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1.0 - 4.0 years
2 - 4 Lacs
ernakulam, kottayam, thiruvananthapuram
Work from Office
• Achieve sales targets from 2-3 assigned bank branches • Promote bank staff incentive programs • Develop new markets as per company strategy • Build strong customer base for cross-sell & up-sell
Posted 1 month ago
9.0 - 14.0 years
50 - 60 Lacs
mumbai
Hybrid
Sumitomo Mitsui Banking Corporation Deal origination: Maintain close relationship with existing clients and develop new relationships Pro-actively engage with clients to originate business across the entire product suite of the Bank – Trade products (LC, BG, Bill discounting, Export Finance), Cash Management, Account Bank, FX & Derivatives, Treasury services including remittances and hedges, Project Finance and Structured Finance products and any other products that provide appropriate solution to customer needs. Actively pitch new financing ideas / tailored financial solutions to clients by leveraging on industry knowledge, expertise and risk assessment. Identity and monitor market developm...
Posted 1 month ago
2.0 - 7.0 years
1 - 6 Lacs
bhopal, ahmedabad, mumbai (all areas)
Work from Office
Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring. Required Candidate profile Minimum 1 years in the city Experience (Minimum 2 years for AADM) Age (23 to 38) Location:-Mumbai/Pune/Ahmedabad/Surat/Aurangabad/Nagpur/Nashik/Surat/Thane /Bhopal/ALL OVER INDIA... call- 8424060594
Posted 1 month ago
1.0 - 6.0 years
3 - 6 Lacs
vapi, anand, vadodara
Work from Office
Urgently need Branch Manager, RM Mutual fund sales in a stock market company Location Vadodra , Vapi & Anand For RM - Mutual fund sales ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For RM Mutual Fund Sales- acquire clients and SIP Contact QRN on 9811985863
Posted 1 month ago
5.0 - 10.0 years
0 - 0 Lacs
gurugram, delhi, faridabad
On-site
Managing Partner APC Sales Life Insurance,. Location chandigarh,Faridabad,Lucknow,Varanasi ,Kanpur, Ghaziabad,Delhi,Noida,Faridabad,Kolkata Salary- 5.5 lac +Rimb+ Incentive Exp.4 To 14 sales JOB DESCRIPTION/JOB RESPONSIBILITIES - Manage Insurance sales achievement through/BA : Recruiting Business Associates Training and developing agents on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels. Conduct weekly performance review (PRP) with agents & update Sales Management System. Promote & motivate agents for Career progression program to make them join the organization. Promote agents to use the Agent Portal & CRM for managi...
Posted 1 month ago
2.0 - 5.0 years
2 - 7 Lacs
guwahati
Work from Office
About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. You’ll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions – every single day. The vibe? Think less hierarch...
Posted 1 month ago
1.0 - 2.0 years
0 - 3 Lacs
vijayawada, hyderabad, tenali
Work from Office
Job description Position: Relationship Manager Home Loan & Loan Against Property (HL & LAP) Locations : Andhra Pradesh and Telangana Educational & : Any graduate degree Experience: Minimum 1+ year experience into Home Loans / LAP Salary: Up to 4LPA (inclusive of fixed + variable components) Job Description: We are seeking dynamic and results-driven Relationship Managers to join our team, specializing in Home Loans (HL) and Loan Against Property (LAP) . The ideal candidate will be responsible for sourcing, onboarding, and managing clients, while maintaining strong customer relationships and achieving sales targets. Key Responsibilities: Identify and acquire new customers for Home Loans and LA...
Posted 1 month ago
3.0 - 8.0 years
7 - 11 Lacs
mumbai
Work from Office
Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 and potential Yes FIRST HNI /NRI Relatio...
Posted 1 month ago
10.0 - 20.0 years
15 - 30 Lacs
ahmedabad, bengaluru, mumbai (all areas)
Work from Office
About the Role Hiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segment Responsibilities Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients financial goals. Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. Provide end-to...
Posted 1 month ago
7.0 - 12.0 years
12 - 16 Lacs
hyderabad
Work from Office
- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products. - Generate business actions across liabilities, asset Required Candidate profile - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - Must be having strong expertise in portfolio handling of big HNI customers
Posted 1 month ago
3.0 - 8.0 years
3 - 6 Lacs
madurai, chennai, bengaluru
Work from Office
Urgently need Branch Manager, Equity Dealer, RM and BSE(business support executive) in a stock market company Location Chennai For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403
Posted 1 month ago
5.0 - 10.0 years
6 - 10 Lacs
dhanbad
Work from Office
Designation - Branch Manager Location - Dhanbad Ctc - Upto 10 Lacs Experience - Minimum 5 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs
Posted 1 month ago
2.0 - 7.0 years
1 - 5 Lacs
chennai
Work from Office
Branch Relationship Manager Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ...
Posted 1 month ago
0.0 - 4.0 years
2 - 4 Lacs
malappuram
Work from Office
J ob Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good ...
Posted 1 month ago
1.0 - 5.0 years
3 - 5 Lacs
chennai
Work from Office
Roles & Responsibilities: Acquire and manage Affluent & Super Affluent clients using existing networks. Maintain strong client relationships and grow AUM. Provide investment advice and manage clients' financial portfolios. Identify and onboard new high-net-worth clients. Stay updated on market trends and recommend suitable investments. Coordinate with product/research teams for portfolio decisions. Organize and participate in seminars and business development events. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Dhanashri : 7796426785
Posted 1 month ago
0.0 years
0 Lacs
kolkata, west bengal, india
On-site
Work Level : Individual Core : Communication Skills, Result Driven, Problem Solving Leadership : Building Work Relationships Industry Type : Banking Function : Relationship Manager Key Skills : TASC,Institutional Sales,Government Banking,Club,Trust,Client Relationship,Relationship Management,Relationship Manager,Lead Generation Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Primary Responsibility: Architect the strategy and tap the entire ecosystem opportunity across Government Business and engage with senior stakeholders, MSMEs. Responsible for identification, develop & originate new relationships with the entire gamut of product pertaining to Gov...
Posted 1 month ago
1.0 - 2.0 years
0 - 3 Lacs
hyderabad
Work from Office
Job description Position: Relationship Manager Home Loan & Loan Against Property (HL & LAP) Locations : Andhra Pradesh and Telangana Educational & : Any graduate degree Experience: Minimum 1+ year experience into Home Loans / LAP Salary: Up to 4LPA (inclusive of fixed + variable components) Job Description: We are seeking dynamic and results-driven Relationship Managers to join our team, specializing in Home Loans (HL) and Loan Against Property (LAP) . The ideal candidate will be responsible for sourcing, onboarding, and managing clients, while maintaining strong customer relationships and achieving sales targets. Key Responsibilities: Identify and acquire new customers for Home Loans and LA...
Posted 1 month ago
1.0 - 4.0 years
1 - 4 Lacs
chennai
Work from Office
Insurance sales ,experience 1 year, Location: Chennai or Kerala.Qualification : 10th pass to Graduate will do. Experience in B2c ,Direct sales. email id: suchitra@vectorhr.com
Posted 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
mysuru
Work from Office
ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...
Posted 1 month ago
2.0 - 7.0 years
2 - 7 Lacs
chandigarh
Work from Office
HDFC Bank is hiring for Virtual RM/ Imperia RM role in Chandigarh We are having interview drive for Women only Candidate's with experience in RM role or sales role can apply. Banking sales experience is preferred. Timing - 11am to 3pm Location - Plot No. 28, Phase 1 Industrial Area, Chandigarh, HDFC Bank House, Near: Westside Showroom, 3rd Floo r Job Responsibilities: Customer Engagement Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. Call handling as per defined standards. Accurate resolution for customer queries. Promoting Digital Banking services for a superior customer service experience. Profil...
Posted 1 month ago
1.0 - 5.0 years
3 - 5 Lacs
mysuru
Work from Office
ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...
Posted 1 month ago
0.0 - 4.0 years
2 - 4 Lacs
new delhi, gurugram, delhi / ncr
Work from Office
Assistant Relationship Manager -Maintains a loan and credit card portfolio that includes gathering relevant financial data and maintaining customer relationships. Responsible for New Business Development activities, dealing with large...
Posted 1 month ago
3.0 - 8.0 years
7 - 11 Lacs
kota
Work from Office
Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 and potential Yes FIRST HNI /NRI Relatio...
Posted 1 month ago
3.0 - 8.0 years
5 - 11 Lacs
chennai, delhi / ncr, mumbai (all areas)
Work from Office
Roles and Responsibilities Responsible for the P&L Account, delivering the top line & bottom line of the Mortgage business in line with organization needs Sales Budget and Plan, COA, Customer Retention, Recruitment & Product Training Handling aspects pertaining to Portfolio monitoring, Project Approval, Legal, Technical, PDD, Referral Billing, vendor management & sales Manager Incentives etc. Acquire customers for Home Loan from open market, Branch network, Channel partner and Builder relationship. Build new relationships with builder community basis projects and expansion plans. Developed strategic plans rolled out to business and built revenue streams with various product mix Portfolio man...
Posted 1 month ago
3.0 - 8.0 years
5 - 8 Lacs
beawar
Work from Office
Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 and potential Yes FIRST HNI /NRI Relatio...
Posted 1 month ago
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