banking consultant

Dhanguard LLC

<p>Job description:</p><p>Dhanguard Consultancy is urgently seeking a proactive and client-focused <b>Banking consultant</b> to join our Banking <b>Sales team</b>. The ideal candidate will be responsible for fostering strong client relationships, <b>focusing on opening corporate accounts, promoting mortgage solutions, mutual funds, and portfolio management services</b>.</p><p><b>Key Responsibilities:</b></p><ul><li>Develop and maintain relationships with corporate clients to understand their banking and financial needs.</li><li>Assist clients in <b>opening corporate accounts</b> and providing tailored banking solutions.</li><li>Promote and sell mortgage products, mutual funds, and portfolio management services, corporate bank account openings.</li><li>Provide expert advice and guidance on financial products to enhance the client&rsquo;s portfolio.</li><li>Collaborate with internal teams to ensure the delivery of high-quality services to clients.</li><li>Achieve monthly and annual sales targets by actively pursuing new business opportunities.</li><li>Monitor and manage existing client accounts, ensuring satisfaction and retention.</li><li>Conduct market research to stay updated on trends in corporate banking, mortgages, mutual funds, and portfolio management.</li></ul><p><b>Requirements:</b></p><ul><li>Bachelor's degree in Finance, Business Administration, or related field.</li><li>Proven experience in banking sales, relationship management, or financial services.</li><li>Strong knowledge of corporate banking products, mortgage solutions, mutual funds, and portfolio management.</li><li>Excellent communication, negotiation, and interpersonal skills.</li><li>Ability to build and maintain long-term relationships with clients.</li><li>Goal-oriented with a strong drive to achieve sales targets.</li></ul><p><b>Benefits:</b></p><p>Competitive salary and performance-based incentives.</p><p>Opportunities for career growth and professional development.</p><p>Dynamic and supportive work environment.</p><p>Email us at: hiring@dhanguard.com</p><p>Interested Candidates can drop their CV on whatsapp : +971 56 954 1328 ( Please do not call)</p><p>Job Type: Full-time</p><p>Pay: AED3,000.00 - AED6,500.00 per month</p><p>Job Type: Full-time</p><p>Pay: AED3,000.00 - AED6,500.00 per month</p><p>Job Type: Full-time</p><p>Job Type: Full-time</p><p>Pay: AED3,000.00 - AED6,500.00 per month</p>

Banking Consultant

Asqlaan Real Estate

<p>Job Title:Banking &amp; Tax Support Consultant</p><p>Company:Asqlaan Business Center</p><p>Location:Dubai, UAE</p><p><b>Job Summary</b></p><p>Asqlaan Business Center is looking for a proactive and knowledgeable Banking &amp; Tax Support Consultant to assist clients after business setup, primarily in bank account opening and tax-related guidance. The consultant will act as a key point of contact between clients, banks, and internal teams, ensuring smooth coordination and client satisfaction.</p><p><b>Key Responsibilities</b><br/>Banking Support</p><ul><li>Assist clients in opening corporate bank accounts after business setup.</li><li>Analyze client profiles and recommend the most suitable bank based on business activity and requirements.</li><li>Coordinate with bank Relationship Managers (RMs) and visit banks regularly to stay updated on Account opening procedures ,Documentation requirements, Compliance and approval timelines</li><li>Guide clients through the entire bank account opening process via meetings, calls, or visits.</li><li>Follow up with banks and clients until successful account activation.</li></ul><p>Accounting &amp; Tax Guidance</p><ul><li>Guide clients on accounting requirements, including VAT and Corporate Tax (CT).</li><li>Explain VAT and Corporate Tax eligibility criteria to clients.</li><li>Assist and guide clients on VAT and CT registration procedures.</li><li>Coordinate internally with business setup, PRO, and accounting teams.</li><li>Ensure accurate information flow and proper documentation handling.</li></ul><p><b>Requirements:</b></p><ul><li>Fluency in English is mandatory; Hindi knowledge is a plus.</li><li>1&ndash;2 years of experience in client relations, sales, business development, or consultancy (UAE experience preferred).</li><li>Good communication, negotiation, and presentation skills.</li><li>Proficiency in MS Office and CRM software.</li><li>Strong attention to detail, time management, and multitasking ability.</li><li>Proactive, self-learner, and able to work independently under pressure.</li><li>Salary starts from AED 2,500</li></ul><p>Job Type: Full-time</p><p>Pay: From AED2,500.00 per month</p><p>Work Location: In person</p>

Banking & Tax Consultant

<p>Job description:</p><p>Walk-in Interview &ndash; Banking Consultant &amp; Business Setup Advisor</p><p>Date: <b>Friday, 19th December 2025</b></p><p>Time: <b>10:30 AM - 1:00 PM &amp; 2:00PM - 5:00PM</b></p><p>Location: <b>Dhanguard Business Center, Al Wasl Branch (Next to Wafi Mall), 12th Floor</b></p><p>Location Link: <b>https://maps.app.goo.gl/ZSgrj7Qrmo6fR8VQ8?g_st=com.google.maps.preview.copy</b></p><p>Open Positions:</p><ul><li><b>Banking Consultant &ndash; Banking Sales</b></li><li><b>Business Setup Advisor</b></li></ul><p><b>Industry:</b></p><p>Banking, Financial Services &amp; Business Consultancy</p><p><b>Experience:</b></p><p>Experience in banking sales from home country can be considered.</p><p>Freshers with any <b>background of Sales experience only</b> are welcome for the Banking Consultant &amp; Business Setup Advisor role.</p><p><b>Key Responsibilities (Banking Consultant):</b></p><p>Develop and maintain strong relationships with corporate clients to understand their banking needs.</p><p>Assist in opening corporate bank accounts and offering customized banking solutions.</p><p>Promote and sell banking products such as mortgages, mutual funds, portfolio management services, and more.</p><p>Provide expert financial advice tailored to client portfolios.</p><p>Collaborate with internal departments to ensure excellent client service.</p><p>Achieve monthly/annual sales targets through new business acquisition and upselling.</p><p>Monitor and manage existing accounts for retention and satisfaction.</p><p>Stay updated on market trends in corporate banking and financial products.</p><p><b>Key Responsibilities (Business Setup Advisor):</b></p><p>Assist clients in setting up their businesses in the UAE (Mainland, Freezone, Offshore).</p><p>Guide clients through licensing, documentation, and visa processes.</p><p>Promote company services and convert inquiries into successful setups.</p><p>Maintain strong follow-ups and client relationship management.</p><p>Stay informed on UAE business laws and regulatory changes.</p><p><b>Requirements (For Both Roles):</b></p><p>Bachelor's degree in any relevant field (Finance, Business Administration preferred).</p><p>Proven experience in banking sales or business consulting is an advantage.</p><p>Strong interpersonal, negotiation, and problem-solving skills.</p><p>Target-driven with a proactive attitude.</p><p><b>Benefits:</b></p><p>Competitive salary: AED 3,500 &ndash; AED 6,000 per month</p><p>Attractive performance incentives.</p><p>Career growth and professional development opportunities.</p><p>Supportive and dynamic team environment.</p><p><b>Important Note: Please bring a printed copy of your updated CV for the interview.</b></p><p>Job Type: Full-time</p><p>Job Type: Full-time</p><p>Job Type: Full-time</p><p>Pay: AED3,500.00 - AED6,000.00 per month</p>

Walk-In Interview -Banking Consultant & Business Setup Advisor

FlagStar Bank

<div><div>Position Title</div>
Branch Banking - Client Consultant I (Part-Time)<div></div><div>
Location</div>
Akron, OH 44310-1803<div></div><div>
Job Summary</div>
A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.<br>
<br>
Hourly Range: $17.00 - $21.25 - $25.50<div></div>
Pay Range: Local Minimum Wage - $0.00 - $0.00<div></div><div>
Job Responsibilities:</div><ul><li><div>
Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.</div></li><li><div>
Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to referrals.</div></li><li><div>
Management: Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.</div></li><li><div>
Performs special projects, and additional duties and responsibilities as required.</div></li><li><div>
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.</div></li></ul><div></div><div>
Job Requirements:</div><ul><li><div>
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required</div></li><li><div>
0 &ndash; 3 years of customer service and sales experience, required</div></li><li><div>
Experience in financial services industry, preferred</div></li></ul><div></div><div>
Flagstar is an Equal Opportunity Employer</div><div></div><div>
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: <div><i>Benefits | Flagstar Bank</i></div></div></div>

Branch Banking - Client Consultant I (Part-Time)

<div><div>Position Title</div>
Branch Banking - Client Consultant I (Part-Time)<div></div><div><br>
Location</div>
Fort Wayne, IN 46804<div></div><div><br>
Job Summary</div>
A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.<div></div><div><br>
Job Responsibilities:</div><ul><li><div>
Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.</div></li><li><div>
Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to referrals.</div></li><li><div>
Management: Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.</div></li><li><div>
Performs special projects, and additional duties and responsibilities as required.</div></li><li><div>
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.</div></li></ul><div></div><div>
Job Requirements:</div><ul><li><div>
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required</div></li><li><div>
0 &ndash; 3 years of customer service and sales experience, required</div></li><li><div>
Experience in financial services industry, preferred</div></li></ul><div></div><div>
Flagstar is an Equal Opportunity Employer</div><div></div><div>
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: <div><i>Benefits | Flagstar Bank</i></div></div></div>

LeadingEdge HR Solutions

<div>
 <strong>
  Title: Project Consultant Digital Automation
  <br/>
  <br/>
 </strong>
 <strong>
  Location: Karachi (Saddar)
  <br/>
  <br/>
 </strong>
 <strong>
  Mode: Onsite
  <br/>
  <br/>
 </strong>
 <strong>
  Role: Full-time, Permanent
  <br/>
  <br/>
  Budget: under 200000
  <br/>
  <br/>
 </strong>
 <strong>
  Job Summary
  <br/>
  <br/>
 </strong>
 <strong>
  Core banking experience is essential
  <br/>
  <br/>
 </strong>
 A Digital Automation Consultant is required to support ongoing client projects by translating business needs into actionable digital solutions. The role focuses on banking automation, technical integration, stakeholder coordination, and post-implementation support.
 <br/>
 <br/>
 Key Responsibilities
 <br/>
 <br/>
 <ul>
  <li>
   Define and manage project scope while ensuring alignment with stakeholder expectations.
  </li>
  <li>
   Conduct project kick-off sessions and lead regular scrum meetings until project completion.
  </li>
  <li>
   Gather, validate, and document business requirements with emphasis on digital banking and automation features.
  </li>
  <li>
   Communicate project progress, risks, and key updates to stakeholders in a clear and timely manner.
  </li>
  <li>
   Act as the primary technical and functional contact throughout the client onboarding phase.
  </li>
  <li>
   Navigate communication across multiple organizational levels, including negotiation, conflict resolution, and advisory interactions.
  </li>
  <li>
   Deliver customer-centric digital automation solutions that enhance efficiency and user experience.
  </li>
  <li>
   Provide post-implementation support and manage customization requests from clients.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Practical experience in documenting and consuming APIs.
  </li>
  <li>
   Strong functional or technical understanding of Temenos T24 and its integration frameworks.
  </li>
  <li>
   Familiarity with SDLC and Agile/Scrum methodologies.
  </li>
  <li>
   Knowledge of banking operations, mobile banking workflows, and digital product management.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Desired Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's degree in Information Technology, Computer Science, Business Administration, Finance, Commerce, or a related discipline.
  </li>
  <li>
   Postgraduate qualification in business, finance, commerce, or risk management is an advantage.
  </li>
  <li>
   Preferably 3+ years of experience in the financial sector or financial services consulting with exposure to core banking functions.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 Apply: talent@leadingedge.plus
</div>


Project Consultant_Digital Automation

Deloitte

<div>
 <strong>
  About Deloitte
 </strong>
 : When you work for us, you commit to a career at one of the largest and most prestigious professional services firms in the world. We have received numerous awards over the last few years, including Best Employer in the Middle East, and Best Consulting Firm, and the Middle East Training &amp; Development Excellence Award.
 <br/>
 <br/>
 <strong>
  Our Purpose
  <br/>
  <br/>
 </strong>
 Deloitte makes an impact that matters. Every day we challenge ourselves to do what matters most&mdash;for clients, for our people, and for society. We serve clients distinctively, bringing innovative insights, solving complex challenges and unlocking sustainable growth. We inspire our talented professionals to deliver outstanding value to clients, providing an exceptional career experience and an inclusive and collaborative culture. We contribute to society, building confidence and trust in the markets, upholding the integrity of organizations and supporting our communities.
 <br/>
 <br/>
 Our shared values guide the way we behave to make a positive, enduring impact:
 <br/>
 <br/>
 During Your Tenure As a Core Banking Techno Functional Consultant, You Will Demonstrate And Develop Your Capabilities In The Following Areas
 <br/>
 <br/>
 <ul>
  <li>
   Advisory &amp; Strategy Engagements
  </li>
  <li>
   Conduct current state assessments of core banking platforms, products, and processes.
  </li>
  <li>
   Define and document future-state functional capabilities and product/process blueprints.
  </li>
  <li>
   Lead RFP/RFI processes, including requirements definition, scoring frameworks, and vendor evaluation.
  </li>
  <li>
   Engage with core banking vendors (Temenos and others) to drive functional assessments and solution positioning.
  </li>
  <li>
   Present findings, evaluations, and business cases to CxO and steering committee stakeholders.
  </li>
  <li>
   Advise on transformation roadmaps, platform selection decisions, and phased rollout strategies.
  </li>
  <li>
   Functional Solution Design
  </li>
  <li>
   Translate business needs into detailed functional designs across modules such as: Customer, Accounts, Lending, Deposits, Financial Accounting.
  </li>
  <li>
   Define and validate configuration and parameterization decisions in Temenos Transact.
  </li>
  <li>
   Support functional integration design with upstream/downstream systems (e.g., digital banking, GL, AML).
  </li>
  <li>
   Collaborate with technical teams to ensure accurate and efficient design realization.
  </li>
  <li>
   Provide functional sign-off at key stages across the delivery lifecycle.
  </li>
  <li>
   Delivery Management
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   10+ years of experience in core banking transformation, with strong functional leadership roles
  </li>
  <li>
   Temenos Transact experience is mandatory &mdash; with in-depth understanding of key modules and configurations
  </li>
  <li>
   Demonstrated ability to lead functional solutioning and delivery in live implementation environments.
  </li>
  <li>
   Experience coordinating with vendors/SIs and client business/IT stakeholders.
  </li>
  <li>
   Exposure to one or more additional core banking platforms (Oracle Flexcube, Infosys Finacle, etc.).
  </li>
  <li>
   Experience with Islamic banking products and processes (Murabaha, Ijara, Tawarruq, Profit Calculation, etc.).
  </li>
  <li>
   Familiarity with Temenos Design Studio, AA, TDS, and APIs (not required to be hands-on).
  </li>
  <li>
   Experience working in Middle East markets is a plus.
  </li>
 </ul>
</div>


Core Banking Techno Functional Consultant | OIDS| Banking Solutions

Search 5789+ Banking consultant jobs near you this December. New roles added regularly across leading industries. Apply today.

5789 banking consultant jobs NEAR_ME

Banking Consultant

Banking & Tax Consultant

Walk-In Interview -Banking Consultant & Business Setup Advisor

Branch Banking - Client Consultant I (Part-Time)

Branch Banking - Client Consultant I (Part-Time)

Project Consultant_Digital Automation

Core Banking Techno Functional Consultant | OIDS| Banking Solutions