7.0 - 12.0 years

11 - 16 Lacs

Bengaluru

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JOB DESCRIPTION -HDFC BANK-(Bengaluru) A Imperia Relationship Manager (RM) at HDFC Bank in Bengaluru, Karnataka, is responsible for managing and growing a portfolio of high-net-worth (HNI) clients. This involves providing financial solutions, maintaining client relationships, identifying new business opportunities, and ensuring client satisfaction. The role requires a strong focus on sales, wealth management, and client relationship management. Key Responsibilities: Client Relationship Management: Building and maintaining strong relationships with HNI clients, understanding their financial needs, and providing tailored solutions. Sales and Revenue Generation: Achieving sales targets through the acquisition of new clients, cross-selling bank products and services, and deepening existing client relationships. Wealth Management : Offering advice and solutions related to investments, including equities, fixed income, and alternative products, as well as other banking products. Client Acquisition: Identifying and acquiring new high-net-worth clients through referrals and other lead generation activities

Posted 1 week ago

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Wealth RM/NRI RM - Retail Branch Banking - Kochi, Trivandrum Rekrut India

5.0 - 10.0 years

5 - 10 Lacs

Kochi, Thiruvananthapuram

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Hi We have an excellent Opening in Leading Bank for NRI - RM Profile - Kerala Designation : NRI - Relationship Manager Location : Kochi, Trivandrum Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. 3. Review the inflows and outflows in the mapped NRI accounts and also proacti vely track NRI visits to India. 4. To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. 5. Generate new sales leads for NRI customers through referrals from existing clients, NRI brokers, stockbrokers, expats of shipping companies, overseas branches. How to Apply : If Interested, WhatsApp your cv to 8861316141, I will guide you with details. Thanks & Regards, Priyanka A M Senior Recruitment Specialist / BFSI & Services m +91-8861316141 | e priyanka.pooja@upgrad.com| https://www.upgrad.com/ Follow us: Facebook | Twitter | LinkedIn | YouTube

Posted 1 month ago

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