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5.0 - 10.0 years
5 - 12 Lacs
Jalandhar, Punjab, India
On-site
Job Summary: We are looking for dynamic professionals to join our team as Wealth Relationship Managers and Branch Relationship Heads . These roles focus on driving customer engagement, delivering banking and investment solutions, and ensuring overall growth through client relationship management and strategic business development. Key Responsibilities: Acquire and manage relationships with HNI and retail clients. Drive sales of banking and wealth management products (accounts, loans, investments, insurance, etc.). Conduct regular portfolio reviews and offer financial planning advice tailored to client needs. Lead and mentor branch-based relationship teams to achieve targets. Ensure seamless customer experience and high service standards. Develop and execute strategies to expand the client base through referrals and networking. Ensure adherence to compliance, risk, and regulatory guidelines (KYC, AML, etc.). Maintain MIS and report performance metrics to leadership. Skills Required: In-depth knowledge of retail and wealth banking products. Strong interpersonal and relationship-building skills. Sales-driven with target-oriented mindset. Excellent communication and client-handling abilities. NISM or AMFI certifications preferred for Wealth RM role.
Posted 5 days ago
1.0 - 5.0 years
2 - 4 Lacs
Kottayam, Kerala, India
On-site
Candidate Profile: Minimum 1 year of experience in Life Insurance Sales , BFSI , or NBFC Good awareness of the life insurance industry is essential Must be a graduate Must own a two-wheeler Immediate joiners or candidates with short notice periods are highly preferred
Posted 2 months ago
1.0 - 5.0 years
4 - 6 Lacs
Malappuram, Kerala, India
On-site
Field Relationship Manager (FRM) Channel: CAN CTC: ?6 LPA Total Openings: 12 Locations & Open Positions: Palakkad 2 Malappuram 2 Kannur 2 Trivandrum 3 Thrissur 3 Profile Mandates: Please strictly adhere to the following screening criteria: Candidates with Agency or Direct Marketing experience preferred VRM / Retention experience may also be considered Do not consider Banca or Fresher profiles Graduation is mandatory Candidates must be available to join immediately or within 1 month Avoid profiles with frequent job changes
Posted 2 months ago
0.0 - 2.0 years
2 - 4 Lacs
Vijayawada, Chennai, Bengaluru
Work from Office
Identify &connect with potential clients to promote software products. Conduct product presentations& software demos to prospective customers. Understand client requirements & suggest appropriate solutions. Follow up with leads & manage the sales.
Posted 2 months ago
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