7634 Wealth Management Jobs - Page 25

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 record for assigned customer accounts. Tracks customer complaints/queries and turnar...

About The Role Area Sales Manager - Business Loans-Business Loans-Sales To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities a...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job Role / KRA"™s who have done LLB and have atleast four five years experience in attending corporate Banking matters and courts in Mumbai with good drafting knowledge. (Magistrate,DRT,High Court, City Civil Court and related courts). The candidate should be fluent with Arbitration/ DRT/ Civil recovery cases/ SARFAESI Legal Proceedings and Banking recovery matters from defaulters (secured and unsecured loan). Should be well versed in English for drafting and liasoning with the lawyers and attending courts. Job involves office work/ travelling to lawyers office/ court/ customer visits/ Maintaining legal MIS/travelling to out locations for legal work etc. Job Requirements, Skil...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Develops new and expands existing High Net worth Customer relationships forliabilities 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 record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requ...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Role: 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 Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of 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 record for ass...

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 record for assigned customer accounts. Tracks customer complaints/queries and turnar...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Develops new and expands existing High Net worth Customer relationships forliabilities 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 record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requ...

About The Role Responsible for the achievement of TFX targets assigned to the branches/channels Takes care ofabout 6 12 branches and mostly aligned with ABM of branch banking, OR, a particular business segment (like Privy, Wealth, WCG, CorpSal etc) Identifies the TFX & FES opportunitiesin the assigned catchment / segment Regularly interacts with the branches / channels and presents the analysis of stock, market intelligence Identifies the training needs and puts the capability building plan in place Gathers the gather market information / competition trends to facilitate product developments / improvements by H O Product team Monitors the services standards/TAT and fixes the gaps, if any, by...

About The Role Deputy Branch Manager Branch Banking Lead a team of Relationship Managers / Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. Driving customer coverage and Ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile High energy and drive with a Blend of Sales and Service. Ability to manage and motivate front office staff. Customer First attitude. Graduate6 8 years of experience. Post Graduate4 - 6 years of experience. Should be Persuasive with excellent interpersonal skills.

About The Role Develops new and expands existing High Net worth Customer relationships forliabilities 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 record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requ...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Deputy Branch Manager Branch Banking Lead a team of Relationship Managers / Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. Driving customer coverage and Ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile High energy and drive with a Blend of Sales and Service. Ability to manage and motivate front office staff. Customer First attitude. Graduate6 8 years of experience. Post Graduate4 - 6 years of experience. Should be Persuasive with excellent interpersonal skills.

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Develops new and expands existing High Net worth Customer relationships forliabilities 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 record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requ...

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job Profile 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 Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of 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 record f...

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 record for assigned customer accounts. Tracks customer complaints/queries and turnar...

About The Role Develops new and expands existing High Net worth Customer relationships forliabilities 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 record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requ...

About The Role Job Profile 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 Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of 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 record f...

About The Role Deputy Branch Manager Branch Banking Lead a team of Relationship Managers / Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. Driving customer coverage and Ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile High energy and drive with a Blend of Sales and Service. Ability to manage and motivate front office staff. Customer First attitude. Graduate6 8 years of experience. Post Graduate4 - 6 years of experience. Should be Persuasive with excellent interpersonal skills.