Leading Bank_ Relationship Manager V Konnect

2.0 - 7.0 years

5 - 12 Lacs

Ahmedabad, Gujarat, India

On-site

Role & Responsibilities: Relationship Management Manage banking and investment relationships of High Net-Worth Individuals (HNI) to drive growth in liabilities and investment business Develop, retain, and expand customer relationships by delivering superior service to exceed client expectations Identify current and potential relationships with additional revenue opportunities and scale up business accordingly Generating Incremental Business Achieve sales targets across multiple product categories including liabilities, retail assets, business banking, forex, cards, and investments Actively promote the full suite of consumer and commercial products to existing and prospective HNI clients Increase CASA balances within the portfolio through both deepening of existing accounts and acquisition of new clients Drive higher product and channel penetration to increase wallet share across mapped relationships Customer Engagement Maintain portfolio quality by regularly engaging with clients and upholding the desired relationship values Act as the primary point of contact for mapped clients, ensuring exceptional service and sales satisfaction Investment Advisory Provide financial planning and investment advisory services tailored to HNI client needs Generate fee-based income through the sale of investment products such as mutual funds, insurance, and structured investments Process and Audit Ensure all sales and service activities are recorded accurately in accordance with organizational processes Conduct thorough client profiling to identify and capitalize on business opportunities as per defined standards

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Hni Relationship Manager TRUE LINK MANAGEMENT SOLUTIONS Hiring For Banking

0.0 - 4.0 years

0 - 0 Lacs

bangalore, salem, thanjavur

On-site

Call Or Whatsapp : 8098066667 Sales Forecasting: Market Analysis: Pipeline Management: Team Leadership: Hiring and Training: Performance Management Team Development: Collaboration: Sales Strategy Development: Target Setting: Customer Relationship Management: Sales Process Optimization: Reporting and Analysis: We are currently inviting applications for the following positions: - Area Sales Manager - Business Development Manager - Sales Officer - Direct Bank (Sales and Operation) - Loan Manager - Sales Manager - Branch Manager These roles offer a remuneration package ranging from 20,000 to 80,000 . Location: All Over India For further details, kindly contact via 8098066667 phone call or WhatsApp. Thank you . We request that you submit your resume

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Wealth Relationship Manager (Affluent Banking)_Leading Bank V Konnect

3.0 - 8.0 years

5 - 12 Lacs

Delhi, India

On-site

Relationship Management Manage the banking and investment relationships of HNI, NRI, and UHNI clients Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations Identify current and potential relationships with additional revenue potential and drive growth Sales & Business Development Achieve sales targets across a broad product spectrum including investments, liabilities, retail assets, business banking, forex, and cards Proactively sell the full range of consumer and commercial banking products to mapped and potential HNI/NRI clients Drive higher product and channel penetration to deepen client relationships and increase wallet share Portfolio Quality & Engagement Maintain and improve portfolio quality through regular engagement and relationship monitoring Ensure relationships are aligned with desired value parameters and bank objectives Investment Advisory Conduct financial planning and offer investment advisory services to HNI/NRI clients Analyze client needs and recommend suitable investment products Drive fee-based income through products like mutual funds, investments, and insurance

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Wealth RM_Banking V Konnect

2.0 - 7.0 years

5 - 12 Lacs

Jaipur, Rajasthan, India

On-site

Key Responsibilities: Relationship Management Manage the banking and investment relationships of HNI clients, focusing on the overall growth of liabilities and investment business Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations Identify current and potential relationships with incremental revenue potential and grow the business Achieve sales targets across liabilities, retail assets, business banking, FOREX, cards, and investments Proactively sell the complete range of consumer and commercial banking products to both existing and potential HNI clients Increase CASA balances in the assigned portfolio through deepening or acquisition Drive product and channel penetration to deepen relationships and increase wallet share with the bank Customer Engagement Maintain portfolio quality through regular engagement with mapped HNI relationships Act as the primary point of contact for client service and sales satisfaction Investment Advisory Provide financial planning and investment advisory to HNI clients Drive fee-based income by offering products such as mutual funds, investments, and insurance Process and Audit Record all sales activity and customer interactions online in accordance with organizational processes Conduct detailed client profiling to identify and maximize business opportunities

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Relationship Manager - NRI V Konnect

3.0 - 8.0 years

4 - 8 Lacs

Pune, Maharashtra, India

On-site

Role & Responsibilities Manage the banking and investment relationships of HNI clients and drive the overall growth of liabilities and investment business. Develop, retain, and grow high-value client relationships by delivering superior service levels and personalized financial solutions. Identify opportunities for revenue generation by deepening existing relationships and acquiring new clients. Achieve sales targets across a wide range of banking products including liabilities, retail assets, business banking, forex, credit cards, and investments . Proactively offer the full spectrum of retail and commercial banking products to enhance client wallet share. Grow CASA balances through both acquisition and relationship deepening initiatives. Drive product and channel penetration to maximize client engagement and profitability. Ensure high-quality client engagement through regular interactions and maintaining portfolio hygiene. Act as the single point of contact for clients, ensuring timely resolution of service and sales queries. Provide financial planning and investment advisory to HNI clients, aligned with their goals and risk profiles. Generate fee income by cross-selling wealth products such as mutual funds, insurance, bonds, and structured products . Ensure 100% compliance with internal processes by recording all sales activities and maintaining proper audit trails. Perform detailed client profiling to identify financial needs and deliver customized banking solutions.

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