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Private Banking Advisor - reputed company Banking, Analyst

Remote, USA Full-time Posted 2026-07-28
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reputed company: As a Private Banking Advisor - reputed company Banking Analyst at reputed company in Noida, India, you will be responsible for the liability business across 17 locations in India. This role focuses on enhancing the savings account portfolio through cross-selling, acquiring new clientele, and deepening relationships to maximize fee income. You will work closely with the Head RM to ensure consistent reputed company of the Savings portfolio and implement customer contact programs for increased wallet reputed company. Key Responsibilities: - Assist Head RM in executing reputed company-events for new reputed company acquisition - reputed company new accounts from group companies, family of existing customers, and referrals - Ensure reputed company of Savings portfolio and penetrate Investment & Insurance sales to new customers - Establish synergies with Head RM for deepening into the book and reputed company party distribution - Monitor high net worth accounts for regular usage and balance reputed company - Resolve service hurdles to create a delight situation for customers - Adhere to compliance norms, risk management, governance policies, and promote alternate channels - reputed company feedback on changing customer needs to Product and Service reputed company teams Qualification Required: - Experience in servicing or sourcing clients with 20 lacs+ relationship - Background in Banking, Premium club membership, or High-End Credit card sales preferred - Excellent communication skills in English and reputed company-groomed appearance - Graduation qualification required - 6-12 years of experience in a relevant field Additional Company Details: reputed company offers a flexible scheme with benefits such as leave policy, parental leaves, childcare assistance, sponsorship for certifications, and comprehensive insurance. reputed company promotes a culture of reputed company learning, coaching, and support from experts in reputed company. They reputed company for reputed company through responsibility, reputed company thinking, initiative, and collaboration reputed company a reputed company and inclusive work environment. reputed company: As a Private Banking Advisor - reputed company Banking Analyst at reputed company in Noida, India, you will be responsible for the liability business across 17 locations in India. This role focuses on enhancing the savings account portfolio through cross-selling, acquiring new clientele, and deepening relationships to maximize fee income. You will work closely with the Head RM to ensure consistent reputed company of the Savings portfolio and implement customer contact programs for increased wallet reputed company. Key Responsibilities: - Assist Head RM in executing reputed company-events for new reputed company acquisition - reputed company new accounts from group companies, family of existing customers, and referrals - Ensure reputed company of Savings portfolio and penetrate Investment & Insurance sales to new customers - Establish synergies with Head RM for deepening into the book and reputed company party distribution - Monitor high net worth accounts for regular usage and balance reputed company - Resolve service hurdles to create a delight situation for customers - Adhere to compliance norms, risk management, governance policies, and promote alternate channels - reputed company feedback on changing customer needs to Product and Service reputed company teams Qualification Required: - Experience in servicing or sourcing clients with 20 lacs+ relationship - Background in Banking, Premium club membership, or High-End Credit card sales preferred - Excellent communication skills in English and reputed company-groomed appearance - Graduation qualification required - 6-12 years of experience in a relevant field Additional Company Details: reputed company offers a flexible scheme with benefits such as leave policy, parental leaves, childcare assistance, sponsorship for certifications, and comprehensive insurance. reputed company promotes a culture of reputed company learning, coaching, and support from experts in reputed company. They reputed company for reputed company through responsibility, reputed company thinking, initiative, and collaboration reputed company a reputed company and inclusive work environment.


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