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0.0 years
0 Lacs
indore, madhya pradesh, india
On-site
Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Develo...
Posted 1 month ago
0.0 years
0 Lacs
vadodara, gujarat, india
On-site
JD: PRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Require...
Posted 1 month ago
0.0 years
0 Lacs
delhi, india
On-site
JD: PRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Require...
Posted 1 month ago
0.0 years
0 Lacs
mumbai, maharashtra, india
On-site
JD: PRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Require...
Posted 1 month ago
0.0 years
0 Lacs
tumkur, karnataka, india
On-site
JD: PRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Require...
Posted 1 month ago
3.0 - 5.0 years
0 Lacs
rohtak, haryana, india
On-site
Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 complete relationship record for assigned custom...
Posted 1 month ago
0.0 years
0 Lacs
india
On-site
Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Develo...
Posted 1 month ago
0.0 years
0 Lacs
bengaluru, karnataka, india
On-site
JD: PRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Require...
Posted 1 month ago
0.0 years
0 Lacs
indore, madhya pradesh, india
On-site
Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships forliabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer sa...
Posted 1 month ago
3.0 - 5.0 years
0 Lacs
ahmedabad, gujarat, india
On-site
Job Description : Educational Qualification - MBA/CA/CS/ICWA. Work Experience - minimum 3 years relevant experience. Experience Domain- Asset sales with leading banks/ NBFC. Experience of working capital loan product ( CC/OD/Term Loan) sales. Do not source candidates for CF business from business units like - HL/BL/LAP/LAS/LACR/Large corporate/ Mid corporate/ Trade Sales/ Branch sales/ Machine loans. Source candidates from SME working capital background, Business Banking Group, Business Loan group, Emerging enterprises Group of banks like ICICI, Axis, HDFC, AU Bank, Indusind bank. Early joiners shall be preferred. Can source candidates from Supply chain finance vertical of Oxyzo, SME finance...
Posted 1 month ago
5.0 - 10.0 years
5 - 13 Lacs
noida, 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
3.0 - 8.0 years
5 - 10 Lacs
hisar
Work from Office
Role & responsibilities 1. To achieve overall business targets on volumes and profitability for BBG customers. 2. To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process. 3. Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer. 4. Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities 5. Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers, including deferral closure 6. Ensu...
Posted 1 month ago
1.0 - 6.0 years
4 - 8 Lacs
ludhiana
Work from Office
About The Role Elite Relationship Manager Department WCG Elite Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M5 Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for t...
Posted 1 month ago
1.0 - 6.0 years
4 - 8 Lacs
chandigarh
Work from Office
About The Role Elite Relationship Manager Department WCG Elite Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M5 Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for t...
Posted 1 month ago
2.0 - 6.0 years
6 - 9 Lacs
mumbai
Work from Office
About The Role About The Role To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with Branch Banking teams for new customer addition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size and profitability of the assigned portfolio. To understand client business models, trade related activities, ca...
Posted 1 month ago
1.0 - 5.0 years
2 - 4 Lacs
surat
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfacti...
Posted 1 month ago
1.0 - 5.0 years
2 - 4 Lacs
gurugram
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfacti...
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
lucknow
Work from Office
Role & responsibilities 1. To achieve overall business targets on volumes and profitability for BBG customers. 2. To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process. 3. Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer. 4. Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities 5. Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers, including deferral closure 6. Ensu...
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
lucknow
Work from Office
Role & responsibilities 1. To achieve overall business targets on volumes and profitability for BBG customers. 2. To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process. 3. Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer. 4. Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities 5. Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers, including deferral closure 6. Ensu...
Posted 1 month ago
4.0 - 8.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Platinum Relationship Manager KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA 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 1 month ago
4.0 - 8.0 years
0 Lacs
vadodara, gujarat, india
On-site
Platinum Relationship Manager - Business Banking 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 acc...
Posted 1 month ago
3.0 - 5.0 years
0 Lacs
ambala, haryana, india
On-site
Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 complete relationship record for assigned custom...
Posted 1 month ago
4.0 - 8.0 years
0 Lacs
pune, maharashtra, india
On-site
Platinum Relationship Manager - Business Banking 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 acc...
Posted 1 month ago
4.0 - 8.0 years
0 Lacs
pune, maharashtra, india
On-site
Platinum Relationship Manager - Business Banking 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 acc...
Posted 1 month ago
4.0 - 8.0 years
0 Lacs
pune, maharashtra, india
On-site
Platinum Relationship Manager - Business Banking 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 acc...
Posted 1 month ago
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