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 the acquisition of new clients, cross-selling bank products and services, and deepening existing client relationships. Wealth Management : Offering advice and solutions related to investments, including equities, fixed income, and alternative products, as well as other banking products. Client Acquisition: Identifying and acquiring new high-net-worth clients through referrals and other lead generation activities

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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 existing clients. • Coordinates with other group companies to provide seamless access to other products. • Maintains complete relationship record for assigned customer accounts. • Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. • Very good understanding of Trade and Forex & CA • Very good understanding of Commercial Assets like CC, OD, TL, Export Finance • Understanding of Mutual Funds and Insurance is an added advantage • Graduate 6 - 8 years of experience • Post Graduate 4 - 6 years of experience • Customer orientation • High energy levels with a motive to succeed Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any Query can call Shrutika : 022-40697708 / 8369367973

Posted 1 month 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 phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. 5. Generate new sales leads for NRI customers through referrals from existing clients, NRI brokers, stockbrokers, expats of shipping companies, overseas branches. How to Apply : If Interested, WhatsApp your cv to 8861316141, I will guide you with details. Thanks & Regards, Priyanka A M Senior Recruitment Specialist / BFSI & Services m +91-8861316141 | e priyanka.pooja@upgrad.com| https://www.upgrad.com/ Follow us: Facebook | Twitter | LinkedIn | YouTube

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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,

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