4,776 Banking Advisor jobs in India

Private Banking Advisor

Ahmedabad, Gujarat Deutsche Bank

Posted today

Job Viewed

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Job Description

Description

  • Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.
  • The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele.
  • What we’ll offer you

    As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

  • Best in class leave policy
  • Gender neutral parental leaves
  • 100% reimbursement under childcare assistance benefit (gender neutral)
  • Sponsorship for Industry relevant certifications and education
  • Employee Assistance Program for you and your family members
  • Comprehensive Hospitalization Insurance for you and your dependents
  • Accident and Term life Insurance
  • Complementary Health screening for 35 yrs. and above
  • 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

  • The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background.
  • Candidate should have excellent communication in English and well groomed.
  • Minimum qualification required is Graduation.
  • Minimum Exp should be 6 – 12 Years in relevant field.
  • How we’ll support you

  • Training and development to help you excel in your career
  • Coaching and support from experts in your team
  • A culture of continuous learning to aid progression
  • A range of flexible benefits that you can tailor to suit your needs
  • This advertiser has chosen not to accept applicants from your region.

    Remote Senior Banking Advisor

    800001 Patna, Bihar ₹70000 Annually WhatJobs

    Posted today

    Job Viewed

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    Job Description

    full-time
    Our client, a prominent financial institution, is seeking an experienced Senior Banking Advisor to join their fully remote client services division. This role is ideal for seasoned banking professionals who excel at building client relationships and providing expert financial guidance. You will be responsible for managing a portfolio of high-value clients, offering personalized financial solutions, and ensuring client satisfaction. Responsibilities include conducting financial needs assessments, providing advice on investment products, loans, and other banking services, resolving client inquiries and issues, and identifying opportunities for cross-selling and up-selling. The ideal candidate will possess extensive knowledge of banking products, financial markets, and regulatory compliance. Excellent communication, sales, and interpersonal skills are paramount. A Bachelor's degree in Finance, Economics, or a related field, along with a minimum of 5-7 years of experience in retail banking, wealth management, or a similar client-facing role, is required. Certifications such as CFP or equivalent are highly desirable. This position requires a self-motivated individual with a strong client focus and the ability to effectively manage client relationships and deliver exceptional service remotely.
    This advertiser has chosen not to accept applicants from your region.

    Private Banking Advisor, AS

    Chennai, Tamil Nadu Deutsche Bank

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    Description

  • Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.
  • The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele.
  • What we’ll offer you

    As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

  • Best in class leave policy
  • Gender neutral parental leaves
  • 100% reimbursement under childcare assistance benefit (gender neutral)
  • Sponsorship for Industry relevant certifications and education
  • Employee Assistance Program for you and your family members
  • Comprehensive Hospitalization Insurance for you and your dependents
  • Accident and Term life Insurance
  • Complementary Health screening for 35 yrs. and above
  • 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 the 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

  • The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship.
  • Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background.
  • Candidate should have excellent communication in English and well groomed.
  • Minimum qualification required is Graduation.
  • Minimum Experience should be 6 – 12 Years in relevant field.
  • How we’ll support you

  • Training and development to help you excel in your career
  • Coaching and support from experts in your team
  • A culture of continuous learning to aid progression
  • A range of flexible benefits that you can tailor to suit your needs
  • This advertiser has chosen not to accept applicants from your region.

    Private Banking Advisor, Associate

    Gurugram, Uttar Pradesh Deutsche Bank

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    Description

    Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.

    The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele.

    What we’ll offer you

    As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

  • Best in class leave policy
  • Gender neutral parental leaves
  • 100% reimbursement under childcare assistance benefit (gender neutral)
  • Sponsorship for Industry relevant certifications and education
  • Employee Assistance Program for you and your family members
  • Comprehensive Hospitalization Insurance for you and your dependents
  • Accident and Term life Insurance
  • Complementary Health screening for 35 yrs. and above
  • 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

  • The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship.
  • Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background.
  • Candidate should have excellent communication in English and well groomed.
  • Minimum qualification required is Graduation.
  • Minimum Experience should be 6 – 12 Years in relevant field.
  • How we’ll support you

  • Training and development to help you excel in your career
  • Coaching and support from experts in your team
  • A culture of continuous learning to aid progression
  • A range of flexible benefits that you can tailor to suit your needs
  • This advertiser has chosen not to accept applicants from your region.

    Private Banking Advisor, Associate

    Uttar Pradesh, Uttar Pradesh Deutsche Bank

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    Description

  • Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.
  • The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele.
  • What we’ll offer you

    As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

  • Best in class leave policy
  • Gender neutral parental leaves
  • 100% reimbursement under childcare assistance benefit (gender neutral)
  • Sponsorship for Industry relevant certifications and education
  • Employee Assistance Program for you and your family members
  • Comprehensive Hospitalization Insurance for you and your dependents
  • Accident and Term life Insurance
  • Complementary Health screening for 35 yrs. and above
  • 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

  • The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship.
  • Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background.
  • Candidate should have excellent communication in English and well groomed.
  • Minimum qualification required is Graduation.
  • Minimum Exp should be 6 – 12 Years in relevant field.
  • How we’ll support you

  • Training and development to help you excel in your career
  • Coaching and support from experts in your team
  • A culture of continuous learning to aid progression
  • A range of flexible benefits that you can tailor to suit your needs
  • This advertiser has chosen not to accept applicants from your region.

    Private Banking Advisor, Associate

    Mumbai, Maharashtra Deutsche Bank

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    Description

  • Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.
  • The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele.
  • What we’ll offer you

    As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

  • Best in class leave policy
  • Gender neutral parental leaves
  • 100% reimbursement under childcare assistance benefit (gender neutral)
  • Sponsorship for Industry relevant certifications and education
  • Employee Assistance Program for you and your family members
  • Comprehensive Hospitalization Insurance for you and your dependents
  • Accident and Term life Insurance
  • Complementary Health screening for 35 yrs. and above
  • 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

  • The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship.
  • Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background.
  • Candidate should have excellent communication in English and well groomed.
  • Minimum qualification required is Graduation.
  • Minimum Exp should be 6 – 12 Years in relevant field.
  • How we’ll support you

  • Training and development to help you excel in your career
  • Coaching and support from experts in your team
  • A culture of continuous learning to aid progression
  • A range of flexible benefits that you can tailor to suit your needs
  • This advertiser has chosen not to accept applicants from your region.

    Banking Advisor-Fresher-Mumbai

    Mumbai, Maharashtra 2coms

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    Finance and Accounting Associate in Mumbai-Vikhroli
    We are in search of a highly motivated and fast-learning individual to join our Finance and Accounting team. This position is perfect for recent graduates who have a strong interest in accounting, finance, and business operations. As a member of our team, you will be instrumental in supporting various activities to ensure smooth financial operations and compliance with regulations.
    Responsibilities:
  • Work collaboratively with the team to assist in financial tasks and reporting.
  • Contribute to the maintenance of accurate financial records and documentation.
  • Assist in analyzing financial data and preparing reports.

  • Requirements

    Requirements:
  • A bachelor's degree in finance or accounting.
  • Strong understanding of fundamental accounting principles.
  • Exceptional problem-solving, analytical, and organizational skills.
  • Effective communication and interpersonal abilities.
  • Shift Timings: General/evening
    Work Location: Mumbai-Vikhroli
    WFH/WFO: Hybrid
    CTC: 19362

    Benefits

    PF+ESI+CAB PICK AND DROP
    This advertiser has chosen not to accept applicants from your region.
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    Customer Service Executive - Customer Service

    Pune, Maharashtra Tata Communications

    Posted today

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    Job Description

    Job Family Descriptor Manage customer queries related to all services and solutions delivered includes complex customer issues diagnosing and thereby resolving and fixing Act as a conduit between customer and other teams such as engineering architecture etc for any issue resolution Provide L2L3 support to resolve hardwaresoftware issues by applying tehnical expertise Broad outline of the Role Purpose - Broad objective of the role Operating Network - Key External Operating Network - Key Internal Size and Scope of Role - Financial Size and Scope of Role - No. of direct reports Size and Scope of Role - Total team size Size and Scope of Role - Other size parameters Minimum qualification & experience Other knowledge/skills Key Responsibilities Technical Competencies Knowledge / Skills Communication Skills
    This advertiser has chosen not to accept applicants from your region.

    Customer Service

    Continental

    Posted 2 days ago

    Job Viewed

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    Job Description

    Continental develops pioneering technologies and services for sustainable and connected mobility of people and their goods. Founded in 1871, the technology company offers safe, efficient, intelligent and affordable solutions for vehicles, machines, traffic and transportation. In 2021, Continental generated sales of 33.8 billion and currently employs more than 190,000 people in 58 countries and markets. On October 8, 2021, the company celebrated its 150th anniversary. The ContiTech group sector develops and manufactures, for example, cross-material, environmentally friendly and intelligent products and systems for the automotive industry, railway engineering, mining, agriculture and other key industries. Guided by the vision of "smart and sustainable solutions beyond rubber," the group sector draws on its long-standing knowledge of the industry and materials to open up new business opportunities by combining various materials with electronic components and individual services.
    We are seeking an enthusiastic and customer-focused Customer Service Representative to join our dynamic team in Sonepat, India. As a key member of our organization, you will be responsible for providing exceptional support to our valued customers, ensuring their satisfaction and fostering long-term relationships.
    + Preparing Proforma invoice through SAP to collect the customer advance payment.
    + Manually load the order in SAP by using the data provided by customer and working with plant for PO production.
    + Tracking stock status in SAP on daily bases.
    + Follow up the order status with factory manager for the quick delivery of the products.
    + Provide Order status to customer and coordinating with freight forwarder for the shipment.
    + Prepare delivery notes for invoicing.
    + Follow up with forwarder for ETA, VESSEL, and BOL details for the shipment.
    + Update Open Order Report, Order intake Report on time.
    + Instruct sales team to plan new orders based as per current inventory.
    + Handle Customers and salespersons claims and queries
    + Proven experience in customer service or a related field
    + High school diploma or equivalent; bachelor's degree is a plus
    + Excellent verbal and written communication skills in English
    + Strong problem-solving abilities and attention to detail
    + Proficiency in using CRM systems and Microsoft Office suite
    + Ability to multitask and work efficiently in a fast-paced environment
    + Patient and empathetic approach to handling customer concerns
    + Team-oriented mindset with the ability to work independently when required
    + Flexible and adaptable to changing priorities and work schedules
    + Resilient with the ability to maintain composure in challenging situations
    + Strong time management and organizational skills
    + Basic technical understanding to troubleshoot common customer issues
    + Commitment to delivering exceptional customer experiences
    + 6-8 Years of experience in the relevant field
    Ready to drive with Continental? Take the first step and fill in the online application.
    This advertiser has chosen not to accept applicants from your region.

    Customer Service

    Noida, Uttar Pradesh Three Across

    Posted 1 day ago

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    Job Description

    Job Title: Customer Service

    Experience: 2+ Years

    Location: Sector 62, Noida


    Job Description:

    • Minimum 2 Years of experience in International Customer Service BPO (Voice process) is mandate.
    • Education: Graduation (In any stream)


    If interested, please share your resume to

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