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3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As a Relationship Manager at Elite, your role involves developing new and expanding existing High Net worth Customer relationships for liabilities and commercial assets. You are responsible for ensuring high levels of customer service orientation and application of bank policy. Your key responsibilities include: - Cross selling existing bank products to customers - Informing customers of new products or product enhancements to further expand the banking relationship - Planning and conducting special sales initiatives and events for prospective and existing clients - Coordinating with other group companies to provide seamless access to other products - Maintaining complete relationship record...
Posted 4 days ago
3.0 - 8.0 years
6 - 16 Lacs
gurugram, delhi / ncr, mumbai (all areas)
Work from Office
* To up sell products to Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and revenue targets ...
Posted 1 week ago
6.0 - 11.0 years
5 - 12 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Dear candidate, Urgent opening with leading bank. Designation : First Wealth & Current Account RM CTC : 13.88 LPA AGE - 33 Yrs (AGE Must be less than or equal to 33 Not more than that) First preference is for MNC Banks candidates. NO small Finance bank or Cooperative bank candidate. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com or whats app me on 8369367973 (Shrutika) Job Description : Client Acquisition & Portfolio Growth Identify, onboard, and nurture new high net worth / affluent clients. Generate leads, referrals, network to build client base. Relationship Management Maintain deep relationships with assigned clients, understand their financial goals, ris...
Posted 3 weeks ago
2.0 - 7.0 years
6 - 14 Lacs
Gurugram, Delhi / NCR
Work from Office
* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and reven...
Posted 3 months ago
1.0 - 6.0 years
4 - 6 Lacs
Mumbai Suburban, Gurugram, Mumbai (All Areas)
Work from Office
Hiring: Sr. Phone Banking Officer (Payroll Bank) Location: Gurugram Sec-39 / Andheri Salary: Up to 6 LPA Shift: Fixed 10 AM – 7 PM Eligibility: Graduate + Min 1 yr voice process exp (Banking/NBFC only) Call Simran: 9773553319 Required Candidate profile Job Role: – Manage 300–400 bank customers via outbound calls – Customer service + cross-selling (no field work) – Must have banking/NBFC voice process experience www.hyfly.in Call 9082104424 Sanika Perks and benefits Incentives, Annual bonus, Mediclaim, transport
Posted 3 months ago
5.0 - 10.0 years
5 - 11 Lacs
Bhavnagar, Gandhidham, Ahmedabad
Work from Office
Job Opening: Wealth Relationship Manager Ahmedabad Are you passionate about wealth management and client relationship building? Were looking for a highly driven and experienced Wealth Relationship Manager to join a reputed financial institution in Ahmedabad . Location: Ahmedabad- Prahladnagar , Relief Road , Shantigram Township , Mani Nagar and Ghandhidham , Bhavnagar Position: Wealth Relationship Manager Experience: Relevant experience in Wealth/Private Banking/Investment Advisory preferred Key Responsibilities: Manage and enhance relationships with HNI and UHNI clients. Provide customized wealth management solutions tailored to client needs. Cross-sell investment products including mutual ...
Posted 3 months ago
5.0 - 10.0 years
6 - 12 Lacs
Amritsar, Punchkula, Punjab
Work from Office
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-k...
Posted 4 months ago
1.0 - 6.0 years
4 - 6 Lacs
Mumbai Suburban, Gurugram, Mumbai (All Areas)
Work from Office
Payroll-Bank location: Gurugram 39 / Andheri Salary-Upto 6 lakhs Fixed Shift-10am to 7Pm Graduate with Min 1 yrs exp Voice process (Banking /NBFC Sector Mandatory) Jd Manage portfolio of 300 to 400 Banking Customers on calls call 9773553319 Simran Required Candidate profile Graduate with Exp Only Apply Comp off for bank holidays Uniform will be shared by Bank hyflyhr9@gmail.com www.hyfly.in Perks and benefits Incentives, Annual bonus, Mediclaim, transport
Posted 4 months ago
1.0 - 6.0 years
4 - 6 Lacs
Mumbai Suburban, Gurugram, Mumbai (All Areas)
Work from Office
Payroll-Bank location: Gurugram 39 / Andheri Salary-Upto 6 lakhs Fixed Shift-10am to 7Pm Graduate with Min 1 yrs exp Voice process (Banking /NBFC Sector Mandatory) Jd Manage portfolio of 300 to 400 Banking Customers on calls call 9773553319 Simran Required Candidate profile Graduate with Exp Only Apply Comp off for bank holidays Uniform will be shared by Bank hyflyhr9@gmail.com www.hyfly.in Perks and benefits Incentives, Annual bonus, Mediclaim, transport
Posted 4 months ago
0.0 - 5.0 years
2 - 4 Lacs
Thane, Pune, Mumbai (All Areas)
Work from Office
Role includes on-calls services to existing customers of Banks for below departments Phone Banking Service Assurance (handle 1st level escalations) Email & Chat Social Media Support-ORM HNI, Ultra HNI Customer Support Video KYC Credit Cards Service Required Candidate profile Graduate/MBA - Work on Bank Payroll Fresher/Experience in BPO, BFSI, NBFC Voice support Fluent English is a must 2 Rotational weekly offs provided Call 8080126356 Ekta www.hyfly.in Perks and benefits Incentives, Annual bonus, Mediclaim, transport
Posted 4 months ago
0.0 - 5.0 years
2 - 4 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Role includes on-calls services to existing customers of Banks for below departments Phone Banking Service Assurance (handle 1st level escalations) Social Media Support-ORM HNI, Ultra HNI Customer Support VKYC Credit Cards Service Cross Sales Required Candidate profile Graduate/MBA - Work on Bank Payroll Fresher/Experience in BPO, BFSI, NBFC Voice support Fluent English is a must Call 9773553319 - HR Simran/ 9082104424 - HR Sanika www.hyfly.in Perks and benefits Incentives, Annual bonus, Mediclaim, transport
Posted 4 months ago
3.0 - 5.0 years
5 - 7 Lacs
Bengaluru
Work from Office
Train employees worldwide on our world-class products, technology, and processes. Utilize and implement digital tools, such as SharePoint, VideoBots, etc., to facilitate easy access to learning for employees. Collaborate with and support Subject Matter Experts (SMEs), gather inputs, and update training content as needed. Enhance learning through digital games, quizzes, etc., to accelerate knowledge acquisition. Drive innovation and introduce initiatives to enhance processes and practices. Must have Skills: 3 to 5 years of experience in a similar role A passion for training, and the ability to learn enterprise applications. Life & Pension Insurance Knowledge Advantage Excellent training skill...
Posted 4 months ago
6.0 - 11.0 years
9 - 18 Lacs
Mumbai, Thane, Mumbai (All Areas)
Work from Office
.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organisational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in ha...
Posted 5 months ago
1.0 - 6.0 years
4 - 7 Lacs
Noida, Thane, Mumbai (All Areas)
Work from Office
Payroll- Bank location: Thane /Noida Salary-Upto 7 lakhs JD Loan Collection On calls only Graduate with exp in collections process with excellent communication skills can only apply 9-6 job Sunday fixed off Alternate saturday off Call-7738521154 Required Candidate profile Graduate with Exp Only Apply Comp off for bank holidays Uniform will be shared by Bank hyflyhr9@gmail.com www.hyfly.in Perks and benefits Incentives, Annual bonus, Mediclaim, transport
Posted 5 months ago
0.0 - 5.0 years
2 - 4 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Role includes on-calls services to existing customers of Banks for below departments Phone Banking Service Assurance (handle 1st level escalations) Email & Chat Social Media Support-ORM HNI, Ultra HNI Customer Support Video KYC Credit Cards Service Required Candidate profile Graduate/MBA - Work on Bank Payroll Fresher/Experience in BPO, BFSI, NBFC Voice support Fluent English is a must 2 Rotational weekly offs provided Call 8080126356, 9137797705 , 9773553319 www.hyfly.in Perks and benefits Incentives, Annual bonus, Mediclaim, transport
Posted 5 months ago
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