26 Irda Certification Jobs

Job Location: Bengaluru, Karnataka, India Role Details : Responsible for managing all Branch activities with strong leadership skills and service orientation. Strong man management skills. Well versed with Branch operations/processes. Overall Job Description : - Responsible for Branch P & L - revenue & cost. - Managing a Profit Centre - with profitability being the key result area through acquisition of net worth accounts, enhancing NII income, transaction fees, generating revenue from third party products and managing OPEX - Compliance to all regulatory and auditory requirements - Set up of branches from their nascent stages to increasing of the book size manifold - Concentrated focus on al...

Roles And Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) Liaising with branch st...

Roles And Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) Liaising with branch st...

Role Overview: As a Life Insurance Sales Manager at Standard Chartered in Mumbai, your primary role is to manage the sale of Life Insurance products to the clientele of the Bank across channels and cities in the region. Your responsibilities include generating new business, maintaining product knowledge, creating an effective Sales Tracker, improving sales quality, providing timely MIS, and ensuring compliance with statutory requirements. Key Responsibilities: - Generate new business to achieve defined sales and revenue targets. - Maintain in-depth knowledge of products and conduct comparisons with similar products in other companies. - Create and manage an effective Sales Tracker to measure...

As a Relationship Manager (RM) focusing on High Net Worth (HNW) customers, your role is crucial in enhancing profitability by increasing relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing relationships. You will be the one point contact for all financial needs, aiming to elevate current relationship value and wallet share for increased profitability. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acquire new customers who meet product criteria - Regularly interact with customers to build rapport and update profiles - Enhance the overall value and book size of the portfolio - Mai...

Roles And Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products( Education loan, real estate, housing loans) , acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, De...

Role Overview: As a Relationship Manager, your primary role is to offer a superior customer experience to enhance the profitability of relationships. This involves increasing the relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing the relationship. You will be the one-point contact for all financial needs and services, thereby increasing current relationship value and wallet share for increased profitability. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acquire new customers who meet the product criteria - Regularly interact with customers to build rapport and update profiles -...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients. About the Role: Senior Private Banker manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile. Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sour...

As a Relationship Manager, your role involves including HNI customers into the Preferred Programe and providing them with a superior customer experience to enhance profitability. Your responsibilities include: - Acquiring new to Bank Imperia relationships - Liaising with branch staff to identify eligible customers and acquire new customers meeting product criteria - Regularly interacting with customers to build rapport, update profiles, and enhance the overall value of the portfolio - Maintaining portfolio quality and hygiene parameters - Cross-selling bank products based on customer needs - Conducting joint calls with Supervisor as per defined process - Offering advisory services in coordin...

Role Overview: As a Relationship Manager focusing on High Net Worth Customers, your primary responsibility will be to develop and cultivate strong relationships with existing and potential customers in the liabilities category. You will be expected to prioritize Category A customers and engage in individual efforts to acquire new customers through external channels. Your commitment to providing exceptional customer service and adherence to bank policies will be crucial in maintaining high levels of customer satisfaction. Key Responsibilities: - Develop and maintain banking relationships with high net worth customers through personalized customer services - Generate management information sys...

As a Senior Executive Manager at mNivesh, you will play a crucial role in driving sales and distribution of mutual fund and general insurance products. Your responsibilities will include acquiring, managing, and growing retail and corporate client relationships, providing tailored investment and insurance advisory, conducting client meetings and portfolio reviews, achieving business targets, and staying updated with SEBI/IRDA regulations and market trends. Collaboration with internal teams for smooth onboarding and service delivery is essential. Key Responsibilities: - Drive sales and distribution of mutual fund and general insurance products. - Acquire, manage, and grow retail and corporate...

As a Relationship Manager, your primary role is to include HNI customers into the HNW Program and provide them with a superior customer experience to increase the profitability of the relationship. You will be responsible for acquiring new Bank's HNW relationships, serving as a one-point contact for all their financial needs, and enhancing the current relationship value. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acquire new customers who meet the product criteria - Regularly interact with customers to build rapport and update their profiles - Enhance the overall value and book size of the portfolio - Maintain the quality and hygi...

JD - RM - Global Indian Department CEC (SKY Branch) Location Thane and Hyderabad Number of Positions Reporting Relationships Position Grade M1 to M5 Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical ch...

JD - RM - Global Indian Department CEC (SKY Branch) Location Thane and Hyderabad Number of Positions Reporting Relationships Position Grade M1 to M5 Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical ch...

JD - RM - Global Indian Department CEC (SKY Branch) Location Thane and Hyderabad Number of Positions Reporting Relationships Position Grade M1 to M5 Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical ch...

JD - RM - Global Indian Department CEC (SKY Branch) Location Thane and Hyderabad Number of Positions Reporting Relationships Position Grade M1 to M5 Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Acquire new affluent clients and increase the customer base Work closely with other businesses to provide NRI customers with seamless access to NR products Navigate through adaptive and technical ch...

The role involves being responsible for including HNI customers into the HNW Program and providing them with a superior customer experience to enhance the profitability of the relationship. This includes increasing the relationship size, cross-selling appropriate products, acquiring family accounts, and retaining and enhancing the relationship. As a Relationship Manager, you will also be tasked with acquiring new Imperia relationships for the bank. Your role will be to act as a one-point contact for all the financial needs and services of the customers, thereby enhancing the current relationship value and wallet share to increase profitability. Your responsibilities will include liaising wit...

The role involves being responsible for including HNI customers into the HNW Program and providing them with a superior customer experience to increase the profitability of the relationship. The Relationship Manager (RM) is tasked with acquiring new Imperia relationships, serving as a one-point contact for all financial needs, enhancing current relationship value, and increasing profitability from these relationships. The primary responsibilities include liaising with branch staff to identify eligible customers, acquiring new customers meeting product criteria, maintaining portfolio quality, and cross-selling bank products based on customer needs. The RM must achieve monthly and yearly reven...

As a Relationship Manager, your main purpose is to include HNI customers into the HNW Program and provide them with a superior customer experience to enhance the profitability of the relationship. This involves increasing the relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing the relationship. You will also be responsible for acquiring new Bank's HNW relationships and serving as a one-point contact for all their financial needs and services. By doing so, you will enhance the current relationship value, increase wallet share, and ultimately boost profitability from these relationships. Your responsibilities will include liaising with br...

As a Relationship Manager, your primary responsibility will be to include High Net Worth Individual (HNI) customers into the HNW Program and provide them with a superior customer experience. This will help in increasing the profitability of the relationship by expanding the relationship size, cross-selling appropriate products, acquiring family accounts, and retaining and enhancing the relationship. You will also focus on acquiring new Imperia relationships and serving as the single point of contact for all their financial needs and services. By doing so, you will enhance the current relationship value, increase wallet share, and ultimately boost profitability from these relationships. Your ...

You will be responsible for including HNI customers into the HNW Program and providing them with a superior customer experience to enhance the profitability of the relationship. This involves increasing the relationship size, cross-selling the right products, acquiring family accounts, retaining, and enhancing the relationship. Additionally, you will be acquiring new Bank's HNW relationships and acting as a one-point contact for all their financial needs and services to enhance the current relationship value and wallet share, thereby increasing profitability from these relationships. As part of HNW Portfolio Management, your duties will include liaising with branch staff to identify eligible...

The role of a Relationship Manager (RM) is crucial in acquiring High Net Worth Individuals (HNI) customers into the HNW Program and providing them with a top-notch customer experience. Your primary goal will be to increase the profitability of the relationships by enlarging the relationship size, cross-selling appropriate products, acquiring family accounts, and retaining and enhancing the relationships. As an RM, you will also be responsible for acquiring new HNW relationships for the bank and acting as the main point of contact for all their financial needs and services. This approach will help in enhancing the current relationship value, increasing wallet share, and ultimately boosting pr...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Senior Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources o...

Responsible for including HNI customers into the HNW Program and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross-selling the right products, acquiring family accounts, retaining, and enhancing the relationship. The Relationship Manager (RM) is also responsible for acquiring new Bank's HNW relationships. To be a one-point contact for all their financial needs and services, thus enhancing the current relationship value and wallet share which will further increase profitability from these relationships. Liaising with branch staff to flag eligible customers from the HNW portfolio. Acquire new customers who m...

As a Relationship Manager, your primary responsibility is to bring High Net Worth Individuals (HNI) into the HNW Program and provide them with an exceptional customer experience to maximize the profitability of the relationship. This involves increasing the relationship size, cross-selling relevant products such as Education loans, real estate, and housing loans, acquiring family accounts, and retaining and enhancing the overall relationship. You will serve as the main point of contact for all their financial needs, aiming to enhance the value of the current relationship and increase profitability. Your role includes managing the HNW Portfolio through activities such as acquiring, enhancing,...