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7.0 - 12.0 years
6 - 12 Lacs
Kolkata
Work from Office
Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email: Work within the RM Hub to cater the service needs of Burgundy Customers. The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped Burgundyportfolio. The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services. Client Outreach - Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products. Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services. Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 5 +yearsrelevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits
Posted 23 hours ago
10.0 - 20.0 years
20 - 35 Lacs
Mumbai
Work from Office
SUMMARY: - The Preferred RM Head is the ultimate face of our Preferred vertical, 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 execute on the right advisory. PRE-REQUISITES: - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must. Overall experience of around 9-12 years in the desired role with team management experience of min 3-4 years. Should have stability of minimum tenure of 3-4 years in the current organization. Team managing and handling in the current experience is a must. Should have own set of Client relationships and AUM and also the team client relationships. ROLES & RESPONSIBILITIES: - Recruitment and managing a team of Relationship Managers / Senior Relationship Managers. Planning and achieving self and team sales targets through the defined Wealth Management products. The Relationship Manager will be Responsible for acquiring Preferred clients (HNI/Ultra HNI) (having min AUM of Rs 1 Cr & above clients). Maintaining client relationships and generate AUM from Preferred clients. Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on Preferred's advisory approach To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team. Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process. Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team. To conduct and assist in organizing seminars, workshops and other business development activities. If you are interested please share your profile on pushpajaiswar@rathi.com or call on 9920799578 for further discussion on the same .
Posted 1 week ago
4.0 - 9.0 years
12 - 17 Lacs
Chennai
Work from Office
Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest level Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings Ensure training and certifications as per the Banks policies and regulatory requirements Awareness of and compliance to all policies and procedures of the Bank Interested Candidates Pls share your updated CV to Balaji.sivaraj@indusind.com or Whatsapp your CV to 9884753923
Posted 1 week ago
8.0 - 13.0 years
14 - 20 Lacs
Mumbai Suburban, Mumbai (All Areas)
Work from Office
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,
Posted 1 week ago
6.0 - 11.0 years
9 - 18 Lacs
Mumbai, Thane, Mumbai (All Areas)
Work from Office
.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 handholding the transactions with the new and existing clients 10.Adhering to compliance norms of the organisation and Regulator 11.Responsible in networking with the distributors, clients and competition to get the market information 12.Responsible to train and inform about product updates to the distributors 13.Maitain the data on market share and review it on regular basis For more details call or what's app at -9917283370 Or send your updated resume at- aanchal@avaniconsulting.com
Posted 1 week ago
9.0 - 14.0 years
15 - 30 Lacs
Kolkata, Delhi / NCR, Mumbai (All Areas)
Work from Office
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.
Posted 1 week ago
10 - 20 years
15 - 25 Lacs
Bengaluru
Work from Office
Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube
Posted 1 month ago
10 - 20 years
20 - 35 Lacs
Ahmedabad, Mumbai (All Areas)
Work from Office
Looking for Team Leader ( Playing Captain) based at Ahmedabad: Someone willing to move with Team Responsible for handling HNIs/UHNIs and Building AUM through various financial/ wealth products Please call 7227987757 for further discussion on the same Required Candidate profile Portfolio Management Services, AIF, Mutual Funds, Equity, Wealth Investment Product experience in financial services ,Wealth Investment Product Handling a book size/AUM of more than 80 CR
Posted 2 months ago
7 - 12 years
8 - 14 Lacs
Kolkata
Work from Office
Note before you apply: Candidates with relevant Experience in team handling BFSI Market is must ., preferably form Virtual sales, telesales management - portfolio management Excellent communication in English only can apply Should have good years of experience in sales team leading If you meeting the eligible criteria please share your cv to Ganesa HR Whatsapp 8056659888 (Mention Unit Manager) All the Best ! Unit Manager - Priority About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Job holder needs to manage an outbound team across various Banking products. Outbound Team will be in partner payroll. Job holder expected to manage around 15+ member team Key Responsibilities Drive Sales, Productivity,Cross Sell, Cost to Income, profitability and growth of channel. 1.Train and Manage team of 15+ strong telecallers who will be engaged in selling of products to existing customers of the bank. Unit Manager will be Managing the team of VRM Priority. 2. Develop and implement effective sales strategy to achieve business objectives. 3. Guide, coach and motivate teams across locations for improved performance. 4. Drive productivity of the team. 5. Analyze business numbers to identify opportunities and GAPS for corrective actions. 6.Ensure delivery of the sales targets assigned for the respective line of business. 7. Improve existing processes to enhance productivity and overall performance of the team. Qualifications Optimal qualification for success on the job is: Post Graduate with more than 6 years of relevant experience. Role Proficiencies For successful execution of the job, a candidate should possess the following: Sound knowledge of retail banking products and process. Knowledge of digital banking channels like, Internet Banking, Mobile App. Leadership skills, Inter personal skills, Analytical skills. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way.
Posted 2 months ago
7 - 12 years
8 - 14 Lacs
Noida
Work from Office
Note before you apply: Candidates with relevant Experience in team handling BFSI Market is must ., preferably form Virtual sales, telesales management - portfolio management Excellent communication in English only can apply Should have good years of experience in sales team leading If you meeting the eligible criteria please share your cv to Ganesa HR Whatsapp 8056659888 (Mention Unit Manager) All the Best ! Unit Manager - Priority About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Job holder needs to manage an outbound team across various Banking products. Outbound Team will be in partner payroll. Job holder expected to manage around 15+ member team Key Responsibilities Drive Sales, Productivity,Cross Sell, Cost to Income, profitability and growth of channel. 1.Train and Manage team of 15+ strong telecallers who will be engaged in selling of products to existing customers of the bank. Unit Manager will be Managing the team of VRM Priority. 2. Develop and implement effective sales strategy to achieve business objectives. 3. Guide, coach and motivate teams across locations for improved performance. 4. Drive productivity of the team. 5. Analyze business numbers to identify opportunities and GAPS for corrective actions. 6.Ensure delivery of the sales targets assigned for the respective line of business. 7. Improve existing processes to enhance productivity and overall performance of the team. Qualifications Optimal qualification for success on the job is: Post Graduate with more than 6 years of relevant experience. Role Proficiencies For successful execution of the job, a candidate should possess the following: Sound knowledge of retail banking products and process. Knowledge of digital banking channels like, Internet Banking, Mobile App. Leadership skills, Inter personal skills, Analytical skills. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way.
Posted 2 months ago
7 - 12 years
5 - 15 Lacs
Noida
Work from Office
Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email: Work within the RM Hub to cater the service needs of Burgundy Customers. The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped Burgundyportfolio. The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services. Client Outreach - Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products. Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services. Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 5 +yearsrelevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits
Posted 2 months ago
6 - 11 years
30 - 40 Lacs
Delhi NCR, Bengaluru, Mumbai (All Areas)
Work from Office
Job Specifications Role Designation: Cluster Head Department: Wealth Management Function: Company: MOPW Reporting to: Regional Head Location: Mumbai/ Delhi/ Bangalore/ Pune/ Ahmedabad Job Purpose The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Key Deliverables Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai region Continuously improve the sales effectiveness Motivate and direct the sales team Distinguish the company vis a vis competitor Engage in brand building exercises by focussing on the research based strength of the company Role Requirements Educational Qualifications: Graduation in any stream / MBA in Marketing, AMFI Experience: 10+ Years in Sales Domain Knowledge: IT Skills: Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Role & responsibilities Preferred candidate profile Perks and benefits
Posted 2 months ago
4 - 9 years
5 - 14 Lacs
Bengaluru, Hyderabad, Mumbai (All Areas)
Work from Office
1. Client Acquisition & Portfolio Management Acquire and manage a portfolio of HNI & Affluent clients . Develop long-term relationships by offering tailored financial solutions . Ensure deep engagement with existing clients to enhance product penetration and increase wallet share. 2. Wealth Management & Advisory Services Provide customized wealth solutions, including mutual funds, insurance, fixed deposits, bonds, structured products, and lending solutions . Conduct periodic portfolio reviews and financial planning discussions. Collaborate with investment specialists to offer personalized investment strategies.
Posted 2 months ago
6 - 11 years
12 - 20 Lacs
Delhi NCR, Kolkata
Work from Office
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: Candidates having an experience of at least 5 years in either Wealth Management, AIF / PMS Sales. Please share resumes to taru@avaniconsulting.com Contact: +91 7355922379
Posted 3 months ago
10 - 20 years
22 - 37 Lacs
Hyderabad
Work from Office
Looking for Preferred RM for Hyderabad location. Job Description for Preferred RM : Job Description for Preferred Relationship Manager -Wealth SUMMARY: - 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 working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. If you are interested please share your profile on pushpajaiswar@rathi.com or call on 9920799578 for further discussion on the same . Regards Pushpa Jaiswar Human Resource Anandrathi
Posted 3 months ago
8 - 13 years
10 - 20 Lacs
Mumbai Suburbs, Mumbai (All Areas)
Work from Office
Dear Candidate, Urgent opening with leading bank for RM. Designation : Sr Wealth RM CTC : Upto 20 LPA Location : Western • Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. • Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. • Ensure quality of sourcing by acquiring Potential Insignia Clients. • Acquiring and managing both business, individual (resident and NRI) clients. • Increase product penetration and exit barriers, by cross- selling more number of products per client. • Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. • Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. • Work in close coordination with Client Experience Managers to deliver superior service to clients. • Ensuring adherence to Compliance processes and guidelines. • Reduce rejection rates and improve quality of documentation. • Ensuring 360 client engagement Total Client Ownership”. Interseted candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973
Posted 3 months ago
10 - 18 years
20 - 30 Lacs
Bengaluru, Hyderabad, Mumbai (All Areas)
Work from Office
The Private Relationship Manager is responsible for managing and growing a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, offering a comprehensive range of financial services. The role focuses on delivering personalized financial solutions, including investment advice, estate planning, and wealth management, to ensure the clients' financial goals are achieved. Client Relationship Management: Build and maintain strong, long-term relationships with high-net-worth and ultra-high-net-worth individuals. Understand clients' financial goals and risk tolerance and provide personalized financial solutions. Regularly meet with clients to review and update their portfolio and financial goals.
Posted 3 months ago
8 - 13 years
15 - 27 Lacs
Bengaluru, Hyderabad
Work from Office
Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management Location: Bangalore & Hyderabad CTC up to 27Lacs Designation: Relationship Manager Affluent Segment Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube
Posted 3 months ago
4 - 9 years
5 - 12 Lacs
Bengaluru
Work from Office
Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 Candidates with Portfolio handling experience Location : Whitefield Bangalore To manage Burgundy clients Portfolio, wealth management, investment, well versed in Mutual fund, PMS, insurance etc., Need experience in handling large customer base Excellent communication in English + local language Kannda must About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email: Work within the RM Hub to cater the service needs of Burgundy Customers. The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped Burgundyportfolio. The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services. Client Outreach - Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products. Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services. Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. relevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits
Posted 3 months ago
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