98 Portfolio Handling Jobs - Page 3

Role & responsibilities : To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs. Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. Preferred candidate profile : C...

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...

Job Responsibilities: Role summary The role holder is responsible for deepening existing client relationships or acquiring those that are new to bank. The incumbent must act as a one point of contact for managed clients and leverage opportunities to increase overall wallet share in accordance with the financial needs of the customer. Key Responsibilities Relationship Management: 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 curr...

Key Responsibilities: Customer Acquisition: Acquire new-to-bank customers (especially salaried professionals, entrepreneurs, and emerging HNIs). Leverage internal and external leads, corporate tie-ups, and referral networks to generate business. Relationship Management: Build and manage long-term relationships with a portfolio of young professionals. Regularly interact with clients to understand their banking and investment needs. Cross-Selling & Revenue Generation: Cross-sell a wide range of banking products including CASA, mutual funds, insurance, credit cards, personal loans, and investment services. Meet or exceed monthly revenue and product targets. Portfolio Management: Ensure timely K...

Roles and Responsibilities Handle retail liabilities, cross-sell products, and provide portfolio handling expertise. Develop strong relationships with customers through effective communication and sales strategies. Collaborate with team members to achieve business objectives and drive growth. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 1-6 years of experience in banking sales or related field (preferably from BFSI industry). Strong understanding of banking products, including liability products and retail branch banking services. Excellent communication skills for building rapport with customers and colleagues alike. Ability to work indepen...

Roles and Responsibilities Handle retail liabilities, cross-sell products, and provide portfolio handling expertise. Develop strong relationships with customers through effective communication and sales strategies. Collaborate with team members to achieve business objectives and drive growth. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 1-6 years of experience in banking sales or related field (preferably from BFSI industry). Strong understanding of banking products, including liability products and retail branch banking services. Excellent communication skills for building rapport with customers and colleagues alike. Ability to work indepen...

Roles and Responsibilities Handle retail liabilities, cross-sell products, and provide portfolio handling expertise. Develop strong relationships with customers through effective communication and sales strategies. Collaborate with team members to achieve business objectives and drive growth. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 1-6 years of experience in banking sales or related field (preferably from BFSI industry). Strong understanding of banking products, including liability products and retail branch banking services. Excellent communication skills for building rapport with customers and colleagues alike. Ability to work indepen...

Job Summary: We are looking for a dynamic and customer-focused Relationship Manager under the Young Professionals program to manage retail banking customers, generate business through cross-selling of banking products, and ensure excellent customer service at the branch level. Key Responsibilities: Build and maintain relationships with walk-in and existing customers at the branch. Promote and sell banking products like savings accounts, current accounts, term deposits, credit cards, insurance, mutual funds, and other third-party products. Conduct outbound calling and field visits to acquire new customers and deepen relationships. Identify customer needs and provide suitable financial solutio...

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...

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

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 ! Roles Available : Relationship Officer - 811 (M1) Acquisition Manager - CASA (M1) Branch Relationship Manager - Business Development (M2) Relationship Manager - Platinum - Household / Branch Banking (M3) Service Officer - Teller (M1) 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 net wort...

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-k...

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 ne...

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 a...

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 conver...

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 curr...

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 (wi...

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