619 Priority Banking Jobs - Page 14

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile ...

Looking for Preferred RM Head for Mumbai location. Job Description for Preferred RM Head: SUMMARY : - The Preferred RM Head is the ultimate face of our Preferred vertical, as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory. PRE-REQUISITES : - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving...

Come Directly for Interview: Contact Person : Ms. Divya Agarwal (HR) / Ms. Sneha Bhatt Date : 24th July 2025 (Thursday) Time : 10:30 AM to 12:30 PM (Sharp) Venue : Axis Bank ,Gurgaon, Sco-29, Sector-14,Near Huda Office, Old Delhi-Gurgaon Road,Gurgaon-122001, Haryana 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...

Job Location : Gangtok ,Namchi,Rangpo , Singtam , Jorethang , Barfung Rabong , Ranipool Samdur, Sichey , Kewzing , Gyalshing , Tadong , Mangan, Pakyong Job Roles - Teller, Welcome desk, Personal Banker Classic, Personal Banker Sales. Roles and Responsibilities Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Identify new business opportunities by acquiring new customers for priority banking services such as Priority Banking, Preferred Banking, and Premier. Sell various liability products including Retail Liabilities to meet customer needs. Collaborate with internal teams to resolve customer queries and issues related to CASA ac...

This full-time on-site role in Mumbai at Elara Capital is for a Private Wealth Manager responsible for financial planning, investment management, and helping clients navigate global markets.

This full-time on-site role in Mumbai at Elara Capital is for a Private Wealth Manager responsible for financial planning, investment management, and helping clients navigate global markets.

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) 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 program...

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....

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...

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 ...

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(...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Greeting from HDFC Bank!! Inviting applications from women to be part of HDFC Bank a workplace beyond gender biases where ability matters not your gender. Job Locations: Bharuch, Ankleshwar and Near By Locations Note: Candidates having 1+ years experience need to apply. We are currently looking for dynamic female professionals for the following roles: 1) Personal Banker Sales 2) Personal Banker Classic 3) Relationship Managers 4) Customer Care Executive 5) Customer Experience Executive Job Purpose To build and manage relationship with Classic/preferred/ Imperia/ Infinity program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriat...

I. ROLE PURPOSE & OBJECTIVE Sr. Banking Relationship Manager the single point relationship management official of the Bank for the high-net-worth customers in the Priority Banking Segment of Bank. Sr. RM is primarily responsible for providing financial solutions to the Emerging HNI & HNI customers and ensure value added services. He/ she is responsible for increasing liabilities size of relationship especially via balance growth in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. He/ She is responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Also enhance...

Job Location: Dehradun, Kanpur, Lucknow , Gorakhpur , Haridwar , Muzaffarnagar, Rudrapur , Azamgarh ,Meerut .. About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized s...

Position: Burgundy Relationship Manager / NRI Relationship Manager Location: Pune Kalyani Nagar & Wanowrie Company: Axis Bank – Affluent Business (Burgundy Segment) Grade: Manager (as per experience and internal fitment) Employment Type: Full-time Experience Required: Minimum 6 years in Banking, Wealth Management, or Financial Services Educational Qualification: Graduation (AMFI/NCFM certifications preferred) Job Description Axis Bank is hiring experienced professionals for the roles of Burgundy Relationship Manager and NRI Relationship Manager at its Affluent Business (Burgundy) vertical in Pune – Kalyani Nagar & Wanowrie branches. These positions are responsible for managing high-value cli...

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC 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 spread across prod...

Dear Aspirants, IndusInd Bank is looking out for Candidates for below role in Delhi/NCR. Position: Relationship Manager/Sr Relationship Manager - NRI Detailed Responsibilities Relationship management of the Non-resident customer segment of the Bank Generate new business to achieve defined sales targets across various Banking & wealth products. Build and deepen relationships with existing NR customers to achieve increase in deposits, AUM, and revenues. Provide customer service to achieve a higher customer wallet share and ensure high client engagement score leading to client retention and growth. Ensure ongoing self-development to keep abreast with global, economic and wealth related current ...

Roles and Responsibilities Any Sales professional with 4+ in NTB Business Acquisition of NRI accounts and HNI accounts, Priority accounts of CA, SA RD, TD, LI, GI, MF, Investments, Asset cross Sell can apply for the position. Full Understanding of Market and product knowledge in CA, SA, RD, TD, LI, GI, MF, Investments Business is mandatory. He or She may need to travel for the roles as applicable. Desired Candidate Profile Good Communication skills in English and regional language will be an added advantage. Age should not be more than 35 years. Any Graduate / Postgraduate. Roles and Responsibilities Roles and Responsibilities Any Sales professional with 4+ in NTB Business Acquisition of NRI...

Key Responsibilities : - Lead Private Banking across South India with a focus on driving AUM growth, expanding the client base, and increasing overall revenue - Client Relationship Management: Manage select UHNI relationships and ensure high retention and wallet share. - Team Management: Lead, mentor, and expand a high-performing team. - Align business strategy with market trends and client needs; develop region-/segment-specific plans - Regulatory Compliance: Ensure all operations meet regulatory standards and internal compliance frameworks. -Stakeholder Collaboration: Work cross-functionally with product, digital, research, legal, and operations teams.

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - JP Nagar & Jayanagar 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 experience to enhance the profitability of...

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred 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 Key Responsibili...

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Lead a team of RM and other private banking staff. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management Team Leading

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management) MUMBAI/PUNE/ AHMEDABAD Interested please call MAHEK 9137263337 and drop resume at quotientconsultancy@gmail.com Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through i...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...