Investment RM
2 weeks ago
- Increasing the Liability book and Investment AUM portfolio size
- through, deepening and new acquisition.
- Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
- Ensure quality of sourcing by acquiring Potential Wealth Clients.
- Acquiring and managing both business, individual (resident and NRI) clients.
- Increase product penetration and exit barriers, by cross- selling more number of products per client.
- Performing Portfolio allocations, reviews & financial check-ups for each client at
- defined frequency.
- Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
- Work in close coordination with Client Experience Manager’s to deliver superior service to clients.
- Ensuring adherence to Compliance processes and guidelines.
- Reduce rejection rates and improve quality of documentation.
- Ensuring 360° client engagement – “Total Client Ownership”.
-
Business Banking RM
2 months ago
Pune, India A537 Deutsche Bank Aktiengesellschaft, Filiale Pune Full timeDescription Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. What we’ll offer you As part of our flexible scheme, here are just some of the benefits that you’ll...
-
Business Banking RM
1 month ago
pune, India A537 Deutsche Bank Aktiengesellschaft, Filiale Pune Full timeDescription Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. What we’ll offer you As part of our flexible scheme, here are just some of the benefits that...
-
Ip Rm
2 days ago
Pune, India Acme Services Full timeThe Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) - **He/She would be responsible to drive the TPP sales through branch sales team and advisors.** - Maintaining client relationships and generate AUM from preferred clients. - Advising Affluent clients on their Investments and managing their overall financial...
-
Broking acquisition n.a.-branch Sales Non Metro
2 months ago
Pune, India Kotak Securities Full time**Department**:Broking Channel** **Designation**:Branch Sales - RM** **Grade: E1/ E2 - Assistant Manager OR Deputy Manager** **Years of Exp: 1 to 4 yrs** **Reporting to: M3/M4** **Location: Mumbai **Roles**: - Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients - Will be responsible...
-
Pune, India Evyavan Premier Full timeFrom 2 to 7 year(s) of experience - ₹ 7,00,000 - 17,00,000 P.A. - Pune, Delhi / NCR, Mumbai (All Areas)or **Roles and Responsibilities** Responsible for making and maintaining the data for existing and newly acquired customers for increasing the bank books. Managing the relationship with existing set of corporate for driving the recurring business and...
-
Tandem 4 to 12 Years Pune
1 month ago
Pune, India Capgemini Full time**Job Description**: - Bachelor’s degree in Computer Science or equivalent; - Experience with ION/WSS GBS or ION/WSS Atlas Systems. - Experience in HP Non Stop Server (aka Tandem). - Experience in COBOL c85 Programming, IFER concepts. - Experience in PATHWAY, TACL, FUP, SCUP, ENSCRIBE, ENFORM, INSPECT, SPOOLCOM. - Experience with OSS environment. -...
-
Tandem 4 to 12 Years Pune
1 month ago
Pune, India Capgemini Full timeBachelor’s degree in Computer Science or equivalent; - Experience with ION/WSS GBS or ION/WSS Atlas Systems. - Experience in HP Non Stop Server (aka Tandem). - Experience in COBOL c85 Programming, IFER concepts. - Experience in PATHWAY, TACL, FUP, SCUP, ENSCRIBE, ENFORM, INSPECT, SPOOLCOM. - Experience with OSS environment. - Experience with source code...
-
Privy Relationship Manager
1 month ago
Pune, India Mintskill HR Solutions LLP Full timeJob DescriptionDepartment Priority – Retail Liabilities Location : Multiple locations in IndiaNumber of Positions 15Position Grade: M4/M5‘Priority Banking’ Business vertical is a part of ‘Retail Liabilities’ division of our Consumer Bank segment. It is Kotak’s premium banking proposition designed to cater for the financial planning, banking and...
-
Stockbroking Operations
1 month ago
Pune, Maharashtra, India Trdez Investment Pvt. Ltd. Full time**Company Overview** TRDEZ is a fast growing Stockbroking and Advisory firm operating out of Pune with an experienced team of professionals from the areas of Financial services and Technology management. It strives to build a culture is driven by values. The firm is constantly learning, responsive and atypical. It also strives to provide the best experience...
-
Relationship Manager- Corporate Salary
1 month ago
pune, India Mintskill HR Solutions LLP Full timeJob Description Job Profile: Relationship Manager-Salary2Wealth Grade: Deputy Manager Job Role: Managing set of existing mapped customers of Corporate Salary.Cross-selling Liability and Investment Products, Insurance, Asset products (HL/PL/CL/Credit Card/ Gold Loan/Two Wheeler/ Car Loan) to individual customers in the Corp. Salary book.One point contact...
-
Relationship Manager/Area Manager
1 month ago
Pune, Maharashtra, India iimjobs Full timeRelationship Manager/Area Manager - Wealth/Team Management/Investment Advisor About the Role:This is a full time on site role for Area manager. The area manager will be responsible for handling team of senior RM's . The role will involve , setting and achieving sales targets, execute events for corporates and HNI clients to create product awareness and...
-
Senior Relationship Manager
4 weeks ago
pune, India Riverforest Connections Private Limited Full timeJob Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering...
-
ICICI Bank
1 day ago
Pune, India ICICI Bank Ltd Full timeBusiness Banking Group-Relationship Manager Applications are Invited from across IndustriesRoles and Responsibilities:1. Ensure stability of total ecosystem income from existing set of clients and explore avenues for new income generation from existing as well as new clients.2. Tap the entire ecosystem opportunity across banking services and products...
-
RB - Affluent Business:Relationship Manager - NRI
2 months ago
pune, India Axis Bank Full timeThe NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus...
-
Training Manager
2 months ago
pune, India Tata AIA Life Insurance Full timeJob Description A Position Overview: Position Overview Position Title Training Manager - Partnership Distribution Department Distribution Training PD Level/ Band Manager Role Summary : To manage training & development objective of the allotted PARTNER branches/cluster To ensure optimal training coverage to...
-
Business Partner
1 week ago
Pune, India Peoplefy Full timeGreetings!! We are hiring for one of our premium MNC client based in Pune We are looking for candidates with 6+ years of experience as a Finance Controller Educational Qualification- CA or ICWA Role & responsibilities MISSION: The LB/region Business Partner Controller (BPC) guarantees fulfillment of the entitys economic objectives - LB or region:...
-
Business Partner Controller-Finance
4 weeks ago
pune, India Peoplefy Full timeGreetings!!We are hiring for one of our premium MNC client based in PuneWe are looking for candidates with 6+ years of experience as a Finance ControllerEducational Qualification- CA or ICWARole & responsibilitiesMISSION: The LB/region Business Partner Controller (BPC) guarantees fulfillment of the entitys economic objectives - LB or region: Regarding...
-
Business Partner Controller-Finance
1 month ago
pune, India Peoplefy Full timeGreetings!! We are hiring for one of our premium MNC client based in Pune We are looking for candidates with 6+ years of experience as a Finance Controller Educational Qualification- CA or ICWA Role & responsibilities MISSION: The LB/region Business Partner Controller (BPC) guarantees fulfillment of the entitys economic objectives - LB or region:...
-
Pcc Only
1 month ago
Pune, Maharashtra, India Deutsche Bank Full time**PCC Only - Private Banker**: **Job ID**:R0297758**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-03-26**Location**:Pune**Position Overview**: **Job Title: Private Banking Advisor** **Location: Pune** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters...
-
Lead Product Manager- Gamification For NBFC
2 weeks ago
pune, India Skill Ventory Full timeRoles and Responsibilities JOB PURPOSE This is one of the key strategic areas of investment by the company as part of its long-range plan to create a network based coalition loyalty program to help B2C and D2C businesses to scale their customer engagement and acquisition funnel, in turn create a healthy prospective customer base for NBFC to cross sell...