Personal Banker - Ahmedabad

The Personal Banker is responsible for processing account opening and maintenance formalities, handling customer inquiries and instructions to ensure total customer satisfaction. They must adhere to process and documentation standards while maintaining strong liaison with various ...

Responsible for account opening and maintenance processes as per YBL process. Handles customer enquiries and instructions to ensure total customer satisfaction. · ...

The Personal Banker role involves handling customer inquiries and instructions while ensuring delivery standards are met. Responsibilities include account opening maintenance closure transactional document scrutiny service quality monitoring audit compliance and branch upkeep. · ...

+Job summary · A Personal Banker will be responsible for account opening and maintenance, handling customer inquiries and instructions, · +ResponsibilitiesProcesses account opening, account maintenance & account closure related formalities as per YBL process · Handles customers' ...

We are seeking a dynamic and experienced Elite Bankers to manage and grow relationships with High Net Worth (HNW) clients. · Acquire and expand relationships with High Net Worth individuals for both liabilities and commercial assets · Cross-sell a wide range of banking products a ...

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. · Acquiring new accounts (Current and Savings) from branch catchment area · Quality sourcing of salary acco ...

Building a strong relationship with the sales team of channel partners and generating leads from Relationship Managers and Personal Bankers. · ...

The Customer Relationship Manager will build a strong relationship with the sales team of channel partners, · handle walk-in customers, · be responsible for meeting sales through Bank, · frequently follow up with clients. ...

The position of Executive Assistant to Managing Director involves coordinating meetings, communicating with vendors and customers, tracking production schedules and delivery timelines. · ...

The role involves identifying and empanelling financial professionals, training them on digital platforms, and driving sales of financial products. · ...

Identifying and empanelling CAs Ex-Bankers Ex-Wealth Advisors Insurance agents and Finance professionals as Independent Financial Distributors IFD/IFAs Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Produc ...

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge ...

The position involves identifying and empanelling financial professionals as Independent Financial Distributors (IFDs), training them on digital platforms and mobile apps for primary market products, driving sales of financial products, and acquiring new IFDs.Skills required incl ...

Identify and empanel financial professionals and train them to sell financial products. · ...

This position involves identifying and empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals to become Independent Financial Distributors. · They will be trained on primary market products such as Mutual Funds NFOs IPOs Bonds Corporate Fixed ...

The Executive/Associate/Senior Associate will identify and empanel CAs, Ex-Bankers, Ex-Wealth Advisors and Finance professionals as Independent Financial Distributors (IFD/IFA). · ...

Identifying and empanelling CAs and finance professionals as Independent Financial Distributors (IFD/ IFAs) to sell financial products. · Training new IFDs on digital platforms for knowledge sharing in primary market products. · ...

This is a high-trust, high-judgement role working directly with the promoter across business, investments, philanthropic exploration (education-focused), and select personal projects. · Act as a sounding board for ideas across: Business improvement initiatives Investment tracking ...

This is a high-trust, high-judgement role working directly with the promoter across business, investments, philanthropic exploration (education-focused), and select personal projects. · Act as a sounding board for ideas across: · Business improvement initiativesInvestment trackin ...

We are currently seeking a passionate and experienced professional to join our team. · In this role, the candidate will manage the following · ...