415 Job openings found

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 ...

Job Title: Branch Manager – Liabilities (CASA Focus) Department: Retail Banking / Branch Banking Location: [City, State] Reports To: Regional Manager / Area Sales Manager Job Summary: The Branch Manager – Liabilities (CASA) is responsible for driving the growth of Current and Savings Account (CASA) deposits, leading the branch team, ensuring high-quality customer ...

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 ...

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 ...

The AAM / PAM will be responsible for acquiring new customers, opening CASA accounts, and cross-selling banking products like FD, RD, insurance, and loans. The role involves field sales + branch coordination to achieve business targets.   ✅ Acquisition of new CASA accounts (Savings & Current Accounts) ✅ Field visits for sourcing ...

Roles and Responsibilities: Acquire & Soure Franchise & generate revenue Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s ...

Roles and Responsibilities: Acquire & Soure Franchise & generate revenue Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s ...