98 Portfolio Handling Jobs - Page 2

As a Branch Relationship Manager at Equitas Bank located in Jamnagar, you will be responsible for cross-selling products within your assigned portfolio to increase valuation. We are seeking candidates with a minimum of 3 years of portfolio handling experience or CASA sales experience, along with a background in branch banking sales. Your primary role will involve leveraging your expertise to identify opportunities for product cross-selling within your portfolio. By effectively promoting our range of products, you will contribute to the growth and success of our branch. If you possess the necessary experience and skills for this position, we encourage you to share your resume with us at 88490...

Requirements: Qualifications: Education: Bachelors degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred). Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 5 years of total experience in financial planning and wealth management in India. At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-w...

• Managing and growing client relationships • Identifying and capitalizing on business opportunities • Selling financial products and services • Increasing product and channel penetration • Increasing product and channel penetration

Virtual Relation Manager ( Chennai )Grade :- AM/DM Responsibilities Manage and nurture client relationships through virtual engagements Provide clients with personalized financial advice and solutions Identify opportunities to cross-sell banking products and services Respond promptly to client inquiries, providing exceptional customer service Collaborate with internal departments to ensure holistic client service Track and achieve sales targets and business objectives Maintain up-to-date knowledge of banking products and services Ensure compliance with regulatory and company policies during all interactions Qualifications Bachelor's degree in Finance, Business Administration, or related fiel...

Role & responsibilities The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High-Net-worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment. • Increase CA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, • Proactively and timely identifies potential problem accounts and formulates appropriate risk • ...

Greetings from Kotak Mahindra Bank. We are excited to invite passionate and skilled individuals to be a part of our growing team through our upcoming Walk - In Drive. We are hiring for multiple positions ! Role & responsibilities Relationship Officer - 811 (M1) Acquisition Manager - CASA (M1) Premier Acquisition Manager - CASA (M2) Relationship Manager - Elite - Household (M2) Relationship Manager - Platinum - Household / Branch Banking (M3) Branch Operations Manager (M3) Branch Manager- Branch Banking (M4/M5) 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 ne...

Dear Candidate, we are having opening from Leading AMC Role: Relationship Manager - Customer engagement Channel Location: Mumbai Min 3 years into HNI clients handling, Mutual funds sales is required Interested candiates kindly share resume to Aanchal in whatsapp - 9917283370 Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of IPru, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor...

We are seeking a Sales Manager to lead our Unsecured Business Loans (UBL) channel. This role is crucial for managing and growing our Direct Selling Agent (DSA) network to achieve sales targets. The ideal candidate will have experience in sales, a strong grasp of risk management, and excellent relationship-building skills to ensure a steady flow of high-quality loan applications. Key Responsibilities Sales Target Achievement: Attain sales targets by acquiring new DSAs and maintaining existing relationships through regular visits. DSA Management: Ensure the monthly activation of DSA channels via regular engagement, training, and relationship management. Sourcing & Compliance: Ensure all loan a...

We are seeking a Sales Manager to lead our Unsecured Business Loans (UBL) channel. This role is crucial for managing and growing our Direct Selling Agent (DSA) network to achieve sales targets. The ideal candidate will have experience in sales, a strong grasp of risk management, and excellent relationship-building skills to ensure a steady flow of high-quality loan applications. Key Responsibilities Sales Target Achievement: Attain sales targets by acquiring new DSAs and maintaining existing relationships through regular visits. DSA Management: Ensure the monthly activation of DSA channels via regular engagement, training, and relationship management. Sourcing & Compliance: Ensure all loan a...

Walk- in Drive on 2nd Sep and 6th Sep for Experienced Premier / Elite Virtual Relationship Manager at IndusInd Bank, Chennai (Karapakkam) Job Role : Achieve sales targets and providing Customer service by managing assigned portfolio of customers for the Bank through phone. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the relationships. Effectively service, outbound calls to customers. Sales targets spread across Liabilities, Retail Assets, Forex, Credit Cards, Online trading etc. Requirements: Any Graduate or Post Graduate 1 - 5 years experience in BPO Sales, Phone Banker would be preferred. Multilinguistic candidates are preferred. Excellent com...

Role & responsibilities The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High-Net-worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment. • Increase CA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, • Proactively and timely identifies potential problem accounts and formulates appropriate risk • ...

Job Summary: The Delivery Head is a senior leadership role responsible for overseeing the successful delivery of services to key clients. This position ensures that projects and engagements are delivered on time, within scope, and in line with client expectations. The role combines leadership, strategic thinking, and operational expertise to manage client relationships, lead delivery teams, and drive operational excellence across multiple accounts. The Delivery Head acts as the key point of contact for our strategic clients, ensuring highquality service and fostering long-term partnerships. Key Responsibilities: Client Relationship Management: Serve as the senior client liaison and strategi...

Job description Core Responsibilities Acquisition of NewtoBank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury products. Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base...

We are seeking an visionary and dynamic Creative Director to join South Asia's leading marketing communications agency. This pivotal role involves creating and overseeing the implementation of world-class creative solutions across all channels. You will be instrumental in developing innovative go-to-market concepts, elevating the agency's creative standards, actively participating in client pitches, and mentoring junior talent to achieve ambitious agency targets. Key Responsibilities: Creative Vision & Implementation: Lead the creation and direct the oversight of world-class creative solutions, ensuring they are innovative, impactful, and aligned with client objectives and brand strategy. Co...

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

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

This Opportunity is with a leading Stock Broking company for their office in Kolkata location Role: Equity Dealer Experience: 2 - 7 Year s Job Description: Role & Responsibilities: Responsible for managing clients' portfolios by assessing their needs and advising them on their investments based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Research and build relationships with clients. Required Skillset: Pleasant personality and good communication skills. Basic knowledge of finance and financial products. Mus...

Relationship Manager Yes Premia Core Responsibilities : Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sells the full range of consumer and commercial pro...

Key Responsibilities: Client Acquisition: Identifying and acquiring new high-net-worth clients. Relationship Management: Building and maintaining strong, long-term relationships with clients. Financial Planning: Providing tailored financial advice and solutions to clients based on their needs. Product Sales: Cross-selling and upselling relevant financial products and services to existing clients. Customer Service: Ensuring a high level of customer service and satisfaction. Portfolio Management: Managing and optimizing client portfolios.

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability..

Job description Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI 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 relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher prod...

Role & responsibilities Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with...

Job Opening: Wealth Relationship Manager Ahmedabad Are you passionate about wealth management and client relationship building? Were looking for a highly driven and experienced Wealth Relationship Manager to join a reputed financial institution in Ahmedabad . Location: Ahmedabad- Prahladnagar , Relief Road , Shantigram Township , Mani Nagar and Ghandhidham , Bhavnagar Position: Wealth Relationship Manager Experience: Relevant experience in Wealth/Private Banking/Investment Advisory preferred Key Responsibilities: Manage and enhance relationships with HNI and UHNI clients. Provide customized wealth management solutions tailored to client needs. Cross-sell investment products including mutual ...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and p...

Greetings from Kotak Mahindra Bank. We are excited to invite passionate and skilled individuals to be a part of our growing team through our upcoming Walk - In Drive. We are hiring for multiple positions ! Role & responsibilities Relationship Officer - 811 (M1) Acquisition Manager - CASA (M1) Premier Acquisition Manager - CASA (M2) Relationship Manager - Elite - Household (M2) Relationship Manager - Platinum - Household / Branch Banking (M3) Branch Manager- Branch Banking (M4/M5) 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 indiv...