Private Banking Job Vacancies in Mumbai

Must have around 5 to 7 years of experience as Financial analyst in any International or national level Financial/Fintech company.

Key Responsibilities Develop and execute fundraising strategies to meet the companys capital requirements. Identify, connect, and build strong relationships with venture capitalists, private equity firms, family offices, angel investors, and financial institutions. Prepare and deliver compelling pitch decks, investment proposals, and financial models to potential investors. Negotiate deal terms and ensure compliance with legal and financial regulations. Collaborate with senior leadership to align fundraising efforts with business goals and growth plans. Monitor industry trends, investor sentiments, and competitor funding activities in the FMCG/D2C ecosystem. Build and maintain a strong investor relations framework for continuous engagement and trust. Track fundraising performance and prepare reports for management and stakeholders.

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.

Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.

Relevant Business Banking / Wealth Management Experience inBanks, NBFC, Brokerage House. Relevant experience as below:Senior Relationship Manager 6+ years Relationship Manager 3 - 6years

Job Title: Wealth Manager Financial Services - MumbaiJob Description: We are seeking a dynamic and experienced B2B Sub-Broker Management and Wealth Relationship Manager to join our team. The ideal candidate will be responsible for managing relationships with sub-brokers, acquisition of Sub-brokers, driving sales of wealth management products, and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFsJob Title: Wealth Manager Financial Services - Mumbai1. Sub-Broker Management2. Sub-Broker Acquisition.3. Sales Strategy and Execution4. Wealth Relationship Management5. Product Expertise6. Client Education and Communication7. Compliance and Regulatory Oversight8. Performance Tracking and ReportingKey Skills: Mandatory: B2B sales and relationship managementTarget Industry: wealth management, investment advisory, or financial servicesGender: OpenExperience: Minimum of 2 to 3 years of experienceJob Location: MumbaiWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No

Position: Investment Banking AnalystLooking for investment professionals who combine financial services industry expertise, analytical prowess, and effective persuasive communication skills to support institutional clients in activities like capital raising and mergers and acquisitions.1) Should have excellent convincing power and has knowledge of Equity market and SME platform2)Candidate should be working as an investment Analyst into Investment banking and merchant banking, 3)Candidate should have the knowledge of SME IPO, private Equity,4)The awareness about equity markets and stocks is a must for working in the Investment Banking industry.Experience: 1-2 year work Experience with Merchant Banker or Investment Banker.Has dealt with Merchant banks that conduct fundraising, financial advising and loan services to large corporationsOrFresher's who had done MBA in Financial banking or certified from National Institute of Securities Markets (NISM) .Skills Required: Investment Strategies Investment Banking Equities Merchant Banking Private Equity SME IPO Financial Analysis

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