Financial Planning Personal Banking Jobs

Societe Generale Global Solution Centre - Bengaluru, Karnataka, India

in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations Annual risk assessment and audit planning Quality initiatives within

from: linkedin.com (+1 source) - 9 days ago

Mintskill HR Solutions LLP - Mumbai, India

transition of handover/takeover of the portfolio Requirements Educational Qualifications and experience: Graduation Post-Graduation Minimum experience in years 2 to 6 (Preferable Banking Experience) Exposure upto 12 lac per annum

from: zoho.eu - 6 days ago

Mintskill HR Solutions LLP - Mumbai - South, India

and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in financial Industry. Experience Required: Minimum experience in years 4 to 10 yr upto 16 lac per annum

from: zoho.eu - 6 days ago

vs placement services - Delhi, IN

Management/Banking. Acquiring clients on investment planning, goal-based financial planning, and asset allocation strategies. Preparing reports and presentations for investor awareness and client engagement 300000 - 700000 per year

from: expertia.ai - 14 days ago

Mintskill HR Solutions LLP - Ahmedabad, India

: Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends upto 12 lac per annum

from: zoho.eu - 12 days ago

Alphabet Investment - Mumbai (+1 location)

banking and Investment requirements- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery

from: updazz.com - More than 30 days ago

Alphabet Investment - Mumbai

, Development, and Handling of Client Relationships related to Financial Planning and Wealth Management. Key Responsibilities : - Monitor and address HNI clients banking and Investment requirements - Use

from: updazz.com - 26 days ago

Credent Global Finance - Mumbai, India

Responsibilities: Assist with managing the director's personal banking transactions, including deposits, withdrawals, and reconciliations. Help with personal financial record-keeping and tracking expenses. Support Not Mentioned

from: Monsterindia.com - 25 days ago

ABP Management Services Pvt. Ltd. - Varanasi/Banaras/Lucknow/Patna/Delhi/Mumbai/Meerut,Kanpur

and Wealth Management.- Monitor and address HNI clients banking and Investment requirements- Use financial acumen and investment expertise to review a client personal data, align clients need through superior

from: updazz.com - More than 30 days ago

ABP Management Services Pvt. Ltd. - Mumbai/Delhi

, Hyderabad.Responsibilities :- The candidate shall be responsible for the Promotion, Development- Handling of Client Relationships related to Financial Planning and Wealth Management.- Monitor and address HNI clients banking

from: updazz.com - More than 30 days ago