Investment Banker Jobs

Key Responsibilities:* Manage the MDs daily schedule, appointments, and meetings.* Handle emails, phone calls, and official correspondence.* Coordinate with different departments and senior management.* Prepare meeting agendas, MOM, presentations, and reports.* Arrange business travel, hotel bookings, and official appointments.* Follow up on tasks and instructions assigned by the MD.* Maintain confidential documents and records.* Coordinate with clients, vendors, and business associates.

Key ResponsibilitiesFinancial Accounting & ReconciliationBook-keeping & Ledger Maintenance: Maintain accurate digital ledgers for personal bank accounts, family trusts, personal credit cards, and sole proprietorship/consultancy accounts.Bank & Asset Reconciliation: Perform monthly bank reconciliations, track personal expenses, reconcile credit card statements, and log asset purchases/disposals.Cash Flow Management: Monitor personal cash inflows, manage routine bill payments (utilities, insurance premiums, credit cards, club memberships), and maintain petty cash for personal setup.Taxation, Compliance & CoordinationTax Filing Support: Collate financial records, bank statements, investment proofs, and capital gains statements for smooth filing of Advance Tax, Income Tax Returns (ITR), and GST returns.Investment & Portfolio Tracking: Maintain updated schedules of fixed deposits, mutual funds, real estate holdings, shares, and insurance policies; track interest incomes and maturity schedules.CA & Auditor Liaison: Coordinate directly with external Chartered Accountants, financial advisors, and tax consultants to execute annual audit activities and compliance filings promptly.

As a Personal Secretary, you will play a vital role in supporting senior management and ensuring smooth daily operations. This full-time position is based in Gurgaon and is open to female candidates with 1 to 3 years of experience in a similar role. A Masters degree is preferred.Key Responsibilities:- Administrative Support: Manage schedules, appointments, and meetings for executives, ensuring they stay organized and on track throughout the day.- Communication Handling: Handle internal and external communications, including phone calls and emails, maintaining professionalism and confidentiality.- Document Management: Prepare, edit, and file documents and reports, ensuring all records are accurate and easily accessible when needed.- Travel Coordination: Organize travel plans including booking flights and accommodations, keeping itineraries updated, and preparing travel documents.- Meeting Preparation: Assist in organizing meetings by preparing agendas, taking minutes, and following up on actions discussed during meetings.Required Skills and Expectations:Candidates should possess excellent organizational skills and be able to manage multiple tasks efficiently. Strong written and verbal communication skills are essential. Proficiency in Microsoft Office Suite, including Word and Excel is required for document preparation and analysis. A proactive approach to problem-solving and the ability to maintain confidentiality is crucial. The ideal candidate should be detail-oriented, have a positive attitude, and demonstrate a strong commitment to supporting the executive team effectively.

We are seeking a skilled and experienced Banker to join our team in Salt Lake, Kolkata. The ideal candidate should have 5 to 10 years of relevant experience and hold a graduate degree. This full-time position requires working in the office.The main responsibilities of the Banker include:- Customer Service: Provide excellent service to clients by understanding their financial needs and offering suitable banking solutions.- Account Management: Open, maintain, and close customer accounts, ensuring all necessary documentation is completed accurately.- Loan Processing: Evaluate loan applications, assess creditworthiness, and guide clients through the loan approval process.- Sales and Promotion: Actively promote banking products and services, aiming to meet sales targets while ensuring customer satisfaction.- Risk Assessment: Identify and manage potential risks associated with banking operations and recommend improvements as needed.Candidates for this position should possess strong communication and interpersonal skills to build and maintain relationships with customers. A solid understanding of banking regulations, financial products, and market trends is essential. The ability to work independently and in a team, along with strong problem-solving skills, will be vital for success in this role. Attention to detail and a high level of integrity are expected to ensure compliance with policies and procedures.

Join HDFC Bank as Assistant Manager Relationship Management! Role: Personal Banker Sales Program: AGiLE Banker Program (Industry Recognized) Eligibility: Graduate (any stream, final year can apply) Age: 21 28 years Basic communication & customer-handling skills Training: 140 hrs / 20 days (Banking ops, finance, insurance, CRM, software) Process:1. Online Registration2. Video Interaction3. HDFC Bank Online Assessment4. Provisional Offer Letter5. Training & Certification6. Final Offer Letter from HDFC Bank Program Fee: 40,000 + GST (Pay after Provisional Offer) Installments & EMI options available Why Join? Direct recruitment in HDFC Bank Hybrid learning (online + offline) Secure career in Indias leading private bank Apply with: HDFC Bank AGiLE Banker Name City

Handle.manager and branch manager in office

We are looking for 2 Personal Secretary (Needed Urgent Hiring) Posts in Chandigarh, Mohali, Chandigarh Sector 27, Chandigarh Sector 18, Shahid Bhagat Singh Nagar, Chandigarh Sector 26, Panchkula, Haryana, Panchkula Sector 7, Panchkula Sector 9, Chandigarh Sector 4, with deep knowledge in Personal Secretary, Personal Banker, Banking, Short Hand, Personal Assistant, Resource Executive, Business Finance, Accounts Payables and Required Educational Qualification is : Professional Degree, Other Bachelor Degree acting as a first point of contact for callers, dealing with emails and phone calls by responding, passing on messages or highlighting them for their managers attentionmanaging diaries and organising meetings and appointments, often controlling access to the manager/executivebooking and arranging travel, transport and accommodationorganising events and conferencesreminding the manager/executive of important tasks and deadlinestyping, compiling and preparing reports, presentations and correspondencemanaging databases and filing systemsimplementing and maintaining procedures/administrative systemsliaising with staff, suppliers and clientscollating and filing expensesmiscellaneous tasks to support their manager, which will vary according to the sector and to the managers remit, eg completing some corporate governance reporting (to ensure that the business is being run properly and complying with legislation and regulations) or conducting research.

Job Openings for 1 Need Personal Secretary Urgently (Only Female) Job with minimum 1 Year Experience in Delhi, Delhi NCR, Gurgaon, Rohini, Delhi, Lajpat Nagar, Delhi, DLF Phase I, Gurgaon, DLF Phase V, Gurgaon, Manesar, Gurgaon, Gautam Nagar, Delhi, Laxmi Nagar, Delhi, having Educational qualification of : Other Bachelor Degree, Any Master Degree with Good knowledge in Personal Secretary, secretary, Personal Banker, short hand, Team Leader, Business Finance, Finance, Human Resource etc.A personal assistants typical duties include:acting as a first point of contact for callers, dealing with emails and phone calls by responding, passing on messages or highlighting them for their managers attentionmanaging diaries and organising meetings and appointments, often controlling access to the manager/executivebooking and arranging travel, transport and accommodationorganising events and conferencesreminding the manager/executive of important tasks and deadlinestyping, compiling and preparing reports, presentations and correspondencemanaging databases and filing systemsimplementing and maintaining procedures/administrative systemsliaising with staff, suppliers and clientscollating and filing expensesmiscellaneous tasks to support their manager, which will vary according to the sector and to the managers remit, eg completing some corporate governance reporting (to ensure that the business is being run properly and complying with legislation and regulations) or conducting research.

1. Grade: Sales Officer2. Qualification and Eligibility: Only Fresher.3. Experienced candidates can be hired. But no negotiation on package will be provided.4. Maximum: 26 years of age5. Salary: 16000- 18000 per month; 2.4 LPA + Incentive upto 600006. Salary will be same for metro and non-metro.7. Candidates should meet 10 to 15 customers and should open 1 account per day8. Documents: KYC, Educational documents (Class 10, Class 12, UG Mark sheets + Degree)9. Post checking the KYC documents, Offer will be released.10. If experienced candidate - Resume, PAN, Payslips should be submitted.Contact number: 8925901750Register the mentioned below link: https://tinyurl.com/Axisreg1

Retried employees, Housewife, Teacher, Fresher with eager to join with faster growth, No Age Limit 30 to 75 Yrs , benefits Fixed Salary+Incentive+ PF + Medical

Executive Assistant to CEOThe CEO is looking for an executive assistant to provide help & support to ensure the smooth management of his day-to-day affairs, and the most effective use of his time. The job requires you to be an extremely organized and self-initiated individual, capable of handling sensitive and complex issues in a professional and objective manner.Roles & Responsibilities Assist the CEO in the timely management of communications, including written, telephone, and email. Maintain a list of tasks the CEO assigns to various stakeholders, follow up to ensure timelines are met, and raise flags in case of any delay. Handle projects, which include conducting research and providing required information. Compose and edit letters, documents, emails, and proposals and ensure follow-up with those that require answers, responses, and written replies. Assist in the management and organization of the CEOs calendar by scheduling appointments, meetings, engagements, and daily activities. Manage and coordinate travel for both business and personal arrangements. Spend time and become familiar with all aspects of business and residence. Coordinate the hosting of meetings, luncheons, and in-house events. Perform a variety of office and personal errands. Coordinate and manage vendors and contractors at the office and/or residence.Required Candidate ProfileGraduate with excellent written & verbal skillsComputer skills (excel, word, power point)Knowledge of IT softwareExperience2 4 years experience in a similar roleEducation Graduate (10+2+2/3)Age 30 yrs (+/- 5yrs)Working Hours 11.00 am to 8.00 pm Mon-Fri 11.00 am to 3.30 pm Sat

Hi,I M looking for candidate,3 to 4 years experience in Banking,Field sales experience, Meeting customers in person .Age limit-35

HDFC bank is looking for relevant candidates in all over India ,who have experience in banking sector/any sales background . Candidates should be confident and good in English communication along with local language.These below industry people can also apply for this job.Banking/insurance/hotel &travel/financial sector/payments/BPO direct sales/real estate etc

Responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services e.g. CASA as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.ResponsibilitiesSalesManaging Classic portfolioAchievement of income plans and other benchmarks within portfolioHandling customer servicesBranch banking operation supportQualificationsMust have graduation or post graduation degreeCertifications:- NISM V-A Certification- IRDA Certification- NCFM Certification (Optional)- CAIIB (Optional)- Internal Certification- GI certificationKey Skills- Sales and Influencing Skills- Banking Product & Process Knowledge- NRI Product and Regulatory Knowledge- Planning and Organizing Skills- CommunicationKnowledge of Competition & Current trends in financial Industry.Experience Required-Minimum experience 3 to 5 years-Exposure to banking preferable

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channels.Cross-sells bank products to the existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction

Job descriptionExperience: 3+ yr. exposure in Gold loan sales & service only.- Need to manage & handling the portfolio of Gold Loan customers- New customer acquisition for Gold loan- Gross Salary: As per Banking standards + high Incentives.- Branches Vacant: 30 (Delhi, Gurugram & Faridabad)Eligibility :1. Qualification: Graduation is a must.2. Experience: Should have experience in Gold Loan Sales & service.3. Age: up to 40 years.4. Strong customer handling & relationship building skills.Total Experience: ?Current CTC: ?Expected CTC: ?Notice Period : ?Reason for a change: ?Job Type: Full-timeSalary: 29,425.90 - 39,255.22 per monthSchedule:Day shift

Walk-In Interview Going On For Private BankFor Fresher Candidates.Qualification: - 12th Pass or GraduatesAge: - 18 Years to 28 YearsDesignation: - Customer Service officer & Office Executive.Location: - Kolkata, All Over West Bengal.Skills: - Good Communication with Good BehaviorBasic in Computer KnowledgeMale and Female both Can Apply For This Job--Candidate Should Be Go With Formal--Candidate Should Carry Their CV. 1 Copy Passport Size Photo, Academic Documents.Perks: - Full Time Permanent Job.*It is A Direct Company Department. Not Any Consultant Hub*Responsibilities and DutiesGood Working Capacity.BenefitsSalary + Incentives + P.F + Medical + E.S.I

All Work for Office than Charges Apply and 100% Selected Work

We are Hiring for personal bqnker post in HDFC Bank

A Value Banker is someone who adds value to the bank and the customers. They identify and understand the financial needs of the customers and provide suitable solutions for them. They play a vital role in acquiring new customers & cross-selling to existing customers.

HDFC Bank Future Bankers 2.0 Programme Profile: Personal Banker (Deputy Manager Grade) CTC: 5.59 LPA* + Benefits Location: PAN India Program Structure:4 Months Residential Training @ Manipal, Bangalore (5K/month stipend)2 Months Internship (10K/month stipend)6 Months On-the-Job Training (80% salary component)Earn while you learn + PG Diploma in Sales & Relationship Banking Benefits:100% Job Assurance with HDFC BankProfessional training + hands-on banking experiencePerformance-based fee refund after 23 years Eligibility:Graduate (Any Stream)Age: 2128 YearsMin. 50% marks in 10th, 12th & Graduation Program Fee: 2.37 L + GST (Includes training, hostel, food, tablet)

Post-Asst ManagerSalary- 35000/- CTC Application Online AssessmentLevel 1 :- Written Test : Verbal Ability, Analytical Ability, Numerical Ability, Written English Test, Listening Comprehension TestLevel 2 :- Video Interview : Online Interview with Axis Bank TeamNote: The selected candidates shall be enrolled in the program and the 120-Days campus training with 5000 Stypn every month will begin.After completing the 120-day campus training at Manipal University of BFSI , the candidate will start 90 days internship at Axis Bank , internship salary 25000/- for 3 month . At this time, the candidate will start receiving salary. After the internship,You are eligible if: Your age is less than 35 Years Graduation Degree (10+2+3 pattern or 10+2+4 pattern) is compulsory Graduates from any stream with 50% in 10th, 12th, Graduation Candidates in the final year who have appeared for their final Semester Exam can also apply*You are not eligible if: You have a relative working at Axis Bank in accordance to the relative hiring policy of the Bank. You have been subjected to any disciplinary proceedings by your previous employer(s) at any time You have been convicted under any criminal statutes or consumer forums Any legal action is pending or proposed to be initiated against youJob Location will be Home State Only

Sales:(Acquiring, Enhancing ,Deepening and Retention)Acquire new customers who meet product criteria and flag them on the systemo Referrals generated from existing customerso Leads generated by branch staff & personal leadso Databaseso Premier Acquisition ChannelIncrease liabilities size of relationship via:o Balances in a/cs of existing customero Acquire all related ids of the Primary id and send racing request on Webbased system/entry form to CPU for flagging and groupingo Use FD maturity reports to track maturity of HDFC FDs and preventoutflowo Use wallet profile to track FDs in other banks and divert them into HDFCon maturityo Use wallet profile sheet to track accounts and products with other bankand transfer the sameo Know the customers business to proactively provide financial solutionsUtilizing the sales resources (BDR or COEX or Asset Coordinator) for optimalsales supportPenetration of products across family groups.Sales across all product segments-TPP, Assets, Cards etc. Portfolio ManagementIdentify existing/new customers who meet Preferred product criteria and flagthem on the system and upgrade these customers under the Preferred programmein line with the Preferred grouping criteriao Liaising with PB to flag eligible customers from Classic portfolioo Identifying customers through Large Transaction reports (LTR)o GMs or VPs of all Cat A companies and CSRM salary account companieswhich meet programme criteria and have future potentialEnsure that individual customers are grouped and Customer To Group (CTG)Ratio is maintained on the portfolioo By grouping them with their family members who already hold accountswith uso By grouping them with their family members post selling liabilityproducts to the family members, if they do not have banking relationshipwith usEnsure that optimal levels of Income generating Product Group Holding (IPGH)is reachedo Ensure that within each customer gr

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channels.Cross-sells bank products to the existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction

* Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.* Sources new bank customers through external individual efforts and acquisition channels.* Cross-sells bank products to the existing set of Branch customers which are mapped.* Informs customers of new products or product enhancements to further expand the banking relationship.* Plans and conducts special sales initiatives and events for prospective and existing clients.* Coordinates with other group companies to provide seamless access to other products.* Maintains complete relationship records for assigned customer accounts.* Tracks customer complaints/queries and turnaround times for customer satisfaction

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channels.Cross-sells bank products to the existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction

A Value Banker is someone who adds value to the bank and the customers. ... They play a vital role in acquiring new customers & cross-selling to existing customers. Thus, the programmer aims to create first-day-first-hour industry-ready entry-level modern banking professionals, for a modern banking sector!