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2.0 - 6.0 years
3 - 6 Lacs
Chennai
Work from Office
Role & responsibilities: : Respond to customer first contact resolution mails received at designated NRI ID and liabilities ID as per agreed business TAT • Responsible to identify NFTR cases and follow up with the concern business unit for adequate resolution • To ensure adherence to all laid down process while responding to customer mails • Responsible to provide complete and accurate resolution to customers, to achieve the overall objective of Customer satisfaction. • To identify & review request received from customer for charges waiver and raise request in Branch Waiver system as per EMT grid. • To identify business opportunity by post resolution customer calling • To call customers for ...
Posted 4 months ago
5.0 - 10.0 years
4 - 9 Lacs
Bengaluru
Work from Office
Wealth relationship Manager Bangalore Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financi...
Posted 4 months ago
2.0 - 7.0 years
1 - 6 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
We are seeking an experienced and results-driven Area Sales Manager to lead a team of front-line sales representatives in promoting and selling life insurance policies directly to clients. This is an exceptional opportunity for a sales head to make a significant impact on our organization's growth and success. Job Summary: We are looking for a motivated and goal-oriented Direct Sales to drive business growth by identifying new opportunities, nurturing customer relationships, and meeting/exceeding sales targets. The ideal candidate will be an individual contributor who thrives in a fast-paced environment and is passionate about providing value to clients. Key Responsibilities: Proactively ide...
Posted 4 months ago
6.0 - 10.0 years
10 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 4 months ago
6.0 - 10.0 years
10 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding. 7897726700
Posted 4 months ago
6.0 - 11.0 years
10 - 20 Lacs
Gurugram, Delhi / NCR, Mumbai (All Areas)
Work from Office
#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT #Ensure internal and regulatory compliance Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
Posted 4 months ago
6.0 - 10.0 years
6 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Graduate / MBA # 5+ yrs experience in selling of investment products as product manager/investment counsellor/wealth Manager/Relationship Manager # Excellent Communications & Client relationship
Posted 4 months ago
6.0 - 11.0 years
12 - 22 Lacs
Pune, Delhi / NCR, Mumbai (All Areas)
Work from Office
#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
Posted 4 months ago
5.0 - 10.0 years
10 - 20 Lacs
Gurugram, Delhi / NCR, Mumbai (All Areas)
Work from Office
# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.
Posted 4 months ago
6.0 - 10.0 years
10 - 15 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 4 months ago
5.0 - 10.0 years
10 - 20 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.
Posted 4 months ago
6.0 - 10.0 years
8 - 15 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
* +05 yr in sales/wealth management of handling the HNI Clients. *Team Handling, Investment Counselling. *In Depth sales exp in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 4 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 - IT Park, Prestige Shantiniketan, Whitefield & Thubrahalli 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 programme and offering them a superior customer exper...
Posted 4 months ago
7.0 - 12.0 years
10 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Branch Head - RBB across Bangalore. Job Locations: Bangalore - Whitefield Cluster Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : RBB-Branch Mgr Retail Branch Banking Team : (Sub team in the PA) : Retail Branch Banking Reports to (job) : Cluster Head /Circle Head Responsibilities Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, Ensure achievement of overall Branch Targets by g...
Posted 4 months ago
5.0 - 10.0 years
5 - 10 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - KV Jairam Road Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross ...
Posted 4 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 (Indiranagar - Krishna Temple Road & CMH Road) Note: Candidates having 5+ 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 programme and offering them a superior customer experience to enha...
Posted 4 months ago
5.0 - 10.0 years
6 - 9 Lacs
Jamnagar, Porbandar, Rajkot
Work from Office
Role & responsibilities The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure sup...
Posted 4 months ago
3.0 - 8.0 years
3 - 4 Lacs
Vijayawada, Kurnool
Work from Office
Dear Applicant We are hiring Wealth Relationship Manager for Demat Account Dept Hyderabad Job Description: Roles and Responsibilities 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Qualification: Graduation Mandatory Age : 35 Remuneration: Fixed CTC + Lucrative incentives if you would like to explore the opportunity kindly share your resume to revathy.1@sbicapsec.com ...
Posted 4 months ago
3.0 - 8.0 years
3 - 4 Lacs
Hyderabad
Work from Office
Dear Applicant We are hiring Wealth Relationship Manager for Demat Account Dept Hyderabad Job Description: Roles and Responsibilities 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Qualification: Graduation Mandatory Age : 35 Remuneration: Fixed CTC + Lucrative incentives if you would like to explore the opportunity kindly share your resume to rohini.h@sbicapsec.com o...
Posted 4 months ago
3.0 - 8.0 years
5 - 8 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Urgent requirements for a leading Bank Positions: TELLER RELATIONSHIP MANAGER CASA, CURRENT ACCOUNT RM, WEALTH RM, PORTFOLIO RM, CORPORATE SALES RM, SALES MANAGER CORPORATE SALES (Team Handling) Ctc: 4 lap to 8 lpa for CASA roles 5lpa to 12 lpa for Corporate sales role Locations: Bangalore, Hyderabad, Chennai If interested please contact Swathi SWATHI HR SOLUTIONS 8501808133 swathihrsolutions@gmail.com
Posted 4 months ago
0.0 - 4.0 years
2 - 4 Lacs
Bharuch, Patan, Himatnagar
Work from Office
Oversee daily operations and sales. Manage and handle walkin customers Lead and motivate the sales and marketing team Develop and maintain customer relationships. Drive business growth through the team Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Meera@theinfinityspace.com / 8460345357 Sr HR Meera Perks and benefits On Roll with Kotak Group Mediclaim Career Growth
Posted 4 months ago
7.0 - 12.0 years
10 - 20 Lacs
Bengaluru
Work from Office
Role & responsibilities Dealing with Ultra HNI /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and...
Posted 4 months 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 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 4 months ago
0.0 - 5.0 years
3 - 4 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Hiring for Multiple Roles! Phone Banking Officer Customer Relationship Manager Service Assurance Manager Escalations Manager Video KYC Officer Virtual Relationship Manager Personal Banker on Call Apply Now Call: 9022157571 Khyati 9082104424 Sanika Required Candidate profile No Field Job! Work from the bank’s own contact center handling customer queries over the phone. Knowledge of banking processes, credit cards, insurance, or mutual funds is a plus. Visit: www.hyfly.in
Posted 4 months ago
4.0 - 9.0 years
3 - 7 Lacs
Bengaluru
Work from Office
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and p...
Posted 4 months ago
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