Branch Relationship Head (Team handling)_ Leading Bank V Konnect

6.0 - 11.0 years

7 - 13 Lacs

Pune, Maharashtra, India

On-site

Role Overview: The Team Lead Relationship Management is responsible for managing a team of Relationship Managers (RMs) across customer segments such as NR, Priority, and Burgundy. The role focuses on driving liability book growth, enhancing customer experience, ensuring strong portfolio quality, and mentoring RMs to meet business and service objectives effectively. Key Responsibilities: Team Leadership & Performance Management Lead a team of Relationship Managers and ensure achievement of targets related to liability book growth, fee income, and portfolio quality Provide clarity on business objectives and own the KRAs of all mapped RMs Conduct regular performance reviews and joint calls to support and monitor RMs progress Customer Experience & Service Excellence Guide RMs in delivering superior customer service and resolving customer complaints within defined TAT Ensure 100% customer coverage through deep engagement strategies Promote accurate customer profiling and segment fitment to maintain high portfolio quality Sales & Business Development Drive NTB and ETB growth in liability book and increase wallet share from existing customers Encourage cross-selling of both financial and non-financial products through regular engagement and operating rhythm Improve product-per-customer ratio by ensuring appropriate solutions and advisory are provided Training, Recruitment & Capability Building Recruit, train, and certify Relationship Managers on time as per role requirements Conduct knowledge sessions and ensure RMs are equipped with necessary tools, product knowledge, and customer insights Collaboration & Strategic Initiatives Work in alignment with Branch Heads, Cluster Heads, and Circle Business Managers to design and implement business action plans Collaborate with product teams like TPP, Assets, CBG, RFR, etc., to generate business from the mapped portfolio Support RMs in NTB acquisition through referrals and lead generation Governance & Process Monitoring Ensure strict adherence to sales and service processes defined by the bank Drive rhythm-based supervision, including regular cadence and reviews for sustained performance and customer engagement

Posted 4 days ago

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Hiring For Playing Captain Role within the Private Banking division DSP Eminence

10.0 - 20.0 years

40 - 70 Lacs

Nagpur, Chennai, Mumbai (All Areas)

Work from Office

Role & responsibilities - Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions - Lead, mentor and support the team to achieve individual and team revenue targets - Act as a key point of contact for key clients, ensuring exceptional service delivery - Drive product penetration and cross-sell opportunities within the existing and new client base - Ensure compliance with all regulatory and internal policies while handling client portfolios - Work closely with product, research, and operations teams to deliver holistic wealth solutions - Track and analyze portfolio performance and report key metrics regularly

Posted 1 month ago

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Wealth Relationship Manager Mutual Fund Sales | ICICI Prudential AMC Talentinsightful

7.0 - 12.0 years

12 - 18 Lacs

Hyderabad, Navi Mumbai, Mumbai (All Areas)

Work from Office

Role & responsibilities Wealth Relationship Manager Mutual Fund Sales (HNI Clients) Locations: Mumbai & Hyderabad Client: ICICI Prudential Asset Management Company Hiring Partner: Talentinsightful Job Locations: Mumbai – 5 Openings Hyderabad – 4 Openings ( High Priority ) Note: Only local candidates preferred. No relocation requests will be entertained. Compensation: CTC Range: 12.00 LPA – 18.00 LPA (Based on experience and location) Only candidates with a current CTC of 7.00 LPA or more will be considered. Eligibility Criteria: Experience: 6–15 years in Wealth Management, Mutual Fund Sales, or HNI Relationship roles Qualification: Any Graduate Certifications (Mandatory): NISM Series VA – Mutual Fund Distributors NISM Series XXI A – Portfolio Management Services Communication: Excellent English is essential Job Stability: Preference given to candidates with stable career records Age Limit: Up to 36 years Key Responsibilities: Acquire and manage a portfolio of HNI clients to sell mutual fund and wealth products Conduct portfolio reviews and suggest investment strategies tailored to client goals Drive upselling and cross-selling of MF products to increase wallet share Maintain regular client engagement and act as a trusted investment advisor Meet assigned revenue and product mix targets across asset classes Ensure high compliance standards and seamless service delivery Preferred Candidate Background: Mutual Funds / Asset Management Companies Wealth Management Firms or Private Banks HNI Acquisition, PMS, or Investment Advisory roles Exposure to handling affluent clients and complex portfolios Do NOT Apply If: Your experience is less than 6 years You’re earning less than 7.00 LPA currently You lack NISM VA or NISM XXI A certification You’re not based in Mumbai or Hyderabad How to Apply: Email your resume to durgesh@talentinsightful.com Or WhatsApp your CV to 7821854124 for immediate consideration. Preferred candidate profile

Posted 1 month ago

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Branch Head Retail Banking Krishna Placement Services

10.0 - 20.0 years

11 - 21 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

Work from Office

10+ years of Banking experience 4yr as a BM Experience in heading a retail banking branch with responsibility overseeing daily operation in the branch and ensuring service quality standards are maintained Manage Branch Administration Audit Compliance Required Candidate profile Knowledge of Branch Banking operations compliance and processes Team Management Leadership skills Monitoring and controlling cost of acquisition of local Sales Channel/ FOS increase branch book size Perks and benefits Best in Banking Industry*

Posted 2 months ago

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Branch Head Retail Banking Krishna Placement Services

10 - 20 years

15 - 30 Lacs

New Delhi, Gurugram, Delhi / NCR

Work from Office

Posted 2 months ago

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