Salary range - 8-10 LPA  Job Title: Private Banking Executive   Corporate Grade: NA   Reports to (Line Manager's Job Title): Team Leader - PBE  Direct Reports (if applicable): NA   Business Area: Personal & Corporate Banking  Department/Function Level 1: Wealth & Investment Management  Department/Function Level 2: International Private Banking - Asia  Primary Location: Delhi  Overall purpose of role  - Assist the Private Banker in acquiring, servicing and retaining clients to deliver overall business goals and support the team and business in the delivery of its targets / goals.   - Coordinate within departments to meet client requirements.  - Stick by the deadlines to ensure maximum client satisfaction.  - Avoid client complaints and work with the given framework.  Majorly looking for candidate who has worked for onshore & offshore clients  Key Accountabilities  Sales Support  The role holder will:  Assist Private Bankers in the administration and management of client relationships including attending meetings (to observe/take notes), preparing of file notes, drafting of letters and other documentation and annual client reviews, etc. (all overseen and signed-off by the Private Banker).  Governance and Control  The role holder will:  - Ensure compliance with the Bank's policy and standards of client service, regulatory compliance requirements, front-office procedures, AML/KYC requirements, product delivery and operating model.  General Support  The role holder will:  - Provide general support to Private Bankers on ad-hoc issues as required, e.g. research background details on clients and potential clients.  - Be fully accountable for processing documents and ensuring satisfactory due diligence.  - Handle incoming mail, faxes and phone calls from clients, interact with the relevant support departments and confirm all relevant actions to the clients.   - Prepare account opening documents, and credit monitoring.  Key clients (internal and external)  - Act as the main point of contact for a portfolio of clients.  - Perform day-to-day administration across the range of services and products, such as preparing (non advice-giving) letters to clients for own signature and drafting of letters.   - Prepare ad-hoc reports for clients, and address and solve clients- administrative enquiries.   - Perform daily operations and transactions on clients- accounts in order to provide high quality personalised service.  - Preparing credit applications.  Stakeholder Management and Leadership   This section should be used to detail the key stakeholders and relationships the role will interact with, both internally and externally. Describe the type of interpersonal skills the role will require. Roles with leadership accountabilities should detail the nature and breadth of leadership.   Decision-making and Problem Solving   This section should describe the extent and level to which the job requires evaluative judgement and analytical skills. Detail should be provided as to the type and complexity of problems and the impact the role has on developing or enhancing existing systems or processes   Risk and Control Objective [This section is mandatory for all role profiles and must not be deleted]  - Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Company Policies and Policy Standards  Person Specification  Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Company Operational Risk Framework and internal Company Policies and Standards  Professional/technical experience  The successful candidate will have sound knowledge of banking and operational procedures, plus lending and understanding of security requirements in a similar capacity. The ideal candidate will also have an understanding of risk and control frameworks and procedures. It is also preferred that the incumbent has experience in Avaloq.  Managerial experience  None required for this role.  Academic and professional qualifications  The right candidate should preferably have a professional diploma or degree in finance or banking preferred or CA but not essential.  Language skills  The successful candidate should be fluent in English.  Personal attributes  The ideal candidate will be naturally positive and self motivated. The successful candidate will thrive in an environment where they can use their initiative to reach both personal and professional goals, and demonstrate interest in financial markets. The right candidate will also have the ability to clearly present complex information both written and orally, as well as possess the strong aptitude for problem solving using a rational approach, and ability to priorities, organised and multi-task with ease. The ideal candidate should be adaptable to working under pressure with a heavy workload.  Divya

Delhi NCR

Private Banking Executive - Investment Bank - Contractual Role 

Private Banking Executive - Investment Bank - Contractual Role  ,Job Description for Private Banking Executive - Investment Bank - Contractual Role  in Augment Consulting LLP in  Delhi NCR for (1-4) years of experience. Apply Now!

Job Description for Private Banking Executive - Investment Bank - Contractual Role  in Augment Consulting LLP in  Delhi NCR for (1-4) years of experience. Apply Now!