraging the bank's suite of wealth solutions, including investments, insurance, and estate planning. idfcfirstbank Product ...

Role/ Job Title: Elite Banker-Virtual Relationship Manager Job Purpose: Elite Banker will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve ...

Job Description for IDFC First Bank Job Title: Private Banker/Partner - First Private - Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location: Bangalore   IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our First Private team in the South ...

Role Overview The Banker Authorizer is responsible for verifying, validating, and authorizing financial and non-financial transactions in accordance with bank policies, RBI guidelines, and internal control frameworks. The role ensures zero-error processing, compliance adherence, fraud prevention, and smooth branch/operations functioning. 🛠 Key Responsibilities 1. Transaction Authorization & Verification Authorize cash and non-cash transactions entered ...

  Roles & Responsibilities: Responsible for quality recruitment, sales planning, business delivery tracking. monitoring and reviewing Elite Banker Performance and mentoring Individuals for effective tele-calling for achievement of the defined goals. Also responsible to ensure adherence with tele-calling guidelines as per regulatory industry norms.Ensuring the Elite Banker Team achieves goal sheet objectives ...

Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management Job Purpose To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...

We are hiring a Tele Banker in Ahmedabad. Job Title: Tele Banker(Male/Female Both Can Apply)Location: RTO Circle, Wadaj, AhmedabadSalary: ₹15,000 - ₹20,000 per monthExperience: 6 months to 1 yearQualification: Graduation is a must   Key Responsibilities: Handle inbound and outbound calls professionally. Assist customers with banking queries and account-related services. Provide accurate information regarding banking products ...

LC DOCUMENTATION & TAKE PART IN NEGOCIATION WITH BANKER AND BANK GURRANTEE RELATED WORK & DO PRIMARY COMMUNICATION WITH BANKER PREPARATION OF COLLECTION MONTYLY & FOLLOWUP WITH INTERNAL CUSTOMERS PREPARING DOCUMENTS FOR EXPORT EDPMS CLOSURE WITH BANKER UNDER GUIDANCEINITIALLY WITH SENIOR AND SINGLELY IN FUTURE COORDINATION WITH CROSS FUNCTION TEAM ...

To responsible for monthly management report and other financial matters. To manage cash flow efficiently and liaise with banker on banking matters. To maintain proper accounting policies and internal control procedures. To ensure accuracy, completeness, timeliness and data integrity of all financial data.   To responsible for monthly management report and other ...

Key Responsibilities Primary Responsibilities Greet and assist customers in a courteous and professional manner. Process banking transactions such as deposits, withdrawals, and payments accurately and efficiently. Maintain and balance cash drawers, ensuring accurate record-keeping of all transactions. Promote and cross-sell bank products and services to customers. Address customer inquiries and resolve complaints promptly and effectively. Ensure compliance ...