12 Hni Relationships Jobs

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance Quality of advice given to customers as determined by customers and supervisor Speed and efficiency of service given Sales targets for bank and investment products Going beyond the professed need of the customer by providing other products Enhancement of customer value Cross-sale of assets products Back-up to relationship managers holding HNI relationships Ensure low attrition ratios Customer acquisition through referrals from existing customers Graduates with total experience of 1-3 years with relevant exp of atleast 1...

Description for Internal Candidates To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experien...

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance Quality of advice given to customers as determined by customers and supervisor Speed and efficiency of service given Sales targets for bank and investment products Going beyond the professed need of the customer by providing other products Enhancement of customer value Cross-sale of assets products Back-up to relationship managers holding HNI relationships Ensure low attrition ratios Customer acquisition through referrals from existing customers Graduates with total experience of 1-3 years with relevant exp of atleast 1...

Description for Internal Candidates To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experien...

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance Quality of advice given to customers as determined by customers and supervisor Speed and efficiency of service given Sales targets for bank and investment products Going beyond the professed need of the customer by providing other products Enhancement of customer value Cross-sale of assets products Back-up to relationship managers holding HNI relationships Ensure low attrition ratios Customer acquisition through referrals from existing customers Graduates with total experience of 1-3 years with relevant exp of atleast 1...

Description for Internal Candidates To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experien...

As a candidate for the position located in a designated zone (North, South, East, West), you will be responsible for driving the fundraising strategy and targets within the assigned zone. Your role will involve building and managing relationships with CSR, HNI, and institutional donors. Additionally, you will be expected to lead performance and engagement events for the zonal team and represent the zone in conferences and donor forums. To be eligible for this position, you should hold a Graduate or Postgraduate degree in Marketing, Communications, or a relevant field. The ideal candidate should possess 7-10 years of experience in fundraising, partnerships, or sales. Having a strong regional ...

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance Quality of advice given to customers as determined by customers and supervisor Speed and efficiency of service given Sales targets for bank and investment products Going beyond the professed need of the customer by providing other products Enhancement of customer value Cross-sale of assets products Back-up to relationship managers holding HNI relationships Ensure low attrition ratios Customer acquisition through referrals from existing customers Graduates with total experience of 1-3 years with relevant exp of atleast 1...

The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - • Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. • Ex...

We Do Have An Opening For Role: Relationship Wealth Manager - HNI Sales Role & Responsibilities Managing the banking and investments relationship of current clients and responsible for overall growth of Liabilities & Investment business from HNI segment 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 Generating Incremental Business Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Driving higher product and channel penetration to deepen map...

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance Quality of advice given to customers as determined by customers and supervisor Speed and efficiency of service given Sales targets for bank and investment products Going beyond the professed need of the customer by providing other products Enhancement of customer value Cross-sale of assets products Back-up to relationship managers holding HNI relationships Ensure low attrition ratios Customer acquisition through referrals from existing customers Graduates with total experience of 1-3 years with relevant exp of atleast 1...

Description for Internal Candidates To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experien...