26 Portfolio Handling Jobs

Role & Responsibilities: Generate business and cross sell all products and services of the Bank. Relationship Management for a portfolio of customers. Branch Operations and Audit Compliance Preferred candidate profile: 3 -10 years of experience in banking and sales. Graduation & Post Graduation (any stream) Knowledge of basic banking functions and the economy

Job Description: Execute customer acquisition plans as per the defined strategy for the branches under your purview, focusing on income, volume, and new customer acquisition targets. To drive the Forex Products such as Digital Inward Remittances, Outward Remittances, Prepaid Forex Cards and Forex Cash. Be accountable for achieving income targets set for forex products within the respective Region and Clusters you support Implement marketing initiatives launched centrally by the product team to promote forex products effectively. Maintain detailed records of all activities undertaken related to the forex business Identify opportunities to cross-sell forex services to the existing base of current and savings account customers through effective profiling exercises. Build and nurture relationships with existing clients identified as potential forex customers.

Overall Management 1. Manage Public Relations & liaison with authorities for day to day branch working and reporting 2. Develop and lead sales, marketing, and business development plan for branch 3. Ensure implementation of growth strategies to generate sales across core banking products including loans, current and savings accounts, term deposits and third party products 4. Develop the business prospects in the branch vicinity by scouting for avenues to expand advances portfolio qualitatively & quantitatively 5. Develop strategies for growth for the Branch including customer relationship measures, campaigns and local advertising at Suryoday 6. Build and leverage networks both externally (with customers , potential customers, banking professionals, subject matter experts etc.) and internally (with Bank personnel across departments and zones) Customer Service & Operations 7. Manage relationships with key Suryoday customers and prospective high net worth customers 8. Ensure quick resolution of customer issues which are escalated by the Branch staff and take required action 9. Monitor customer service related key performance indicators such as customer wait time and customer migration Note:- Interested candidates can drop cv on kunal.bhandare@suryodaybank.com Regards, Kunal [HR Team]

Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets

Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets

Looking for RM in RBB managing HNI and Super HNI Clients

Looking for RM in RBB managing HNI Clients

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to acquire new clients and grow existing ones. Identify cross-sell opportunities for liability products such as credit cards, insurance, etc. to increase revenue generation. Develop strong relationships with retail branch banking teams to drive business growth across multiple channels. Handle third-party product sales through partnerships with various financial institutions. Provide exceptional customer service by resolving client queries promptly and efficiently. Interested candidates can reach out through kavya.p-8341137995

Job Description of SDA- Non Cash (Aspire) Reports to: Service Delivery Manager (Branch Manager in case of branches where there is no SDM) Brief Description: Provide Customer Service to RBL Banks customer, Relationship Manager for Aspire Banking segment customer of the bank, Enhance the value of existing customer of the bank, Acquire new customer for bank , Cross Sell Various Bank Products Key Job Responsibilities of SDA- Customer Service Business Deliverables: • Product Holding Ratio, channel Enrolment and Data Quality : As per assigned benchmarks for branch categories • ERV and NTB growth as per targets set for the branch • Achieve overall deposits growth • Achieve fee revenue (LI, GI, TFx, Assets, MF, etc.) • Achieve certification on all the products being sold through the branch • Adherence to policies and guidelines such as KYC & AML Customer Services: • Service Delivery & Excellence : Ensuring service delivery as per the established benchmarks on TAT and complaint management • Ensuring updated mandatory displays and good look & feel of lobby to ensure customer satisfaction • Adherence to BSOPM, compliance & Audit guidelines: Satisfactory scores on all internal/external audits and surprise checks by internal teams • Ensure quality customer service is delivered disseminating required product information • Recording complaints as per the specified process and resolving all complaints received from customers within the stipulated TATs • Ensure appropriate customer communication on closures • Preventive complaint management, asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Portfolio Management • Candidate will be responsible to manage Aspire Banking Customer Portfolio of the bank (subject to creation of Aspire Banking Portfolio in the branch) • Identify existing/new customers who meet Aspire banking program criteria and upgrade these customers under the Aspire Banking program in line with the program criteria • Ensuring that customers make RBL their primary bank • Knowing about where all the customer is currently banking and moving him to our Bank • Ensuring that customer scoping is done and products are targeted accordingly • Sales to family members and associates which have been grouped together • Relationship enhancement by cross selling other bank products. • Regular customer contact to establish needs of the customer and opportunities to cross-sell • Meet the Performance Score Card • Achieving of portfolio level benchmarks of contactibility, Family grouping, Product Cross, channel Activation Achievement of income plans and other benchmarks • Ensure that business plans for the month/quarter/year are duly met across products • Service benchmarks are met Education: Graduation must (min. score of 50%) Competency: - Sales and Influencing Skills - Banking Product & Process Knowledge - Planning and Organizing Skills - Communication Skills - Customer Service - Customer portfolio management skills Certification (Preferred): • AMFI Certification • IRDA Interested candidates Contact:7207997185

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 5 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

Looking for RM in RBB managing HNI and Super HNI Clients

Role & responsibilities : • 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 satisfaction .

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

About the Role We are seeking a dynamic and results-driven Regional TeleSales Agent to join our growing team. In this role, you will be responsible for selling products or services and providing tailored advice to meet individual and business client needs. This is an exciting opportunity for individuals passionate about sales, customer service, and building long-term client relationships. Key Responsibilities Understand Client Needs: Identify and assess clients requirements through effective questioning and listening. Relationship Management: Build, manage, and nurture long-term client relationships to ensure high levels of satisfaction, trust, and policy renewals. Sales Performance: Consistently meet or exceed assigned sales targets, conversion goals, and other key performance indicators (KPIs). Market & Product Knowledge: Stay updated on products, industry trends, and regulatory changes to provide accurate and timely advice. Customer Service Excellence: Address client queries, objections, and concerns in a patient, professional, and timely manner. Work Schedule: 6 days a week (24 working days per month) with daily login hour adherence and attendance expectations, requiring 8 login hours per day INTERNAL Required Qualifications: Language Proficiency: Fluent in English and a regional language ( Tamil/Kannada) Must score Versant Level 3 or above Educational Qualification: Minimum qualification: 12th Pass (Higher Secondary) Communication & Interpersonal Skills: Strong verbal communication with clear articulation Excellent listening skills and ability to hold natural, non-scripted conversations Patient, empathetic, and customer-focused approach Sales & Client Handling Abilities: Good negotiation and persuasion skills Proven ability to build and maintain client relationships Problem-Solving & Decision-Making: Capable of handling objections and queries smartly Sound judgment and quick thinking during customer interactions Personal Attributes: Should come across as genuine, not robotic Professional, polite, and positive attitude under pressure Device Requirements Must have a working laptop Noise-cancellation headphones Stable Wi-Fi connection Preferred Qualifications: Sales Experience: Prior experience in B2B or B2C sales Graduates Compensation & Benefits: Competitive Base Salary Fixed monthly salary of INR 16,000, aligned with industry standards and individual experience. INTERNAL Performance-Based Commissions Attractive incentive structure tied to individual and team sales performance potential to earn INR 4,000+ monthly. Comprehensive Health Insurance Health coverage for both self and immediate family members. Professional Development Opportunities Access to ongoing training, sales coaching, certifications, and clearly defined career growth paths within the organization. Rewards & Recognition Programs Monthly and quarterly awards to celebrate top performers, consistent achievers, and employees who exemplify organizational values.

About the Role We are seeking a dynamic and results-driven Regional TeleSales Agent to join our growing team. In this role, you will be responsible for selling products or services and providing tailored advice to meet individual and business client needs. This is an exciting opportunity for individuals passionate about sales, customer service, and building long-term client relationships. Key Responsibilities Understand Client Needs: Identify and assess clients requirements through effective questioning and listening. Relationship Management: Build, manage, and nurture long-term client relationships to ensure high levels of satisfaction, trust, and policy renewals. Sales Performance: Consistently meet or exceed assigned sales targets, conversion goals, and other key performance indicators (KPIs). Market & Product Knowledge: Stay updated on products, industry trends, and regulatory changes to provide accurate and timely advice. Customer Service Excellence: Address client queries, objections, and concerns in a patient, professional, and timely manner. Work Schedule: 6 days a week (24 working days per month) with daily login hour adherence and attendance expectations, requiring 8 login hours per day INTERNAL Required Qualifications: Language Proficiency: Fluent in English and a regional language ( Tamil/Kannada) Must score Versant Level 3 or above Educational Qualification: Minimum qualification: 12th Pass (Higher Secondary) Communication & Interpersonal Skills: Strong verbal communication with clear articulation Excellent listening skills and ability to hold natural, non-scripted conversations Patient, empathetic, and customer-focused approach Sales & Client Handling Abilities: Good negotiation and persuasion skills Proven ability to build and maintain client relationships Problem-Solving & Decision-Making: Capable of handling objections and queries smartly Sound judgment and quick thinking during customer interactions Personal Attributes: Should come across as genuine, not robotic Professional, polite, and positive attitude under pressure Device Requirements Must have a working laptop Noise-cancellation headphones Stable Wi-Fi connection Preferred Qualifications: Sales Experience: Prior experience in B2B or B2C sales Graduates Compensation & Benefits: Competitive Base Salary Fixed monthly salary of INR 16,000, aligned with industry standards and individual experience. INTERNAL Performance-Based Commissions Attractive incentive structure tied to individual and team sales performance potential to earn INR 4,000+ monthly. Comprehensive Health Insurance Health coverage for both self and immediate family members. Professional Development Opportunities Access to ongoing training, sales coaching, certifications, and clearly defined career growth paths within the organization. Rewards & Recognition Programs Monthly and quarterly awards to celebrate top performers, consistent achievers, and employees who exemplify organizational values.

Role & responsibilities Develop and execute sales strategies to expand institutional business partnerships and client base. Conduct market research to identify potential institutional clients and industry trends. Establish and nurture relationships with key decision-makers and stakeholders within targeted institutions. Possess an in depth knowledge of industry sector/segment wise in respective region. Confident to review and discuss Financial markets with investors to and Brand/ Class market Shriram AMC. Persistent follow up if required for inclusion of SAMC in the investment portfolio of investors. Partner with wholesale Distributors to understand their clintetel financial needs to promote to SAMC Schemes. Responsible for driving the sales for all wholesale along with high volume across the region. Engage with Corporate treasuries to ensure higher allocation there by increasing market share of respective regions. Responsible for conducting all educating / training for new investors. Maintaining weekly sales reports to track, analyse and communicate business results and provide insight and feedback by account. Provide regular updates and reports on institutional business development activities to senior management. Stay informed about industry regulations and compliance standards affecting institutional business relationships. Work closely with internal teams to ensure seamless investment experience to institutional clients. Preferred candidate profile Preferably candidates from AMC / NBFC with MF knowledge

Overall Job Description Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold) Acquires new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. Easily establish relationship with customers and build a rapport. Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple banking transactions. Maintain highest order of honesty, transparency and integrity in all actions. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Mandatory Certifications IRDA and AMFI mandatory

Job Responsibilities: - Liaising with customers form portfolio - Acquire new customers who meet product criteria - Regular interaction with the customer to build rapport to understand and update the profile. - Enhance the Overall value/book size of the portfolio - Maintain the overall quality / hygiene parameters of the portfolio - Cross selling products of the bank based on the customer need - Joint calls being done along with Supervisor as per defined process - Advisory services to be offered based on the requirement in coordination with PBG. - Attrition control of customers - Achieving MTD and YTD Revenue Targets - Operations, Marketing & Processes - Increase in wallet share - Product Penetration & contribution towards focused product - Customer Service

Portfolio Handling Cross selling the Banking Products and Handling the HNI Portfolio size Profiling Customers and provide financial products to meet customer needs

Responsible for acquiring and managing SME clients for Working Capital/Business Banking needs. Ensure portfolio growth, credit underwriting, cross-sell bank products, and maintain client relationships while ensuring compliance and service excellence.

Urgent Hiring for !!! Senior Relationship Manager !!! for one of the leading bank. Key Responsibilities (KRAs): Acquire and grow High Net Worth (HNW) customer relationships focused on liabilities and commercial assets. Source new clients through personal efforts and acquisition channels. Deliver superior customer service in line with bank policies . Cross-sell bank products to mapped branch customers. Promote new products and enhancements to deepen relationships. Organize sales initiatives and client engagement events. Collaborate with group companies for product offerings. Maintain detailed records of customer interactions. Address customer queries and ensure timely resolution. Desired Candidate Profile: Strong relationship management skills with HNW customers. Solid knowledge of commercial assets (CC, OD, TL, Export Finance). Familiarity with Mutual Funds and Insurance is a plus. Graduate with 6 to 12 years Customer-focused with high energy and drive to succeed. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Urgent Hiring for !!! Elite Relationship Manager !!! for one of the leading bank. Key Responsibilities: Acquire and manage High Net Worth (HNW) customer relationships for liabilities and commercial assets. Ensure excellent customer service and compliance with bank policies. Cross-sell bank products and inform clients of new offerings. Organize sales initiatives and client events. Collaborate with group companies for comprehensive product access. Maintain updated records and monitor customer feedback for service improvements. Candidate Profile: Proven experience in managing HNW banking relationships. Strong knowledge of Trade, Forex, and Commercial Assets (CC, OD, TL, Export Finance). Exposure to Mutual Funds and Insurance preferred. Customer-focused with high energy and drive to succeed. Experience: 6 to 8 years Age: Up to 35 years. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. Ensure strict adherence to policies and procedures. Organize marketing activities or events to raise brand awareness.

1. A Banking Relationship Manager is primarily responsible for providing financial solutions to the Priority customers and ensuring value added services. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. 3. Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. 4. Increasing customer engagement through other non-investment products like Forex, Remittances, Loans, etc. to the new and existing customers. 5. Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions.

- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. - Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. - Ensure quality of sourcing by acquiring Potential HNI Clients. - Acquiring and managing both business, individual (resident and NRI) clients. - Increase product penetration and exit barriers, by cross- selling more number of products per client. - Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. - Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. - Work in close coordination with Client Experience Manager's to deliver superior service to clients. - Ensuring adherence to Compliance processes and guidelines. - Reduce rejection rates and improve quality of documentation. - Ensuring 360- client engagement - - Total Client Ownership- . Role & responsibilities Preferred candidate profile Perks and benefits