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5.0 - 10.0 years
7 - 15 Lacs
bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition ...
Posted 2 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 - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main 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 produ...
Posted 2 months ago
6.0 - 11.0 years
8 - 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 - Koramangala Main 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 pro...
Posted 2 months ago
1.0 - 6.0 years
3 - 5 Lacs
bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main 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...
Posted 2 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, 100 Feet 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 exp...
Posted 2 months ago
11.0 - 21.0 years
18 - 30 Lacs
bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar 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....
Posted 2 months ago
8.0 - 13.0 years
15 - 30 Lacs
bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of RBB-Infiniti Relationship Manager base across Bangalore Job Locations: Bangalore - Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - RBB-Infiniti Relationship Manager Job Title RBB-Infiniti 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 Ultra-HNI customers into the Infiniti programme and offering them a superior customer experience to enhance the profitability of th...
Posted 2 months 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 - 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 2 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 2 months ago
5.0 - 10.0 years
5 - 15 Lacs
bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - 100 Feet Road Indiranagar & BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(...
Posted 2 months ago
8.0 - 13.0 years
35 - 50 Lacs
kolkata
Work from Office
Position: Senior Private Banker / Regional Head Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams throug...
Posted 2 months 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 months ago
2.0 - 6.0 years
8 - 12 Lacs
Mumbai
Work from Office
About The Role : Job TitleTele- Relationship Manager Corporate TitleNCT LocationMumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This caters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The candidate will be part of cross-sell team based out of Mumbai and the primary objective is to nurture the Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements as well as new client acquisitions. What well offer you , 100% reimbursement under childcare assistance benefit (gender neutra...
Posted 3 months ago
8.0 - 13.0 years
8 - 18 Lacs
Chennai
Work from Office
We're looking for a dynamic Relationship Managers to join our team. The ideal candidate will manage and grow a portfolio of High Net-Worth clients, focusing on customer acquisition, retention, cross-selling and delivering exceptional service. This role demands strong sales acumen, portfolio management experience and deep product knowledge. Role & responsibilities: - Manage HNI Portfolios (Acquisition, Enhancement and Retention) - Drive wallet share and revenue growth - Offer tailored advisory and banking solutions - Ensure compliance, quality service and smooth handovers Preferred candidate profile: - Minimum 8 years' experience in banking sales - Proven track record in HNI banking sales - E...
Posted 3 months ago
3.0 - 8.0 years
5 - 9 Lacs
Hyderabad
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker NRI Business -Across Hyderabad Job Locations: Across Hyderabad Note: Candidates having 3+ years experience in NRI Banking need to apply. Job Name PA (Business Unit) : Personal Banker NRI Business Job Title : Personal Banker-NRI Business Unit (PA) : NRI Business Role Type: Individual Contributor Job Purpose To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Job Responsibilities Actionables HNW Portfolio Management Identify existing branch customer...
Posted 3 months ago
10.0 - 17.0 years
25 - 40 Lacs
New Delhi, Hyderabad, Ahmedabad
Work from Office
A leading private wealth company is hiring wealth managers at Gurugram to manage their UHNI client portfolios and increase the AUM of Family Offices. Position: Wealth RM Budget: up to 45 LPA Department: Wealth Management (no branch banking) Required Candidate profile Candidates working as wealth Managers/advisors/ Investment advisors handling mapped family offices are ideal to apply for this role. Out-of-job or relocation will not be considered
Posted 3 months ago
5.0 - 10.0 years
5 - 15 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Roles and Responsibilities Manage high net worth (HNI) clients' portfolios, including investment advisory services and product sales. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell opportunities. Identify new business prospects through networking, referrals, and market research to expand the client base. Collaborate with internal teams such as trading, operations, and compliance to ensure seamless execution of trades and services. Provide exceptional customer service by resolving queries promptly and ensuring timely resolution of issues. Desired Candidate Profile 3-10 years of experience in wealth management or related field (HNI s...
Posted 3 months ago
4.0 - 9.0 years
12 - 17 Lacs
Chennai, Coimbatore
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 3 months ago
2.0 - 6.0 years
2 - 4 Lacs
Ankleshwar
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Ankleshwar. Job Location: Ankleswar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name - Personal Banker Sales - RBB Job Title : Personal Banker Sales Job Fn : Sales & Portfolio Management Role 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 Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC a...
Posted 3 months ago
2.0 - 6.0 years
2 - 4 Lacs
Vadodara
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Vadodara. Job Location: Vadodara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name - Personal Banker Sales - RBB Job Title : Personal Banker Sales Job Fn : Sales & Portfolio Management Role 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 Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and ...
Posted 3 months ago
3.0 - 8.0 years
8 - 13 Lacs
Mumbai, Pune, Ahmedabad
Work from Office
Elara Capital is hiring a Senior Wealth Manager in Mumbai & Pune. Role involves portfolio advisory, market research, and high-net-worth client servicing. Must have sales experience in third-party financial products and strong client-handling skills. Required Candidate profile Strong financial planning, Wealth management, client acquisition, and sales experience in products like PMS, Equity, Bonds, MF, etc.Must have excellent communication -relationship management skills.
Posted 3 months ago
5.0 - 10.0 years
8 - 17 Lacs
Aligarh, Uttar Pradesh, India
On-site
Job Purpose Responsible for acquiring and managing High Net-Worth (HNI) customers under the Preferred Programme . This includes providing a superior customer experience, enhancing relationship profitability through cross-sell, upsell, family account acquisition, and retention. The RM also works on acquiring new-to-bank Preferred relationships, being a single point of contact for the customer's financial needs to grow relationship value and wallet share. Key Responsibility Areas HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Liaise with PB/Preferred RM to flag eligible Classic/Preferred customers Acquire new customers meeting product criteria Conduct regular customer...
Posted 3 months ago
1.0 - 6.0 years
1 - 8 Lacs
Kolkata, West Bengal, India
On-site
Key Responsibilities: Acquire new customers through direct sales of savings/current accounts, debit/credit cards, and cross-sell of other banking products (loans, investments, insurance). Conduct field visits, cold calls, and participate in sales drives. Ensure quality acquisition with specified KYC and documentation. Meet monthly sales targets and drive revenue growth. Maintain customer relations and resolve basic banking queries. Assist in branch operations and compliance when required. Qualifications & Skills: Graduate (any stream), MBA preferred. 0-2 years of sales experience (fresher with good communication skills can apply). Goal-oriented, with a flair for sales and relationship buildi...
Posted 3 months ago
3.0 - 8.0 years
3 - 8 Lacs
Thane, Maharashtra, India
On-site
Job Purpose Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers. Job Responsibilities(JR) : 6 8 Areas Actionable (4-6)Business Development To achieve overall business targets on volumes and profitability for BBG customers. To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process. Market scoping and identifying the potential customers with wa...
Posted 3 months ago
5.0 - 10.0 years
8 - 17 Lacs
Ernakulam, Kerala, India
On-site
Role Objective: Ensure value build-up & cross-sell in assigned base current account relationships. Job Responsibilities (JR): Actionable 1. Customer Engagement Customer engagement through personal visits at a pre-defined frequency. 2. Customer Service Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc., to ensure primary banking behaviour. 3. Relationship Value Enhancement Help customer with appropriate products to fulfil family and business banking needs, including those of Group Firms, and thereby maximize relationship value. 4. Product Penetration Understand customer's business profile and requirements. Fulfil needs via products...
Posted 3 months ago
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