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8.0 - 13.0 years
10 - 15 Lacs
chennai
Work from Office
Hi, Please find the job description of Wealth RM Chennai Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Set ...
Posted 2 days ago
7.0 - 9.0 years
0 Lacs
bengaluru, karnataka, india
On-site
Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in...
Posted 2 days ago
8.0 - 13.0 years
10 - 15 Lacs
bengaluru
Work from Office
Hi, Please find the job description of Wealth RM Bangalore Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Se...
Posted 1 week ago
1.0 - 2.0 years
0 - 0 Lacs
bangalore
On-site
Retail Branch Banking CASA CASA Sales Portfolio handling HNI & Ultra HNI client handling Cross selling 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 c...
Posted 1 week ago
3.0 - 5.0 years
0 Lacs
chennai, tamil nadu, india
On-site
This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the targ...
Posted 2 weeks ago
3.0 - 5.0 years
0 Lacs
india
On-site
This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the targ...
Posted 2 weeks ago
7.0 - 9.0 years
0 Lacs
chennai, tamil nadu, india
On-site
Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in...
Posted 3 weeks ago
10.0 - 20.0 years
11 - 15 Lacs
chennai
Work from Office
Opening with Leading Bank Branch Relationship Head | Chennai Position: Branch Relationship Head (Team Handling) Location: Chennai CTC: Up to 15 LPA Experience: Minimum 7 years in banking with Liability or Mutual Fund or Wealth Management experience required Key Responsibilities: Lead and manage a team of Relationship Managers Build and maintain strong relationships with high-value clients Drive sales, cross-sell banking products, and ensure revenue growth Collaborate with internal teams for seamless service delivery Contribute to strategic planning and business development How to Apply: Email your CV to: selvi.sai@upgrad.com WhatsApp your CV to: 9361184170 Call: 9361184170 Regards, Selvi Sai...
Posted 3 weeks ago
7.0 - 9.0 years
0 Lacs
delhi, india
On-site
Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in...
Posted 4 weeks ago
7.0 - 9.0 years
0 Lacs
delhi, india
On-site
Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in...
Posted 1 month ago
1.0 - 2.0 years
0 - 0 Lacs
coimbatore, thanjavur, thirunelveli
On-site
Urgent Vacancy with Leading Bank Role Sales Officer - CASA Location Trichy, Tirupur, Tirunelveli, Hosur, Salem, Karur, Tanjore, Salem, Erode Job Description: Officer Sales are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Officer Sales are required to achieve targets assigned by the bank within initial 6 months for confirmation of ...
Posted 1 month ago
1.0 - 5.0 years
4 - 9 Lacs
kolkata, kanpur, lucknow
Work from Office
CA/SA - Sales in Br Banking expansion & its Branches in Kolkata & Guwahati. Candidates from Br Banking, Financial Services, Insurance, Nbfc, Bfsi with experience in Portfolios Mgmt. & Acquisitions of CASA & Banking products are a right fit Max Age ;34 yrs Role & responsibilities Preferred candidate profile Candidate Profile; Grads/MBA's with 1 - 5 yrs of Banking Sales experience into CASA, (Current Account/ Savings Accounts), Third Part products , Portfolio Mgmt. Immediate joiners also can apply
Posted 1 month ago
1.0 - 5.0 years
4 - 9 Lacs
hyderabad, chennai, bengaluru
Work from Office
CA/SA - Sales in Br Banking expansion & its Branches in Kolkata & Guwahati. Candidates from Br Banking, Financial Services, Insurance, Nbfc, Bfsi with experience in Portfolios Mgmt. & Acquisitions of CASA & Banking products are a right fit Max Age ;34 yrs Role & responsibilities Preferred candidate profile Candidate Profile; Grads/MBA's with 1 - 5 yrs of Banking Sales experience into CASA, (Current Account/ Savings Accounts), Third Part products , Portfolio Mgmt. Immediate joiners also can apply
Posted 1 month ago
3.0 - 5.0 years
0 Lacs
chennai, tamil nadu, india
On-site
Job Role: This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements i...
Posted 1 month ago
12.0 - 22.0 years
40 - 50 Lacs
bengaluru
Work from Office
Manage and grow the retail banking business across multiple branches within the cluster. Drive CASA productivity with a strong focus on achieving per-resource benchmarks. Consistently meet revenue and business targets. Required Candidate profile Strong background in Retail Branch Banking and experience in handling multiple branches.
Posted 1 month ago
3.0 - 5.0 years
0 Lacs
jaipur, rajasthan, india
On-site
Job Role: This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements i...
Posted 1 month ago
3.0 - 5.0 years
0 Lacs
chandigarh, india
On-site
Job Role: This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements i...
Posted 1 month ago
7.0 - 9.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in...
Posted 1 month ago
0.0 - 5.0 years
3 - 5 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Acquisition of NTB Current account customers Ensure acquisition of current accounts Proactive registration and activation of acquired customers Provide regular feedback to SM / RM Ensure adherence to selling norms and SOPs Ensure strict compliance Required Candidate profile Any Graduate with exp in CASA sales, Current Account, Savings Account sales can apply Min 8 months to 3 yrs exp is a must Work Locations Mumbai, Navi Mumbai, Punjab, Chhattisgarh, Bangalore, Karnataka Perks and benefits Monthly, Quarterly & Annual Incentives & bonus
Posted 1 month ago
7.0 - 9.0 years
0 Lacs
coimbatore, tamil nadu, india
On-site
Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in...
Posted 1 month ago
3.0 - 5.0 years
0 Lacs
bengaluru, karnataka, india
On-site
Job Role: This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements i...
Posted 1 month ago
3.0 - 5.0 years
0 Lacs
kolkata, west bengal, india
On-site
Job Role: This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements i...
Posted 1 month ago
10.0 - 20.0 years
15 - 25 Lacs
bengaluru
Work from Office
Opening with Leading Banks Bangalore Job Title: Relationship Manager AVP / VP Grade (Individual Role) Department: Retail Branch Banking – Wealth / HNI Segment Location: Bangalore Grade: AVP / VP CTC - up to 25L Experience: Minimum 10 years in Relationship Management / Wealth Management, preferably with experience handling HNI portfolios in Retail Branch Banking Role Objective: To acquire, engage, and grow a high-value portfolio of NHNI/UHNI clients by providing end-to-end personalized wealth and banking solutions. Key Responsibilities: Manage a portfolio of 100–150 HNI clients with consistent engagement Acquire new-to-bank HNI clients with a minimum relationship value of 20 Lakhs+ Ensure pro...
Posted 2 months ago
7.0 - 9.0 years
0 Lacs
delhi, india
On-site
Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in...
Posted 2 months ago
3.0 - 5.0 years
0 Lacs
chennai, tamil nadu, india
On-site
This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA's/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the targ...
Posted 2 months ago
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