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7.0 - 12.0 years
17 - 30 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered
Posted 3 months ago
7.0 - 12.0 years
17 - 30 Lacs
Ahmedabad, Surat, Vadodara
Work from Office
1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered
Posted 3 months 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 relationshi...
Posted 3 months ago
2.0 - 5.0 years
4 - 6 Lacs
Mumbai, Mumbai Suburban
Work from Office
Urgent Hiring for !!! NRI Virtual Relationship Manager!!! for one of the leading bank. Key Responsibilities:- Responsible for building and acquiring the NR business portfolio digitally Meeting monthly acquisition target for NTB, CASA,TD and FX Handling NR clients for service needs in India To generate and convert customer/referral leads. Connecting customer as per customer time zone Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com
Posted 3 months ago
7.0 - 12.0 years
17 - 30 Lacs
Pune, Delhi / NCR, Mumbai (All Areas)
Work from Office
1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4. Both IC as well as Team Management roles available 5.High Value Cross-Sell 6.B Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered
Posted 3 months 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 3 months ago
4.0 - 8.0 years
5 - 5 Lacs
Mumbai Suburban, Mumbai (All Areas)
Work from Office
Role & responsibilities Contacting prospective customers via call to introduce our insurance products and services. Engaging leads in meaningful conversations to understand their insurance needs and preferences. Educating customers on the features, benefits, and coverage options of our insurance policies. Effectively overcoming objections and addressing concerns to close sales. • Following up with leads who have expressed interest but have not yet made a purchase. Meeting or exceeding weekly and monthly sales targets. Providing exceptional customer service to build and maintain positive relationships with clients. Building relationship with channel partner. About the channel Welcome to our r...
Posted 3 months 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 3 months 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 relationshi...
Posted 3 months ago
3.0 - 8.0 years
3 - 8 Lacs
Chennai, Tamil Nadu, India
On-site
Job description Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental usiness. 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 Yes FIRST H...
Posted 3 months ago
3.0 - 8.0 years
3 - 8 Lacs
Chennai, Tamil Nadu, India
On-site
Job description Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental 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 Yes FIRST ...
Posted 3 months ago
3.0 - 8.0 years
3 - 8 Lacs
Bengaluru, Karnataka, India
On-site
Job description Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental 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 Yes FIRST ...
Posted 3 months 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 3 months ago
5.0 - 8.0 years
6 - 9 Lacs
Navi Mumbai
Work from Office
Platinum Relationship Manager KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains ...
Posted 3 months ago
6.0 - 8.0 years
7 - 9 Lacs
Thane, Bhiwandi, Kalyan
Work from Office
Platinum Relationship Manager KRAs : Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains...
Posted 3 months ago
10.0 - 15.0 years
15 - 25 Lacs
Navi Mumbai
Work from Office
BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch EXPERIENCE: Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the uni...
Posted 3 months ago
5.0 - 10.0 years
20 - 25 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Manage and grow relationships with HNI/affluent clients by offering personalized wealth solutions across investments, insurance, and banking products. Manage portfolio of HNI/affluent clients Drive AUM growth & cross-sell bank products
Posted 3 months ago
1.0 - 6.0 years
1 - 6 Lacs
Kolhapur, Panaji, Karad
Work from Office
Manage insurance sales through brokers Motivate team for sales Support advisors through training & joint sales calls. deliver new business & renewal business through advisors. Identify new opportunities for cross-selling and upselling life insurance. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim
Posted 3 months ago
3.0 - 8.0 years
9 - 14 Lacs
Kochi
Work from Office
Role & responsibilities Portfolio Management & Acquisiton of NRI Accounts Preferred candidate profile Graduates with Min 1-2 Years of experience in NRI Account portfolio management. Contact : 8590341293 / sibin.babu@aubank.in
Posted 3 months ago
2.0 - 7.0 years
6 - 14 Lacs
Gurugram, Delhi / NCR
Work from Office
* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and reven...
Posted 3 months ago
0.0 - 5.0 years
2 - 4 Lacs
Kochi, Kannur, Malappuram
Work from Office
Manage and handle walk-in customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Janvi@theinfinityspace.com / 8799459860 Sr HR Janvi Perks and benefits On Roll with Axis Group Mediclaim Career Growth
Posted 3 months ago
1.0 - 6.0 years
2 - 4 Lacs
Rajahmundry, Vijayawada, Hyderabad
Work from Office
Oversees daily team workflow Provides guidance and training to team Ensures achievement of performance and quality Handles conflict resolution and team motivation Monitors and reports on team performance Implements process improvements for efficiency Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Janvi@theinfinityspace.com / 8799459860 Sr HR Janvi Perks and benefits On Roll with Kotak Group Mediclaim Career Growth
Posted 3 months ago
1.0 - 6.0 years
2 - 4 Lacs
Hubli, Chennai, Coimbatore
Work from Office
Oversees daily team workflow Provides guidance and training to team Ensures achievement of performance and quality Handles conflict resolution and team motivation Monitors and reports on team performance Implements process improvements for efficiency Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Janvi@theinfinityspace.com / 8799459860 Sr HR Janvi Perks and benefits On Roll with Kotak Group Mediclaim Career Growth
Posted 3 months ago
1.0 - 6.0 years
2 - 4 Lacs
Hosur, Nagercoil, Puducherry
Work from Office
Manage customers and ensure satisfaction Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp. Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll with Axis Group Mediclaim Career Growth
Posted 3 months ago
0.0 - 4.0 years
2 - 4 Lacs
Kolhapur, Nagpur, Nashik
Work from Office
Manage customers and ensure satisfaction Drive business growth through the team Lead and manage the activities of sales team Develop and implement sales strategies Generate business through team & close leads. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Share CV at Meera@theinfinityspace.com whatsapp - 7046250645 HR Meera Perks and benefits on roll Mediclaim Career growth
Posted 3 months ago
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