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15.0 - 18.0 years
30 - 45 Lacs
hyderabad, chennai, bengaluru
Work from Office
Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF. If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net...
Posted 4 hours ago
5.0 - 8.0 years
12 - 17 Lacs
bengaluru
Work from Office
Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI 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 relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...
Posted 1 day ago
5.0 - 10.0 years
8 - 16 Lacs
hyderabad, bengaluru
Work from Office
Key Roles & Responsibilities: Relationship Management : Managing the banking and investments relationship of Wealth / HNI / affluent clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand affluent customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business 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 an...
Posted 1 day ago
4.0 - 8.0 years
6 - 16 Lacs
kochi
Work from Office
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...
Posted 1 day ago
4.0 - 9.0 years
12 - 17 Lacs
hyderabad
Work from Office
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 ...
Posted 2 days ago
0.0 years
2 - 3 Lacs
madurai, chennai, vellore
Work from Office
Handle back-office banking operations and data entry. Process account opening forms, KYC verification, and transaction records. Maintain accurate customer data in the system. Support compliance and audit requirements. Required Candidate profile Eligibility Criteria Age: Maximum 26 years of age Graduates with 50% marks from any stream can apply. Final Year students are not allowed One year gap between 12th & Graduation can be considered
Posted 3 days ago
0.0 - 4.0 years
0 Lacs
maharashtra
On-site
As an Account Manager in the International Wealth and Premier Banking team at HSBC, your role involves sourcing new accounts from NTB within the existing corporate base and meeting NTB targets. Your responsibilities include cross-selling asset products such as Home Loans (via referral), Personal Loans, Cards, and Premier services. It is essential to ensure compliance with KYC/AML norms of the bank at all times. Collaborating with support departments like INM MKT, you will execute marketing events and promotions to drive business in your catchments. Maintaining call reports and MIS is crucial for tracking performance. Promptly addressing CEP complaints to ensure customer satisfaction and deli...
Posted 5 days ago
0.0 - 1.0 years
4 - 7 Lacs
tirunelveli, chennai, tiruchirapalli
Work from Office
Customer account opening & KYC verification Handling banking operations and back-office activities Assisting customers with transactions and services Cross-selling banking products Maintaining customer relationships and service quality Required Candidate profile Good communication skills in English and Tamil Basic knowledge of MS Office and banking operations Willing to work in sales or operations department Immediate joiners preferred
Posted 6 days ago
0.0 - 1.0 years
4 - 7 Lacs
madurai, chennai, tiruchirapalli
Work from Office
Customer account opening & KYC verification Handling banking operations and back-office activities Assisting customers with transactions and services Cross-selling banking products Maintaining customer relationships and service quality Required Candidate profile Good communication skills in English and Tamil Basic knowledge of MS Office and banking operations Willing to work in sales or operations department Immediate joiners preferred
Posted 1 week ago
8.0 - 10.0 years
10 - 17 Lacs
bengaluru
Work from Office
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...
Posted 2 weeks ago
3.0 - 8.0 years
5 - 10 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
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...
Posted 2 weeks ago
4.0 - 9.0 years
12 - 17 Lacs
hyderabad
Work from Office
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 ...
Posted 2 weeks ago
5.0 - 8.0 years
12 - 17 Lacs
noida, gurugram, delhi / ncr
Work from Office
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...
Posted 2 weeks ago
10.0 - 20.0 years
30 - 45 Lacs
kolkata
Work from Office
-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
Posted 2 weeks ago
10.0 - 20.0 years
30 - 45 Lacs
pune
Work from Office
-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
Posted 2 weeks ago
10.0 - 20.0 years
30 - 45 Lacs
ahmedabad
Work from Office
-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
Posted 2 weeks ago
5.0 - 10.0 years
10 - 17 Lacs
bengaluru
Work from Office
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...
Posted 2 weeks ago
5.0 - 8.0 years
12 - 17 Lacs
ahmedabad, surat, vadodara
Work from Office
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...
Posted 2 weeks ago
4.0 - 7.0 years
12 - 17 Lacs
pune, surat, mumbai (all areas)
Work from Office
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...
Posted 2 weeks ago
7.0 - 12.0 years
17 - 32 Lacs
kochi, chennai, coimbatore
Work from Office
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
Posted 2 weeks ago
4.0 - 8.0 years
6 - 16 Lacs
kolkata
Work from Office
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...
Posted 3 weeks ago
4.0 - 9.0 years
5 - 11 Lacs
chennai
Work from Office
Preferred candidate profile Required 3+ years Experience of HNI Client handling or Portfolio Management in CASA
Posted 3 weeks ago
7.0 - 12.0 years
17 - 32 Lacs
kochi, chennai, coimbatore
Work from Office
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
Posted 3 weeks ago
5.0 - 10.0 years
5 - 15 Lacs
mumbai, pune, mumbai (all areas)
Work from Office
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...
Posted 3 weeks ago
3.0 - 5.0 years
3 - 6 Lacs
pune
Work from Office
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
Posted 3 weeks ago
 
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