57 Portfolio Handling Jobs - Page 2

We're Hiring: Wealth Relationship Manager | Leading Private Bank Job Locations: Punjab Amritsar, Zirakpur, Patiala, Rajpura, Mandi Gobindgarh, Dhakoli, Panchkula Haryana – Panipat, Ambala, Jind, Kaithal, Sonipat, Yamunanagar Position: Wealth Relationship Manager Role Type: Individual Contributor (Portfolio Management) Key Products Handled: CASA (Current Account & Savings Account) Mutual Funds Life Insurance (Retail Liability) Role Overview: We're seeking dynamic and customer-focused professionals to manage high-value client portfolios, build long-term relationships, and drive sales of wealth management products. Apply Now: Interested candidates can share their updated CV at mukesh.dhawan@v-konnect.com

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

Job description The Key Account Manager will manage relationships with high-value clients, ensuring their needs are met and business growth is sustained. The role includes developing account plans, offering tailored solutions, and maintaining strong customer relationships. Candidate should be aware about portfolio management. Contact person - Ananya Gupta Contact details - 8630606438

Roles & Responsibilities: Lead a team of Relationship Managers / Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. Driving customer coverage and Ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile High energy and drive with a Blend of Sales and Service. Ability to manage and motivate front office staff. Customer First attitude. Graduate: 6 to 8 years of experience. Should be Persuasive with excellent interpersonal skills.

Greetings from Kotak Mahindra Bank. Great opportunity to bring talented individuals you know into our organization, helping us build a diverse and inclusive workplace. Below are roles in the region of Andhra Pradesh, Orissa & Telangana Along with Hyderabad. Roles Available : Acquisition Manager - CASA Manager - Corporate Employee Solutions Premier Acquisition Manager - Business Banking Trade Relationship Manager Relationship Manager - Platinum / Privy - Household / Business Banking Branch Manager- Branch Banking Preferred candidate profile Graduation Qualification in any stream. Age Criteria : upto 35 Yrs of age. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. High energy and drive. Go getter attitude. Self-motivated with a passion to achieve. Relevant Experience of in Team Handling, thorough Understanding of Banking. Leadership Aptitude, Mentoring Ability and Excellent Organizational Skills. Contact Details : Santhosh.L (Andhra Pradesh & Orissa) - Mail ID : santhosh.L@kotak.com Anurag Kaushik (Hyderabad) - Mail ID : anurag.kaushik@kotak.com Praveen Kumar (Telangana) - Mail ID : praveenkumar.racharla@kotak.com

Preferred candidate profile: More than 2 years in banking into branch banking and portfolio handling with HNI handling as well. From RM to SM grade hiring for RBL bank. Interested candidates can reach out through kavya.p-8341137995

Job Title: Relationship Manager Wealth & Business Banking Location: Mumbai/ Navi Mumbai(All Areas) Experience: 5 + years Industry: Banking & Financial Services Employment Type: Full Time Job Summary: We are looking for a dynamic and customer-focused Relationship Manager to grow our Liability and Investment portfolio by acquiring and managing high-value clients (including NRI and business clients). The ideal candidate will have a strong understanding of banking products, excellent interpersonal skills, and a passion for delivering tailored financial solutions. Key Responsibilities: Acquire and deepen relationships with high-net-worth individuals and business clients. Grow the Liability book and Investment AUM through cross-selling of banking and wealth products (e.g., Trade Forex, Insurance, Mutual Funds, Loans). Conduct regular portfolio reviews and financial check-ups to ensure optimal client engagement. Collaborate with product specialists to deliver customized financial solutions. Ensure high-quality sourcing and documentation to reduce rejection rates. Maintain compliance with internal and regulatory guidelines. Deliver exceptional client service in coordination with Client Experience Managers. Drive 360 client engagement and ensure total client ownership. Key Skills & Competencies: Strong communication skills in English and local language. Excellent presentation and networking abilities. Sound knowledge of banking and wealth management products. Analytical mindset with a client-centric approach. Process-oriented with high integrity and professional ethics. Passion for sales and entrepreneurial drive.

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

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 Bajaj Finserv Asset Management

Roles and Responsibilities Client Acquisition & Relationship Management: Acquire and manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs). Deepen existing client relationships by understanding financial goals and offering tailored banking and investment solutions. Business Development & Revenue Growth: Identify and execute cross-sell opportunities across liability products such as credit cards, life insurance, general insurance, fixed deposits, and mutual funds. Drive consistent growth in the portfolio value through new client acquisition and increased wallet share. Channel Collaboration: Collaborate with retail branch banking teams to create and convert business opportunities across regions and channels. Support team-based targets while promoting synergy between departments. Third-party Product Sales: Promote and sell third-party financial products in partnership with leading institutions, ensuring regulatory and compliance standards are met. Customer Service Excellence: Deliver best-in-class customer service by promptly addressing client inquiries, concerns, and service requirements. Ensure timely and accurate documentation, onboarding, and service delivery for all clients. Qualifications and Skills: Graduate/Postgraduate in Finance, Commerce, or related fields. Proven track record in HNI/NRI relationship management within the banking/financial services industry. Strong product knowledge across banking and investment offerings. Excellent communication, interpersonal, and negotiation skills. Ability to work independently as well as in a team-oriented environment.

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.