Relationship Manager
8 hours ago
Role - Relationship Manager
Job Summary
Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )
Detailed Responsibilities
- Generate new business to achieve defined sales targets
- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Ensure ongoing self-development.
- Manage the portfolio to de-risk against attrition and achieve stability of book.
- Manage the key performance indicators at the highest level.
- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
Sales
- Achieve the Targets set in terms of product mix.
- Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
- Achieve the budgeted cross sell targets.
- Aggressive Sales call plans to acquire large prospective customers through referrals.
- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.
Integration Management
- Manage the customer transition with utmost sensitivity.
- Awareness of all the policies and procedures issued in relation to money laundering prevention.
- Ensure compliance with these policies and procedures on an ongoing basis.
- Any suspicious transaction must immediately be reported to the supervising officer
-
Relationship Manager
1 week ago
Gujarat, India IndusInd Bank Limited Full timeAs a Relationship Manager:- Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold ) Detailed Responsibilities :- Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...
-
Relationship Manager
1 week ago
Gujarat, India IndusInd Bank Limited Full timeAs a Relationship Manager:-Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed Responsibilities :- Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...
-
Relationship manager
4 weeks ago
Gujarat, India IDFC FIRST Bank Full timeJob Title: Relationship Manager-NRI Business Unit: Retail Banking Location: Ahmedabad, Surat, Vadodara Job Purpose: The role entails deepening the relationship by providing solutions to meet the requirements of the NRI customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams...
-
Relationship Manager
4 weeks ago
Gujarat, India IDFC FIRST Bank Full timeJob Title: Relationship Manager-NRIBusiness Unit: Retail BankingLocation: Ahmedabad, Surat, VadodaraJob Purpose:The role entails deepening the relationship by providing solutions to meet the requirements of the NRI customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams to drive effective...
-
IndusInd Bank | Relationship Manager
10 hours ago
gujarat, India IndusInd Bank Full timeRole - Relationship Manager Job Summary Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed Responsibilities Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of...
-
Wealth relationship manager | private bank
2 months ago
Gujarat, India Waytogo Consultants Full timeKey Responsibilities: Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs. Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs. Provide personalized banking solutions and regular portfolio reviews. Ensure a high...
-
Wealth Relationship Manager | Private Bank
2 months ago
Gujarat, India Waytogo Consultants Full timeKey Responsibilities:Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs.Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs.Provide personalized banking solutions and regular portfolio reviews.Ensure a high level of client...
-
Wealth Relationship Manager | Private Bank
2 months ago
gujarat, India Waytogo Consultants Full timeKey Responsibilities: Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs. Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs. Provide personalized banking solutions and regular portfolio reviews. Ensure a high level of...
-
gujarat, India IndusInd Bank Limited Full timeAs a Relationship Manager:- Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold ) Detailed Responsibilities :- Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...
-
gujarat, India IndusInd Bank Limited Full timeAs a Relationship Manager:-Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed Responsibilities :- Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...
-
Marketing Executive(Mba)
6 months ago
Bopal, Ahmedabad, Gujarat, India Global Manager group Full timeGood English Communication (verbal & written) - Knowledge of Computer, Internet surfing & Google Search - Search, Build and Develop Relationships with new client. - Good English Communication (verbal & written) - Knowledge of Computer, Internet surfing & Google Search - Search, Build and Develop Relationships with new client. **Job Types**: Full-time,...
-
Wealth Relationship Manager | Leading Bank
4 weeks ago
Gujarat, India Waytogo Consultants Full time- Develops new and expands existing High Net worth Customer relationships for liabilities bysourcing category - A Wealth 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-...
-
Relationship Executive
6 months ago
Ahmedabad, Gujarat, India career mosaic Pvt Ltd Full time**JD - Relationship Management Executive**: 2. The primary emphasis of the role is on fostering strong relationships with Agents and promptly addressing their queries and concerns. 3. Additionally, Manage and upkeep of essential data to guarantee operational accuracy and efficiency. 4. Ensuring smooth communication channels and effective relationship...
-
Computer Operator/back Office/data Entry
1 month ago
Ahmedabad, Gujarat, India Global Manager group Full timeNational Centre for Quality Calibration, a leading name in Gujarat for instrument calibration and ISO certification consultancy has organized walk-in-interview for Computer Operator at Ahmedabad Location. It’s a good opportunity for those who have Exp. up to 2 years to start their career most expandable field. **Responsibilities and Duties** - Fresher can...
-
Computer Operator
6 months ago
Ahmedabad, Gujarat, India Global Manager group Full timeNational Centre for Quality Calibration, a leading name in Gujarat for instrument calibration and ISO certification consultancy has organized walk-in-interview for Computer Operator at Ahmedabad Location. It’s a good opportunity for those who have Exp. fresher to 2 years to start their career most expandable field. **Responsibilities and Duties** - Good...
-
Computer Operator
6 months ago
Ahmedabad, Gujarat, India Global Manager group Full time**Job Summary** National Centre for Quality Calibration, a leading name in Gujarat for instrument calibration and ISO certification consultancy has organized walk-in-interview for Computer Operator at Ahmedabad Location. It’s a good opportunity for those who have Exp. up to 2 years to start their career most expandable field. **Responsibilities and...
-
Computer Operator/back Office/data Entry
6 months ago
Ahmedabad, Gujarat, India Global Manager group Full timeNational Centre for Quality Calibration, a leading name in Gujarat for instrument calibration and ISO certification consultancy has organized walk-in-interview for Computer Operator at Ahmedabad Location. It’s a good opportunity for those who have Exp. up to 2 years to start their career most expandable field. **Responsibilities and Duties** - Fresher can...
-
Marketing Executive(Mba)
6 months ago
Bopal, Ahmedabad, Gujarat, India Global Manager group Full timeGood English Communication (verbal & written) - Knowledge of Computer, Internet surfing & Google Search - Search, Build and Develop Relationships with new client. **Salary**: ₹25,000.00 - ₹35,000.00 per month Schedule: - Morning shift **Speak with the employer** +91 8866555354
-
IDFC FIRST Bank | Relationship Manager
4 weeks ago
gujarat, India IDFC FIRST Bank Full timeJob Title: Relationship Manager-NRIBusiness Unit: Retail BankingLocation: Ahmedabad, Surat, VadodaraJob Purpose:The role entails deepening the relationship by providing solutions to meet the requirements of the NRI customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams to drive effective...
-
IDFC FIRST Bank | Relationship Manager
4 weeks ago
gujarat, India IDFC FIRST Bank Full timeJob Title: Relationship Manager-NRI Business Unit: Retail Banking Location: Ahmedabad, Surat, Vadodara Job Purpose: The role entails deepening the relationship by providing solutions to meet the requirements of the NRI customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams to drive...