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1.0 - 5.0 years
10 - 20 Lacs
chandigarh
Work from Office
1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...
Posted 2 weeks ago
2.0 - 7.0 years
5 - 12 Lacs
new delhi, gurugram, delhi / ncr
Work from Office
Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...
Posted 2 weeks ago
2.0 - 7.0 years
5 - 12 Lacs
pune
Work from Office
Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
nagpur
Work from Office
About The Role Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
bengaluru
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
prayagraj
Work from Office
About The Role Acquisition Manager KRAs To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporate"™s. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Contribute towards building CASA book size. Desired Candidate Profile Excellent communication skills. Should have some existing base of customer"™s Graduate/Post Graduate 1-2 year...
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
mumbai
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
surat
Work from Office
About The Role Acquisition Manager KRAs To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporate"™s. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Contribute towards building CASA book size. Desired Candidate Profile Excellent communication skills. Should have some existing base of customer"™s Graduate/Post Graduate 1-2 year...
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
sirsa
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
gandhidham
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
varanasi
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
1 - 4 Lacs
gorakhpur
Work from Office
About The Role Acquisition Manager KRAs To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporate"™s. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Contribute towards building CASA book size. Desired Candidate Profile Excellent communication skills. Should have some existing base of customer"™s Graduate/Post Graduate 1-2 year...
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
chennai
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
jhansi
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
pune
Work from Office
About The Role Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
chennai
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
lucknow
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
mysuru
Work from Office
About The Role Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
coimbatore
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
pune
Work from Office
About The Role Premier Acquisition Manager - Current & Savings Accounts Department Retail Liabilities - Sales Location Hyderabad Reporting Relationships Branch Sales Manager / Team Leader / Branch Manager Grade Name Deputy Manager Grade M2 Job Role: Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirements: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
panipat
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
shimla
Work from Office
About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
ambala
Work from Office
About The Role Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Having more than 1-2 year work experience
Posted 2 weeks ago
1.0 - 5.0 years
10 - 20 Lacs
hyderabad
Work from Office
1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
chennai, nellore, kanchipuram
Work from Office
We are looking for an experienced candidates in Wealth Management and Banking Industry. Interested Aspirants can share your CV to n_saranya@geojit.com or WhatsApp 9995809600. Education : Minimum Graduation with NISM-5 (preferred) Experience : 1+ yrs. PRODUCTS Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency trading, Mutual Funds, Insurance and PMS Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on ...
Posted 2 weeks ago
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