5,364 Banking Advisor jobs in India
Private Banking Advisor
Posted today
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Job Description
Description
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
Your key responsibilities
Acquisition - Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers
Relationship Building / Deepening / Cross Sell - Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer.
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.
Your skills and experience
How we’ll support you
Private Banking Advisor
Posted today
Job Viewed
Job Description
Description
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
Your key responsibilities
Acquisition
Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers
Relationship Building / Deepening / Cross Sell
Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer.
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.
Your skills and experience
How we’ll support you
Private Banking Advisor
Posted today
Job Viewed
Job Description
Description
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
Your key responsibilities
Acquisition
Relationship Building / Deepening / Cross Sell
Retention
Risk Management & Governance
Your skills and experience
How we’ll support you
Private Banking Advisor
Posted today
Job Viewed
Job Description
Description
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
Your key responsibilities
Acquisition
Relationship Building / Deepening / Cross Sell
Retention
Risk Management & Governance
Your skills and experience
How we’ll support you
Business Banking Advisor
Posted today
Job Viewed
Job Description
The Business Banking Advisor is responsible for providing financial solutions and advisory services to small and medium-sized business clients. This role involves understanding clients' business needs, offering tailored banking products and services, and ensuring a high level of client satisfaction. The advisor works closely with clients to help them achieve their financial goals and grow their businesses.
**Key Responsibilities**:
- **Client Relationship Management**:
- Develop and maintain strong relationships with business clients.
- Serve as the primary point of contact for clients’ banking needs.
- Conduct regular meetings with clients to review their financial status and provide advice.
- **Financial Advisory**:
- Analyze clients' financial statements and business plans.
- Offer insights and recommendations on financial products and services, including loans, credit lines, deposits, and treasury management solutions.
- Provide guidance on cash flow management, investment strategies, and risk management.
- **Sales and Business Development**:
- Identify and pursue new business opportunities within the local market.
- Develop and execute strategies to expand the client base and grow revenue.
- Work collaboratively with internal teams to cross-sell additional bank products and services.
- **Credit Analysis and Risk Assessment**:
- Evaluate clients' creditworthiness and prepare detailed credit proposals.
- Monitor and manage the risk profile of the portfolio.
- Ensure compliance with bank policies and regulatory requirements.
- **Market and Industry Knowledge**:
- Stay updated on market trends, industry developments, and competitive landscape.
- Provide clients with relevant market insights and economic updates.
- Participate in local networking events and industry conferences.
- **Client Education and Support**:
- Educate clients on digital banking platforms and self-service options.
- Assist clients with the implementation of banking solutions.
- Provide ongoing support and respond to client inquiries in a timely manner.
**Qualifications**:
- Bachelor's degree in Business, Finance, Economics, or related field.
- Minimum of 3-5 years of experience in business banking or financial advisory roles.
- Strong understanding of financial products, credit analysis, and risk management.
- Excellent communication, negotiation, and interpersonal skills.
- Proven ability to build and maintain client relationships.
- Familiarity with banking regulations and compliance standards.
**Skills and Competencies**:
- Customer-focused mindset with a commitment to delivering exceptional service.
- Strategic thinking and problem-solving abilities.
- High level of integrity and professionalism.
- Ability to work independently and as part of a team.
- Strong organizational and time management skills.
**Work Environment**:
This position typically involves working in a professional office setting, with occasional travel to client locations. The role requires regular interaction with clients and internal stakeholders, necessitating effective communication and relationship-building skills.
**Job Types**: Full-time, Permanent, Fresher
Pay: ₹1,200,000.00 - ₹1,800,000.00 per year
**Benefits**:
- Health insurance
- Life insurance
Schedule:
- Day shift
- Morning shift
Supplemental pay types:
- Commission pay
- Overtime pay
- Performance bonus
- Quarterly bonus
- Yearly bonus
**Experience**:
- total work: 4 years (preferred)
Work Location: In person
Private Banking Advisor, AS
Posted today
Job Viewed
Job Description
Description
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
Your key responsibilities
Acquisition
Relationship Building / Deepening / Cross Sell
Retention
Risk Management & Governance
Your skills and experience
How we’ll support you
Private Banking Advisor, Associate
Posted today
Job Viewed
Job Description
Description
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
Your key responsibilities
Acquisition
Relationship Building / Deepening / Cross Sell
Retention
Risk Management & Governance
Your skills and experience
How we’ll support you
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Private Banking Advisor, Associate
Posted today
Job Viewed
Job Description
Description
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
Your key responsibilities
Acquisition
Relationship Building / Deepening / Cross Sell
Retention
Risk Management & Governance
Your skills and experience
How we’ll support you
Banking Customer Service Advisor
Posted today
Job Viewed
Job Description
Location: Malad and Thane
Job Summary:
US and UK Shifts available
Key Responsibilities:
- Handle customer inquiries and issues via phone
- Provide timely and effective solutions to customer problems
- Utilize knowledge base and troubleshooting techniques to resolve issues
- Escalate complex issues to senior team members or specialized teams as needed
- Maintain accurate records of customer interactions using CRM software
- Meet or exceed customer satisfaction and performance targets
- Collaborate with internal teams to resolve customer issues and improve processes
- Stay up-to-date with product knowledge and industry developments
**Requirements**:
- Fluency in English (written and spoken)
- Ability to communicate effectively with international customers
- Strong problem-solving and analytical skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and adapt to changing priorities
- Strong computer skills and familiarity with CRM software
- Bachelor's degree in any field
*What We Offer:*
- Competitive salary and benefits package
- Opportunities for career growth and development
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
- Comprehensive training and support
**Job Types**: Full-time, Permanent, Fresher
Pay: ₹18,000.00 - ₹33,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Commuter assistance
- Flexible schedule
- Food provided
- Health insurance
- Internet reimbursement
- Leave encashment
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund
Schedule:
- Day shift
- Fixed shift
- Morning shift
- Rotational shift
Supplemental Pay:
- Commission pay
- Joining bonus
- Overtime pay
- Performance bonus
- Quarterly bonus
- Shift allowance
- Yearly bonus
**Education**:
- Higher Secondary(12th Pass) (required)
**Language**:
- English (required)
**Location**:
- Mumbai, Maharashtra (required)
Shift availability:
- Night Shift (preferred)
- Overnight Shift (preferred)
Work Location: In person
Customer Service Executive - Customer Service
Posted today
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