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5 Job openings at Vipany Management Consulting
About Vipany Management Consulting

Vipany Management Consulting provides innovative solutions in management consulting, specializing in performance improvement, strategic planning, and operational efficiency.

Elite Relationship Manager

Not specified

2 - 4 years

INR 0.8 - 1.25 Lacs P.A.

Work from Office

Full Time

Job Title: Elite Relationship Manager (ERM)Company: Leading BankLocation: Chirala, Peddaravur, Palakol, Tadepalligudem, Annamaya Circle, Markapur, Kakinada, and TenaliExperience: Minimum 2 years in CASA account sales, Portfolio handling, and TPPEducation: Graduate (Mandatory)Salary: Competitive and as per market standardsJob Role & Responsibilities:Manage and grow a portfolio of high-net-worth clients by providing tailored banking solutions.Drive CASA (Current Account & Savings Account) sales and ensure customer acquisition targets are met.Cross-sell retail liability products, third-party products (TPP), and other banking services.Ensure excellent relationship management and customer service to enhance client retention.Identify opportunities for new business development through networking and referrals.Achieve financial and non-financial targets set by the bank.Key Skills & Competencies:Strong experience in CASA sales and portfolio management.Expertise in cross-selling banking products.Excellent communication and relationship management skills.Ability to achieve targets and work in a competitive banking environment.

Branch Relationship Manager

Not specified

2 - 4 years

INR 4.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Job Title: Branch Relationship Manager (BRM)Location: Chickballapur, Chintamani, Bellary, Mysuru, CoimbatoreGrade: M3 - ManagerCTC: Up to 6 LPAJob Description:We are seeking a Branch Relationship Manager (BRM) to join our team and drive business growth by acquiring and maintaining relationships with High-Net-Worth Individuals (HNI) customers. The ideal candidate will be responsible for expanding the customer base, cross-selling bank products, and ensuring customer retention through effective portfolio management.Key Responsibilities:Develop and expand relationships with High Net Worth (HNI) customers for liabilities.Source new bank customers through external efforts and acquisition channels.Cross-sell bank products to the existing set of mapped branch customers.Inform customers about new products and enhancements to strengthen relationships.Maintain a complete relationship record for assigned customer accounts.Drive New-To-Bank (NTB) acquisition of customers.Ensure minimum two product sales per day, including CASA, TD, SIP, MF, Insurance, Gold, Demat, Assets, Gift Cards, etc.Achieve business targets while ensuring cost efficiency through effective processes.Job Requirements:Minimum 2 years of experience in direct sales and customer relationship management.Experience in Banking, Insurance, Stockbroking, or NBFC sector preferred.Strong portfolio management and customer retention skills.Passion for building and maintaining customer relationships.Basic understanding of banking products and the role.Maximum age limit of 32 years.Educational Qualification: Graduate (Any discipline).

Relationship Manager - Portfolio Management

Not specified

2 - 7 years

INR 3.0 - 5.0 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager - Portfolio ManagementWork Mode: In-OfficeJob Location: PuneJob DescriptionRole & Responsibilities:Regularly engage with portfolio clients through meetings and calls for portfolio management.Conduct client profiling and cross-sell various banking products.Acquire new customer relationships through references and catchment mapping.Source family accounts to strengthen and enhance client relationships.Cross-sell various engagement products, including Fixed Deposits (FD), Recurring Deposits (RD), Systematic Investment Plans (SIP), lockers, debit cards, and credit cards.Deepen portfolio relationships by cross-selling revenue-generating products such as Assets, Third-Party Products (TPP), and Liabilities.Ensure customers meet the eligibility criteria for Aspire relationships and maintain the quality of sourced accounts.Achieve CASA (Current Account & Savings Account) and total deposit targets.Fee Revenue Generation:Meet fee revenue targets by cross-selling multiple product lines to existing and new customers.Enhance channel penetration by promoting digital banking solutions, including:Net bankingMobile bankingBill paymentsStanding Instructions (SI) registrationsApplication Supported by Blocked Amount (ASBA) setup.

Premium Relationship Manager

Not specified

0 - 5 years

INR 3.0 - 4.5 Lacs P.A.

Work from Office

Full Time

Job Title: Premium Acquisition ManagerWork Mode: In-officeJob Location: ChennaiExperience: 0 to 5 yearsAnnual Salary: 3 Lacs to 4.5 LacsJob Summary:We are seeking a dynamic and results-driven Premium Acquisition Manager to join our team in Chennai. The role involves acquiring High Net-worth Individuals (HNIs), selling third-party products (TPP), and increasing CASA (Current Account & Savings Account) book size. The ideal candidate should have excellent sales acumen, strong communication skills, and experience in portfolio management.Key Responsibilities:Acquire and manage HNI clients to expand the customer base.Drive sales of Current Accounts, Savings Accounts, and liability products.Sell Third-Party Products (TPP) such as Mutual Funds, Gold, Insurance, and Asset Products.Generate revenue through cross-selling and upselling financial products.Build and maintain strong relationships with customers to ensure retention and referrals.Conduct promotional and customer engagement events to generate leads.Work closely with different internal channels to ensure seamless coordination.Job Requirements:Strong communication and interpersonal skills.Prior experience in sales, banking, or portfolio management is preferred.Good understanding of CASA, liabilities, and financial products.Existing base of customers will be an added advantage.Ability to work in a fast-paced and target-driven environment.If you are passionate about sales, customer acquisition, and portfolio management, we invite you to apply for this exciting opportunity!

Acquisition Manager - Digital Sales

Not specified

0 - 5 years

INR 0.8 - 1.25 Lacs P.A.

Work from Office

Full Time

Job Title: Acquisition Manager - Digital SalesLocation: PuneExperience: 0-5 Years (Freshers can apply)Age Limit: Maximum 28 yearsJob Role & Responsibilities:Develop and maintain a good understanding of clients with an entry point.Exhibit strong communication and presentation skills to engage with corporate clients for Digital Banking solutions.Cross-sell bank products to the assigned set of mapped customers.Manage clients' investment and insurance requirements effectively.Educate customers about new banking products and enhancements to strengthen the banking relationship.Collaborate with other group companies to create awareness about bank products among employees.Provide value-added banking services beyond customer expectations to enhance customer satisfaction.Maintain comprehensive records of assigned customer accounts.Expand the banking relationship by penetrating group/family accounts of existing mapped customers.Track and resolve customer complaints and queries, ensuring timely turnaround for customer satisfaction.Preferred Candidate Profile:0-5 years of experience in Banking Sales (Freshers are welcome to apply).Strong communication and presentation skills.Ability to build and maintain client relationships.Goal-oriented and self-motivated.Age limit: Maximum 28 years.Why Join Us?Excellent growth opportunities in the banking sector.Exposure to corporate clients and digital banking solutions.Dynamic work environment with opportunities to enhance sales and relationship management skills.If you are eager to build a career in banking sales and meet the criteria above, we encourage you to apply!

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