650 Preferred Banking Jobs - Page 4

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 ...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Whitefield, EPIP and International Tech Park (IT Park) 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 ...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Head - RBB across Bangalore. Job Locations: Bangalore - Whitefield Cluster (Upcoming Branch) Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : RBB-Branch Mgr Retail Branch Banking Team : (Sub team in the PA) : Retail Branch Banking Reports to (job) : Cluster Head /Circle Head 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 B...

Greeting from HDFC Bank!! We have urgent opportunity of Current Account Relationship Manager based across Bangalore Job Locations: Bangalore - ITPL Road Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Current Account 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 Ensure value build up & cross-sell in assigned base current account relationships Job Responsibilities(JR) : Actionable Customer Engagement Customer engagement / personal visits at pre-defined frequency Customer Service Specia...

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

Job Description is below- Role/Job Title: Relationship Manager Function/Department: Branch Banking Job Purpose: The role entails deepening relationships with Banking CASA accounts and ensuring best in-class service to the customers. The role bearer is responsible for understanding the client needs and working with customers to help them make the right decisions with their accounts. The role bearer must maintain updated knowledge on all bank products and services to ensure high quality assistance in resolving customer queries as well as developing new relationships with prospective clients. This is a critical role which leverages business generation opportunities to help achieve larger organi...

Role & responsibilities Lead a team of Relationship Manager/ Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other Assets products through Relationship Managers / Sr. Relationship Managers. Driving customer coverage and ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile. High energy and drive with a blend of sales and service. Ability to manage and motivate front office staff. Customer first attitude. Graduate: 6-8 years of experience. Should be Persuasive with excellent interpersonal skills. Age up to 37.

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profile Critical Skills Required: Relationship Management, minimum 5+ years(Mandatory) Sales and Relationship Building HNI / UHNI Client Acquisition

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 CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 3 - 8 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

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 CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 2 - 8 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts (NON working candidates with Banking experience if applying , CTC would be same as last drawn ) Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Relationship Manager Select Job Summary Individually acquire and nurture relationships of the bank through ultra hni premium premium accounts Detailed Responsibilities Generate new business to achieve defined sales targets nd in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of ...

Job Summary Individually acquire and nurture relationships of the bank through w premium accounts/casa Detailed Responsibilities Generate new business to achieve defined sales targets nd in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued ...

Relationship Manager Select Job Summary Individually acquire and nurture relationships of the bank through w premium accounts Detailed Responsibilities Generate new business to achieve defined sales targets nd in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies...

Managing HNI/NRI allocated customer Portfolio Growth of Existing Customer Portfolio End to End Customer Management Cross Sell all investment products Excellent Growth Opportunity Required Candidate profile Currently managing min 20+ Crs portfolios with Indian Banks Expertise in all Banking & Investment Products Proven track record in Relationship Management Securities/Insurance RMs can be considered

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

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

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...

Experience of Affluent/Wealth Banking Strong leadership quality Ability to build a Team To achieve the assigned business target of the Region Manage the business profitably Monitor the busines quality and customer service of NRI and Affluent segment Required Candidate profile Strategic role in NRI Ultra HNI Affluent Banking Vertical Drive cross-functional teams to strategize and execute initiatives to improve key business metrics priority Team Building Sourcing of business Perks and benefits Best In BFSI*

Experience of Affluent/Wealth Banking Strong leadership quality Ability to build a Team To achieve the assigned business target of the Region Manage the business profitably Monitor the busines quality and customer service of NRI and Affluent segment Required Candidate profile Strategic role in NRI Ultra HNI Affluent Banking Vertical Drive cross-functional teams to strategize and execute initiatives to improve key business metrics priority Team Building Sourcing of business Perks and benefits Best In BFSI*

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 CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 3 - 7 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts (NON working candidates with Banking experience if applying , CTC would be same as last drawn ) Perks and benefits 7 lacs - 12 Lacs (Fixed CTC + Incentives Quarterly + Conveyance )

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 CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 3 - 7 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts (NON working candidates with Banking experience if applying , CTC would be same as last drawn ) Perks and benefits 7 lacs - 12 Lacs (Fixed CTC + Incentives Quarterly + Conveyance )

Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Required Candidate profile Proactively cultivate new business and uncover sales opportunities within the geographic territory. Updating Distributors of financial markets, Mutual Fund product & services.

Job Specification 1 Company Name : ICL Fincorp Limited 2 Position / Designation : JUNIOR OFFICER 3 Grade : JUNIOR OFFICER - BRANCH 4 Employment Type : Full-Time 5 Reporting to : ASST BRANCH HEAD/ BRANCH HEAD 6 No. of Reportees, Designation & Grade : NA 7 Main Tasks & Areas of Responsibility : • Sourcing of new customers to maximise Gold Loan Business. • Cross Sell of Debentures, Insurance, tour and travel products. • GO To Market Activities. • Cash Management & Accounting • Gold Appraisal. • Interest Collection. • Customer Relationship, follow up, maintenance of reports & registers 8 Skills and Exposure : • Strong Interpersonal skills • Strong English communication skills both oral and writt...

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

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based In Ahmedabad. Job Locations: Ahmedabad Note: Candidates having 1+ years' experience in Sales & Business Development Management need to apply. Fresher Also can Apply for this job who are willingly work in Core sales profile With HDFC Bank. 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 ...