7.0 - 12.0 years

11 - 16 Lacs

Bengaluru

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JOB DESCRIPTION -HDFC BANK-(Bengaluru) A Imperia Relationship Manager (RM) at HDFC Bank in Bengaluru, Karnataka, is responsible for managing and growing a portfolio of high-net-worth (HNI) clients. This involves providing financial solutions, maintaining client relationships, identifying new business opportunities, and ensuring client satisfaction. The role requires a strong focus on sales, wealth management, and client relationship management. Key Responsibilities: Client Relationship Management: Building and maintaining strong relationships with HNI clients, understanding their financial needs, and providing tailored solutions. Sales and Revenue Generation: Achieving sales targets through ...

Posted 1 month ago

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Platinum RM : Leading Bank : Across Mumbai Quotient Consultancy

7.0 - 12.0 years

7 - 12 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Dear Candidate, Urgent opening with leading Bank. Designation : Platinum RM CTC : Upto 12 -12.5 LPA Location : Across Mumbai KRAs: • Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy. • Cross-sells bank products to existing set of branch customers, which are mapped • Informs customers of new products or product enhancements further to expand the banking relationship. • Plans and conducts special sales initiatives and events for prospective and existi...

Posted 3 months ago

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Wealth RM/NRI RM - Retail Branch Banking - Kochi, Trivandrum Rekrut India

5.0 - 10.0 years

5 - 10 Lacs

Kochi, Thiruvananthapuram

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Hi We have an excellent Opening in Leading Bank for NRI - RM Profile - Kerala Designation : NRI - Relationship Manager Location : Kochi, Trivandrum Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. 3. Review the inflows and outflows in the mapped NRI accounts and also proacti vely track NRI visits to India. 4. To be in close contact with the existing customers through mailers and p...

Posted 3 months ago

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AVP/DVP Grade - RM Wealth & Trade South Mumbai N Western Subrubs Management2000 Placement And Recruitment

8.0 - 13.0 years

14 - 20 Lacs

Mumbai Suburban, Mumbai (All Areas)

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RM Wealth knnowldge based products other than MF & LI- Take care of PMS, Wealth management, Trade & Forex , Term Loan & working Capital existing client portfolio & NTB. Majorily South Mumbai & Western Subrubs. Handle exisiting Book, plus acquire. Required Candidate profile 6 – 17 years relevant work experience in a Wealth management, BH, Area Head or BM keen for Individual, knowldge based role can apply. Self-starter, proactive & target oriented good hold on HNI, HNW, Perks and benefits Exisiting Book , Plus other perks & benefits,

Posted 3 months ago

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Hni Relationship Manager Swathi Hr Solutions

4.0 - 9.0 years

5 - 12 Lacs

vijayawada, hyderabad, bengaluru

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Urgent requirements for a leading bank Position: HNI RELATIONSHIP MANAGER Products: HNI, WEALTH, CASA, PRTFOLIO, Corporate Sales Ctc: 12 Lpa Locations: BANGALORE, CHENNAI, HYDERABAD Looking similar experience from banking. If interested Please contact SWATHI 8501808133 SWATHI HR SOLUTIONS swathihrsolutions@gmail.com

Posted Date not available

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Relationship Manager-Insignia Preferred Banking || South Delhi Mount Talent Consulting

6.0 - 11.0 years

10 - 20 Lacs

new delhi, faridabad, delhi / ncr

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Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number o...

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