650 Preferred Banking Jobs - Page 12

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - Vijayapura (Tmc), Bhatramarenahalli & Bijjawara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff a...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - Jakkur, Judicial Layout, Bharti City , Jalahalli (Sabari Nagar) & Sector A Yelahanka, Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

About the Role We are seeking a highly motivated and customer-centric Preferred Relationship Manager (PRM) to join our Retail Banking team in Hisar. The role involves developing and maintaining long-term relationships with high-net-worth individuals (HNIs) and delivering personalized banking solutions to meet their financial goals. Key Responsibilities Manage and enhance the portfolio of Preferred Banking customers through relationship building and superior service. Act as a trusted financial advisor by identifying client needs and offering customized banking and wealth management solutions. Cross-sell a wide range of products including loans, insurance, mutual funds, fixed deposits, and oth...

Job Description: We are looking for dynamic and customer-focused professionals to join our Retail Banking team as a Preferred Relationship Manager (PRM) . The role involves managing and deepening relationships with high-net-worth clients, providing financial advisory, and ensuring superior customer experience. Key Responsibilities: Build and manage strong relationships with Preferred Banking customers. Understand client needs and provide suitable banking & financial solutions. Cross-sell products like insurance, mutual funds, loans, and other banking services. Ensure high customer satisfaction and portfolio growth. Meet business targets through effective relationship management and service e...

As a Preferred Relationship Manager (PRM) in the Retail Branch Banking (RBB) vertical at HDFC Bank, you will be responsible for managing and deepening relationships with a portfolio of high-value customers. The role requires a strong focus on customer engagement, cross-selling, and ensuring superior banking experience for Preferred Banking clients. Key Responsibilities Manage and enhance relationships with a portfolio of Preferred Banking customers . Provide personalized banking solutions and ensure superior customer service. Achieve business targets across multiple banking products (liabilities, assets, investments, insurance, etc.). Identify and cross-sell opportunities of wealth managemen...

Job Description for Relationship Manager:- It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Interested Candidates can contact to Miss MANSI YADAV Contact Number : 7428895061 Email I'd : mansi.y@opusglobalservices.com

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...

Acquire new customers through leads, referrals, and self-sourcing. Cross-sell and upsell Bank’s products such as savings accounts, current accounts, personal loans, credit cards, insurance, and investment products. Required Candidate profile 2–6 years of exp in retail banking, financial services, or wealth management. Proven track record in sales and customer relationship Manage & enhance the portfolio of retail banking customers

Acquire new customers through leads, referrals, and self-sourcing. Cross-sell and upsell Bank’s products such as savings accounts, current accounts, personal loans, credit cards, insurance, and investment products. Required Candidate profile 2–6 years of exp in retail banking, financial services, or wealth management. Proven track record in sales and customer relationship Manage & enhance the portfolio of retail banking customers

Acquire new customers through leads, referrals, and self-sourcing. Cross-sell and upsell Bank’s products such as savings accounts, current accounts, personal loans, credit cards, insurance, and investment products. Required Candidate profile 2–6 years of exp in retail banking, financial services, or wealth management. Proven track record in sales and customer relationship Manage & enhance the portfolio of retail banking customers

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 regulatory requiremen...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Sadahalli, Doddaballapur, Rajanukunte Vijayapura (Tmc), Bhatramarenahalli and Bijjawara Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and servi...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Bijjawara & Dodballapur Industrial Town 1 Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by gen...

Position: Senior Private Banker Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF whi...

Position: Senior Private Banker Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF whi...

Position: Senior Private Banker Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF whi...

Position: Senior Private Banker Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF whi...

Min Exp: 4yrs into dealing of HNI Portfolio

We're looking for a dynamic Relationship Managers to join our team. The ideal candidate will manage and grow a portfolio of High Net-Worth clients, focusing on customer acquisition, retention, cross-selling and delivering exceptional service. This role demands strong sales acumen, portfolio management experience and deep product knowledge. Role & responsibilities: - Manage HNI Portfolios (Acquisition, Enhancement and Retention) - Drive wallet share and revenue growth - Offer tailored advisory and banking solutions - Ensure compliance, quality service and smooth handovers Preferred candidate profile: - Minimum 8 years' experience in banking sales - Proven track record in HNI banking sales - E...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - 100 Feet Road Indiranagar & BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - 100 Feet Road Indiranagar & BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - KV Jairam Road Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross ...