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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 3 months ago
1.0 - 6.0 years
2 - 4 Lacs
Chennai
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 trans...
Posted 3 months ago
5.0 - 10.0 years
5 - 15 Lacs
Kochi, Hyderabad, Bengaluru
Work from Office
Key Responsibilities: - 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 outflows in the mapped NRI accounts and also proactivel...
Posted 3 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 - JP Nagar & Jayanagar 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 experience to enhance the profitability of...
Posted 3 months ago
4.0 - 9.0 years
7 - 15 Lacs
Chennai
Work from Office
Dear Aspirants, IndusInd Bank is looking out Candidates for below role at Chennai & Coimbatore. Position: Relationship Manager/Sr Relationship Manager - NRI Detailed Responsibilities Managing key clients/high end customers & adding these clients to his/her existing portfolio for future cross sell. Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. Providing financial advice related to investments, insurance, simple banking transactions. Building client rapport with corporate sector/NR clients. Delivering the target number with quality & customer delight. Competencies Required Business Acumen Sales / Marketing skills I...
Posted 3 months ago
4.0 - 7.0 years
5 - 9 Lacs
Bengaluru
Work from Office
Role & responsibilities We are seeking an experienced and dynamic NRI Banking Acquisition Relationship Manager to join our team. The ideal candidate will be responsible for acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing them with tailored banking solutions, and ensuring exceptional customer service. - Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. - Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences. - Provide personalized banking and investment advice to NRI clients, recommending appropriate products and ...
Posted 3 months ago
6.0 - 11.0 years
7 - 15 Lacs
Navi Mumbai, Pune, 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 Call - 7897726700 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 3 months ago
5.0 - 10.0 years
4 - 9 Lacs
Kochi, Thiruvananthapuram
Work from Office
Urgent Requirement - Leading bank RM with minimum 5 -10yrs of relevant experience in handling HNI/ NRI / Wealth portfolio from Banks, NBFC Firms can apply. Provide financial solutions to the NRI customers while maintaining high service standards. Required Candidate profile NISM and IRDA Certificate is Mandatory Must have handled portfolio before Graduation/ Post graduation from a recognized institute
Posted 3 months ago
1.0 - 5.0 years
2 - 4 Lacs
Kollam, Kottayam, Thrissur
Work from Office
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 Desired Candidate Profile * Qualification Needed: Graduation / Post Graduation(Relevant Experience of Field, Suitable qualification will be preferred) * Relevant Experience: 2 - 3 years Experience in Selling Financial Products * Age 24 to 35 years Interested Candidates kindly share your cv to mo...
Posted 3 months ago
5.0 - 10.0 years
8 - 15 Lacs
Chennai, Bengaluru
Work from Office
Hi, We have an excellent Opening in Leading Bank for NRI - RM Profile. Designation : NRI - Relationship Manager Location : Bangalore & Chennai Job Role : Individual Job Responsibilities: Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the HNW relationships. Deepen, Enhance and manage the NR Preferred Customers. Increasing the wallet share of NR customers and grow the book size Cross sell of Bank products like Insurance, Mutual Funds, Investment Services account. Handling Inward & Outward remittances Help the Branches in Promotional and Lead generation activity for NR accounts to meet NR budget targets Assist and train the Branches on NR Produ...
Posted 3 months ago
5.0 - 10.0 years
5 - 15 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore - J P Nagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition an...
Posted 3 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 - JP Nagar & Jayanagar 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 experience to enhance the profitability of...
Posted 3 months ago
4.0 - 9.0 years
5 - 8 Lacs
Bengaluru
Work from Office
Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences.
Posted 3 months ago
4.0 - 9.0 years
5 - 8 Lacs
Puducherry, Chennai
Work from Office
Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences.
Posted 3 months ago
1.0 - 6.0 years
4 - 5 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Designation-Assistant Manager Payroll-Bank CTC-7.50LAKH Age limit-30 LOC-Thane Exceptional Written & Verbal Communication skills Graduate with min 1-2 YRS exp in escalations Voice support only apply CALL 8080126356 Ekta www.hyfly.in Required Candidate profile Handling 1st level escalations of bank NRI customers High quality of responses to achieve high Net Promoter Score-NPS Coordinating with various departments for resolution of customer
Posted 3 months ago
6.0 - 11.0 years
5 - 15 Lacs
Nagpur, Pune, Mumbai (All Areas)
Work from Office
Job Title: Priority Banking Relationship Manager (PBRM) Location: Nagpur, Pune Experience: Minimum 4 years in banking relationship management Industry: Banking & Financial Services Job Responsibilities: Manage relationships with HNI clients and provide wealth management solutions. Achieve sales and revenue targets by cross-selling banking products. Ensure excellent customer service and satisfaction. Develop and maintain strong client relationships. Requirements: Graduation/Post-Graduation in Finance, Business, or a related field. Strong knowledge of investment products, mutual funds, and insurance. Excellent communication and interpersonal skills. Job Title: NRI Relationship Manager (NRI RM)...
Posted 3 months ago
4.0 - 9.0 years
8 - 12 Lacs
Ghaziabad, Greater Noida, Delhi / NCR
Work from Office
Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment. Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business. Completes 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 Bank NRI Relationships Deepens relationship to incre...
Posted 3 months ago
5.0 - 10.0 years
8 - 17 Lacs
Ernakulam, Kottayam
Work from Office
Job Purpose Responsible for including HNI customers into the Preferred programme 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/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred 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. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) ...
Posted 3 months ago
6.0 - 11.0 years
10 - 20 Lacs
South Goa, Nagpur, Pune
Work from Office
Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*
Posted 3 months ago
8.0 - 13.0 years
10 - 15 Lacs
Bengaluru
Work from Office
To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain tr...
Posted 3 months ago
4.0 - 9.0 years
6 - 11 Lacs
Jalandhar, Ludhiana
Work from Office
Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers whil...
Posted 3 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: Across Bangalore - Halasuru, V V Puram, Church Street, Frazer Town & Cambridge Road - Ulsoor Branch 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 ...
Posted 3 months ago
2.0 - 7.0 years
5 - 10 Lacs
Hyderabad, Pune, Mumbai (All Areas)
Work from Office
Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.Managing a portfolio of NRI Clients & Understanding their Financial Goals Required Candidate profile Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. Responsible for generating revenue primarily through brokerage and TPP.
Posted 3 months ago
2.0 - 7.0 years
4 - 9 Lacs
Mumbai, Navi Mumbai, Mumbai (All Areas)
Work from Office
Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.Managing a portfolio of NRI Clients & Understanding their Financial Goals Required Candidate profile Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. Responsible for generating revenue primarily through brokerage and TPP.
Posted 3 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: Across Bangalore - 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 enhance the profitability of the relations...
Posted 3 months ago
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