1,193 Banker jobs in India

About the Company

We are hiring for one of the Private Sector Bank. This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank.

About the Role

They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income.

Responsibilities:

• Bring the New Book (NTB Private Clients).
• Start as an Individual with entrepreneurial mindset.
• Nurture and manage end to end customer relationships for Private Customers by fulfilling all their banking needs through wealth solutions (AUM, AIF & Mutual Fund products) provided by bank.

Required Skills:

Should have strong client base with Deep understanding on Wealth Management products.

If you have the above experience & client base then you are the right candidate to apply.

**pls note we are only looking candidates from Banking & Financial domain who are currently working as Relationship Manager, Branch Manager, Regional Heads with 10+ years of experience.

Join Neo – Redefining Wealth Management

Are you a banker who wants to build, not just maintain ?

At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.

What You’ll Do?

• Build & manage a portfolio of HNI clients
• Deliver unbiased, performance-driven wealth solutions
• Drive trust-based, long-term client relationships
• Partner with a lean, focused team built on integrity
• Shape the future of a new-age wealth platform in India

What We’re Looking For

• 5–10 years’ experience in wealth management/private banking
• Proven track record of client trust & performance
• Belief in transparency and unbiased advice
• Entrepreneurial drive to scale with a growing platform

Why Neo?

• Backed by strong investment research & advisory capabilities
• A platform that empowers you with the freedom to build
• High-growth environment where your impact is visible

If you’re ready to do your best work and build something exceptional , not just follow the playbook—let’s talk.

#WealthManagement #PrivateBanking #HNIs #ClientFirst

Company Description

Spark PWM Private Limited, a subsidiary of Spark Capital Advisors (India) Limited, extends the core DNA of Spark Capital - Knowledge, Integrity, Trust & Transparency. We assist affluent families, business owners, family offices, new age entrepreneurs, and CXOs in navigating opportunities and risks. Our products and services are designed to help clients seamlessly create, preserve, and transition their wealth across generations, backed by a robust Investment Policy Framework, best-in-class research, and superior execution.

Role Description

This is a full-time on-site role for a Private Banker based in Chennai. The Private Banker will be responsible for providing comprehensive financial planning and advice, managing investments, and offering private banking services. Day-to-day tasks include developing and implementing strategies for asset allocation, building and maintaining client relationships, analyzing financial data, and ensuring exceptional service delivery.

Qualifications

• Skills in Financial Planning and Finance
• Experience in Investments, Private Banking, and Asset Allocation
• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills
• A high degree of professionalism and confidentiality
• Relevant certifications or qualifications in finance or related field
• Ability to work independently and as part of a team

Acquire high value new to bank customers through industry best pricing offered

This role is also responsible for Deepening the size of the relationship Manage with existing set of clients by cross-selling products and services as per the profile & need of the customers

To ensure high quality delivery of all banking services and products to our clients in a fair and transparent manner.

With Customer-oriented approach to handling problems , experience in sales or customer service is a plus

Knowledge of personal banking practices and regulations

We are one the fastest growing Private Banking firms in the country with AUM of over 24,000crs and growing exponentially.

Key USPs:

Banking

* 7.25% on Savings account interest with monthly interest credit.

* Zero Fee Banking

* Lowest Forex Remittance Rates

* Metal Debit & Credit Card (by Invitation First Private Card) with 0% Forex Markup on all International spends

* GIFT City accounts for NRIs - with 5.25% on USD Savings Account

* Host of other Banking Privileges

* Invite to exclusive events on networking, concerts, seminars, art exhibitions

Wealth Management

* Propriety model on portfolio with excellent track record of constantly generating alpha over the benchmark

* Widest range of investment products - with over 30 different strategies on Equity PMS & AIFs

* Unlisted opportunities

* Direct Equity with 3-in-1 accounts

* Direct G-Sec

* Unique Debt PMS, Debt AIFs, Corporate FDs

* Structured Solutions on Protection

* Investment ideas to hedge equity with constant income generating opportunities

* Overseas investment opportunities

* Tax Advisory, Estate Planning Services

With a strong 20member Research & Analytics team to back us we are quite confident of offering you a world class experience on Wealth Management.

Look forward to an opportunity to introduce Private Banking to you .

Roles and Responsibilities

• Manage daily branch operations, ensuring efficient use of resources and excellent customer service.
• Develop and maintain strong relationships with customers to increase sales, cross-sell products, and retain existing accounts.
• Identify business opportunities through market research, competitor analysis, and networking to drive growth in corporate sales, retail sales, and personal banking services.
• Ensure compliance with regulatory requirements, internal policies, and procedures while maintaining a high level of accuracy in account opening processes (Account Opening).
• Collaborate with other departments such as cashiering, teller activities, relationship management teams to achieve overall branch goals.

Desired Candidate Profile

• 2-6 years of experience in banking operations or related field sales roles.
• Strong understanding of banking regulations and industry standards.
• Excellent communication skills for effective relationship building with customers.
• Ability to work independently with minimal supervision while prioritizing tasks efficiently.

( RBI governed organization in financial inclusion & Doorstep banking ) is looking for *Retired Bank officer* for the role of State/Regional-coordinator for Kerala.

Position name State / Regional -Coordinator

Location- Cochin / Calicut / Malapuram

Salary: Best in the industry / Not a constraint for the right candidate

Experience: Ex-Banker/ Retired Banker

Job type: Permanent

Brief role :

1. Responsible for handling the Regions in Kerala state.

2. SPOC for Higher Bank dedicates and Management.

3. Liasioning with banks identify team members for vacant location and training.

4. Run the Project with solutions for any obstacles.

5. Lead the team in the correct direction, Regular team discussion for field activity progress report.

6. An effective leader with good interpersonal communication skills.

About company : RBI Governed organization in to Financial inclusion & branchless banking operating since 2008 ,Company is engaged in creating the last mile financial operations network in Urban , Semi urban & rural areas through Banks and conducts transactions on behalf of Banks and Financial Institutions, currently we work with 28 large banks supported by 15,000 Business correspondent & field executives serving in Agent assisted commerce , Wallet top up , Doorstep banking transactions , Wage/ Pension disbursement , Bill Payments , Remittance , Fund transfer , Insurance, sales and policies , Loans , Aadhaar enabled payments etc

Job Types: Full-time, Permanent

Pay: ₹30, ₹50,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Provident Fund

Work Location: In person

Role & responsibilities

• Manage and grow a portfolio of HNI & UHNI clients, providing tailored wealth management solutions.
• Advise clients on equity investments, structured products, mutual funds, and other financial instruments.
• Build trusted client relationships by understanding financial goals, risk appetite, and investment needs.
• Collaborate with product specialists and research teams to deliver holistic financial strategies.
• Drive AUM growth, client acquisition, and revenue generation through proactive advisory.

Preferred candidate profile

• 512 years of experience in Private Banking / Wealth Management with a strong focus on equities.
• Proven track record of client relationship management and portfolio advisory.
• In-depth understanding of capital markets, investment products, and risk management.
• Strong network of HNI / UHNI clients and ability to originate new relationships.
• Certifications like NISM, CFA, or equivalent preferred.

Locations - Mumbai, Pune, Ahmedabad, Bengaluru, Hyderabad, Chennai, Delhi and Gurgaon

Job Responsibilities

___

• Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
• Financial Planning (FP) and Portfolio Services
• Execution of transactions post FP and on periodical basis
• Manage Private Wealth, PMS and AIF fund related queries
• Ensure delivery of various MIS reports as per requirements
• To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization
• To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
• Ensure discipline of asset allocation
• Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
• To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
• Continuous learning, to be better equipped than our competitors
• To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
• To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
• Revenue Generation
• Build AUA

Skills

• Excellent communication
• Proven skills of significantly improving the structure and readability of written communication

Competencies

• Lives the Company Values
• Business Awareness & Market Knowledge
• Customer Centricity.
• People Connect
• Result Orientation
• Networking Ability

Qualification

• Post Graduate / MBA from a reputed institute

Experience

• Minimum of years of experience