13295 Portfolio Management Jobs - Page 38

Acquiring the new clients. Sales Meeting. You’ll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone who is comfortable with sales .

Role & responsibilities 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. If interested, kindly share your ...

New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA . Increasing the Liability book and Investment portfolio size through, deepening and new acquisition. Required Candidate profile Good interpersonal and communication skills Knowledge of Casa sales and marketing

New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA . Increasing the Liability book and Investment portfolio size through, deepening and new acquisition. Required Candidate profile Good interpersonal and communication skills Knowledge of Casa sales and marketing

New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA . Increasing the Liability book and Investment portfolio size through, deepening and new acquisition. Required Candidate profile Good interpersonal and communication skills Knowledge of Casa sales and marketing

Lead a result oriented team and is responsible for managing the Branch Profitability ensuring high quality service and Customer Relationship Management, Operation and risk Branch Targets by generating business and cross sale Managing teller operation Required Candidate profile Achievement of Business Targets - Cross Sell Products like Demat, Credit Cards, MF, Insurance, Ensuring Portfolio Growth Cross Sell Investment Advisory, and Assets Exposure to banking preferable

Lead a result oriented team and is responsible for managing the Branch Profitability ensuring high quality service and Customer Relationship Management, Operation and risk Branch Targets by generating business and cross sale Managing teller operation Required Candidate profile Achievement of Business Targets - Cross Sell Products like Demat, Credit Cards, MF, Insurance, Ensuring Portfolio Growth Cross Sell Investment Advisory, and Assets Exposure to banking preferable

Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling

Develops new and expands existing High Net worth Customer relationships for liabilities. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Required Candidate profile Individual Sales Role Banking Industry candidates with exp in Portfolio/ relationship Management apply

Develops new and expands existing High Net worth Customer relationships for liabilities. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Required Candidate profile Individual Sales Role Banking Industry candidates with exp in Portfolio/ relationship Management apply

Develops new and expands existing High Net worth Customer relationships for liabilities. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Required Candidate profile Individual Sales Role Banking Industry candidates with exp in Portfolio/ relationship Management apply

Coordinate with branch sales team & support BSMSMs for lead conversion To achieve branch direct sales targets (disbursement and book outstanding) Recruitment of Sales Managers and Sales Officers Ensure productivity of Sales Managers and Sales Officer Required Candidate profile Sales process management in FMCG/ Direct sales company Understanding of gold process understanding ,KYC Knowledge & Sales process Gold loan Sales process & BTL Marketing Understanding KYC Knowledge

Coordinate with branch sales team & support BSMSMs for lead conversion To achieve branch direct sales targets (disbursement and book outstanding) Recruitment of Sales Managers and Sales Officers Ensure productivity of Sales Managers and Sales Officer Required Candidate profile Sales process management in FMCG/ Direct sales company Understanding of gold process understanding ,KYC Knowledge & Sales process Gold loan Sales process & BTL Marketing Understanding KYC Knowledge

Review Branch Operations reports Branch Merchandising & co-ordination with Marketing at product level Support Segment RMS and teams on Acquisition, Generating FX income leads for FCNR forwards Required CP Review vault register and Key Registers

Review Branch Operations reports Branch Merchandising & co-ordination with Marketing at product level Support Segment RMS and teams on Acquisition, Generating FX income leads for FCNR forwards Required CP Review vault register and Key Registers

Review Branch Operations reports Branch Merchandising & co-ordination with Marketing at product level Support Segment RMS and teams on Acquisition, Generating FX income leads for FCNR forwards Required CP Review vault register and Key Registers

Review Branch Operations reports Branch Merchandising & co-ordination with Marketing at product level Support Segment RMS and teams on Acquisition, Generating FX income leads for FCNR forwards Required CP Review vault register and Key Registers

RM head also open and will handle team of Wealth RM Responsible for including HNI customer intothe Preferred and offering them a superior customer Enhancement of Deposit pool from Customer Sale of non-deposit product Cross selling targets progressive Required Candidate profile Grade - Sr. Manager/AVP/DVP "Relationship Banking Head(wealth RM'S Team Heandling Role) Must have had Sales experience & Liabilities products

RM head also open and will handle team of Wealth RM Responsible for including HNI customer intothe Preferred and offering them a superior customer Enhancement of Deposit pool from Customer Sale of non-deposit product Cross selling targets progressive Required Candidate profile Grade - Sr. Manager/AVP/DVP "Relationship Banking Head(wealth RM'S Team Heandling Role) Must have had Sales experience & Liabilities products

RM head also open and will handle team of Wealth RM Responsible for including HNI customer intothe Preferred and offering them a superior customer Enhancement of Deposit pool from Customer Sale of non-deposit product Cross selling targets progressive Required Candidate profile Grade - Sr. Manager/AVP/DVP "Relationship Banking Head(wealth RM'S Team Heandling Role) Must have had Sales experience & Liabilities products

RM head also open and will handle team of Wealth RM Responsible for including HNI customer intothe Preferred and offering them a superior customer Enhancement of Deposit pool from Customer Sale of non-deposit product Cross selling targets progressive Required Candidate profile Grade - Sr. Manager/AVP/DVP "Relationship Banking Head(wealth RM'S Team Heandling Role) Must have had Sales experience & Liabilities products

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Cross selling products of the bank based on the customer need

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Cross selling products of the bank based on the customer need

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Cross selling products of the bank based on the customer need

Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned Assisting the client’s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc Cross sell of Liability based pr