43 Irda Certification Jobs

As a Relationship Manager, your role is to offer a superior customer experience to enhance profitability by increasing relationship size, cross-selling the right products, acquiring family accounts, retaining, and enhancing relationships. You will be the one-point contact for all financial needs and services, aiming to enhance 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 meeting product criteria - Regularly interact with customers to build rapport, update profiles, and understand their needs - Enhance the overall value and book size of the...

As a Relationship Manager, your primary role is to cater to High Net Worth Individuals (HNI) by enrolling them in the Preferred Program. Your focus should be on providing these customers with a superior experience to increase the profitability of the relationship. This involves expanding the relationship size, cross-selling appropriate products, acquiring family accounts, and retaining and enhancing the relationship. Additionally, you will be responsible for acquiring new Imperia relationships to further grow your portfolio. Key Responsibilities: - Identify eligible customers from the Classic/Preferred portfolio and engage with branch staff for acquisition. - Acquire new customers who meet t...

Key Responsibilities Business Development & Sales Acquire new customers for portfolios, insurance, mutual funds, FDs, and NCDs (upon launch). Achieve monthly and quarterly sales targets across product categories. Utilize both personal client networks and company-provided curated leads to generate business. Conduct regular field visits to meet prospective and existing clients to deepen relationships. Client Relationship Management Maintain and grow a personal portfolio of high-value customers. Provide personalized financial solutions based on customer needs and risk profiles. Ensure timely follow-up, query resolution, and high service standards to enhance customer satisfaction. Branch Mapping...

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...

As a Relationship Manager, your role is crucial in including HNI customers in the HNW Program to provide them with a superior customer experience and enhance the profitability of the relationship. Your responsibilities include: - Acquiring new Bank's HNW relationships and being the one-point contact for all financial needs and services of customers - Liaising with branch staff to identify eligible customers from the HNW portfolio - Acquiring new customers who meet product criteria and building rapport through regular interactions - Enhancing the overall value and book size of the portfolio - Maintaining the quality and hygiene parameters of the portfolio - Cross-selling bank products based o...

As a Relationship Manager Select / Senior Relationship Manager Select, your role involves managing existing customers of the bank and expanding the customer base by acquiring new clients. You will be responsible for meeting all banking needs of the mapped clients. Key Responsibilities: - Acquire new clients through leads and family accounts grouping - Grow the liability base (CASAFD) by strengthening relationships with premium mapped customers - Sell asset, wealth & other products (bank and third party) to increase revenue per client - Service clients for all their banking requirements, including bank/3rd party products - Increase the bank and third party product holding of mapped clients - ...

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 personalised 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 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...

Role Overview: As a Relationship Manager, your primary responsibility will be to engage with HNI customers and include them in the HNW Program. You will focus on providing these customers with a superior experience to increase the profitability of the relationship. Additionally, you will be tasked with acquiring new Imperia relationships and serving as the main point of contact for all their financial needs and services. By enhancing the value and wallet share of current relationships, you will contribute to the overall profitability of these relationships. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the Classic/Preferred portfolio - Acquire new custo...

As a Relationship Manager in the HNW Program, your role is crucial in enhancing the profitability of the relationships with HNI customers through various strategies. Here's a detailed overview of your responsibilities: **Role Overview:** You will be responsible for acquiring new HNW relationships for the bank and acting as the primary point of contact for all the financial needs and services of the customers. Your aim will be to increase the relationship size, cross-sell the right products, acquire family accounts, and retain and enhance the relationships to boost profitability. **Key Responsibilities:** - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acqui...

As a Relationship Manager, your role involves including HNI customers into the HNW Program and providing them with a superior customer experience to enhance profitability. Your responsibilities include: - Acquiring new Bank's HNW relationships - 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 their profiles - Enhancing the overall value/book size of the portfolio - Maintaining the quality and hygiene parameters of the portfolio - Cross-selling bank products based on customer needs - Conducting joint calls with supervisors as per the defined p...

About Affluent Business-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 HNIs/ ultra HNIs clients. About the Role The role of Managing Partner would manage the UHNI relationships of Bank's customers, their family and business entities. Provide wealth management advisory and solutions based on clients needs and risk profile. The role would also manage, provide guidance and leadership to a team of 5-7 Partner & Senior Partner who would individually man...

As a Relationship Manager, your main responsibility is to include HNI customers into the HNW Program and provide them with a superior customer experience to enhance profitability. Your role involves increasing the relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing relationships. Additionally, you will be the one-point contact for all financial needs and services, enhancing current relationship value and wallet share to increase 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 t...

As a Relationship Manager, your primary role is to cater to the needs of HNI customers by onboarding them into the HNW Program and providing exceptional customer service to increase relationship profitability. Your responsibilities include: - Acquiring new HNW relationships for the bank - Serving as a single point of contact for all financial needs, enhancing relationship value and wallet share - Liaising with branch staff to identify eligible customers for the HNW portfolio - Acquiring new customers who meet product criteria - Regularly interacting with customers to build rapport and update profiles - Enhancing the overall value and book size of the portfolio - Maintaining portfolio quality...

Role Overview: As a Relationship Manager, your main responsibility will be to include High Net Worth Individual (HNI) customers into the High Net Worth (HNW) Program. You will focus on offering 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. Additionally, you will be the one-point contact for all the financial needs and services of the customers, aiming to enhance the current relationship value and wallet share, ultimately increasing profitability from these relationships. Key Responsibilities: - Liaise with branch staff to...

Role Overview: 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. By focusing on increasing the relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing relationships, you will contribute to the profitability of the relationships. You will also serve as a one-point contact for all financial needs and services, thereby enhancing the current relationship value and wallet share to increase profitability. Key Responsibilities: - Liaise with branch staff to identify eligible customers from the HNW portfolio. ...

As a Relationship Manager (RM) focusing on High Net Worth (HNW) customers, your main responsibility is to bring HNI customers into the HNW Program and provide them with an exceptional customer experience to increase the profitability of the relationship. Your key tasks include: - Acquiring new HNW relationships for the bank - Serving as the primary point of contact for all the financial needs of the customers - Building rapport with customers through regular interactions to understand their requirements - Increasing the overall value and book size of the portfolio - Cross-selling bank products based on customer needs - Providing advisory services as needed - Achieving monthly and yearly reve...

Job Title: Relationship Manager - Life Insurance Reports To: Distribution Partner/Branch Manager Employment Type: Full-time (On payroll of Life Insurance Corporate) Work Location: Distributor's Office Position Summary The Relationship Manager works from the distributor's office as the link between a reputed life insurance company and clients. This role involves analysing client needs, recommending suitable products, supporting policy issuance, following up on leads provided by the company, and generating additional leads through networking and awareness activities to help families secure their financial future. Key Responsibilities Follow up promptly on leads provided by the company, ensurin...

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...