Verified Job
Accounting - Finance
Private Banker-First Private
Accounting - Finance
#578959
Remote / WFH
Job Description
Kotak Mahindra
BSG-Private Banking-Kotak Private Banking-BSG
Kotak Mahindra • Maharashtra • via Indeed
Full–time
Apply on Indeed
Job description
Job Role
• Analysis of new requirement and translation of the same to RSD.
• Preparation of Requirement documents, test plans, incident reporting.
• Carrying out the testing for the projects and resolution of the issues.
• Co-ordination with various departments, users, product team, support teams like OPS, IT, Vendors for requirement gatherings, enhancements.
• Thorough analysis for system issues ...
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IDFC FIRST Bank
Private Banker-First Private
IDFC FIRST Bank • Mumbai, Maharashtra • via Career At IDFC First Bank
Full–time
Apply on Career At IDFC First Bank
Apply on Foundit.in
Apply on LinkedIn
Apply directly on Jobaaj
Apply on Jobrapido.com
Apply on Jobsyx.com
Job description
Job Requirements
Role/Job Title: Private Banker - First Private
Function/Department: Private Banking Group (Retail Liabilities)
Job Purpose:
This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income
Roles & responsibilities:
• Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank.
• Provide a seamless banking experience from a product and interpersonal point of view.
• Achieve organizational objectives of high customer satisfaction scores.
• Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.
Secondary Responsibilities:
• Ensure regulatory compliance.
• High relationship management orientation; ability to forge effective relationships
• Strong focus on service delivery.
• Execution-oriented, i.e. driven to achieve results.
Managerial & leadership responsibilities:
• Team development.
• Ensuring the team is adequately staffed.
• Target achievement of team members.
Education Qualification:
Graduation: Bachelor’s in engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management.
Post-graduation: MBA, PGDM.
Experience: 10+ Years of relevant experience.
BSG-Private Banking-Kotak Private Banking-BSG
Kotak Mahindra • Maharashtra • via Indeed
Full–time
Apply on Indeed
Job description
Job Role
• Analysis of new requirement and translation of the same to RSD.
• Preparation of Requirement documents, test plans, incident reporting.
• Carrying out the testing for the projects and resolution of the issues.
• Co-ordination with various departments, users, product team, support teams like OPS, IT, Vendors for requirement gatherings, enhancements.
• Thorough analysis for system issues ...
Report this listing
I
IDFC FIRST Bank
Private Banker-First Private
IDFC FIRST Bank • Mumbai, Maharashtra • via Career At IDFC First Bank
Full–time
Apply on Career At IDFC First Bank
Apply on Foundit.in
Apply on LinkedIn
Apply directly on Jobaaj
Apply on Jobrapido.com
Apply on Jobsyx.com
Job description
Job Requirements
Role/Job Title: Private Banker - First Private
Function/Department: Private Banking Group (Retail Liabilities)
Job Purpose:
This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income
Roles & responsibilities:
• Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank.
• Provide a seamless banking experience from a product and interpersonal point of view.
• Achieve organizational objectives of high customer satisfaction scores.
• Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.
Secondary Responsibilities:
• Ensure regulatory compliance.
• High relationship management orientation; ability to forge effective relationships
• Strong focus on service delivery.
• Execution-oriented, i.e. driven to achieve results.
Managerial & leadership responsibilities:
• Team development.
• Ensuring the team is adequately staffed.
• Target achievement of team members.
Education Qualification:
Graduation: Bachelor’s in engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management.
Post-graduation: MBA, PGDM.
Experience: 10+ Years of relevant experience.
