110 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:  Relationship Manager-NRIDepartment:  Retail BankingJob Purpose:The role entails deepening the relationship by providing solutions to meet the requirements of theNRI customers and ensuring value-added customer service. The role will closely collaborate withthe product and operations teams to drive effective customer acquisition, servicing anddeepening. The role bearer is responsible for ...

Description:   Job Title: Relationship Manager-NRI Business Unit: Retail Banking   Job Purpose: The role entails deepening the relationship by providing solutions to meet the requirements of the NRI customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is ...

IDFC FIRST Bank – Job Description Position: Assistant Manager / Deputy Manager – CASA Department: Retail Liabilities Location: [Insert Location] Reports To: Branch Manager / Sales Manager – CASA Role Purpose To acquire new customers for Current Account and Savings Account (CASA), drive branch customer acquisition targets, ensure quality sourcing and compliance, and ...

Role/Job Title Trade and Fx Counsellor Place of work Mumbai Geographic Coverage - Business Retail Banking Function/ Department Branch Banking Organizational Relationships Supervisor Title & Grade Cluster Head Scope & Size Direct Reports   In Direct Reports   Stake Holder Network Internal Stakeholders Retail Ops, Product Teams - Assets & Liabilities, Marketing, Risk, IT & Digital teams, HR External  Stakeholders - Peers within functions   Peers in other functions   Nature of contribution Direct Scope of contribution Revenue Job Purpose ...

Job Title: Business Development Officer – CASA Department: Liabilities – Retail Banking Location: [Specify Branch / Region] Reports To: Branch Manager / Sales Manager Job Purpose: To drive customer acquisition for Current Account and Savings Account (CASA) and cross-sell bank products while maintaining high service standards and ensuring customer satisfaction. Key Responsibilities: Acquire new ...

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 ...

Roles and Responsibilities: 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 wallet share.  Identifying prospective clients & ...

JOB SUMMARY Define key responsibilities to reflect the duties and responsibilities of this role. Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening Migrate client transactions to the digital platform Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own ...

Roles & Responsibilities:• Enhancement of Deposit pool from Customers• Establishing standards and delivery of service• Sale of non-deposit products. Cross selling targets progressively.• Sale of MF and Insurance products• Fee Income• Branch Administration• Regulatory Compliance• Manage productivity and overall morale of branch team members• Overall responsible for break-even and P&L ...