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1.0 - 2.0 years
0 - 0 Lacs
bangalore
On-site
Casa Casa sales Hnadling HNI & Ultra HNI client Retail Branch Banking Responsibilities: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross-sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship records for assigned customer accounts. Tracks customer...
Posted 1 week ago
10.0 - 18.0 years
14 - 24 Lacs
bengaluru
Work from Office
Bank Hiring!! Profile- Branch Manager Product- retail liabilty Location- Bangalore Required - * min. 1 year exp. as a Branch Manager in Pvt. Bank Interested one can share cv on whatsapp- 9625167282 OR Email- mukesh.dhawan@v-konnect.com
Posted 1 month ago
8.0 - 13.0 years
9 - 17 Lacs
hyderabad, bengaluru, mumbai (all areas)
Work from Office
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers Sources new bank customers through external individual efforts and acquisition channel
Posted 1 month ago
1.0 - 6.0 years
1 - 6 Lacs
Kolkata, West Bengal, India
On-site
RetailBranchBanking JobPurpose 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 accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. JobResponsibilities(JR) - ActionableSales Maintain Daily Sales Report CH 106 and CH 104 Calling Structured bundled offering of Products an...
Posted 3 months ago
5.0 - 10.0 years
5 - 11 Lacs
Bhavnagar, Gandhidham, Ahmedabad
Work from Office
Job Opening: Wealth Relationship Manager Ahmedabad Are you passionate about wealth management and client relationship building? Were looking for a highly driven and experienced Wealth Relationship Manager to join a reputed financial institution in Ahmedabad . Location: Ahmedabad- Prahladnagar , Relief Road , Shantigram Township , Mani Nagar and Ghandhidham , Bhavnagar Position: Wealth Relationship Manager Experience: Relevant experience in Wealth/Private Banking/Investment Advisory preferred Key Responsibilities: Manage and enhance relationships with HNI and UHNI clients. Provide customized wealth management solutions tailored to client needs. Cross-sell investment products including mutual ...
Posted 3 months ago
8.0 - 13.0 years
8 - 15 Lacs
New Delhi, Gurugram, Bengaluru
Work from Office
Job Opening: Branch Relationship Head (RM's Head) Private Bank Location: Bangalore & Delhi Industry: Private Sector Banking Profile: Branch Relationship Head (RM's Head) Products Handled: CASA, Mutual Funds, Life Insurance Job Description: We are hiring a dynamic Branch Relationship Head to lead and manage a team of Relationship Managers (RMs) at a reputed private sector bank. The ideal candidate should have a strong background in CASA acquisition , mutual fund sales , and life insurance products. Key Responsibilities: Lead and manage a team of Relationship Managers (RMs) Drive business targets for CASA, Mutual Funds, and Life Insurance Ensure consistent client engagement and high-quality se...
Posted 3 months ago
5.0 - 10.0 years
6 - 12 Lacs
Ambala, Sonipat, Haryana
Work from Office
We're Hiring: Wealth Relationship Manager | Leading Private Bank Job Locations: Punjab Amritsar, Zirakpur, Patiala, Rajpura, Mandi Gobindgarh, Dhakoli, Panchkula Haryana – Panipat, Ambala, Jind, Kaithal, Sonipat, Yamunanagar Position: Wealth Relationship Manager Role Type: Individual Contributor (Portfolio Management) Key Products Handled: CASA (Current Account & Savings Account) Mutual Funds Life Insurance (Retail Liability) Role Overview: We're seeking dynamic and customer-focused professionals to manage high-value client portfolios, build long-term relationships, and drive sales of wealth management products. Apply Now: Interested candidates can share their updated CV at mukesh.dhawan@v-k...
Posted 4 months ago
5.0 - 10.0 years
6 - 12 Lacs
Amritsar, Punchkula, Punjab
Work from Office
We're Hiring: Wealth Relationship Manager | Leading Private Bank Job Locations: Punjab Amritsar, Zirakpur, Patiala, Rajpura, Mandi Gobindgarh, Dhakoli, Panchkula Haryana – Panipat, Ambala, Jind, Kaithal, Sonipat, Yamunanagar Position: Wealth Relationship Manager Role Type: Individual Contributor (Portfolio Management) Key Products Handled: CASA (Current Account & Savings Account) Mutual Funds Life Insurance (Retail Liability) Role Overview: We're seeking dynamic and customer-focused professionals to manage high-value client portfolios, build long-term relationships, and drive sales of wealth management products. Apply Now: Interested candidates can share their updated CV at mukesh.dhawan@v-k...
Posted 4 months ago
5.0 - 10.0 years
6 - 13 Lacs
Gurugram
Work from Office
Hiring for Bank !! Location- Gurgaon Profile- Wealth Relationship Manager Role- Individual ( portfolio handling) Product- CASA , Mutual Fund , Life Insurance Relationship Management : 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, c...
Posted 4 months ago
5.0 - 10.0 years
6 - 11 Lacs
Ahmedabad, Delhi / NCR, Mumbai (All Areas)
Work from Office
Dear Connections, We are currently hiring for a leading Private Sector Bank! Position: Wealth Relationship Manager Product Portfolio: Mutual Funds, Insurance, Savings & Current Accounts Role: Individual Contributor Portfolio Handling Location: Delhi/NCR , Bangalore , Mumbai , Ahmedabad If you or someone in your network is interested, please share updated CV at mukesh.dhawan@v-konnect.com . Referrals are highly appreciated! hashtag#Hiring hashtag#BankingJobs hashtag#WealthManagement hashtag#DelhiJobs hashtag#PrivateBanking hashtag#MutualFunds hashtag#Insurance hashtag#VKonnect
Posted 4 months ago
7.0 - 11.0 years
9 - 13 Lacs
Mysuru, Bengaluru
Work from Office
Drive branch business growth by setting and achieving targets for CASA, third-party products, and high-value customer acquisitions through Sales Managers, Relationship Managers, and BC networks. Ensure exceptional customer service via branch operations and customer service teams. Actively generate cross-sell leads for retail loans and drive conversions. Ensure 100% compliance with regulatory and internal policies. Lead recruitment, training, performance management, and retention of branch staff while maintaining high morale and productivity. Prepare and analyze MIS reports for timely corrective action. Coordinate with CPCL, marketing, and internal teams for smooth operations, account opening...
Posted 5 months ago
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