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8.0 - 13.0 years
10 - 15 Lacs
chennai
Work from Office
Hi, Please find the job description of Wealth RM Chennai Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Set ...
Posted 2 days ago
8.0 - 13.0 years
10 - 15 Lacs
bengaluru
Work from Office
Hi, Please find the job description of Wealth RM Bangalore Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Se...
Posted 1 week ago
1.0 - 6.0 years
4 - 6 Lacs
hyderabad
Work from Office
Hi We have an excellent Opening in Leading Bank for NRI - RO Profile - Hyderabad Designation : NRI - Relationship Officer CTC : up to 6Lacs Experience : min 1 to 6years Location : Across Hyderabad ( 10 position) Job Locations are Gachibowli, Kokapet, Financial District, Puppalaguda Manikonda, Kondapur Pragathi Nagar, Taranaka Abids, Kothapet Vanasthalipuram, Shaikpet Shamshabad and Nallagandla Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhanci...
Posted 1 week ago
6.0 - 11.0 years
7 - 10 Lacs
hyderabad
Work from Office
Opening with Leading Bank at Hyderabad Position: Sales Manager - EXIM ( current account - Individual Contributor) Location: Hyderabad CTC: Up to 10 Lacs Key Responsibilities: To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment. Individual Contributor. To identify and acquire new product/ program eligible CA in the identified segment and reference generation from the specified catchment To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts To achieve daily/ weekly/ monthly customer acquisition target To support in building incremental CA values in self-sour...
Posted 1 week ago
7.0 - 12.0 years
10 - 14 Lacs
hyderabad
Work from Office
Hi, Please find the job description of NRI RM Hyderabad Leading Bank Designation: NRI RM CTC up to 14Lacs Job Summary: Responsible for acquiring, managing, and deepening relationships with NRI (Non-Resident Indian) clients. Focus on cross-selling banking products, ensuring high service standards, and achieving business targets. Key Responsibilities: Acquire new NRI clients and manage existing relationships. Offer investment, insurance, and loan products tailored to NRI needs. Conduct financial profiling and portfolio reviews. Ensure compliance with regulatory and internal guidelines. Achieve sales and revenue targets through effective client engagement. How to Apply : EMAIL: cv to selvi.sai@...
Posted 1 week ago
8.0 - 13.0 years
8 - 15 Lacs
bengaluru
Work from Office
Hi, We have an excellent Opening in Leading Bank for the following role and location HNI Relationship Manager NRI Relationship Manager Wealth Relationship Manager Grade: Manager / Senior Manager / AVP location: Bangalore CTC: 8Lacs to 15Lacs Responsibilities for Relationship Manager •Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities...
Posted 1 week ago
8.0 - 13.0 years
6 - 10 Lacs
bengaluru
Work from Office
Leading Small Finance Bank is hiring for the below role in Bangalore Relationship Manager Current Account ctc up to6 L to 10Lacs (Individual role) Job Responsibilities: A Current Account Relationship Manager (RM) is responsible for acquiring new high-value current account customers, managing and growing existing accounts, and providing a high level of service . This role involves cross-selling a bank's products and services, building strong client relationships, and ensuring customer satisfaction through regular interaction, problem-solving, and adherence to bank policies. How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Re...
Posted 1 week ago
10.0 - 20.0 years
11 - 15 Lacs
chennai
Work from Office
Opening with Leading Bank Branch Relationship Head | Chennai Position: Branch Relationship Head (Team Handling) Location: Chennai CTC: Up to 15 LPA Experience: Minimum 7 years in banking with Liability or Mutual Fund or Wealth Management experience required Key Responsibilities: Lead and manage a team of Relationship Managers Build and maintain strong relationships with high-value clients Drive sales, cross-sell banking products, and ensure revenue growth Collaborate with internal teams for seamless service delivery Contribute to strategic planning and business development How to Apply: Email your CV to: selvi.sai@upgrad.com WhatsApp your CV to: 9361184170 Call: 9361184170 Regards, Selvi Sai...
Posted 3 weeks ago
6.0 - 11.0 years
8 - 12 Lacs
kochi, kottayam, kozhikode
Work from Office
Dear Candidate We are hiring for leading Bank for the below roles NRI Relationship Manager - Cochin, Calicut & Kottayam CTC: up to 12Lacs Job responsibilities NRI RM 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Sen...
Posted 2 months ago
10.0 - 20.0 years
14 - 22 Lacs
Chennai
Work from Office
Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade / AVP) Eligibility Criteria: Only from Banking or Financial Services, dealing with HNI client for Wealth and Liability products. CTC up to 23Lacs Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial n...
Posted 3 months ago
7.0 - 12.0 years
10 - 15 Lacs
Kochi, Ernakulam
Work from Office
Hurry! Job Openings in Leading Bank Cochin We are hiring for the following positions in Cochin with a reputed bank: Desired candidate: Only from Banking sector, with similar experience. Open Positions:1. Branch Head CTC: Up to 14 Lacs (Up to 17 Lacs for female candidates) Responsibilities: Lead a result-oriented team and manage overall branch profitability Drive high-quality customer service and relationship management Ensure achievement of branch targets through business development and cross-sell initiatives Open Positions: RM Wealth CTC: Up to 13 Lacs Responsibilities: Manage and grow a portfolio of high-net-worth clients Offer wealth management solutions and drive investment product sale...
Posted 3 months ago
7.0 - 12.0 years
11 - 14 Lacs
Bengaluru
Work from Office
Opening with Leading Bank Branch Relationship Head | Bangalore Position: Branch Relationship Head (Team Handling) Location: Bangalore CTC: Up to 14 LPA Experience: Minimum 4 years in banking with team handling experience (mandatory) Key Responsibilities: Lead and manage a team of Relationship Managers Build and maintain strong relationships with high-value clients Drive sales, cross-sell banking products, and ensure revenue growth Collaborate with internal teams for seamless service delivery Contribute to strategic planning and business development How to Apply: Email your CV to: selvi.sai@upgrad.com WhatsApp your CV to: 9361184170 Call: 9361184170 Regards, Selvi Sai Chief Recruitment Specia...
Posted 4 months ago
10.0 - 20.0 years
12 - 20 Lacs
Chennai
Work from Office
Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade / AVP) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer a...
Posted 4 months ago
2.0 - 7.0 years
4 - 5 Lacs
Kochi
Work from Office
Opening with Leading Bank in Cochin Designation: Premier Acquisition Manager Grade: Deputy Manager Location : Cochin CTC: up to 5.5Lacs Job Responsibilities: Selling the Banking products of CASA, GTA Accounts, CASA Value, TD, RD, SIP, LI, GI, Demat Accounts.Customer handling, Problem solving, Sales activities, Basic operations. Managing HNI catchment for Acquiring new Relationships Liabilities & Assets Tracking on NCA Quality and Value penetration Branch wise and Segment wise on weekly basis CASA Account Opening & Cross selling of third-party products Meeting the Customers for Services requirements though regular interactions Achieving monthly targets delivered required productivity Tracking...
Posted 4 months ago
2.0 - 7.0 years
4 - 5 Lacs
Kochi
Work from Office
Opening with Leading Bank in Cochin Designation: Premier Acquisition Manager Grade: Deputy Manager Location : Cochin CTC: up to 5.5Lacs Job Responsibilities: Selling the Banking products of CASA, GTA Accounts, CASA Value, TD, RD, SIP, LI, GI, Demat Accounts.Customer handling, Problem solving, Sales activities, Basic operations. Managing HNI catchment for Acquiring new Relationships Liabilities & Assets Tracking on NCA Quality and Value penetration Branch wise and Segment wise on weekly basis CASA Account Opening & Cross selling of third-party products Meeting the Customers for Services requirements though regular interactions Achieving monthly targets delivered required productivity Tracking...
Posted 4 months ago
7.0 - 12.0 years
10 - 15 Lacs
Chennai
Work from Office
Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer appropr...
Posted 5 months ago
6.0 - 11.0 years
10 - 16 Lacs
Hyderabad
Work from Office
Opening with Leading Bank for Business Banking RM - Hyderabad Designation: Business Banking RM - CURRENT ACCOUNTS Location: Hyderabad CTC: up to 16Lacs fixed & AVP Grade Job Description: Acquisition of new Business Entity customers and creating CA Book Management of Acquired Current Account customers Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Make Bank a primary bank for customer and get maximum wallet share If interested, apply as ...
Posted 5 months ago
8 - 13 years
10 - 18 Lacs
Bengaluru
Work from Office
Job Title: HNI RM - Sales | Leading Bank | 100% Leads | Immediate Joiners Company: Leading Bank Location: Bangalore CTC: [up t0 18Lacs Job Description: Handle High Net-Worth Individual (HNI) clients 100% leads provided focus on closing and relationship building Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities, Retail Assets, Busine...
Posted 5 months ago
6 - 11 years
8 - 12 Lacs
Bengaluru
Work from Office
Opening with Small Finance Bank for Team Handling post - Bangalore Designation: TEAM LEADER CURRENT ACCOUNTS Location: Bangalore CTC: up to 12Lacs fixed Job Description: Responsible for Achieving the Business Objectives with SALES TEAM for the Branch and meet the Value, Volume and channel Productivity metrics. Your team has to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References & Leads. Acquisition of new Business Entity customers and creating CA Book Management of Acquired Current Account customers Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers Deepening ...
Posted 5 months ago
8.0 - 13.0 years
10 - 20 Lacs
bengaluru
Work from Office
Hi, We have an excellent Opening in Leading Bank for the following role and location HNI Relationship Manager NRI Relationship Manager Wealth Relationship Manager Grade: Manager / Senior Manager / AVP location: Bangalore (Sarjapur, Electronic City, MG road, Whitefield, Marathahalli, Yelahanka, Koramangala, Vijayanagar, Kalyan Nagar, Ulsoor, Frazer Town, Hosur. Responsibilities for Relationship Manager •Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relatio...
Posted Date not available
6.0 - 11.0 years
8 - 10 Lacs
kochi
Work from Office
Dear Candidate We are hiring for leading Bank in Cochin for the below roles NRI Relationship Manager Wealth Manager Location: Bangalore CTC: up to 10Lacs Job responsibilities NRI RM 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. Job responsibilities – Wealth RM This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & In...
Posted Date not available
6.0 - 11.0 years
8 - 10 Lacs
kochi
Work from Office
Dear Candidate We are hiring for leading Bank in Cochin for the below roles NRI Relationship Manager Wealth Manager Location: Bangalore CTC: up to 10Lacs Job responsibilities NRI RM 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. Job responsibilities – Wealth RM This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & In...
Posted Date not available
8.0 - 13.0 years
10 - 15 Lacs
bengaluru
Work from Office
HNI Relationship Manager, Sales | Leading Banks | 100% Leads Location: Bangalore Experience: Minimum 8years, Banking / Financial services / HNI client Management / Portfolio Management / Wealth Management / Asset Management CTC: 10 Lacs to 15 Lacs Job Description: Manage High Net-Worth Individual (HNI) clients with a dedicated portfolio 100% leads provided focus on conversions and long-term relationship building Responsible for managing and growing mapped HNI/UHNI portfolios Acquire new HNI/UHNI customers and initiate relationships Achieve business targets across cross-selling, portfolio enhancement, and upgrades Profile clients and offer tailored financial products based on their needs Driv...
Posted Date not available
8.0 - 13.0 years
7 - 10 Lacs
bengaluru
Work from Office
Leading Bank is hiring for the below roles in Bangalore 1. Branch Sales Manager CASA – ctc up to 9.8Lacs (Team role) 2. Branch Sales Manager – Current Account– ctc up to 7Lacs (Team role) 3. Relationship Manager – Current Account – ctc up to 8Lacs (Individual role) Job Responsibilities: Handle a 10-member team to Achieve business goals and objectives by acquiring and satisfying customers Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Mobilize business for Current Accounts and Savings Accounts Recruit and train the team members on regular basis Sche...
Posted Date not available
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