649 Preferred Banking Jobs - Page 2

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Managing the High Net Worth customers of the Bank - Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. - Profiling Customers and provide financial products to meet custome. Required Candidate profile 1-Total Experience - Minimum 7+yr 2-Current grade should be Manager 3-Banking background. 4-Good Communication. 5-Local candidate 6- Proper knowledge about the role. 7-Good Stability

Role & responsibilities Manage the Classic Portfolio of high-value customers in the branch. Provide personalized banking services and ensure superior customer experience. Build and maintain strong relationships with Classic customers through regular interactions and portfolio reviews. Achieve targets for cross-selling banking and third-party products investments, insurance, loans, and cards. Ensure timely servicing of customer requests related to accounts, investments, and transactions. Maintain high service standards , compliance with KYC/AML norms, and audit guidelines. Identify opportunities for upgrading customers to higher value segments. Coordinate with branch operations for smooth acc...

Role & responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM sys...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Upcoming Branch (Sr. Manager Grade) Note: Candidates having 8+ years experience in Branch Banking Operations, Sales and Service 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 Targe...

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Role & responsibilities Deepen customer relationships to increase overall relationship value. Acquire new Non-Resident (NR), HNI accounts and generate referrals from existing customers. Drive remittances across all managed and sourced accounts. Conduct high-quality customer engagements over calls, following industry best practices. Promote adoption and usage of digital platforms such as mobile banking and the Optimus app. Increase product holdings per customer by cross-selling pre-approved products like credit cards and other banking solutions. Profile customers and recommend suitable banking products based on their needs and preferences. Ensure effective onboarding for Mobile/Net Banking, B...

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 ...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

-Managing & Acquisition of HNI/UHNI & Corporate clients (with surplus investment amounts of Rs. 1 Crore above) & offer wealth advisory services. -Need to ensure growth of AUM or book size. -Execute cluster business plans for the Wealth Management Required Candidate profile - Minimum 5+ Years of experience in Wealth Management experience in the industry/ Must be from Wealth Platform or banking background -Qualification: Graduation / MBA, AMFI

-Managing & Acquisition of HNI/UHNI & Corporate clients (with surplus investment amounts of Rs. 1 Crore above) & offer wealth advisory services. -Need to ensure growth of AUM or book size. -Execute cluster business plans for the Wealth Management Required Candidate profile - Minimum 5+ Years of experience in Wealth Management experience in the industry/ Must be from Wealth Platform or banking background -Qualification: Graduation / MBA, AMFI

-Managing & Acquisition of HNI/UHNI & Corporate clients (with surplus investment amounts of Rs. 1 Crore above) & offer wealth advisory services. -Need to ensure growth of AUM or book size. -Execute cluster business plans for the Wealth Management Required Candidate profile - Minimum 5+ Years of experience in Wealth Management experience in the industry/ Must be from Wealth Platform or banking background -Qualification: Graduation / MBA, AMFI

-Lead & manage regional teams to drive business growth & profitability. -Business strategies to achieve org. goal -Drive sales, identify new business opportunities & manage key accounts. -Train & develop team to foster a high-performing environment Required Candidate profile -Exp in leadership roles; preferably in the financial industry -Strong communication and interpersonal skills -Deep understanding of the regional market dynamics & customer preferences

-Lead & manage regional teams to drive business growth & profitability. -Business strategies to achieve org. goal -Drive sales, identify new business opportunities & manage key accounts. -Train & develop team to foster a high-performing environment Required Candidate profile -Exp in leadership roles; preferably in the financial industry -Strong communication and interpersonal skills -Deep understanding of the regional market dynamics & customer preferences

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Upcoming Branch (Sr. Manager Grade) Note: Candidates having 8+ years experience in Branch Banking Operations, Sales and Service 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 Targe...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI 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 NRI relationship with additional revenue potential and grow business Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increas...

Position - Relationship Manager / Senior Relationship Manager - NRI Desk, Equity Broking 1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade...

Hi, We are hiring for Pioneer Relation ship manager for our Leading client. Minimum 5+ yrs of experience in Branch banking in assets and Liability department, Able to manage 4 to 5 branch of Bank to generate more revenue for Bank Work location - Chennai, Coimbatore and Kochi location. - Should be handling branch above 100 cr - BM candidates preferred only - MNC bank, most preferred Pioneer RM Upto 15-17 Lacs Pls call Hemanth 9715166618 for more info Thanks, Hemanth 9715166618

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore

Job Description 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf...

Job Description 1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy reven...

Job Description 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...