HNI Client Relationship Manager
4 weeks ago
- 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 assigned customer accounts.
- To work in synergy with the cross functional teams to generate wallet share across Wealth & Liability products . - To cross sell wealth & liability products to the bank's premium #Assetclients. 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 wallet share and satisfaction leading to client retention and growth.
- Ensure ongoing self-development.
- 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.
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Relationship Manager
2 weeks ago
west bengal, India Anand Rathi Stocks and Brokers LTD Full timeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product of the month.Candidate should be able to acquire HNI Clients and able to sell...
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Equity Dealer-hni
1 month ago
Lake Town, Kolkata, West Bengal, India Wealthcrop Securities Private Limited Full timeIndividuals possessing a robust existing HNI client base and the capability to nurture enduring relationships are strongly encouraged to apply. - _Any Graduate having NISM-Series VIII certification;_ - _At least 3 consecutive years of experience in handling HNI clients' equity portfolio in the professional manner and capacity._ ** Fixed Salary + Incentive...
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Client Relationship Officer
1 month ago
Kolkata, West Bengal, India FINCLOCK PRIVATE LIMITED Full time**Company name and profile - *Finclock Private Limited** **Financial Product Distribution House.** **71 Park Street Park Plaza Room No 44 Kolkata - 700016** **Designation : Client Relationship Officer** 1. Relationship management with client and need based financial product selling 2. Revenue generation from sales 3. Focus product - demat and trading...
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Relationship Manager
2 weeks ago
Asansol, West Bengal, India HDFC Bank Ltd Full timeApply for Relationship Manager / Deputy Manager / Account Manager, Avijit Das in Asansol ,Durgapur ,Haldia ,Kolkata ,Malda for 1 - 2 Year of Experience on
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Client Relationship Executive
4 weeks ago
New Town, Kolkata, West Bengal, India Candidate Express Pvt Ltd Full time**Company Description** Entrepot Media Pvt Ltd is an end-to-end provider of digital marketing services located in Rajarhat. Our experienced team of experts focuses on assisting businesses in acquiring desired leads while providing customized and result-oriented solutions. We aim to build long-lasting client partnerships based on our belief in providing a...
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Client Relationship Executive
1 month ago
Kolkata, West Bengal, India Alpha Enterprises Full timeBusiness development post Key responsibilities: 1. Create new clients 2. Grab new businesses 3. Maintain client relationships 4. Smart presentation 5. Business analysis 6. Create new pockets time to time *Job details*: **Job Types**: Full-time, Permanent, Internship, Freelance Contract length: 4 months Pay: ₹10,000.00 - ₹16,000.00 per...
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Client Relationship Executive
1 month ago
Kalighat, Kolkata, West Bengal, India MAGNIFYING EVENTS Full timeKey responsibilities: 1. Create new clients 2. Grab new businesses 3. Maintain client relationships 4. Smart presentation 5. Business analysis 6. Create new pockets time to time *Job details*: Pay: From ₹12,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance - Internet reimbursement - Paid sick time Schedule: - Day...
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Senior Relationship Manager
3 weeks ago
Asansol, West Bengal, India ICICI Bank Ltd Full timeApply for Senior Relationship Manager / Deputy Manager / Clerk, Avijit Das in Asansol ,Burdwan ,Haldia ,Kharagpur ,Kolkata for 1 - 2 Year of Experience on
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Relationship Manager
1 week ago
west bengal, India Axis Bank Full time#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"About Branch Banking:The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core...
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Senior Relationship Manager
3 weeks ago
Asansol, West Bengal, India timesjobs Full timeEducational Qualifications -10th ,12th / GraduateAge Limit 18 To 35 yearsSalary:-18800/- to 57500 /- (IN Hand) P.MBenefits:E.S.I + P.F + Medical +Others.Candidates Should Be Fluent In Local Language.Employee Status :PermanentPost-Credit Manager/ Head,Relationship Executive/ Manager,Phone/ Internet Banking Executive,Back Office ExecutiveBank-ICICI Bank
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Relationship Manager
2 weeks ago
Asansol, India HDFC Bank Ltd Full timeApply for Relationship Manager / Deputy Manager / Account Manager, Avijit Das in Asansol ,Durgapur ,Haldia ,Kolkata ,Malda for 1 - 2 Year of Experience on TimesJobs.com.
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Client Relationship Executive
1 month ago
Kalighat, Kolkata, West Bengal, India MAGNIFYING EVENTS Full timeKey responsibilities: 1. Create new clients 2. Grab new businesses 3. Maintain client relationships 4. Smart presentation 5. Business analysis 6. Create new pockets time to time *Job details*: - goal oriented woman who knows the value of money & brand. If you want to learn how to grab a business deal & grow your career faster than this is the right...
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IT Client Relationship Executive
3 days ago
New Town, Kolkata, West Bengal, India Ecotence Technology Full time**Responsibilities**: - Engaging with potential clients to create new business opportunities, pitching them our business plans and negotiating the terms of an agreement. - Generate and identify sales leads, pitching or services to new clients and maintain a good working relationship with existing ones. - Source new sales opportunities through Bidding...
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IT Client Relationship Executive
3 days ago
New Town, Kolkata, West Bengal, India Ecotence Full time**Responsibilities**: - Engaging with potential clients to create new business opportunities, pitching them our business plans and negotiating the terms of an agreement. - Generate and identify sales leads, pitching or services to new clients and maintain a good working relationship with existing ones. - Source new sales opportunities through Bidding...
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IT Client Relationship Executive
4 weeks ago
New Town, Kolkata, West Bengal, India Ecotence Technology Full time**Responsibilities**: - Engaging with potential clients to create new business opportunities, pitching them our business plans and negotiating the terms of an agreement. - Generate and identify sales leads, pitching or services to new clients and maintain a good working relationship with existing ones. - Source new sales opportunities through Bidding...
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IT Client Relationship Executive
1 month ago
New Town, Kolkata, West Bengal, India Ecotence Full time**Responsibilities**: - Engaging with potential clients to create new business opportunities, pitching them our business plans and negotiating the terms of an agreement. - Generate and identify sales leads, pitching or services to new clients and maintain a good working relationship with existing ones. - Source new sales opportunities through Bidding...
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IT Client Relationship Executive
3 days ago
Twenty-four Parganas District, West Bengal, India Ecotence Technology Full time**Responsibilities**: - Engaging with potential clients to create new business opportunities, pitching them our business plans and negotiating the terms of an agreement. - Generate and identify sales leads, pitching or services to new clients and maintain a good working relationship with existing ones. - Source new sales opportunities through Bidding...
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IT Client Relationship Executive
1 month ago
Twenty-four Parganas District, West Bengal, India Ecotence Technology Full time**Responsibilities**: - Engaging with potential clients to create new business opportunities, pitching them our business plans and negotiating the terms of an agreement. - Generate and identify sales leads, pitching or services to new clients and maintain a good working relationship with existing ones. - Source new sales opportunities through Bidding...
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Client Relationship Officer
1 month ago
Salt Lake, Kolkata, West Bengal, India Upbull Full timeWe are hiring for Relationship officer for Kolkata /Howrah / Hooghly / North 24 Parganas & South 24 parganas Location **Job description**: Job Title: DMAT Executive - **Demat Account Management**: Handle the opening, maintenance, and closure of Demat accounts for clients. - **Client Communication**: Interact with clients to provide information, address...
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Client Coordinator
1 month ago
Kolkata, West Bengal, India Assignments hut Full timeJob Title: Client Coordinator and Task Allotment Specialist **Job Description**: We are looking for a proactive and skilled Client Coordinator and Task Allotment Specialist to join our team. As a vital liaison between our clients and the in-house team of experts, you will be responsible for efficiently coordinating with clients, understanding their...