Relationship Manager
8 hours ago
We are looking for professionals from Retail Banking/ Wealth / Private Banking sales - HNI, Mutual Fund having a Personal AUM of 75 CR+ and knowledge on investment products.Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques.Job Responsibilities(JR) -- Slabs - 150, 200, 250 TPP and Banking Targets- Individual PBG Targets across TPP - Ensure targets given at absolute level are met - Measured by achievement over target- Banking Targets – Individual - Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant products- Customer level profitability - objectives to be met self and team - Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM- AUM Growth objectives to be met self and team - Minimum objective 10% growth in AUM for self-base for RM and self & team level for Senior RM- Client sign on objectives as defined by Business Head - Minimum client sign on objectives as defined by RH/BH including new to bank clients to be achieved Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clients- Customer Relationship Management Objective - Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines- Client Solutions and Product Mix Objective - Benchmarked minimum levels of delivery on products around customer needs. Customer feedback on the solutions provided by RM on the customer requirements- Functional/Industry Knowledge - To keep updates on functional and industry knowledge- Developing people & relationships - Sets positive example, guides staff members through new tasks, builds rapport with others- Research excellence - Strong level of knowledge in equity and related areas- Result and Process Orientation - Focused on creating measures of excellence- Strategic Planning - Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progressEducational Qualifications -Graduation/Post-Graduation: Marketing/FinanceCertifications:- AMFI Certification- NCFM Certification (Optional)- CAIIB- IRDAExperience Required- Minimum experience in years – 7 to 8 years- Wealth Management experience preferred, Insurance experience , retail relationship management profileShare CVs with & Subject Line - PBG RM Application, ,Please mention details - Current CTC and Personal AUM in mail body.
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai) Experience: 1 to 10+ years Location: Mumbai (All major locations) Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai. Open Positions...
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai) Experience: 1 to 10+ years Location: Mumbai (All major locations) Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai. 🔹 Open...
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ yearsLocation: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks?We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.Open PositionsWe...
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Relationship Manager
7 days ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ yearsLocation: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks?We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.Open PositionsWe...
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.🔹 Open...
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Relationship Manager
1 week ago
mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.🔹 Open...
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.🔹 Open...
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.🔹 Open...
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Relationship Manager
2 weeks ago
mumbai, India Groupon Perfect Solution LLP Full timeCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for fostering and maintaining relationships with clients, understanding client needs, and providing tailored solutions. Daily tasks include managing client accounts,...
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Relationship Manager
6 days ago
Mumbai, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Mumbai. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. With an experience range of 3-6 years, the ideal candidate will be responsible for managing sales targets and fostering...
