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5.0 - 10.0 years
10 - 17 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growt...
Posted 3 months ago
5.0 - 10.0 years
10 - 18 Lacs
Bengaluru
Work from Office
To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain tr...
Posted 3 months ago
6.0 - 11.0 years
7 - 15 Lacs
Faridabad, Gurugram, Delhi / NCR
Work from Office
Job Responsibilities: - o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
Posted 3 months ago
5.0 - 10.0 years
5 - 15 Lacs
Bengaluru
Work from Office
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 and to be reviewed at every interval. Strengthenin...
Posted 3 months ago
5.0 - 10.0 years
8 - 13 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Banking / Financial / Investment Group company to source below sales professional. we are hiring for top AMC's Interested & experienced with mutual funds sales is required. Min 4 years into HNI/UHNI/NRI/Priority clients handling is required. Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Institutions Sales "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to ...
Posted 3 months ago
4.0 - 9.0 years
5 - 12 Lacs
Bengaluru
Work from Office
Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 Candidates with Portfolio handling experience Location : Whitefield Bangalore To manage Burgundy clients Portfolio, wealth management, investment, well versed in Mutual fund, PMS, insurance etc., Need experience in handling large customer base Excellent communication in English + local language Kannda must About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Bu...
Posted 3 months ago
6.0 - 10.0 years
10 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 3 months ago
6.0 - 10.0 years
10 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding. 7897726700
Posted 3 months ago
6.0 - 11.0 years
10 - 20 Lacs
Gurugram, Delhi / NCR, Mumbai (All Areas)
Work from Office
#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT #Ensure internal and regulatory compliance Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
Posted 3 months ago
6.0 - 10.0 years
6 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Graduate / MBA # 5+ yrs experience in selling of investment products as product manager/investment counsellor/wealth Manager/Relationship Manager # Excellent Communications & Client relationship
Posted 3 months ago
5.0 - 10.0 years
10 - 20 Lacs
Gurugram, Delhi / NCR, Mumbai (All Areas)
Work from Office
# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.
Posted 3 months ago
6.0 - 10.0 years
10 - 15 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 3 months ago
5.0 - 10.0 years
10 - 20 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.
Posted 3 months ago
6.0 - 10.0 years
8 - 15 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
* +05 yr in sales/wealth management of handling the HNI Clients. *Team Handling, Investment Counselling. *In Depth sales exp in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.
Posted 3 months ago
3.0 - 8.0 years
5 - 8 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Bijjawara and Sadahalli Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family...
Posted 3 months ago
1.0 - 6.0 years
2 - 4 Lacs
Devanahalli, Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - Vijayapura (Tmc), Bhatramarenahalli & Bijjawara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. 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 fulfilling of leads of Branch Staff a...
Posted 3 months ago
1.0 - 6.0 years
2 - 4 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - Jakkur, Judicial Layout, Jalahalli(Sabari Nagar) and Bharti City Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. 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 fulfilling of leads ...
Posted 3 months ago
1.0 - 6.0 years
2 - 4 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - Nallurahalli & AECS Layout, Whitefield Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. 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 fulfilling of leads of Branch Staff and Other ...
Posted 3 months ago
5.0 - 10.0 years
8 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - IT Park, Prestige Shantiniketan, Whitefield & Thubrahalli Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred 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 Preferred programme and offering them a superior customer exper...
Posted 3 months ago
7.0 - 12.0 years
10 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Branch Head - RBB across Bangalore. Job Locations: Bangalore - Whitefield Cluster 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 Branch Targets by g...
Posted 3 months ago
5.0 - 10.0 years
5 - 10 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - KV Jairam Road Note: Candidates having 5+ years experience in Banking and Wealth Management 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 Targets by generating business and cross ...
Posted 3 months ago
5.0 - 10.0 years
7 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - CMH Road Indiranagar 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 customer experience to enhance the...
Posted 3 months ago
5.0 - 10.0 years
8 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Indiranagar - Krishna Temple Road & CMH Road) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred 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 Preferred programme and offering them a superior customer experience to enha...
Posted 3 months ago
3.0 - 6.0 years
4 - 8 Lacs
Noida, Ghaziabad
Work from Office
Job Title: Elite Relationship Manager Grade: Manager (M3) Job Description: We are seeking an experienced and dynamic Elite Relationship Manager to join our team. The ideal candidate will be responsible for developing and maintaining relationships with high net worth customers, ensuring exceptional customer service, and expanding the banks portfolio of liabilities and commercial assets. Desired Candidate Profile: Mandatory BFSI/Banking Experience: Candidates must have at least 4 years of experience as a Relationship Manager or in an equivalent role. Age Limit : Applicants should be 35 years or less. Educational Qualifications: Graduate from any UGC recognized university Proven experience in d...
Posted 3 months ago
6.0 - 11.0 years
5 - 13 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
Hiring for Pvt. Bank !! Job Title: Wealth Relationship Manager Retail Liabilities Location: Delhi & Gurgaon CTC: Best in the industry Job Description: A leading Private Sector Bank is hiring for the position of Wealth Relationship Manager – Retail Liabilities for Delhi and Gurgaon locations. Key Responsibilities: Acquire and manage a portfolio of HNI and affluent clients. Cross-sell banking products such as CASA , Life Insurance (LI) , and Mutual Funds . Provide personalized wealth management solutions based on client profiles and risk appetite. Ensure high levels of customer satisfaction through proactive service and engagement. Maintain regular client interactions and conduct portfolio rev...
Posted 3 months ago
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