273 Priority Banking Jobs

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

Roles and Responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which arerequired to gain business wallet share from HNI and Ultra HNI clients. Ensure regular engagement with mapped relationships and maintain quality ofportfolio by ensuring profitability at each client level. Showcase full range of consumer and commercial banking products to existing andpotential Key Clients of the Bank and harness incremental business opportunitiesacross all products. Contributing to the development of new products and services, by channelizing selfand customer feedback to the respective Program Teams. Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML)requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collectiveresponsibility to the bigger objectives of the institution. Desired Candidate Profile 8-10 years of experience in priority banking, wealth management, or related fields.

Role & Responsibilities: Client Acquisition & Engagement Acquire and engage clients with Assets Under Management (AUM) of INR 1 million and above using a need-based approach Deliver strong volume and revenue performance by targeting high-potential prospects and deepening existing client relationships Cross-Selling & Upselling Drive product penetration by offering a full suite of DBS products and services across banking, investments, and insurance Identify cross-sell and up-sell opportunities to enhance client value and meet individual financial goals Customer Relationship Management Maintain the highest levels of customer satisfaction through proactive engagement and personalized financial solutions Build long-term client relationships by understanding customer needs, financial behaviors, and preferences Internal Coordination Collaborate with internal teams including Service, Distribution, and Product to ensure smooth service delivery and product fulfillment Resolve client issues and ensure a seamless banking experience through efficient stakeholder coordination

Role & Responsibilities: Client Acquisition & Engagement Acquire and engage clients with Assets Under Management (AUM) of INR 1 million and above using a need-based approach Deliver strong volume and revenue performance by targeting high-potential prospects and deepening existing client relationships Cross-Selling & Upselling Drive product penetration by offering a full suite of DBS products and services across banking, investments, and insurance Identify cross-sell and up-sell opportunities to enhance client value and meet individual financial goals Customer Relationship Management Maintain the highest levels of customer satisfaction through proactive engagement and personalized financial solutions Build long-term client relationships by understanding customer needs, financial behaviors, and preferences Internal Coordination Collaborate with internal teams including Service, Distribution, and Product to ensure smooth service delivery and product fulfillment Resolve client issues and ensure a seamless banking experience through efficient stakeholder coordination

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4. Both IC as well as Team Management roles available 5.High Value Cross-Sell 6.B Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

About The Role : Job TitleTele- Relationship Manager Corporate TitleNCT LocationMumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This caters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The candidate will be part of cross-sell team based out of Mumbai and the primary objective is to nurture the Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements as well as new client acquisitions. What well offer you , 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Relationship Building / Deepening / Cross Sell Increase acquisition of target clientele across private/personal banking segments. Assist Head- Cross sell in conducting approved local level sales drives (micro events) to achieve acquisition and acquire new accounts from referrals, companies and existing networks. Work closely with the Relationship Management/Senior Sales Management team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book . Ensure smooth transition of customer management to the respective Relationship Management post acquisition. Deepening of mapped base by cross-sell of insurance and investment products. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk,Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number. Video KYC(Know Your Customer) Understand the requirements of Video KYC guidelines as per RBI and assist the prospects/ customers with account opening and KYC renewals through Video KYC mode. Incumbent will guide the customer on Video KYC requirements and follow the standard procedures laid down by the bank for Video KYC. Video KYC Agent Candidate should be able to conduct Video KYC sessions as per the process laid down for new account opening and KYC renewal. Tele-calling Incumbent will be part of various projects for new acquisitions, cross-sell and any ad-hoc calling activity to support branch banking. Your skills and experience The candidate should have experience in managing clients of 10 lacs & above for their Banking, Investments, Insurance & Lending requirements . Relevant experience in VRM- Virtual Relationship Management/ Tele Sales in Liability / Insurance market is mandatory. Minimum ExperienceCandidates should have Wealth Management / Investment/ Insurance experience of atleast 3- 5 years or more of relevant experience . Candidates residing in Mumbai(Western Suburbs) will be preferred and currently looking for female candidates only Candidates with experience in Video Chats or experience in Video KYC will be preferred. Applicants are preferred from Banking especially foreign banks like; Standard Chartered (Priority Banking) HSBC (Premier Bank) CitiBank (Citi Gold) DBS Bank (for 30 lacs plus segment) Or even Private banks like; HDFC Bank Kotak Bank Axis Bank Candidate should have excellent communication in English and well groomed. Qualificationrequired is Post Graduation / Graduate . How well support you . . . . About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

Roles and Responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which arerequired to gain business wallet share from HNI and Ultra HNI clients. Ensure regular engagement with mapped relationships and maintain quality ofportfolio by ensuring profitability at each client level. Showcase full range of consumer and commercial banking products to existing andpotential Key Clients of the Bank and harness incremental business opportunitiesacross all products. Contributing to the development of new products and services, by channelizing selfand customer feedback to the respective Program Teams. Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML)requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collectiveresponsibility to the bigger objectives of the institution. Desired Candidate Profile 8-10 years of experience in priority banking, wealth management, or related fields.

Roles and Responsibilities To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors of organisations. Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients. Besides leading a small team, the position shall also manage key clients personally. Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelising self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution. Desired Candidate Profile 12-20 years of experience in Wealth Management or related field with expertise in HNI Sales, HNI Acquisition, HNI Client Handling, Investment Advisory Services. Proven track record of achieving revenue targets through effective relationship management skills.

We're looking for a dynamic Relationship Managers to join our team. The ideal candidate will manage and grow a portfolio of High Net-Worth clients, focusing on customer acquisition, retention, cross-selling and delivering exceptional service. This role demands strong sales acumen, portfolio management experience and deep product knowledge. Role & responsibilities: - Manage HNI Portfolios (Acquisition, Enhancement and Retention) - Drive wallet share and revenue growth - Offer tailored advisory and banking solutions - Ensure compliance, quality service and smooth handovers Preferred candidate profile: - Minimum 8 years' experience in banking sales - Proven track record in HNI banking sales - Excellent relationship management & communication skills - Knowledge of banking products, regulations and market trends

Manage and grow relationships with HNI/affluent clients by offering personalized wealth solutions across investments, insurance, and banking products. Manage portfolio of HNI/affluent clients Drive AUM growth & cross-sell bank products

Job Description Wealth Relationship Manager Roles and Responsibilities • Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. • Manage clients through client visits, suggest financial products to the clients and achieve business target. • Responsible for product penetration and increasing clients wallet share. • Identifying prospective clients & acquiring new clients. • Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile • Should have at least 4 Years of experience handling Wealth Product Sales. • Any Graduate / Postgraduate with relevant Experience. • Good relationship management and service focus skills. • Good communication and presentation skills. • Investment Product knowledge is mandatory. Perks & Benefits: • Bi-annual appraisal program. • Growth in fixed CTC twice in a year with attractive quarterly incentives. About Nuvama Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over 2, 00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securities and capital market advisory, and a deep belief in the client-first philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey. Company Website: Nuvama Wealth: Online Trading, Investments & Stock Market Updates

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management) MUMBAI/ CHENNAI/ PUNE Interested please call MAHEK 9137263337 and drop resume at quotientconsultancy@gmail.com Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients Responsible for targeting towards the AUM growth & revenue generation from the relationships with Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Exp 4+ years of experience into Private wealth management. Education Graduate with MBA from Premier B schools

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker NRI Business -Across Hyderabad Job Locations: Across Hyderabad Note: Candidates having 3+ years experience in NRI Banking need to apply. Job Name PA (Business Unit) : Personal Banker NRI Business Job Title : Personal Banker-NRI Business Unit (PA) : NRI Business Role Type: Individual Contributor Job Purpose To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Job Responsibilities Actionables HNW Portfolio Management Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build relationships and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Liability products CASA, FX, Quickremit etc Operations, Marketing & Processes Certifications: AMFI Certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required : Minimum experience in years - 3 years Exposure to NRI segment (preferred) Note: Candidates having 3+ years experience in NRI Banking need to apply.

A leading private wealth company is hiring wealth managers at Gurugram to manage their UHNI client portfolios and increase the AUM of Family Offices. Position: Wealth RM Budget: up to 45 LPA Department: Wealth Management (no branch banking) Required Candidate profile Candidates working as wealth Managers/advisors/ Investment advisors handling mapped family offices are ideal to apply for this role. Out-of-job or relocation will not be considered

Roles and Responsibilities Manage high net worth (HNI) clients' portfolios, including investment advisory services and product sales. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell opportunities. Identify new business prospects through networking, referrals, and market research to expand the client base. Collaborate with internal teams such as trading, operations, and compliance to ensure seamless execution of trades and services. Provide exceptional customer service by resolving queries promptly and ensuring timely resolution of issues. Desired Candidate Profile 3-10 years of experience in wealth management or related field (HNI sales/premier banking). Strong understanding of investment products (equity/debt), mutual funds, NRI services, priority banking solutions. Excellent communication skills for effective relationship-building with clients; ability to articulate complex financial concepts simply. Interested Candidate can connect me on kalpana.roy.ext@yesbank.in

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Sturcture product Mutual funds, PMS , SIPs, AIF & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Manage HNi Clients ticket size 50 Lac and above Candidate having good relationship with HNI Clients. Min 30 Cr Equity AUM Managing Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking wealth product Interested Candidates please share your profile on nasimkhan@rathi.com Desired Candidate Profile Perks and Benefits Handsome Salary + Incentive as per policy with no capping

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest level Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings Ensure training and certifications as per the Banks policies and regulatory requirements Awareness of and compliance to all policies and procedures of the Bank Interested Candidates Pls share your updated CV to Balaji.sivaraj@indusind.com or Whatsapp your CV to 9884753923

We are Hiring!! This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders. In line with this initiative, we are looking to on-board professionals who meet the following criteria: 1. Prior experience in managing high net-worth clients, preferably in banking, wealth management, or premium customer service roles, Hospitality, Aviation, Concierge services etc. 2. Exceptional communication skills, both verbal and written. 3. Well-presented and professional demeanor, as the role may involve in-person client interactions. We are currently looking for 5-6 candidates, majorly females, and the base location will be JMD Gurgaon.. Operating window of the desk will be 24*7. It will be an HRO model. Experience- 2 years minimum/ Graduate Process RBL Bank Business Model HRO (HNI Desk) Location – JMD Megapolis , Unit no 306- 311, 2nd Floor, Sector 48, Sohna Road, Gurgaon Candidates Required – 4 (Female Only) Operating Window – 24*7 C1 Candidate Only Interested candidates can share their resume to Tripti 6001395054 (Whatsapp only)

Experince- Min 4 year MAx - ANY CTC- 6LPA to 40 LPA PCG Wealth is seeking highly driven and client-focused Wealth Managers with proven expertise in managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) individuals. The ideal candidate should have experience in handling a substantial client portfolio and should be capable of moving a minimum book size of 20 Cr . This is an excellent opportunity for candidates currently working as Privi RM, Burgundy RM, Imperia RM, Preferred RM, or Wealth Manager in leading financial institutions. Key Responsibilities: Acquire, manage, and grow HNI/UHNI client relationships through personalised wealth management solutions. Deep understanding of financial products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Life & General Insurance, and Tax Planning. Deliver personalized investment advisory based on risk profiling and financial goals of clients. Onboard and migrate a minimum book size of 20 Crores within a defined timeline. Cross-sell a wide range of financial products and services. Maintain high levels of client servicing standards to ensure long-term relationship and client satisfaction. Regular portfolio reviews and market updates to clients. Coordinate with internal teams (Research, Product, Operations) for seamless service delivery. Desired Candidate Profile: Current Role: Privi RM, Burgundy RM, Wealth Manager, Imperia RM, or Preferred RM (mandatory). Experience: 5-15 years in wealth management or private banking domain. Must have strong understanding of financial instruments and market dynamics. Proven track record of managing and growing HNI/UHNI client base. Excellent communication, interpersonal, and relationship-building skills. Strong compliance and risk awareness. Ability to transition a minimum book size of 20 Cr. Preferred Background: Candidates from top-tier banks, NBFCs, and wealth management firms. Certified Wealth Managers (CWM), CFPs, or those with AMFI/NISM certifications will be given preference. Perks and Benefits: Attractive incentive structures Opportunity to work with a leading name in private wealth management Career growth in high-performing team environment Access to premium investment products and global investment opportunities for clients

Elara Capital is hiring a Senior Wealth Manager in Mumbai & Pune. Role involves portfolio advisory, market research, and high-net-worth client servicing. Must have sales experience in third-party financial products and strong client-handling skills. Required Candidate profile Strong financial planning, Wealth management, client acquisition, and sales experience in products like PMS, Equity, Bonds, MF, etc.Must have excellent communication -relationship management skills.

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile Perks and Benefits Handsome Salary + Incentive as per policy with no capping Office Address : Anand Rathi Share & Stock Broker Ltd PS Arcadia Centrum, 10th Floor 69, Park Street - 700016 Website: www.rathi.com