28 Burgundy Jobs

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore Designation: Private Banker or Partner Location: Bangalore CTC: 30Lacs to 45Lacs Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores. A...

1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling AMC Products 2. To up sell products to Retail/HNI Clients, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest ...

* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and reven...

Job Opening: Branch Relationship Head (RM's Head) Private Bank Location: Bangalore & Delhi Industry: Private Sector Banking Profile: Branch Relationship Head (RM's Head) Products Handled: CASA, Mutual Funds, Life Insurance Job Description: We are hiring a dynamic Branch Relationship Head to lead and manage a team of Relationship Managers (RMs) at a reputed private sector bank. The ideal candidate should have a strong background in CASA acquisition , mutual fund sales , and life insurance products. Key Responsibilities: Lead and manage a team of Relationship Managers (RMs) Drive business targets for CASA, Mutual Funds, and Life Insurance Ensure consistent client engagement and high-quality se...

Job Openings in a Pvt. Bank Locations: Amritsar, Ludhiana, Jalandhar, Patiala, Zirakpur, Derabassi, Dhakoli, Chandigarh,(Multiple locations in Punjab Haryana& Chandigarh Tricity) Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager Current Accounts & Trade Accounts If interested, please share your CV at: Email: anam.ansari@v-konnect.com WhatsApp: 7042015679

Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. ...

Hiring for Pvt. Bank !! Job Title: Wealth Relationship Manager Retail Liabilities Location: Delhi & Gurgaon CTC: Best in the industry Job Description: A leading Private Sector Bank is hiring for the position of Wealth Relationship Manager – Retail Liabilities for Delhi and Gurgaon locations. Key Responsibilities: Acquire and manage a portfolio of HNI and affluent clients. Cross-sell banking products such as CASA , Life Insurance (LI) , and Mutual Funds . Provide personalized wealth management solutions based on client profiles and risk appetite. Ensure high levels of customer satisfaction through proactive service and engagement. Maintain regular client interactions and conduct portfolio rev...

Job Opportunity at Pvt. Bank Mumbai Position: Relationship Manager – Wealth Location: Mumbai Products: CASA, Mutual Funds, Life Insurance Eligibility Criteria: Minimum 4 years of experience in banking Must have managed a strong portfolio of HNI clients How to Apply: Send your CV via WhatsApp: 9625167282 Or email it to: mukesh.dhawan@v-konnect.com

Were Hiring – Branch Relationship Head | Banking Sector Role: RM's TL Products: CASA, Mutual Funds, Life Insurance Responsibility Locations Available: Katargam , Surat and Surat - Varachha Road If you're passionate about wealth management and ready to grow your banking career, we'd love to hear from you! To Apply: Send your updated CV to mukesh.dhawan@v-konnect.com

Were Hiring – Wealth Relationship Manager | Banking Sector Role : Wealth Relationship Manager Products : CASA, Mutual Funds, Life Insurance Responsibility : Individual Portfolio Management Locations Available : Gandhidham, Morbi, Ankleshwar, Bardoli, Johari Bazar, Rajkot, Katargam, Surat, Vadodara (Baroda), Bodakdev, Udaipur, Bhuj, Vijaynagar, Jamnagar If you're passionate about wealth management and ready to grow your banking career, we'd love to hear from you! To Apply : Send your updated CV to mukesh.dhawan@v-konnect.com

We're Hiring: Wealth Relationship Manager | Leading Private Bank Job Locations: Punjab Amritsar, Zirakpur, Patiala, Rajpura, Mandi Gobindgarh, Dhakoli, Panchkula Haryana – Panipat, Ambala, Jind, Kaithal, Sonipat, Yamunanagar Position: Wealth Relationship Manager Role Type: Individual Contributor (Portfolio Management) Key Products Handled: CASA (Current Account & Savings Account) Mutual Funds Life Insurance (Retail Liability) Role Overview: We're seeking dynamic and customer-focused professionals to manage high-value client portfolios, build long-term relationships, and drive sales of wealth management products. Apply Now: Interested candidates can share their updated CV at mukesh.dhawan@v-k...

We're Hiring: Wealth Relationship Manager | Leading Private Bank Job Locations: Punjab Amritsar, Zirakpur, Patiala, Rajpura, Mandi Gobindgarh, Dhakoli, Panchkula Haryana – Panipat, Ambala, Jind, Kaithal, Sonipat, Yamunanagar Position: Wealth Relationship Manager Role Type: Individual Contributor (Portfolio Management) Key Products Handled: CASA (Current Account & Savings Account) Mutual Funds Life Insurance (Retail Liability) Role Overview: We're seeking dynamic and customer-focused professionals to manage high-value client portfolios, build long-term relationships, and drive sales of wealth management products. Apply Now: Interested candidates can share their updated CV at mukesh.dhawan@v-k...

OTJob Openings in a Pvt. Bank Locations: Pune Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager Current Accounts & Trade Accounts Job Description Relationship Management : Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow busi...

OTJob Openings in a Pvt. Bank Locations: Delhi, Gurgaon Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager Current Accounts & Trade Accounts Job Description Relationship Management : Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and...

OTJob Openings in a Pvt. Bank Locations: Delhi, Noida and Ghaziabad Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager Current Accounts & Trade Accounts Job Description Relationship Management : Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue p...

Job Openings in a Pvt. Bank Locations: Delhi , Gurgaon , Noida and Ghaziabad Available Positions: Branch Manager Branch Relationship Head (Head of Relationship Managers) Wealth Relationship Manager Mutual Funds, Life Insurance, CASA Relationship Manager – Current Accounts & Trade Accounts If interested, please share your CV at: Email: mukesh.dhawan@v-konnect.com WhatsApp: 9625167282

Dear Candidate, Urgent opening with leading Bank. Designation : Platinum RM CTC : Upto 12 -12.5 LPA Location : Across Mumbai KRAs: • Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy. • Cross-sells bank products to existing set of branch customers, which are mapped • Informs customers of new products or product enhancements further to expand the banking relationship. • Plans and conducts special sales initiatives and events for prospective and existi...

Dear Connections, We are currently hiring for a leading Private Sector Bank! Position: Wealth Relationship Manager Product Portfolio: Mutual Funds, Insurance, Savings & Current Accounts Role: Individual Contributor Portfolio Handling Location: Delhi/NCR , Bangalore , Mumbai , Ahmedabad If you or someone in your network is interested, please share updated CV at mukesh.dhawan@v-konnect.com . Referrals are highly appreciated! hashtag#Hiring hashtag#BankingJobs hashtag#WealthManagement hashtag#DelhiJobs hashtag#PrivateBanking hashtag#MutualFunds hashtag#Insurance hashtag#VKonnect

RM Wealth knnowldge based products other than MF & LI- Take care of PMS, Wealth management, Trade & Forex , Term Loan & working Capital existing client portfolio & NTB. Majorily South Mumbai & Western Subrubs. Handle exisiting Book, plus acquire. Required Candidate profile 6 – 17 years relevant work experience in a Wealth management, BH, Area Head or BM keen for Individual, knowldge based role can apply. Self-starter, proactive & target oriented good hold on HNI, HNW, Perks and benefits Exisiting Book , Plus other perks & benefits,

.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organisational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in ha...

Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: min 5 years in exp in Wealth Management, PMS,AIF Note - Only from AMC /Mutual fund Company/ wealth Experience required.

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Chandigarh Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0Lac Job description Role & responsibilities Relationship ManagerResponsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix On...

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Ludhiana Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

NO COLD CALLING - Affluent VERTICAL, LEADS WILL BE PROVIDED, HIGH CTC PLUS MONTHLY INCENTIVES(AVERAGE 50K PER MONTH) PLUS ALLOWANCES Role & responsibilities Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branchs customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product...