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3.0 - 6.0 years
8 - 10 Lacs
mumbai
Work from Office
1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...
Posted 1 month ago
4.0 - 9.0 years
7 - 12 Lacs
noida, ghaziabad, greater noida
Work from Office
Platinum Relationship Manager Key Responsibilities Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent communic...
Posted 1 month ago
4.0 - 9.0 years
7 - 12 Lacs
meerut
Work from Office
Platinum Relationship Manager Key Responsibilities : Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent commun...
Posted 1 month ago
1.0 - 4.0 years
36 - 60 Lacs
raipur
Work from Office
Acquire HNI/UHNI clients & conduct discovery meetings Pitch & onboard Mutual Funds, PMS, AIFs, Bonds, Insurance Conduct seminars, webinars, networking & referrals Maintain CRM & ensure compliance Achieve revenue & lead conversion targets Health insurance
Posted 1 month ago
2.0 - 7.0 years
6 - 13 Lacs
bengaluru
Work from Office
Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients and expand existing ones. Identify business opportunities through networking, referrals, and market research to drive revenue growth. Provide personalized banking solutions to meet the financial needs of HNI/NRI clients, including investment products Develop strong relationships with key stakeholders within the community to build trust and loyalty. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
Posted 1 month ago
0.0 - 5.0 years
3 - 5 Lacs
mumbai, mumbai suburban, thane
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 Hrutika: 8080126356 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 1 month ago
3.0 - 5.0 years
0 - 0 Lacs
chennai, hyderabad
On-site
Role - NRI Relationship Manager Location Chennai, Hyderabad Job description - Provide financial solutions to the NRI customers while maintaining high service standards. - Maintain complete customer profile including the risk profile, demographics and assets in the bank. - Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. - Enrich relationships and garner higher wallet share through customer engagement activities. - Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products. - Review the inflows and o...
Posted 1 month ago
3.0 - 8.0 years
7 - 11 Lacs
asansol
Work from Office
Role & responsibilities Job Role- * NRI Client Relationship Management: Build and maintain strong relationships with NRI clients, understanding their financial goals, needs, and preferences. Act as the primary point of contact for NRI clients, addressing their inquiries, concerns, and providing prompt assistance. * Portfolio Management: Utilize your experience in managing portfolios for NRI clients in any other bank to effectively handle our clients. * Business Development: Proactively identify opportunities to expand the NRI client base and increase the bank's market share in the NRI segment. Develop and execute strategic plans to attract and on-board new NRI clients. * Compliance and Regul...
Posted 2 months ago
3.0 - 8.0 years
3 - 6 Lacs
coimbatore
Work from Office
Urgently need - NRI Financial Consultants for broking firm in Coimbatore - in stock market Location -Coimbatore ctc : 3.6 to 6 lacs Experience : 3+ yrs in BFSI / broking firms. NRI FC will be handling only NRI accounts.acquire and manage NRI clients Required Candidate profile through Client References, Cold Calling, Partner Banks, appointment and harnessing references/leads. Products: Mutual Funds, Insurance, Equity & Debt , Portfolio Contact QRN on 9869504403
Posted 2 months ago
0.0 - 5.0 years
3 - 5 Lacs
mumbai suburban, thane, mumbai (all areas)
Work from Office
Job Opening: Phone Banking Officer (Bank Payroll) Location: Andheri / Thane / Vashi Shift: Day Shift | Work from Office Salary: Up to 5 LPA (Based on Interview) Process: Inbound / Outbound Graduates (Freshers can apply) Call 9773553319 Simran 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 months ago
1.0 - 6.0 years
2 - 3 Lacs
ghaziabad, new delhi, delhi / ncr
Work from Office
Senior Relationship Manager • Drive sales directly through company leads and walk-in customers. • Manage the end-to-end sales process with a focus on customer experience. • Achieve sales targets through proactive outreach and relationship building. Required Candidate profile • Must be Graduate • Must have 1 YEARS of experience in Sales / Banking / Finance / Insurance Sector • Good Communication Skills Contact : 74358 61309 HR Hemaxi Perks and benefits Incentives + Appraisal + PF + Promotions
Posted 2 months ago
5.0 - 10.0 years
8 - 17 Lacs
bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred program...
Posted 2 months ago
5.0 - 10.0 years
5 - 10 Lacs
bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Current Account Relationship Manager based across Bangalore Job Locations: Bangalore - Infantry Road Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Current Account Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Ensure value build up & cross-sell in assigned base current account relationships Job Responsibilities(JR) : Actionable Customer Engagement Customer engagement / personal visits at pre-defined frequency Customer Service Sp...
Posted 2 months ago
5.0 - 10.0 years
8 - 17 Lacs
bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred program...
Posted 2 months ago
5.0 - 10.0 years
13 - 18 Lacs
mumbai, mumbai suburban
Work from Office
Objective of the role : To evaluate the size of business from the NRI market and to create & execute a cogent market building strategy for the International Market. Department : Sales Location : Mumbai Roles & Responsibilities: To actively engage with Channel partners in the GCC and generate NR leads for Pan India To create a strong and motivated Channel network who will consistently contribute to sales Set up presence of Kalpataru brand in the GCC market Manage relationships with customers, clients and build a pipeline for the To take ownership for all NRI customers and leads generated for better conversion To take ownership on the sales pricing and coordinate with the Head Office , all sit...
Posted 2 months ago
3.0 - 6.0 years
8 - 10 Lacs
mumbai
Work from Office
1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...
Posted 2 months ago
3.0 - 6.0 years
8 - 10 Lacs
bengaluru
Work from Office
1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...
Posted 2 months ago
3.0 - 7.0 years
8 - 10 Lacs
chennai
Work from Office
1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers....
Posted 2 months ago
1.0 - 3.0 years
8 - 10 Lacs
bengaluru
Work from Office
1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...
Posted 2 months ago
2.0 - 7.0 years
5 - 12 Lacs
new delhi, gurugram, delhi / ncr
Work from Office
Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...
Posted 2 months ago
2.0 - 7.0 years
5 - 12 Lacs
pune
Work from Office
Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
ongole, vijayawada, visakhapatnam
Work from Office
Develop and implement sales strategies. Lead and support the sales team. Drive revenue growth and new business. Maintain key client relationships. Collaborate with internal teams. Oversee sales forecasting. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at Riya@theinfinityspace.com Sr HR Riya Perks and benefits On Roll Job Career Medical Benefits Insurance
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
kadapa, tirupati, anantapur
Work from Office
Develop and implement sales strategies. Lead and support the sales team. Drive revenue growth and new business. Maintain key client relationships. Collaborate with internal teams. Oversee sales forecasting. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at Riya@theinfinityspace.com Sr HR Riya Perks and benefits On Roll Job Career Medical Benefits Insurance
Posted 2 months ago
1.0 - 6.0 years
2 - 4 Lacs
karimnagar, mancherial, khammam
Work from Office
Develop and implement sales strategies. Lead and support the sales team. Drive revenue growth and new business. Maintain key client relationships. Collaborate with internal teams. Oversee sales forecasting. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at Riya@theinfinityspace.com Sr HR Riya Perks and benefits On Roll Job Career Medical Benefits Insurance
Posted 2 months ago
1.0 - 3.0 years
8 - 10 Lacs
mumbai
Work from Office
1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...
Posted 2 months ago
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