The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial, banking, investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial, banking, investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Head B2C Marketing & Sales for Investment Products (Pan India Responsibility) Build the entire vertical Strategy&Execution Required Candidate profile Senior Leader with excellent track record in BFSI Sector Proven skills to increase Market share for innovative products & Service Must have handled PAN India responsibility Built & led large teams Perks and benefits Excellent Remuneration and Perks.

- To Handle portfolio of HNI customers of bank and cross sell various products according to clients need. - Liability Product selling, education on product features - Acquire new customers through referrals from existing customers who meet product criteria - Regular interaction with the customer to build rapport to understand and update the profile. - Enhance the Overall value/book size of the portfolio - Maintain the overall quality / hygiene parameters of the portfolio - Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds - Joint calls being done along with Supervisor as per defined process - Advisory services to be offered based on the customers requirement. - Attrition control of customers - Achieving MTD and YTD Revenue Targets - Achievement of income plans and other benchmarks within portfolio

About the Role: This Bank is seeking a dynamic Investment Specialist to support their Wealth Management and Priority Banking teams . This is an individual contributor role, primarily responsible for guiding Relationship Managers (RMs) in delivering superior investment solutions to clients. The Investment Specialist will also engage in joint client meetings to provide expert advice, ensuring high-quality service and enhanced client satisfaction. Key Responsibilities: Handhold and mentor Relationship Managers on investment advisory, asset allocation, and portfolio construction. Conduct joint calls/meetings with clients to understand financial goals and provide personalized investment strategies. Recommend suitable investment products including mutual funds, PMS, bonds, alternative investments, and structured products. Monitor client portfolios regularly and suggest rebalancing strategies as per market changes and client needs. Keep RMs updated with latest market trends, products, regulatory changes, and investment strategies. Ensure compliance with internal policies, SEBI, RBI, and other regulatory bodies during investment advisory. Support business in achieving investment revenue targets through enhanced client engagement and asset penetration. Key Skills and Competencies: Strong knowledge of investment products, markets, portfolio management, and asset classes. Ability to influence and coach Relationship Managers for client-centric investment advisory. Excellent communication, presentation, and interpersonal skills. Strong analytical abilities for client portfolio reviews and financial planning. High customer orientation and relationship management skills. Qualifications: Graduate/Postgraduate degree in Finance, Economics, Business Administration, or related fields. Certifications preferred: NISM Series V-A (Mutual Fund Certification) CFA, CFP, or other investment-related certifications are an added advantage. Experience: 5 to 10 years of experience in investment advisory, wealth management, or related financial services. Proven track record in client handling, investment consulting, and supporting Relationship Managers.

Dear Candidate,Bajaj Allianz Life, KOTAK LIFE, Aviva Life, HDFC LIFE, Max Life. is doing BULK HIRING for there agency channel. Vacancies are huge.Candidates from ALL SECTORS with sales experience and interested to build CAREER in LIFE INSURANCE Perks and benefits High incentives

WE ARE HIRING IN TOP LIFE INSURANCE COMPANY ROLE- AREA MANAGER EXP- 3-8 YEARS LOCATION- MATHURA/ FATEHPUR/ SHAMLI/ MUZAFFARNAGAR PREFER- REGULAR MBA INTERESTED ARE REQUESTED TO SHARE CV AT orange.naukri4@gmail.com or CALL KAJAL @ 7496951984

RBL Bank PCRM (Premium Current Account RM) Job Title: PCRM (Premium Current Account RM) Offered Grade AM/DM/Mgr./SM Overall Goal: Current Account RM will be responsible for 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 RBL Bank a primary bank for customer and get maximum wallet share Key Result / Responsibility Areas: Acquisition of Business Entity (Current Account) customers Acquisition of NTB High Value Current Accounts NTB Acquisition of Current accounts dealing in international Trade Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etc Acquire New to Bank customer requiring Assets Limits Business Loans, Cash Management Services & Door Step Banking, API Banking and other allied Current Account services RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References & Leads. Portfolio Management – Engage with Acquired customer on regular basis and ensure that Group company and Family customers also bank with RBL Bank Regularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL. Customer interaction to be regular updated in system provided. Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs. RM to Cross sell appropriate products to the customers and ensure activate usage. Enhance Values within each of the customer groups by ensuring that a/cs are activated Cross Sell Bank Products for revenue generation and engagement Basis customer business requirement cross sell products like POS , Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD) , Doorstep Banking Services. Cross Sell various RBL Bank products like TPP, FD. Credit Card, Loans to customers and related group business/ family Drive active business transaction through RBL bank account Should know the customer’s business in order to provide banking and financial solutions Register customer for various Direct Banking Channels of the bank Customer Services Ensure quality customer service is delivered Recording complaints as per the specified process Resolving all complaints received from portfolio customers within the stipulated TAT’s and ensure appropriate customer communication on closures Preventive complaint management by regular interaction with the customers Target Achievement PC- RM will be given a quarterly and yearly target on revenue, product cross sell and book value build up Basis the Target the RM will be tracked on regular basis for achievement of the Targets CA RM will be evaluated on Portfolio Score Card Competencies: Sales and Influencing Skills Banking Product & Process Knowledge. The candidate should have past experience of Current Account product & processes, Trade & Forex , Door Step banking and other current account related products. Planning and Organizing Skills Communication & Writing skills Knowledge of Competition & Current trends in financial Industry. Preferred Sector: BSFI Education: Post Graduate Experience: Above 3 years in a Current Account /Trade- Forex sales & / or relationship role in any of the sectors mentioned above Reporting: CA RM will report to Branch Managers

Job Description Relationship Manager-Insignia Preferred Banking Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities : 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement “Total Client Ownership”. Qualification: Graduate Work Experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager –

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

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

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

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

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

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

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

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

About The Role Area Sales Manager - HF - Housing Finance-Sales Jodhpur, Rajasthan, India JOB DESCRIPTION Job Role: To lead a team of relationship managers. Manage, develop and enhance deepening of the relationship with Channels (Branch, DSA, Builder) Responsible for achieving team targets and sales volume. Ensuring Teams Productivity along with Location Productivity Responsible for Location NPS Managing HNI Clients and responsible for deepening of the relationship with them Responsible for cross sell of CASA and TPP. Job Requirements: Should have good interpersonal skills. Ability to manage, motivate and lead team. Should possess relationship building skills. Job Specifications: Should have minimum work experience of 8-10 years. Expertise in banking products specially Assets.

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

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

About The Role Area Sales Manager - HF - Housing Finance-Sales Jodhpur, Rajasthan, India JOB DESCRIPTION Job Role: To lead a team of relationship managers. Manage, develop and enhance deepening of the relationship with Channels (Branch, DSA, Builder) Responsible for achieving team targets and sales volume. Ensuring Teams Productivity along with Location Productivity Responsible for Location NPS Managing HNI Clients and responsible for deepening of the relationship with them Responsible for cross sell of CASA and TPP. Job Requirements: Should have good interpersonal skills. Ability to manage, motivate and lead team. Should possess relationship building skills. Job Specifications: Should have minimum work experience of 8-10 years. Expertise in banking products specially Assets.

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 years of experience Customer orientation High energy levels with a motive to succeed