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4.0 - 9.0 years
9 - 19 Lacs
Surat, Bengaluru, Mumbai (All Areas)
Work from Office
Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.
Posted 5 days ago
8.0 - 10.0 years
15 - 25 Lacs
Kolkata, Ahmedabad, Mumbai (All Areas)
Work from Office
Roles and Responsibilities To be responsible for managing Key Clients NR and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which required to gain business wallet share from NR clients. Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level. Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products. Contributing to the development of new products and services, by channelising self and customer feedback to the respective Program Teams. Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution. Desired Candidate Profile 8-10 years of experience in NR Client Handling or similar roles in Private Banking/ Wealth Management/ Portfolio Management Banking Industry. Strong understanding of NRI Services, Personal Banking, Relationship Management, and Wealth Management principles. Excellent communication skills for effective relationship-building with high-net-worth individuals (HNIs) and non-resident Indians (NRIs).
Posted 5 days ago
6.0 - 11.0 years
4 - 7 Lacs
Gurgaon, Haryana, India
On-site
Roles and Responsibilities: Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential NRI Relationships of the bank Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with the Bank Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to NRI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process
Posted 5 days ago
3.0 - 8.0 years
8 - 13 Lacs
Gurgaon, Haryana, India
On-site
Job Summary: We are hiring experienced professionals for Relationship Manager (RM), Team Leader (TL), and Sales Manager roles. These positions focus on managing client relationships, driving retail and investment banking product sales, leading teams, and ensuring superior service delivery across key customer segments, including HNI and NRI clients. Key Responsibilities: Relationship Management: Manage and grow banking and investment relationships with branch-based and NRI/HNI clients. Ensure high-quality service delivery and client satisfaction across assigned portfolios. Deepen existing relationships and acquire new clients to increase CASA and investment balances. Offer advisory on financial planning, wealth products, and banking solutions tailored to client needs. Sales & Business Development: Achieve business targets across liabilities, retail assets, forex, insurance, mutual funds, and card products. Drive incremental revenue through client acquisition and cross-selling opportunities. Develop and execute sales plans to increase market penetration and product usage. Promote consumer and commercial banking products to current and prospective clients. Team Leadership (for TLs/Sales Managers): Lead, train, and mentor a sales team to achieve branch and individual targets. Monitor team performance and support with strategic direction and coaching. Manage recruitment, goal setting, and performance reviews for the sales team. Client Engagement & Retention: Serve as the primary point of contact for assigned clients and ensure continuous engagement. Address service requirements promptly in coordination with internal teams. Ensure all client interactions are aligned with compliance, process, and audit standards.
Posted 5 days ago
3.0 - 8.0 years
8 - 13 Lacs
Pune, Maharashtra, India
On-site
Job Summary: We are hiring experienced professionals for Relationship Manager (RM), Team Leader (TL), and Sales Manager roles. These positions focus on managing client relationships, driving retail and investment banking product sales, leading teams, and ensuring superior service delivery across key customer segments, including HNI and NRI clients. Key Responsibilities: Relationship Management: Manage and grow banking and investment relationships with branch-based and NRI/HNI clients. Ensure high-quality service delivery and client satisfaction across assigned portfolios. Deepen existing relationships and acquire new clients to increase CASA and investment balances. Offer advisory on financial planning, wealth products, and banking solutions tailored to client needs. Sales & Business Development: Achieve business targets across liabilities, retail assets, forex, insurance, mutual funds, and card products. Drive incremental revenue through client acquisition and cross-selling opportunities. Develop and execute sales plans to increase market penetration and product usage. Promote consumer and commercial banking products to current and prospective clients. Team Leadership (for TLs/Sales Managers): Lead, train, and mentor a sales team to achieve branch and individual targets. Monitor team performance and support with strategic direction and coaching. Manage recruitment, goal setting, and performance reviews for the sales team. Client Engagement & Retention: Serve as the primary point of contact for assigned clients and ensure continuous engagement. Address service requirements promptly in coordination with internal teams. Ensure all client interactions are aligned with compliance, process, and audit standards.
Posted 5 days ago
4.0 - 9.0 years
7 - 17 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Work from Office
Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.
Posted 6 days ago
3.0 - 8.0 years
4 - 9 Lacs
Jalandhar
Work from Office
Customer service Providing value-added customer service and ensuring customer satisfaction Financial solution Meeting the need of NRI customer with financial solution Customer acquisition Acquiring new NRI customer and servicing existing relationship
Posted 6 days ago
8.0 - 10.0 years
15 - 25 Lacs
Ahmedabad, Bengaluru, Mumbai (All Areas)
Work from Office
Roles and Responsibilities To be responsible for managing Key Clients NR and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which required to gain business wallet share from NR clients. Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level. Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products. Contributing to the development of new products and services, by channelising self and customer feedback to the respective Program Teams. Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution. Desired Candidate Profile 8-10 years of experience in NR Client Handling or similar roles in Private Banking/ Wealth Management/ Portfolio Management Banking Industry. Strong understanding of NRI Services, Personal Banking, Relationship Management, and Wealth Management principles. Excellent communication skills for effective relationship-building with high-net-worth individuals (HNIs) and non-resident Indians (NRIs).
Posted 6 days ago
8.0 - 12.0 years
12 - 20 Lacs
Ahmedabad, Bengaluru, Mumbai (All Areas)
Work from Office
-Offer wealth management advisory, covering mutual funds, PMS, bonds, offshore investments, insurance, etc. -Promote NRE/NRO/FCNR deposits, remittance products, and foreign currency solutions. -Ensure delivery of superior client servicing, including cross-border banking requirements. -Collaborate with product, investment, and compliance teams to deliver customized solutions. -Conduct regular portfolio reviews and generate referrals from existing NRI clients. -Stay updated with global financial trends impacting NRI investment behavior. -Comply with all FEMA, FATCA, and RBI guidelines applicable to NRI clients.
Posted 6 days ago
5.0 - 7.0 years
6 - 8 Lacs
Kochi
Work from Office
Role & responsibilities Preferred candidate profile
Posted 1 week ago
4.0 - 9.0 years
7 - 17 Lacs
Kolkata, Bengaluru, Delhi / NCR
Work from Office
Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.
Posted 1 week ago
10.0 - 20.0 years
10 - 20 Lacs
Kolkata, Bengaluru, Mumbai (All Areas)
Work from Office
Managing & PL of the Branch.
Posted 1 week ago
2.0 - 7.0 years
10 - 12 Lacs
Kolkata, Jaipur, Raipur
Work from Office
A leading private bank is hiring NRI Relationship Managers at the Kolkata and Jamshedpur locations Required Candidate profile Current NRI RMs have super excellent english communication skills with a minimum 2 years of relevant experience and are most welcome
Posted 1 week ago
2.0 - 5.0 years
2 - 6 Lacs
Kolkata
Work from Office
Role & responsibilities Generate new sales leads for acquiring new NRI New To Bank customers through referrals from existing NRI clients, stock brokers, shipping companies, NRI associations, IT/ITES companies, etc To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. Responsible for increasing liabilities size of relationship via balances in accounts of New To Bank and existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India. Increase customer engagement through cross - selling investment Products like Life Insurance, General Insurance and other non-investment products like Forex, Remittances, Loans, etc Preferred candidate profile Experienced candidates must be from acquisition background. Have to acquire quality NR accounts Create healthy book value in accounts and cross sell the banking products. Background should be from CASA / Privilege Banker
Posted 1 week ago
1.0 - 6.0 years
3 - 4 Lacs
Mumbai, Thane, Dombivli
Work from Office
Urgent Hiring – Inbound Voice Process India’s 3rd Largest Private Bank Location: Noida (Sec-16 & 125), Thane Role: Phone Banking Officer (On-Rolls, Office-Based) CTC: 3–4.25 LPA+incentives Shifts: 24/7 Rotational | 8 Week Offs/Month Required Candidate profile Graduate (No B.Tech/MBA) 1+ Yr Voice Process Exp (BPO/BFSI/IT etc.) Freshers with excellent communication may apply WFH Not Available Apply Now-Immediate joiners preferred Call 9773553319 Simran Perks and benefits Mediclaim Branch Banking eligibility after 2 yrs
Posted 1 week ago
2.0 - 7.0 years
4 - 9 Lacs
Kochi
Work from Office
Client Acquisition & Relationship Management Business Development Customer Service & Support Strategy & Execution Compliance & Operations
Posted 1 week ago
2.0 - 7.0 years
3 - 8 Lacs
Kottayam
Work from Office
Role & responsibilities Preferred candidate profile
Posted 1 week ago
1.0 - 6.0 years
1 - 4 Lacs
Ahmedabad
Work from Office
Job Description NRI Relationship Officer To introduce & acquire new NRI customer in the identified segment and reference generation from the specified catchment KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Responsibilities To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix To achieve monthly customer acquisition target To cross- sell other Banking and Asset products To cross-sell TPP products to the acquired customers To maintain good relationship with the customers and seek referrals To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions To activate customers on digital channels, hooks and attachment products To ensure catchment mapping & scoping exercise and provide regular feedback to the Seniors on various business opportunities, customer needs and competition benchmarking To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators To adhere to sales process & KYC Norms of the bank Catchment scoping and generation of NTB leads in the BSA of mapped branch. Thanks & Regards, Komal Pawaskar Talent Acquisition HCM Support Executive Human Capital Management YES Bank House M- 9892273274
Posted 2 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Job Opening: Phone Banking Officer (Bank Payroll) Location: Andheri / Thane / Noida Shift: Day Shift | Work from Office Salary: Up to 4 LPA (Based on Interview) Process: Inbound / Outbound Graduates (Freshers can apply) Call 9082104424 Sanika Required Candidate profile Handle inbound and outbound customer calls professionally Assist customers with account queries, transaction details & basic banking services Escalate unresolved issues to the appropriate department Perks and benefits Bank Payroll Bonus Many more
Posted 2 weeks ago
10.0 - 15.0 years
10 - 12 Lacs
Mumbai
Work from Office
Role & responsibilities The incumbent is responsible for driving NRI book growth for the Bank. It entails engaging with channels internal stakeholders alongwith managing the overall product offering. Manage and oversee the NRI FD portfolio ensuring growth, customer satisfaction and compliance with specific regulatory requirements. The candidate is required to develop and implement strategies to increase NRI book growth, improve customer engagement and enhance onboarding and maintenance journeys through digitization and removal of Nonvalue Adds • Ensure to launch initiatives in line with the overall Organizational strategy • Assist in planning, designing & development of Product strategy to meet business objective • Maintain relationships with key stakeholders and engage with them on a regular basis • Mentoring and coaching team members for their professional development and growth Launch NRI Products in line with Regulatory guidelines & internal policies Manage the bouquet of existing NRI products including SA, FD & structured products Ensure necessary changes to the product / processes as and when required adhering to any regulatory changes Ensure the product offerings are in line with the competition Conduct regular Market analysis and publish to the relevant stakeholders Launch digital initiatives aiding to reduced TAT & better customer experience Manage escalations including MD & CEO, Banking Ombudsman, etc. Facilitating product and process trainings to relevant stake holders including Sales & channel Ensure the content on the website & systems are up to date and any changes are updated on a timely manner Regular engagement with Channel team & Regional / Zonal Heads updating on key business insight and support required from them. Ensure the existing & new product / processes are in adherence to the policies & regulations Closely work with Risk, Legal & compliance on various product related matters Ensure necessary checks are built to track gaps / miss in the existing processes Regular competition benchmarking on interest rates and end of month ARR interest rate validation activity Seek rate approvals from BSMG Ensure interest rate changes are executed correctly in the system and website Timely preparation of ALCO PPT Ability to Lead and work across functional teams Take key decision impacting the business Good at time management leading to timely achievements of goals set Motivate the team as and when required to ensure the better work environment Be accountable for initiatives & activities conducted
Posted 2 weeks ago
6.0 - 11.0 years
5 - 15 Lacs
Pune
Work from Office
Position: Burgundy Relationship Manager / NRI Relationship Manager Location: Pune Kalyani Nagar & Wanowrie Company: Axis Bank – Affluent Business (Burgundy Segment) Grade: Manager (as per experience and internal fitment) Employment Type: Full-time Experience Required: Minimum 6 years in Banking, Wealth Management, or Financial Services Educational Qualification: Graduation (AMFI/NCFM certifications preferred) Job Description Axis Bank is hiring experienced professionals for the roles of Burgundy Relationship Manager and NRI Relationship Manager at its Affluent Business (Burgundy) vertical in Pune – Kalyani Nagar & Wanowrie branches. These positions are responsible for managing high-value client portfolios (Resident & NRI), providing tailored banking and investment solutions, and delivering best-in-class service through continuous engagement and advisory. Key Responsibilities: Manage and deepen existing relationships with affluent and NRI customers Provide end-to-end banking and investment advisory solutions Identify and acquire new clients through referrals, brokers, and local/overseas networks Drive cross-sell of Axis Bank and third-party financial products Maintain comprehensive customer profiles, risk assessments, and financial portfolios Track client activity and proactively plan engagement touchpoints Meet monthly targets for business growth and revenue generation Ensure compliance with KYC, regulatory norms, and internal audit policies Log all engagement and service activities through CRM tools Candidate Profile: Required Qualifications: Graduate from a recognized university (mandatory) AMFI / NCFM certifications preferred Required Experience: Minimum 6 years in BFSI, preferably in Wealth Management, Priority Banking, or NRI Relationship roles Key Skills: Strong knowledge of banking, investment, and financial products Excellent relationship management and client servicing skills Ability to handle high-value portfolios and offer customized financial strategies Goal-driven with a consistent track record in achieving business targets Strong communication and interpersonal skills
Posted 2 weeks ago
7.0 - 12.0 years
7 - 17 Lacs
Pune, Ahmedabad, Bengaluru
Work from Office
In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.
Posted 2 weeks ago
4.0 - 9.0 years
7 - 17 Lacs
Ahmedabad, Jaipur, Bengaluru
Work from Office
Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.
Posted 2 weeks ago
5.0 - 10.0 years
7 - 15 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
Dear Aspirants, IndusInd Bank is looking out for Candidates for below role in Delhi/NCR. Position: Relationship Manager/Sr Relationship Manager - NRI Detailed Responsibilities Relationship management of the Non-resident customer segment of the Bank Generate new business to achieve defined sales targets across various Banking & wealth products. Build and deepen relationships with existing NR customers to achieve increase in deposits, AUM, and revenues. Provide customer service to achieve a higher customer wallet share and ensure high client engagement score leading to client retention and growth. Ensure ongoing self-development to 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. Ensure training and certifications as per the Bank's policies and regulatory requirements. Awareness and compliance to all policies and procedures of the Bank. Competencies Required Business Acumen Sales / Marketing skills Interpersonal & Influencing skills Customer Service Orientation Relationship Management Skills Communication Skills Eligibility criteria Any UG / PG degree with at least 6-7 years of Experience out of which recent 5 years should be in Banking managing HNI/NR portfolio Relevant experience of NRI Client Acquisition and relationship in current role. Should have NRI Client in his current portfolio Interested candidates Pls mail your CV to kajal.tilakram@indusind.com
Posted 2 weeks ago
0.0 - 5.0 years
3 - 5 Lacs
Mumbai, Thane, Gurugram
Work from Office
Hiring for Multiple Roles in Banking & Customer Service Phone Banking Officer Customer Relationship Manager Escalations Manager Virtual Relationship Manager Personal Banker on Call Call Sanika: 9082104424 Visit: www.hyfly.in Required Candidate profile No Field Job – Work from Bank’s Own Contact Center Solve customer queries over phone. Knowledge of Banking processes, Credit Cards, Insurance, Mutual Funds is a plus. Locations: Andheri | Thane|Noida Perks and benefits Bank Payroll Performance Bonus No Field Work
Posted 2 weeks ago
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