Program Lead - Private Banking

Role overview weekday-1 is hiring a Program Lead - Private Banking based in Mumbai. This full-time role centers on managing programs that influence client engagement, product development, and customer campaigns for private banking clients. The position suits an experienced professional who can oversee initiatives that shape the experience of high-net-worth individuals. What you will do Lead and coordinate strategic programs for private banking clients. Oversee product strategy and support new offerings designed for affluent customers. Manage client engagement campaigns from planning through execution. Work with cross-functional teams to deliver projects on schedule and within scope. Enhance the client experience by anticipating the needs of high-net-worth individuals. Requirements At least 8 years of experience, ideally in private banking or related financial services. Strong program management and product strategy background. Proven ability to manage complex, cross-functional initiatives end to end. Thorough understanding of private banking products and the needs of affluent clients. Location Mumbai, Maharashtra, India Compensation Salary: ₹3,000,000 - ₹3,500,000 (INR 30-35 LPA)

This Program Manager role in Private Banking is based in Mumbai, Maharashtra, and centers on enhancing the value proposition for Ultra High Net Worth Individuals (U-HNI). The position involves leading key initiatives and strengthening client offerings within a major financial institution. Role Overview Drive improvements to the Private Banking client experience, supporting client acquisition, retention, and portfolio growth. Manage the YES PRIVATE Program, including strategic partnerships, concierge services, and vendor relationships. Develop and execute marketing campaigns, curate lifestyle event calendars, and establish comprehensive marketing and communications strategies. Core Responsibilities Oversee program initiatives and maintain competitive benchmarking trackers. Design marketing materials such as brochures, pitchbooks, and handbooks. Monitor Customer Value Proposition (CVP) enablers and event monetization from planning through execution, ensuring alignment with industry standards. Prepare training content for frontline staff and presentations for senior management. Handle vendor payment processing and maintain accurate records. Collaboration and Teamwork Work closely with teams across marketing, legal, compliance, wealth management, cards, and liability products to deliver on strategic projects. Deliver training to frontline staff on program initiatives and updates. Risk and Compliance Model exemplary conduct in line with the group’s code of conduct. Maintain strong governance practices and proactively communicate potential risks to senior management and stakeholders. Understand and manage regulatory and legal frameworks related to banking and investment products. Identify and address risks associated with program products and processes, ensuring compliance with all internal and external policies. Requirements Minimum 6 years of relevant experience. Advanced proficiency in Microsoft Excel and PowerPoint. Strong execution skills and ability to work effectively in teams. Understanding of U-HNI consumer behavior. High sense of ownership, accountability, and integrity. Excellent communication and interpersonal skills. Commercial awareness and sound business judgment. Discipline and adherence to high professional standards.

Join our dynamic team at Weblee Technologies as a Telecaller, specializing in premium banking services for Citi Bank. In this role, you will be responsible for engaging with customers, providing top-notch service, and promoting our banking products. Ideal candidates will possess excellent communication skills, a strong customer service orientation, and the ability to thrive in a fast-paced environment.

Join our dynamic team as a Branch Banking Manager where you will lead and oversee the daily operations of our branch, ensuring exceptional customer service and adherence to banking regulations. You'll be responsible for managing staff, developing growth strategies, and fostering a strong relationship with our clients. This is an exciting opportunity to make a significant impact in the banking sector.

Join our dynamic team at Weblee Technologies as a Telecalling Officer specializing in the banking sector. In this role, you will engage with potential customers, promoting banking products and services to enhance customer satisfaction and drive sales.Your responsibilities include making outbound calls to existing and prospective clients, addressing inquiries, and providing detailed information about our banking offerings. You will play a crucial role in assisting clients in understanding their financial options, thus contributing to our company's growth.

Join our dynamic team at Weblee Technologies as a Telecaller for the esteemed Citi Bank Premium Process. This role involves engaging with clients to provide exceptional service and support, ensuring a premium banking experience.

Unlimit is seeking a Vice President or Manager to lead its Banking Alliances function in Mumbai. This position focuses on developing and executing partnerships with banks that support the company’s growth strategy. Role overview The Vice President/Manager will identify new opportunities for collaboration with banking partners. Building and maintaining strong relationships will be central to the role, as will negotiating agreements that align with Unlimit’s objectives. Key responsibilities Drive the creation and management of banking alliances to support business goals Identify and evaluate new partnership opportunities within the banking sector Negotiate terms and agreements with partner institutions Lead and mentor a team focused on alliance development Apply industry knowledge to shape strategies that strengthen Unlimit’s market position Requirements Strategic leadership experience in banking or financial partnerships Strong relationship-building and negotiation skills Ability to guide a team and implement partnership strategies In-depth understanding of the banking industry

Mountfitchet Group is hiring a Temporary Sales Assistant to join its private jet sales team in Mumbai. This position centers on the luxury aviation sector and offers the chance to work with seasoned professionals committed to delivering attentive service to clients. Role overview The Temporary Sales Assistant will play a key supporting role, helping the team maintain high standards for client service and sales operations. The position is based in Mumbai and is designed for those interested in learning more about private aviation while contributing to a dedicated sales group. What you will do Assist the sales team with daily tasks related to private jet services Respond to customer inquiries and supply accurate, timely information Help achieve sales goals by handling administrative work and following up with clients Requirements Enthusiastic and detail-oriented mindset Strong organizational abilities Comfort working in a client-facing, luxury service setting This temporary role suits those eager to gain hands-on experience in private aviation while supporting a focused sales team in Mumbai.

Join Weblee Technologies as a Telecaller in the Premium Process for Citi Bank. In this dynamic role, you will engage with customers, providing exceptional service and support to enhance their banking experience. You will be responsible for managing customer inquiries, addressing concerns, and promoting various banking products effectively.

LRN Corporation seeks a Client Health and Insights Lead in Mumbai to support program management across a wide client portfolio. This position centers on maintaining and improving the Client Health framework and dashboard, which provide clear visibility into partner engagement, risks, and opportunities. Role overview The Client Health and Insights Lead works closely with Program Managers and teams from various departments. The role involves monitoring client portfolios, identifying trends, and highlighting risks. Timely escalation of issues is expected to help resolve client challenges quickly. This is not a traditional reporting or coordination job; the focus is on turning data into actionable insights that improve client outcomes. What you will do Own and refine LRN’s Client Health framework and dashboard Ensure transparent tracking of partner engagement, risks, and opportunities Collaborate with Program Managers and cross-functional teams to identify trends Produce insights that lead to timely action and escalation when needed Requirements Strong analytical skills and sound judgment Experience working with data to produce operational insights Commercial awareness and the ability to influence decisions across Program Management Comfort working beyond basic coordination or reporting

Join Third Bridge as a Private Equity Community Coordinator, where you will play a pivotal role in supporting our investment community. Your focus will be on building and maintaining relationships with private equity clients while facilitating insightful connections that drive investment decisions. This position requires exceptional communication skills and a strong understanding of the private equity landscape.

Join our dynamic team at Weblee Technologies as a Telecaller specializing in premium banking services at Citi Bank. This role requires excellent communication skills and a customer-centric approach to deliver exceptional service to our clients. As a Telecaller, you will engage with customers, address their inquiries, and promote banking products tailored to their needs.

Join our dynamic team at ACS, where our dedicated sales consultants cater to the chartering needs of high-net-worth individuals and their representatives. Our consultants handle private jet charters for a variety of occasions from corporate meetings to leisure travel, ensuring a seamless experience for our elite clientele.As a trainee, you will be paired with a mentor for your first six months, allowing you to gain invaluable insights into the private aviation industry. You will witness the meticulous planning and execution required for successful private jet charters. This role will equip you with the skills necessary to compile a robust sales list, engage with high-net-worth individuals, and manage the details of charter flights, all while delivering exceptional service.Key Responsibilities Include:Utilizing a variety of platforms to identify and generate potential leads for client acquisition.Engaging proactively with prospects through outbound sales calls, emails, and in-person visits.Transforming potential clients into loyal ACS customers.Building and nurturing relationships with operators to present tailored options that meet client requirements.Overseeing the entire sales cycle of a private charter from initial inquiry to successful completion.Establishing a diverse and effective network of industry contacts.Aiming to meet and surpass sales activity and financial targets.Monitoring flight schedules and managing flight departures as a flight representative.

Job Purpose:Drive the Corporate Banking Strategy for India, targeting companies with revenues between USD 250 million and USD 1 billion.Onboard and cultivate relationships with high-potential new clients entering the bank.Adhere strictly to the Target Market Risk Acceptance Criteria for this segment.Collaborate with Product Partners to meet revenue targets and achieve predetermined return thresholds.Ensure compliance with the bank’s credit quality standards and perform post-disbursal monitoring and control.Maintain a balanced risk/reward profile while committing to ethical practices and upholding the sales and service culture within the industry.Key Accountabilities:Achieve revenue and return targets individually and collaboratively with the team.Engage with senior client management to develop solutions for complex financial needs, fostering relationships with key decision-makers within the client portfolio.Create and execute a targeted list of prospective accounts for onboarding while identifying cross-selling opportunities.Coordinate internally to ensure the successful implementation of client transactions.Keep comprehensive and updated records of credit, mandates, and industry sectors. Monitor the credit quality of the portfolio and alert senior management to any deteriorating credit conditions.Review applications for new business and renewals thoroughly.Evaluate and analyze all client information including financial statements, management accounts, feasibility studies, market research, valuation reports, and due diligence documents.Negotiate and finalize financing documents in collaboration with internal and external legal teams and operational support.Prepare budgets and reports for senior management review.Participate in internal and external meetings, conference calls, and produce detailed meeting reports.Gain a thorough understanding of the bank's Wholesale Banking products and associated processes.Comply with process KPIs, ISO9001 standards, operational risk management, business continuity planning, and internal audit requirements.Ensure compliance with all KYC (Know Your Customer) regulations set forth by the RBI and FAB's internal guidelines for all managed clients.Maintain housekeeping in pipeline management, overdue credit applications, and deferrals.

Are you passionate about finance and eager to navigate the dynamic world of corporate investment banking? If you possess a sharp analytical mind and a thorough understanding of financial markets, this role may be the perfect fit for you.As a Corporate Investment Banking Associate at RJ Capital Overseas Pvt. Ltd., you will be responsible for delivering a wide array of financial services tailored to corporations, institutions, and government entities. Your role will involve managing diverse corporate, strategic, and financial opportunities, including:Mergers and AcquisitionsDebt and Equity Financing (Bonds and Shares)Corporate LendingPrivatization InitiativesInitial Public Offerings (IPOs)In addition to these responsibilities, you will have opportunities to advise clients on management buyouts, capital raising, strategic consulting, and the identification and securing of new deals.

Join our dynamic team at Weblee Technologies as a Telecalling Officer focusing on banking processes. In this role, you will be responsible for engaging with clients, addressing their queries, and promoting our banking services. Your communication skills will play a crucial role in enhancing customer satisfaction and driving business growth.

Role OverviewThe Program Manager is essential in spearheading the strategic planning, coordination, and execution of various projects within the organization. This pivotal role guarantees adherence to governance protocols, timely project delivery, and effective communication channels with both internal teams and external clients. The Program Manager serves as the Single Point of Contact (SPOC) for clients, delivering consistent updates on progress, risks, and key milestones.Key ResponsibilitiesProgram Governance & Planning: Define project scope, deliverables, and create an integrated master plan with clear milestones and success metrics.Establish a governance schedule that includes status reviews and risk forums while maintaining consolidated dashboards.Client Engagement: Act as the primary contact for clients, ensuring open and transparent communication.Provide regular updates on project status, identify potential risks, and escalate issues as necessary.Execution Management: Coordinate multiple workstreams to ensure timely completion and address interdependencies effectively.Foster collaboration across various functional units, including Operations, IT, HR, Finance, and Legal.Oversee facility readiness, refurbishments, and operational rollouts.Risk, Compliance & Quality: Maintain a proactive risk register and develop mitigation strategies.Ensure completion of ISO documentation and readiness for audits.Collaborate with project managers to review work quality and ensure projects adhere to standards and timelines, particularly ISO compliance.Financial & Resource Management: Plan and monitor program budgets against actual expenditures.Stakeholder Management: Cultivate strong relationships with internal teams and external vendors, capture feedback, and implement continuous improvement initiatives.Manage all external contracts with third-party vendors and subcontractors.Define and execute standard reports and dashboards for senior management, including custom reports unique to specific projects.Encourage innovative thinking within the team while supporting their professional growth.Performance Indicators:Successful new project rolloutsEffective project schedule managementHigh client satisfaction and stakeholder engagementSuccessful project executionTimely project tracking and monitoringCompliance with ISO and audit requirementsTeam skill management and trainingEfficient resource management for projects

Join our dynamic team as a Telecaller for the prestigious Citi Bank Premium Process. In this role, you will be responsible for engaging with customers, providing exceptional service, and promoting our premium banking products. Your excellent communication skills and customer-centric approach will be key to your success in this position.

Join our dynamic team at Weblee Technologies as a Telecaller for the prestigious Citi Bank Premium Process. In this role, you will engage with clients, providing exceptional customer service and support, while promoting various banking products. Your ability to communicate effectively and empathize with clients will be key to your success.

Join Weblee Technologies as a Telecaller for the prestigious Citi Bank Premium Process. We are looking for enthusiastic individuals who excel in communication and have a passion for customer service. In this role, you will be the voice of Citi Bank, assisting customers with their queries and providing them with exceptional service.