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3.0 - 7.0 years
0 Lacs
agra, uttar pradesh
On-site
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...
Posted 1 day ago
3.0 - 7.0 years
0 Lacs
bhopal, madhya pradesh
On-site
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 -...
Posted 2 days ago
4.0 - 9.0 years
0 - 0 Lacs
mumbai city
On-site
Key Responsibilities: 1. Product Strategy & Development: Define the roadmap for NRI products (NRE/NRO accounts, FCNR deposits, etc.). Design new offerings or enhance existing ones based on customer insights and market trends. Collaborate with cross-functional teams (technology, legal, compliance) to implement product initiatives. 2. Business & Revenue Growth: Drive customer acquisition and engagement through innovative product propositions. Partner with distribution channels (branches, relationship managers, digital platforms) to increase product penetration. Monitor and improve product profitability and performance metrics. 3. Customer Experience & Insights: Conduct regular customer feedbac...
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
indore, madhya pradesh
On-site
As a Relationship Manager, your role involves including HNI customers into the Preferred Programe and providing them with a superior customer experience to enhance profitability. Your responsibilities include: - Acquiring new to Bank Imperia relationships - Liaising with branch staff to identify eligible customers and acquire new customers meeting product criteria - Regularly interacting with customers to build rapport, update profiles, and enhance the overall value of the portfolio - Maintaining portfolio quality and hygiene parameters - Cross-selling bank products based on customer needs - Conducting joint calls with Supervisor as per defined process - Offering advisory services in coordin...
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
haryana
On-site
As a Relationship Manager, your primary role is to include HNI customers into the HNW Program and provide them with a superior customer experience to increase the profitability of the relationship. You will be responsible for acquiring new Bank's HNW relationships, serving as a one-point contact for all their financial needs, and enhancing the current relationship value. 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 their profiles - Enhance the overall value and book size of the portfolio - Maintain the quality and hygi...
Posted 4 weeks ago
3.0 - 7.0 years
0 Lacs
jaipur, rajasthan
On-site
The role involves being responsible for including HNI customers into the HNW Program and providing them with a superior customer experience to enhance the profitability of the relationship. This includes increasing the relationship size, cross-selling appropriate products, acquiring family accounts, and retaining and enhancing the relationship. As a Relationship Manager, you will also be tasked with acquiring new Imperia relationships for the bank. Your role will be to act as a one-point contact for all the financial needs and services of the customers, thereby enhancing the current relationship value and wallet share to increase profitability. Your responsibilities will include liaising wit...
Posted 1 month ago
5.0 - 9.0 years
0 Lacs
delhi
On-site
The role involves being responsible for including HNI customers into the HNW Program and providing them with a superior customer experience to increase the profitability of the relationship. The Relationship Manager (RM) is tasked with acquiring new Imperia relationships, serving as a one-point contact for all financial needs, enhancing current relationship value, and increasing profitability from these relationships. The primary responsibilities include liaising with branch staff to identify eligible customers, acquiring new customers meeting product criteria, maintaining portfolio quality, and cross-selling bank products based on customer needs. The RM must achieve monthly and yearly reven...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
jhansi, uttar pradesh
On-site
As a Relationship Manager, your main purpose is to include HNI customers into the HNW Program and provide them with a superior customer experience to enhance the profitability of the relationship. This involves increasing the relationship size, cross-selling the right products, acquiring family accounts, and retaining and enhancing the relationship. You will also be responsible for acquiring new Bank's HNW relationships and serving as a one-point contact for all their financial needs and services. By doing so, you will enhance the current relationship value, increase wallet share, and ultimately boost profitability from these relationships. Your responsibilities will include liaising with br...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
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. This will help in increasing the profitability of the relationship by expanding the relationship size, cross-selling appropriate products, acquiring family accounts, and retaining and enhancing the relationship. You will also focus on acquiring new Imperia relationships and serving as the single point of contact for all their financial needs and services. By doing so, you will enhance the current relationship value, increase wallet share, and ultimately boost profitability from these relationships. Your ...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
madhya pradesh
On-site
You will be responsible for including HNI customers into the HNW Program and providing them with a superior customer experience to enhance the profitability of the relationship. This involves increasing the relationship size, cross-selling the right products, acquiring family accounts, retaining, and enhancing the relationship. Additionally, you will be acquiring new Bank's HNW relationships and acting as a one-point contact for all their financial needs and services to enhance the current relationship value and wallet share, thereby increasing profitability from these relationships. As part of HNW Portfolio Management, your duties will include liaising with branch staff to identify eligible...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
raipur
On-site
The role of a Relationship Manager (RM) is crucial in acquiring High Net Worth Individuals (HNI) customers into the HNW Program and providing them with a top-notch customer experience. Your primary goal will be to increase the profitability of the relationships by enlarging the relationship size, cross-selling appropriate products, acquiring family accounts, and retaining and enhancing the relationships. As an RM, you will also be responsible for acquiring new HNW relationships for the bank and acting as the main point of contact for all their financial needs and services. This approach will help in enhancing the current relationship value, increasing wallet share, and ultimately boosting pr...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
noida, uttar pradesh
On-site
Responsible for including HNI customers into the HNW Program 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 accounts, retaining, and enhancing the relationship. The Relationship Manager (RM) is also responsible for acquiring new Bank's HNW relationships. To be a one-point contact for all their financial needs and services, thus enhancing the current relationship value and wallet share which will further increase profitability from these relationships. Liaising with branch staff to flag eligible customers from the HNW portfolio. Acquire new customers who m...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
delhi
On-site
As a Relationship Manager, your primary responsibility is to bring High Net Worth Individuals (HNI) into the HNW Program and provide them with an exceptional customer experience to maximize the profitability of the relationship. This involves increasing the relationship size, cross-selling relevant products such as Education loans, real estate, and housing loans, acquiring family accounts, and retaining and enhancing the overall relationship. You will serve as the main point of contact for all their financial needs, aiming to enhance the value of the current relationship and increase profitability. Your role includes managing the HNW Portfolio through activities such as acquiring, enhancing,...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
rajasthan
On-site
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...
Posted 3 months ago
3.0 - 6.0 years
3 - 6 Lacs
Mumbai
Work from Office
Job Name & (Business Unit) : Personal Banker Retail Branch Banking Job Location - Sector 6, Charkop-Branch Job Purpose - Responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. Job Responsibilities - Maintain Daily Sales Report ...
Posted 3 months ago
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