Affluent Relationship Manager
2 weeks ago
Affluent Relationship Manager - Customer Engagement - Provide guidance and mentorship to team members, helping them enhance their skills and achieve their targets.- Performance Monitoring: Monitor the team's performance, provide constructive feedback, and implement strategies to improve overall productivity.- Remember, successful selling in the financial sector is not just about pushing products but building relationships based on trust and understanding. By genuinely understanding your clients' needs and providing them with tailored solutions, you can achieve both their financial goals and your sales targets effectively.- Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.- Profiling customers and provide financial products to meet customer needs- Ensuring the highest levels of service to the client /HNI customers- Providing Investment planning and advice- Achieving sales and revenue targets spread across product mix- One point contact for the assigned customer- Acquisition & Servicing of HNI/UHNI customers.- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. (ref:iimjobs.com)
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Preferred Relationship manager
4 days ago
Mumbai Metropolitan Region, India AnandRathi Shares And Stock Brokers Limited Full time ₹ 10,00,000 - ₹ 25,00,000 per yearDesignation: - Sr. Manager / AVPJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering...
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Propositions Manager-Execution Affluent
2 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearPropositions Manager-Execution Affluent-HO & Support-Branch Programme TeamJob NameAffluent Process & Service ExecutionPosition GradeM3 / M4Reports ToHead Execution Affluent PropositionsNos of Reportees- 1) Job PurposeWe are seeking a highly motivated and strategic professional to lead process, service and customer service execution and governance for...
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Relationship Manager
1 week ago
Mumbai, Mumbai Suburban, Navi Mumbai, India Talent Stock Full time ₹ 6,00,000 - ₹ 18,00,000 per yearJob Title: Team Leader - Affluent Relationship Manager Customer Engagement ChannelLocation: MumbaiIndustry: Banking / Financial Services / Investment AdvisoryExperience Required: yearsEmployment Type: Full TimeEducation: Graduate/Postgraduate (NISM certification preferred)Job Description:We are looking for a highly motivated Affluent Relationship Manager to...
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Relationship Manager
1 week ago
Mumbai, Mumbai Suburban, Navi Mumbai, India Talent Stock Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title: Affluent Relationship Manager Customer Engagement ChannelLocation: MumbaiIndustry: Banking / Financial Services / Investment AdvisoryExperience Required: 5 10 yearsEmployment Type: Full TimeEducation: Graduate/Postgraduate (NISM certification preferred)Job Description:We are looking for a highly motivated Affluent Relationship Manager to join our...
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Mumbai, India Axis Bank Full timeJob Description RB - Affluent Business:Regional Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:NIC Is a Team leaderYTeam Size:5-10 Grade:VP Business:BPC - Private BankingDepartment: Affluent BusinessSub-Department:BPC - Private Banking Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net...
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NeoFinity - Relationship Manager
3 weeks ago
Mumbai, India Neo Wealth and Asset Management Full timeJoin Neo - Redefining Wealth Management. At Neo, we're building a platform where great Bankers and Relationship Managers can do their best work-free from legacy constraints, driven by clarity, and backed by strong investment thinking. We're looking for driven Relationship Managers who are ready to lead, not just follow. This is more than money...
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Mumbai, Maharashtra, India Axis Bank Full timeRB - Affluent Business Portfolio Activation Manager CASA INTERNAL USAGE No of Vacancies 1 Reports to Is a Team leader N Team Size 0 Grade Manager Senior Manager Business Retail Banking Department Affluent Business Sub-Department Investment Research Location Mumbai About Affluent Business Affluent Business caters to a segment of customers who are High Net...
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Mumbai, India Axis Bank Full timeJob Description RB - Affluent Business:Portfolio Activation Manager, CASA INTERNAL USAGE: No. of Vacancies: 1 Reports to: Is a Team leader N Team Size: Grade: Manager / Senior Manager Business: Retail Banking Department: Affluent Business Sub-Department: Investment Research Location: Mumbai About Affluent Business Affluent Business caters to a segment of...
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Rb - Affluent Business:nri Campaign Manager
2 weeks ago
Mumbai, Maharashtra, India Axis Bank Full timeJob Title RB - Affluent Business NRI Campaign Manager Grade Department Affluent Business No of Positions 1 Location Corporate Office Reporting Authority Job Name Head - NRI Portfolio Activation No of Direct Reports 1 Team Size 1 Candidate s key responsibilities would be managing the overall campaign calendar for NRI Business execution and delivery of...
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Rb - Affluent Business:channel Sales (India)
2 weeks ago
Mumbai, Maharashtra, India Axis Bank Full time**RB - Affluent Business:Channel Sales (India)** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: **Is a Team leader?** - No**Team Size**: - 1**Grade**: - Deputy Manager, Manager**Business**: **Department**:**Sub**Department**: **Location**: **About Affluent Business** - **Affluent Business caters to a segment of customers who are High Net...
