Private banking jobs in Vadodara

 ...experienced and dynamic SVP/VP/AVP/Relationship Managers to join our Private Banker/Wealth Management team. This role is crucial for...  ...Minimum of 7 years of experience in wealth management or private banking. Current Role: Must be an existing Relationship Manager – Wealth... 

 ...you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and...  ...in Pioneer, Burgundy, Priority, Insignia, Wealth Management, or Private Banker roles). ~ In-depth knowledge of diverse financial products... 

 ...CORPORATE FINCON PRIVATE LIMITED is a financial services company based out of 508, UPPER GROUND FLOOR, WORLD TRADE CENTRE, RING ROAD,,...  ...paced environments You are willing to undertake 30-60% travel. What's on Offer? ~ Join a market leader within Corporate Banking... 

 ...Under Retail Banking Group, e-Relationship Management Services help customers avail of a host of banking services primarily through the phone channel. The e-Relationship Management Channel at the Bank is strongly connected to all business groups to design service architecture... 

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile... 

 ...Financial Reporting ERP & Software Proficiency: Experience with SAP / ERP, Tally Stakeholder & Team Management: Liaison with Banks, Government Authorities, Auditors, and Internal Teams Preferred Candidate Profile: Experience: 15-25 years in Accounting & Finance... 

 ...platform that offers trade financing solutions. Yubi Co.Lend – For banks and NBFCs for co-lending partnerships. Currently, we have...  ...achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence... 

 ...Back Office # Please call on the given number to apply (***) ***-**** # Role: Accurately enter, update, and manage financial data in banking systems. # Key Responsibilities: Ensure data accuracy, integrity, and confidentiality; verify and cross-check information. #... 

 ...Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking, SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia... 

1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products ...

 ...SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and... 

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , ...

~ Managing office administration assets and upkeep of the same. ~ Agents Contracting ~ New Business Processing ~ Banking of Initial & Renewal Premium ~ Managing Petty cash & vendor payments ~ Retention of Surrender Requests ~ Execution of all Service Requests -... 

 ...Candidate Profile: Experience: min 1 years of relevant experience in BL sourcing via DSA channel. Industry: Candidates from Banking and NBFC backgrounds will be given preference. Role Type: Individual Contributor Stability: Must have a stable career track... 

 ...efforts towards successful project delivery Own end to end project and technology delivery of products & services for customers in the Banking & Financial Services vertical including implementation in Thought Machine and similar platforms Own Key performance parameters in... 

 ...ledger maintenance. Support in the preparation and posting of invoices, receipts, and payments. Perform basic reconciliations such as bank and vendor reconciliations. Assist with GST-related tasks, including data entry and filing support. Support in TDS and Income Tax... 

 ...Graduation (Bachelors) degree with Accounting/Commerce background. ~2+ years professional hands-on finance/data management experience, Bank or ledger reconciliation experience is preferred. Advanced Excel skills: X-Lookup, Pivot Table, Conditional Formatting, Data... 

 ...achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence...  ...field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of... 

 ...ll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) Portfolio Management Services (PMS) Private Equity (PE) Alternative Investment Funds (AIF) Unlisted Shares Equity Advisory Products Insurance Direct Equity Bonds... 

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client...

 ...early applicant About the job Key Responsibilities: 1. Working on being familiar with the underwriting criteria of our partner banks, which include SBI, BOB, ICICI, Axis Bank, HDFC, etc. 2. Screening the education loan applications, advising students on the documentation... 

 ...skills in the areas of General Ledger (FI-GL), Accounts Payable (FI-AP), Accounts Receivable (FI-AR), Fixed Asset Accounting (FI-AA), Bank Accounting, Electronic Bank Statement (EBS), Cost Center and Profit Center Accounting (FI-CO), Internal Orders, Product Costing, Actual... 

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~6 to 12 strong exp. on US Tax 1065 /1120 Forms, Federal Returns, Private Equity, Hedge Funds, Financial Services ~ Team Mgmt. Delivering/Managing International Tax Services in compliance with laws ~ Prepare, Reviewing & Managing complex US Tax Forms Required Candidate... 

1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross... 

Key Deliverables: Manage statutory audits and tax filings Prepare and review profit and loss accounts Ensure compliance with direct tax and audit requirements Oversee preparation of income tax returns and related documentation Role Responsibilities: Handle...

 ...CENTRE FOR TEACHER ACCREDITATION (CENTA) PRIVATE LIMITED is looking for TGT Commerce Teacher to join our dynamic team and embark on a rewarding career journey Plan and deliver commerce lessons to secondary school students. Develop and implement engaging teaching strategies... 

Position Title of the job-Sr. Executive Finance & Accounts (Preferring local candidates) Work Timings :- 12:00 PM IST to 9:00 PM IST Location- Vadodara,Gujarat Inter CA preferred Job Overview: The Sr. Executive Finance & Accounts will execute a set of ...

 ...Emergency Management and Research Institute) is the largest professional Emergency Service Provider in India, operating in the Public-Private Partnership (PPP) mode. With a presence in 16 states, GVK EMRI is a pioneer in Emergency Management Services. Role Description... 

 ...Company Description ELMATICS ENGINEERS PRIVATE LIMITED is an oil & energy company based in Navi Mumbai, Maharashtra, India. Role Description This is a full-time on-site role for a Safety Officer located in Vadodara. The Safety Officer will be responsible...