Array ( [0] => private-banking [1] => delhi-ncr ) Private Banking Jobs in Delhi NCR,Private Banking Job Vacancies in Delhi NCR
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Private Banking Job Vacancies in Delhi NCR

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Wealth Manager

IIFL Capitals Partnes Ms Finline

Stock Market Mutual Funds Equity Sales Stock Broking Private Banking
Trading Account Opening meeting New Prospects .develop and Implement Effective Sales Strategies and Market Analytics.manage and Lead a Team of Sales Representatives.achieve Sales Targets and Monitor Performance Metrics.build and Maintain Strong Client Relationships.analyse Market Trends and Identify Growth Opportunities.prepare Sales Forecasts and Budgets.collaborate with Marketing and Product Teams to Enhance Customer Offerings.ensure Compliance with Regulatory Requirements.meeting Old and New Clients.maintaining Excel for Daily Working and Team.
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Wealth Manager

Boyenhaddin consultant Mumbai

Mutual Funds Equity Sales Private Banking Stock Broking Wealth Manager
Department - Wealth ChannelDesignation: Manager - Affluent Client RelationsGrade: M3 / M4Years of Exp: 3 to 9 yrsRoles:1. Work closely with the branch team to reach out to high priority and affluent clients.2. Understand client needs and offer comprehensive wealth management solutions,including investments, insurance, PMS/AIF and structured products.3. Achieve AUM and revenue targets through cross-selling investment products to exitingclients4. Ensure high standards of client servicing and compliance with internal and regulatoryguidelines.5. Keep updated on market trends, investment products, and global financial news.6. Proactively identify new business opportunities within existing and potential clients.7. Participate in marketing and client engagement events.
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Banking Executive

Maxemo Capital Services Pvt Ltd

  • 2 - 4 yrs
  • 2.8 Lac/Yr
  • Netaji Subhash Place Delhi
Vendor Payments Payment Executive P Transaction Processing Transaction Executive Transaction Banking Premier Banking Banking Operations C Computer Knowledge Private Banking SME Banking
Responsible for all kinds of payment processing 1 NEFT2 RTGS3 Retail Payment4 Commercial Payment5 Vendors Payments6 TDS, GST, PF, ESIC, Salary Payout (Payments)7 LC Payment.8 Intercompany transactions.9 All kind of transition-related companies.
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Personal Banker

A3Hunt HR Services (OPC) Pvt. Ltd.

  • 2 - 6 yrs
  • 5.5 Lac/Yr
  • South Delhi
Private Banking Banking Operations Broking Retail Branch Banking Personal Banker Customer Service Customer Relationship Client Relationship
Greetings of the Day!Hope you are doing well in the COVID situation.We are glad to invite you for the Job interview in HDFC Bank Ltd. for below mentioned role.Business Unit: Retail Branch Banking Sales RBB.Grade: Deputy ManagerJob Title: Personal BankerIs responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services 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.Key Responsibility Areas:1) Portfolio Management, Acquisition of Classic & Family Accounts.2) Cross-sell & up sell HDFC Bank & 3rd party products i.e., LI/HI/GI/FD/MF/Loans/Demat/ Investments & Cards.3) Generate & close leads through Walk-in, Portfolio, Referrals, internet mining, market mapping, social & professional networking.4) Ensure quality customer service is delivered, resolve all complaints received within the stipulated TATs5) Strictly adhere & maintain KYC norms compliance of the HDFC Bank.Eligibility:1. Qualification: Graduation is must.2. Experience: 2 to 5 years. (BFSI & NBFC Only)3. Age: up to 32 years.4. Should be from Banking, Insurance & NBFC domain only.If interested to build a career in HDFC Bank, mail/call /Whatsapp the recruitment team immediately.Below is the detail:Contact Person: Mr. Ashish S.If, in case you dont find the job suitable or not looking for job change, kindly forward the mail to someone looking for banking sales job.Declaration: We do not accept or charge from a candidate for recruitment/placement in HDFC Bank Ltd. or its group companies.
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Jobs by Related Category

Investment Analyst

Smart4talent

  • 4 - 10 yrs
  • 20.0 Lac/Yr
  • Gurgaon
Corporate Finance Investment Banking Portfolio Management Equity Research Financial Modelling Private Equity Investment Analyst Walk in
Job descriptionThe role would involve providing support to Private Equity finance clients (global) for their research requirements.The opportunity would include supporting client on client on modelling, industry research, valuation, investor presentations, and teasers.Job ProfileCreate mid- to high-complexity models including DCF and relative valuation of a private firm which requires deep dive research on target multiples for a similar players in the industryEffective client communicationHandling multiple adhoc research requests as per client or team requirementsStrong modeling capabilitiesBuilding financial models with strong understanding of valuation methodologies such as DCF, market multiples, IRR and other industry specific methodologies. The candidate should have experience forecasting the financial statements (income statement, balance sheet and cash flows), with detailed drivers of revenues and costs, for both listed and private companiesAbility to model various business requirements and deal dynamics in an efficient mannerStrong experience preparing pitchbooks (investor presentation, company/ sector presentation, etc.), investor teasersDesired Skill SetFunctional Requirements:CA rankers, CFA s or MBA.4 + years of relevant experience.Excellent analytical skillsStrong financial and business analysis skillsProficiency in working on databasesExcellent powerpoint and excel skills
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Relationship Officer

Satyachandan Nidhi Limited

Direct Marketing Private Banking Direct Sales Banking Sales Relationship Officer Customer Relationship Client Relationship
Generate new customer leads through various channelsProactively identify sales prospects and conduct business development activities in the geography assigned Follow up on new leads and referrals to generate businessAchieving the monthly sales targets, assigned to him/her, for various products and servicesCross sell assets and fee productsFollow the various internal guidelines and procedures of the bankEnsure customer satisfaction through regular engagementResolve customer queries/issues and facilitate customer serviceMaintain periodic status reports, including daily activity report and calls/follow-ups made
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Relationship Officer

Kavya Management Services

Direct Marketing Wealth Management Private Banking Finance Direct Sales Banking Sales Insurance Agent BFSI Relationship Officer Customer Relationship Client Relationship Walk in
Job Profile: Position is on the payrolls of Aditya Birla Sunlife Insurance. Position will be mapped to the respective HDFC Branches per geography based businessrequirements Core responsibility is to generate insurance business through HDFC branch walk-in customersand by closing out bound leads generated by the branch staff for the assigned branch Providing support to branch profitability by selling ABSLI Insurance product through differentacquisition channels in the catchment area Will be responsible for achieving monthly sales target assigned:1. NOP Number of policies2. FYP First Year premium3. Staying ahead of competition in term of NOP & FYP due to Open Architecture4. Persistency Recurring payments5. Zero customer complaints - Manage customer complaints & resolve them withinspecific TAT and ensure quality customer service is delivered Consolidation of market share within Life Insurance in existing markets and generatepenetration in new markets Build strong professional synergies with the Banking partnerKey Expectations: Managing Bank customers requirements with the best available services and products Demonstrate excellent knowledge of insurance and banking products Communicate any product changes, process change or change in rules and regulations (internal /IRDA) with the help of training modules to the banking partners Manage the relationship with the banking partner across levels to deliver desired results Support all sales and service aspects including sales calls, policy issuance and complaintmanagementDesired profile of the candidate(mandatory)Attitude & Skill Set Should be professionally presentable at all times Should be high on communication Should possess a strong ability to Influence internal & external customers Should be able to develop strong professional relationships across levels of the partner bank Should be willing to travel within the assigned geography as requiredDesired profile of the
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