260 Job openings found

Client Acquisition & Business Development: Acquire new priority banking clients through referrals, networking, and market outreach. Identify and cultivate relationships with HNW and UHNW clients. Develop and execute strategies to achieve revenue and client acquisition targets. Conduct market research to identify business opportunities and stay updated on wealth management trends. Wealth Advisory & Relationship Management: Understand ...

1. Business Development & Revenue Growth: Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets. Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business. Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance. 2. Team Management & Leadership: Lead, mentor, and ...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

We are having an urgent opening for the position of Public Relations Specialist for a reputed Company in Delhi location.Key responsibilities: Contribute to discussions related to story ideas and planning PR campaigns To develop content and draft quotes Prepare a category, competition scan Scan latest print and online news to identify relevant story ideas for clients Ability to ...

Position / Job Title (Proposed) Treasury & Banking OperationsDesignation - Deputy/Assistant ManagerFunction - F&ADepartment - TreasuryReporting To (Title) Head Treasury Superior’s Superior (Title) CFO Job description:  Preparation of daily cash Flow of Renewable Projects under various SPVs Management of Inter Corporate Deposit issuance, Limit monitoring, Interest payments and rollover Ensure timely KYC compliance of all ...

Work experience : Minimum 1-2 years in Custody Sales (Preferable domestic custody – AIF , PMS, Family office, MF, Insurance)   Job description: New client acquisition of clients for domestic custody with focus on domestic clients and GIFT city structures Deep mining of the existing clients to see cross-selling opportunities Servicing of the clients with ...

Job Title: Senior Technology Business AnalystLocation: MumbaiDepartment: Information Technology / Business Analysis Role Summary: The Senior Technology Business Analyst will act as a liaison between the Asset Management business and technology teams to drive successful delivery of digital solutions and process enhancements. The individual will be responsible for gathering and analysing requirements, leading solution design, ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...

Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers ...

Work on UPI product, understand merchant/aggregator needs and work on value creation and enhanced merchant experience (UI/UX). Gain a deep understanding of customer experience, identify and fill product gaps and generate new ideas. The candidate is required to streamline back-end processes to bring efficiency. The candidate should also be involved in product maintenance ...