98 Portfolio Handling Jobs - Page 4

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,...

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 cu...

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: Consist...

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: Consist...

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 ...

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....

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 Pen...

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 Cand...

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). Exposur...

Role Details: The Current Account Relationship Manager (CA-RM) is responsible for managing and growing a portfolio of business clients, focusing on their Current Account GBO requirements, trade finance services, Cash Management Service (CMS) requirement within the mapped book. The role involves providing personalized banking services, identifying client needs, and offering tailored solutions to ensure customer satisfaction and loyalty. The CA- RM is also responsible for acquiring high value new clients from catchment, cross-selling other banking products, and ensuring compliance with all relevant regulations. Work Experience : 5-6 years of experience in Retail Branch Banking (in SME liabilit...

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 Develop and manage relationships with HNI customers for liabilities and commercial assets. Ensure high levels of customer service and adherence to bank policies. Cross-sell bank products including CASA, MF, Insurance, and third-party products. Inform clients about new products and enhancements to deepen banking relationships. Plan and execute sales initiatives and client engagement events. Coordinate with group companies to offer seamless access to additional financial products. Maintain comprehensive relationship records and track customer queries/complaints for timely resolution. Preferred candidate profile Experience: Minimum 2 - 6 years in BFSI/Banking, with at le...

Vachana Investments is hiring Equity Dealers massively Role & responsibilities:- Executing trades on behalf of clients. Keeping clients informed about market trends and developments. Advising clients on market movements and trade related activities. Performing order placements on behalf of clients. Having Two Wheeler is an added advantage. Should have very good English communication. Requirements:- Bachelor's degree in Finance, Business or related field. Experience in the Service broking industry is mandate. (Discount Broking experience will not be considered) Minimum 1 year of experience as an equity dealer. Better knowledge of Equity and derivative marketing. NISM certification is preferab...

RM with minimum 5 -10yrs of relevant experience in handling HNI/ NRI / Wealth portfolio from Banks, NBFC Firms can apply. Provide financial solutions to the NRI customers while maintaining high service standards. Required Candidate profile NISM and IRDA Certificate is Mandatory Must have handled portfolio before Graduation/ Post graduation from a recognized institute