5.0 - 10.0 years

10 - 17 Lacs

Bangalore Rural, Bengaluru

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IndusInd Bank Job Description Banking Partner/Sr Banking Partner Pioneer Banking Job title: Banking Partner /Sr Banking Partner - Pioneer Banking Location: Banglore/hyderabad Reports to: Area Manager/ Regional Head- Pioneer Banking Band: Middle/ Senior Management Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book . Manage the key performance indicators at the highest level . Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and 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 in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer.

Posted 1 month ago

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Preferred Relationship Manager CASA Swathi Hr Solutions

3.0 - 8.0 years

5 - 8 Lacs

Hyderabad, Chennai, Bengaluru

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Urgent requirements for a leading Bank Positions: TELLER RELATIONSHIP MANAGER CASA, CURRENT ACCOUNT RM, WEALTH RM, PORTFOLIO RM, CORPORATE SALES RM, SALES MANAGER CORPORATE SALES (Team Handling) Ctc: 4 lap to 8 lpa for CASA roles 5lpa to 12 lpa for Corporate sales role Locations: Bangalore, Hyderabad, Chennai If interested please contact Swathi SWATHI HR SOLUTIONS 8501808133 swathihrsolutions@gmail.com

Posted 2 months ago

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Wealth Relationship Manager_Haryana V Konnect

5.0 - 10.0 years

6 - 12 Lacs

Ambala, Sonipat, Haryana

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We're Hiring: Wealth Relationship Manager | Leading Private Bank Job Locations: Punjab Amritsar, Zirakpur, Patiala, Rajpura, Mandi Gobindgarh, Dhakoli, Panchkula Haryana – Panipat, Ambala, Jind, Kaithal, Sonipat, Yamunanagar Position: Wealth Relationship Manager Role Type: Individual Contributor (Portfolio Management) Key Products Handled: CASA (Current Account & Savings Account) Mutual Funds Life Insurance (Retail Liability) Role Overview: We're seeking dynamic and customer-focused professionals to manage high-value client portfolios, build long-term relationships, and drive sales of wealth management products. Apply Now: Interested candidates can share their updated CV at mukesh.dhawan@v-konnect.com

Posted 2 months ago

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Relationship Manager-Insignia Preferred Banking || South Delhi Mount Talent Consulting

6.0 - 11.0 years

10 - 20 Lacs

new delhi, faridabad, delhi / ncr

Work from Office

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 Responsibilities 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement Total Client Ownership”. AMFI and IRDA certificates

Posted Date not available

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