10 Irda Certification Jobs

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 with branch staff to identify eligible customers from the Classic/Preferred portfolio, acquiring new customers who meet the product criteria, and maintaining regular interaction with customers to build rapport and update their profiles. You will be expected to enhance the overall value and book size of the portfolio, while also ensuring the quality and hygiene parameters are maintained. Cross-selling bank products based on customer needs, conducting joint calls as per defined processes, and offering advisory services in coordination with PBG will be crucial aspects of your role. Meeting monthly and yearly revenue targets and controlling customer attrition will also be key objectives. In terms of operations, marketing, and processes, you must ensure that KYC/AML norms are adhered to at all times and maintain 5-S norms at your workstation. Increasing wallet share by cross-selling other bank products, sales to family members and associates, and optimizing the levels of Income Generating Product Group Holding are essential tasks. You will need to focus on product penetration and contribution towards specific products, as well as enhancing the client's Customer To Group (CTG) level. Customer service is a vital component of the role, and you must ensure the delivery of quality customer service, prompt resolution of customer queries and complaints, and keeping customers informed about any regulatory or process changes. Proactive complaint management and promoting direct banking channels for customer utilization are also part of your responsibilities. Introducing customers to the RBH/BM and PSO (PBA in case of a non-PSO branch) for backup during branch visits and ensuring a smooth handover/takeover of the portfolio are critical aspects of customer service. Key skills required for this role include sales and influencing skills, banking product and process knowledge, NRI product and regulatory knowledge, planning and organizing skills, good communication skills, knowledge of competition and current trends in the financial industry, IRDA certification, and optionally NCFM certification. Exposure to the Portfolio Management segment is preferred for this position.,

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 revenue targets, control customer attrition, ensure KYC/AML compliance, and maintain a clean workspace. Additionally, the RM must focus on increasing wallet share by cross-selling various bank products, sales to family members and associates, and enhancing client's Customer To Group (CTG) level. Providing quality customer service, resolving customer queries and complaints promptly, keeping customers informed about program features, and promoting direct banking channels are also crucial aspects of the role. Key skills required for this position include sales and influencing skills, banking product and process knowledge, NRI product and regulatory knowledge, planning and organizing skills, good communication skills, knowledge of competition and current trends in the financial industry, IRDA certification, and optionally NCFM certification. Exposure to portfolio management segment is preferred.,

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 branch staff to identify eligible customers from the HNW portfolio, acquiring new customers who meet product criteria, and maintaining regular interaction with customers to build rapport and update their profiles. You will also focus on enhancing the overall value and book size of the portfolio, maintaining portfolio quality and hygiene parameters, and cross-selling bank products based on customer needs. Additionally, you will provide advisory services as needed, achieve revenue targets, and control customer attrition. In terms of operations, marketing, and processes, you must ensure adherence to KYC/AML norms at all times and maintain workstation norms. You should also look for opportunities to cross-sell other bank products, increase wallet share, and contribute towards product penetration. Customer service is a key aspect of your role, and you must ensure the delivery of quality customer service, resolution of customer queries and complaints within the TAT, and keeping customers informed about any regulatory or process changes. Proactive complaint management, promotion of direct banking channels, and ensuring a smooth transition of portfolio handover/takeover are also crucial. Key skills for this role include sales and influencing skills, banking product and process knowledge, NRI product and regulatory knowledge, planning and organizing skills, good communication skills, knowledge of competition and current trends in the financial industry, IRDA certification, and exposure to the portfolio management segment. Optional certifications like NCFM can be beneficial.,

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 role in HNW Portfolio Management will involve acquiring, enhancing, deepening, and retaining relationships. This includes liaising with branch staff to identify eligible customers, acquiring new customers who meet product criteria, building rapport through regular interactions, increasing the overall value of the portfolio, maintaining portfolio quality and hygiene parameters, cross-selling bank products based on customer needs, conducting joint calls as per defined processes, offering advisory services in coordination with PBG, and achieving revenue targets while controlling customer attrition. In terms of operations, marketing, and processes, you must ensure compliance with KYC/AML norms at all times and maintain 5-S norms at your workstation. Your focus should also be on increasing wallet share by cross-selling various bank products, sales to family members and associates, reaching optimal levels of Income Generating Product Group Holding (IPGH), enhancing client's Customer To Group (CTG) level, and contributing towards focused products. Customer service is a key aspect of your role, where you will be responsible for delivering quality service, resolving customer queries and complaints within the stipulated turnaround time, informing customers about any regulatory or process changes, keeping customers updated on program features, communicating timely on requests and concerns, managing complaints proactively through customer feedback, promoting direct banking channels, ensuring smooth handover/takeover of portfolios, and introducing customers to other relevant bank personnel. Key skills required for this role include sales and influencing skills, knowledge of banking products and processes, understanding of NRI products and regulatory requirements, strong planning and organizing abilities, effective communication skills, familiarity with competition and current trends in the financial industry, IRDA certification, and optionally NCFM certification. Exposure to the Portfolio Management segment would be preferred.,

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 customers from the HNW portfolio, acquiring new customers who meet product criteria, regularly interacting with customers to build rapport and update profiles, enhancing the overall value/book size of the portfolio, maintaining the overall quality/hygiene parameters of the portfolio, cross-selling bank products based on customer needs, conducting joint calls with supervisors as per the defined process, offering advisory services based on requirements, and achieving MTD and YTD revenue targets while controlling customer attrition. In terms of Operations, Marketing & Processes, you will ensure adherence to KYC/AML norms at all times and for individual workstations, look for opportunities to cross-sell other bank products, sales to family members and associates within the network, reach optimal levels of income generation, and contribute towards focused product penetration. Customer service will be a key aspect of your role, where you will deliver quality customer service, resolve all customer queries and complaints within TAT, keep customers informed about any regulatory or process changes, provide timely communication on requests and concerns, proactively manage complaints through customer feedback, promote all direct banking channels, and ensure a smooth transition of handover/takeover of the portfolio. Key skills required for this role include sales and influencing skills, banking product and process knowledge, NRI product and regulatory knowledge, planning and organizing skills, good communication skills, knowledge of competition and current trends in the financial industry, IRDA certification, NCFM certification (optional), and exposure to the portfolio management segment.,

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 profitability from these relationships. In the realm of High Net Worth Portfolio Management, your responsibilities will include liaising with branch staff to identify eligible customers from the HNW portfolio, acquiring new customers meeting product criteria, and engaging in regular interactions with customers to build rapport and update their profiles. You will focus on enhancing the overall value and size of the portfolio, maintaining the quality and hygiene parameters, and cross-selling bank products based on customer needs. Joint calls with a Supervisor will be conducted as per the defined process, advisory services will be offered as required, and achieving monthly and yearly revenue targets will be key. Additionally, customer attrition control will be a crucial aspect of your role. In terms of Operations, Marketing, and Processes, you must ensure that KYC and AML norms are strictly adhered to at all times and that workstation norms are followed diligently. Aiming to increase wallet share, you should actively look for opportunities to cross-sell other bank products and services, ensuring the bank is a one-stop solution for all banking needs of HNW customers. Sales to family members and associates will also be encouraged to achieve optimal levels of income generation. Moreover, your contribution towards product penetration and focused product sales will be essential. Customer service excellence is a fundamental part of your role. Ensuring the delivery of quality customer service, resolving customer queries and complaints within the defined turnaround time, keeping customers informed about regulatory or process changes, and addressing customer requests and concerns in a timely manner are vital. Proactive complaint management through customer feedback, promotion of direct banking channels, and facilitating a smooth handover/takeover of the portfolio are also key aspects of the customer service you will provide. Key skills required for this role include sales and influencing skills, banking product and process knowledge, NRI product and regulatory knowledge, planning and organizing skills, good communication skills, awareness of competition and current trends in the financial industry, IRDA certification, and optionally NCFM certification. Exposure to the Portfolio Management segment will be an added advantage.,

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 of leads and referrals to access prospective clients. Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products and services as per client financial needs and risk profile Qualifications: Optimal qualification for success on the job is: CA / CFA / Business Management or other relevant Post Graduate degree AMFI and IRDA certification Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply

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 meet product criteria. Regular interaction with the customer to build rapport and understand and update the profile. Enhance the overall value/book size of the portfolio. Maintain the overall quality/hygiene parameters of the portfolio. Cross-sell products of the bank based on the customer's needs. Joint calls being done along with the Supervisor as per the defined process. Advisory services to be offered based on the requirement. Achieving MTD and YTD Revenue Targets. Attrition control of customers. Ensure KYC/AML norms are adhered to at all points in time. Ensure that norms are adhered to for individual workstations. Look for opportunities to cross-sell any other product of the Bank to ensure that the Bank is a one-stop-shop and solution for all banking needs of the HNW Customer. Sales to family members and associates (all network). Ensure that optimal levels of income generation are reached. Product penetration and contribution towards focused products. Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same. Ensure a smooth transition of handover/takeover of the portfolio. Key Skills required include Sales and Influencing Skills, Banking Product & Process Knowledge, NRI Product and Regulatory Knowledge, Planning and Organizing Skills, Good Communication Skills, Knowledge of Competition & Current Trends in the Financial Industry, IRDA Certification, NCFM Certification (Optional), Exposure to the Portfolio Management segment.,

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, deepening, and retaining customer relationships. This involves collaborating with branch staff to identify eligible customers from the HNW portfolio, acquiring new customers meeting product criteria, maintaining regular interactions to understand customer profiles, increasing the overall value of the portfolio, and ensuring portfolio quality and hygiene standards. Additionally, you will cross-sell bank products based on customer needs, conduct joint calls with a Supervisor, provide advisory services, and work towards achieving revenue targets and customer retention. In terms of Operations, Marketing, and Processes, it is crucial to adhere to KYC/AML norms and workstation standards at all times. You are expected to focus on increasing the wallet share by identifying opportunities for cross-selling various bank products, ensuring income generation, and contributing towards product penetration. Customer service plays a vital role in your role, where you must ensure the delivery of quality service, resolve customer queries and complaints promptly, keep customers informed about any changes, and promote the usage of direct banking channels. Key skills required for this role include Sales and Influencing Skills, Banking Product & Process Knowledge, NRI Product and Regulatory Knowledge, Planning and Organizing Skills, Good Communication skills, awareness of Competition & Current trends in the financial Industry, IRDA Certification, and optionally NCFM Certification. Exposure to Portfolio Management segment will be an added advantage to excel in this position.,

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 staff to flag eligible customers form HNW portfolio Acquire new 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 products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement Achieving MTD and YTD Revenue Targets Attrition control of customers Operations, Marketing & Processes Ensure KYC / AML norms are adhered to at all points of time Ensure that norms are adhered to for individuals workstation Increase In Wallet Share Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs of the HNW Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating is reached Product Penetration & contribution towards focused product Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. Customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensure smooth transition of handover/takeover of the portfolio Key Skills Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in financial Industry. IRDA Certification NCFM Certification (Optional) Exposure to Portfolio Management segment,