649 Preferred Banking Jobs - Page 3

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...

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...

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...

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...

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...

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...

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

Locations: Coimbatore,Salem, Madurai, Tirunelveli, Client Management: Build and maintain strong relationships with NRI clients, understanding their financial needs and providing personalized banking solutions. Required Candidate profile Required Qualifications: Skills: Strong interpersonal and communication skills, excellent negotiation skills, Knowledge: In-depth knowledge of NRI banking products and services. Salary upto 10 Lacs

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 4+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

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years KRA : About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through conti...

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Lucknow location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: -...

Opportunity for Relationship Manager First Wealth / Current Account with leading BANK !!! Role : Relationship Manager First Wealth / Current Account Location : Chembur / thane / borivali to malad / BKC / JACOB CTC : MAX 13LPA FOR LOCATION : BKC / JACOB CTC IS 15-18LPA Age : 33 max (PLEASE DONT APPLY IF YOUR AGE IS MORE THEN THIS) MUST BE Presentable Key Responsibilities Client Portfolio Management Manage existing clients (First Wealth / premium customers), ensure their satisfaction, handle their banking and wealth needs New Client Acquisition Bring in new premium clients into the First Wealth segment to grow the portfolio. Cross-selling / Upselling Promote bank products/services (loans, inve...

Role & responsibilities A. Position Purpose To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners B. Position Responsibilities Sr. Key Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual (resident and NRI) clients. Increase product penetration ...

Preferred candidate profile Required 3+ years Experience of HNI Client handling or Portfolio Management in CASA

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 4+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

Opportunity for Select Relationship Manager with leading BANK !!! Job Location - Western Line and central line Ctc : KAM- upto 6.5L and Select RM- Upto 10.50L Key Responsibilities • To acquire new clients through leads and family accounts grouping • To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base • To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client • To service clients covering all their banking needs including bank/3rd party products • To increase the bank and third party product holding of the mapped client • To meet / call mapped clients for client servicing needs and new produc...

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

Urgent Opening for Relationship Manager Wealth/ Branch Relationship Head Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service. Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments an...

Role & responsibilities Exclusively cross selling to the HNI customers of the banking partner. To derive Insurance Business from assigned Relationship/Channel in the area or zone, to convince the relationship so they can convince their customer to invest in company. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. Preferred candidate profile 4-5 years experience in life insurance. Excellent track record and consistency. Perks and benefits Up to 7.5 lacs + variables

Role & responsibilities Exclusively cross selling to the HNI customers of the banking partner. To derive Insurance Business from assigned Relationship/Channel in the area or zone, to convince the relationship so they can convince their customer to invest in company. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. Preferred candidate profile 4-5 years experience in life insurance. Excellent track record and consistency. Perks and benefits Up to 7.5 lacs + variables

Role & responsibilities Exclusively cross selling to the HNI customers of the banking partner. To derive Insurance Business from assigned Relationship/Channel in the area or zone, to convince the relationship so they can convince their customer to invest in company. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. Preferred candidate profile 4-5 years experience in life insurance. Excellent track record and consistency. Perks and benefits Up to 7.5 lacs + variables

Role & responsibilities Exclusively cross selling to the HNI customers of the banking partner. To derive Insurance Business from assigned Relationship/Channel in the area or zone, to convince the relationship so they can convince their customer to invest in company. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. Preferred candidate profile 4-5 years experience in life insurance. Excellent track record and consistency. Perks and benefits Up to 7.5 lacs + variables

Role & responsibilities Exclusively cross selling to the HNI customers of the banking partner. To derive Insurance Business from assigned Relationship/Channel in the area or zone, to convince the relationship so they can convince their customer to invest in company. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. Preferred candidate profile 4-5 years experience in life insurance. Excellent track record and consistency. Perks and benefits Up to 7.5 lacs + variables

Role & responsibilities Exclusively cross selling to the HNI customers of the banking partner. To derive Insurance Business from assigned Relationship/Channel in the area or zone, to convince the relationship so they can convince their customer to invest in company. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. Preferred candidate profile 4-5 years experience in life insurance. Excellent track record and consistency. Perks and benefits Up to 7.5 lacs + variables

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - Whitefield Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. Ensuring ...