Associate/Senior Associate/Relationship Manager

1 month ago

MumbaiGurgaonGurugramChennaiPuneBangaloreChandigarhLudhianaPunjab, India iimjobs Full time

Job Purpose:

- Driving the growth and success by strategically acquiring and engaging with high-net-worth clients. This role is pivotal in enhancing client coverage and increasing the penetration of products and services through a targeted, need-based approach.

- It aims to maximize volume and revenue performance while maintaining the highest standards of customer satisfaction and service by fostering proactive client relationships and coordinating seamlessly with internal teams.

Key Accountabilities:

- Client Acquisition and Upgrade: Target and onboard high-quality HNI/UHNI clients within branch locations, ensuring an upgrade in their service tier.

- AUM Growth and Retention: Deepen existing client relationships to enhance wallet share through effective AUM retention and growth strategies.

- Revenue and Volume Goals: Meet and exceed predetermined monthly and annual volume and revenue targets.

- e-Channel Activation and Savings Growth: Promote the use of digital banking channels and savings products among clients for improved service delivery and convenience.

- Product Strategy and Relationship Management: Execute product strategies through exemplary relationship management, ensuring an optimal mix of products per client for profitability and enhanced coverage.

Job Duties & Responsibilities:

- Acquire and nurture the elite client segment, significantly growing their AUM with a focus on clients possessing AUM of INR 10 Million and above.

- Conduct timely and comprehensive portfolio reviews in collaboration with specialists across Wealth, Investment, and Insurance domains.

- Maintain up-to-date knowledge of all products and services, continuously enhancing skills and expertise.

- Address customer queries and complaints swiftly, adhering to customer service policies and agreed turnaround times.

- Provide insightful feedback on market trends, competitor activities, and potential innovations to foster continuous improvement in products and services.

- Remain informed about economic and financial market dynamics to ensure meaningful conversations and advice to Treasures clients.

- Foster a collaborative working environment with peers, service teams, and product specialists to achieve collective objectives.

- Support the Line Manager and City/Cluster Head in realizing team and branch goals, emphasizing teamwork and collaboration.

- Ensure rigorous internal and regulatory compliance, including due diligence during client onboarding and engagement.

- Wealth management provider in India through high-quality service and exclusive client events

Required Experience:

- A minimum of 5-10 years of experience in High Net Worth Individual (HNI) Sales, Wealth Management, or Private Banking, preferably within the Indian market.

- A profound understanding of financial planning and wealth management products.

- Comprehensive knowledge of the local market and competitive landscape.

- Preference for candidates certified by AMFI, IRDAI, FEDAI, and/or BCSBI, highlighting a commitment to professional development and adherence to regulatory standards.

- This position offers a unique opportunity to play a crucial role in the expansion and enhancement of the Wealth segment, directly contributing to the bank's prestige and success in the wealth management domain.

  • Guest Service Associate

    16 hours ago

    Mumbai, Maharashtra, India MoSahay Associate Full time

    The **Guest Service Associate (GSA)** is responsible for providing exceptional customer service to guests, ensuring their stay is memorable and pleasant. The GSA will handle all aspects of guest check-in and check-out, answer inquiries, and manage reservations. A background in hotel management is essential to understand the operational and service-oriented...

  • Sales Associate

    4 hours ago

    mumbai, India Associate Allied Chemicals India Pvt Ltd Full time

    Associate Allied Chemicals has been delivering ingredient solutions for the fragrance, flavor, food and personal care industries for over 45 years. As we expand our presence, we looking for a motivated Sales Associate (Fragrances) to become a part of our team. We are looking for a performance-driven, customer-centric individual with a strong work ethic to...

  • Sales Associate

    7 days ago

    Mumbai, India Associate Allied Chemicals India Pvt Ltd Full time

    Associate Allied Chemicals has been delivering ingredient solutions for the fragrance, flavor, food and personal care industries for over 45 years. As we expand our presence, we looking for a motivated Sales Associate (Fragrances) to become a part of our team.We are looking for a performance-driven, customer-centric individual with a strong work ethic to...

  • Sales Associate

    6 days ago

    Mumbai, India Associate Allied Chemicals India Pvt Ltd Full time

    Associate AlliedChemicals has been delivering ingredientsolutions for thefragrance flavor food andpersonal care industries for over 45 years. Asweexpand our presence we looking for a motivatedSales Associate(Fragrances) tobecomea part of our team.We are looking for aperformancedriven customercentric individual with astrongwork ethic to join our team as...

  • Guest Service Associate

    7 days ago

    Mumbai, Maharashtra, India MoSahay associate pvt ltd. Full time

    Guest service associate experiance : frescer skill: - Good english communication required from Hostel management sector. **Job Types**: Full-time, Fresher Pay: ₹18,000.00 - ₹20,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift Supplemental pay types: - Performance bonus **Education**: - Bachelor's...

  • Ingredients Sales Associate

    7 days ago

    Mumbai, India Associate Allied Chemicals India Pvt Ltd Full time

    Associate Allied Chemicals has been delivering ingredient solutions for the fragrance, flavor, food and personal care industries for over 45 years. As we expand our presence, we looking for a motivated Sales Associate (Ingredients) to become a part of our team.We are looking for a performance-driven, customer-centric individual with a strong work ethic to...

  • Sales Associate

    4 weeks ago

    Mumbai, India Great Manager Institute Full time

    **SALES ASSOCIATE** **GREAT MANAGER INSTITUTE®, MUMBAI, INDIA** **JOB SUMMARY** Great Manager Institute® is a global digital platform for personalized education and certification of people managers, having the vision of creating a world where every individual gets the opportunity to work with a Great People Manager. It is backed by Great Place to Work®...

  • Senior Associate

    2 weeks ago

    bangalore, India Randstad Full time

    Open roles: Senior Associate 1 & Senior Associate 2Role - SA1Exp - 4 to 6 yearsLocation - Bangalore / HyderabadSkills - ITGC, SOX, SOC, TOD, TOE + External auditRole - SA2Exp - 6 to 8 yearsLocation - Bangalore / HyderabadSkills - ITGC, SOX, SOC, TOD, TOE + External auditCurrent or previous Big4 experience is a must. (For SA2/ Senior associate 2 only)Job...

  • Guest Service Associate

    6 days ago

    Bandra East, Mumbai, Maharashtra, India MoSahay associate pvt ltd. Full time

    Guest service associate exp: - Fresher package: - 22k communicate with guests with good manner **Job Types**: Full-time, Fresher Pay: ₹18,000.00 - ₹20,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: - Performance bonus Ability to commute/relocate: - Bandra East, Mumbai,...

  • Relationship Associates

    4 weeks ago

    bangalore, India Max Life Insurance Full time

    JOB DESCRIPTION Job Title: Relationship Associate 5 Reporting To: Centre Manager Department: Strategic Alliances - DCB

  • Retail Store Associate

    4 weeks ago

    Chennai, Tamil Nadu, India Kamalini Associate Full time

    Company **:KPN Farm fresh** Retail store operations - unloading, stacking, - replenishment, - shelf management, - customer service, billing All inside store activities need to be done weekly 1 off except Saturday - Sunday WORK TIMINGS : 5-11 AM & 4-10PM SALARY OFFERED : 12K NET TAKE HOME (WITH FOOD & ACCOMMODATION BY KPN FARM FRESH) Pay: ₹12,000.00 -...

  • Senior Associate

    2 weeks ago

    Mumbai, India Vahura Full time

    A leading law firm in Mumbai is seeking Associates/Senior Associates for their Private Client Practice (PCP). This is a fantastic opportunity for lawyers/ Chartered Accountants with 3-7 years of PQE in PCP to join a team that's at the forefront of providing tailored legal services to high-net-worth individuals. The services include estate planning, wills and...

  • Senior Associate

    2 weeks ago

    mumbai, India Vahura Full time

    A leading law firm in Mumbai is seeking Associates/Senior Associates for their Private Client Practice (PCP). This is a fantastic opportunity for lawyers/ Chartered Accountants with 3-7 years of PQE in PCP to join a team that's at the forefront of providing tailored legal services to high-net-worth individuals. The services include estate planning, wills and...

  • Senior Associate

    2 weeks ago

    Mumbai, India Vahura Full time

    A leading law firm in Mumbai is seeking Associates/Senior Associates for their Private Client Practice (PCP). This is a fantastic opportunity for lawyers/ Chartered Accountants with 3-7 years of PQE in PCP to join a team that's at the forefront of providing tailored legal services to high-net-worth individuals. The services include estate planning, wills and...

  • Accounts and Tax Associate

    7 days ago

    Baner, Pune, Maharashtra, India Rahul Dang & Associate Full time

    Role Description: 1. Closing of Statutory Audit, Tax Audit, and GST audit of clients independently and with the support of seniors wherever required 2. Handling Direct and indirect Taxation work of clients independently 3. Handling TDS & and advance tax Compliance work independently 4. Transactional Advisory work. 5. Handling accounting and finalization...

  • Senior Associate

    4 weeks ago

    Mumbai, India Randstad Full time

    The tasks, roles, and responsibilities pertaining to the job role of an Assistant Manager/ Senior Associate will include the following: Working on advisory projects including technical research, drafting memo, presentations and webinars, etc. Review of transaction documents such as shareholders agreements, constitution documents, share subscription...

  • Senior Associate

    4 weeks ago

    Mumbai, India Randstad Full time

    The tasks, roles, and responsibilities pertaining to the job role of an Assistant Manager/ Senior Associate will include the following: Working on advisory projects including technical research, drafting memo, presentations and webinars, etc. Review of transaction documents such as shareholders agreements, constitution documents, share subscription...

  • Client Relationship Associate

    4 weeks ago

    mumbai, India Stepup Education Consultant Full time

    Company DescriptionStepup Education Consultant is an education consultancy providing specialized services for students interested in studying abroad & We are onto Expansion.We specialize in study abroad programs in the United Kingdom, Malta, Latvia, Germany, Australia, New Zealand, and Singapore. Our head office is located in New Delhi.Role DescriptionThis...

  • Associate Manager

    4 days ago

    bangalore, India Razorpay Full time

    Dear All,Razorpay, Bengaluru is hiring an Associate Manager - Enterprise SalesThe role:The Associate Manager will hunt for new relationships and manage onboarding, implementation, training, increasing adoption across products, ensuring retention, and high levels of customer satisfaction. Establish a trusted and strategic advisory relationship to help drive...

  • Associate/Senior Associate, Member Success

    4 weeks ago

    Gurugram, India GLG Full time

    GLG is seeking candidates for a Member Solutions (Associate/Senior Associate) position in Gurgaon. Member Solutions are responsible for delivering exceptional customer support for and managing relationships with GLG’s Network Members, which include former C-suite executives, academics, scientists, policy specialists, former public sector leaders and...