RB - Affluent Business:Relationship Manager - NRI

The 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...

Team of NRI Relationship Managers high-value relationships of NRI Clients (EQUITY) Large Trader Clients/Big Ticket size Client Acquisition & service relationships of NRI clients, retaining & enhancing the advisory relationship generate revenue from new clients execute cross sell efforts as per the focus of the organization at any given point in time...

Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. ...

Company - Leading AMC Company.Role - Affluent Relationship ManagerLocation - AhmedabadBroad Responsibilities : 1.To upsell Mutual Fund products to Retail and HNI Clients as per the assigned database. 2.Generate fresh leads through reference. 3.Achieving the business targets assigned in terms of up-selling Products. 4.Provide financial products to meet...

Job Description PCG Sale - this JD is only for your reference, not proper job decryptionROLES &RESPONSIBILITIES: The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generating AUM from preferred clients. Advising Affluent clients...

Location - Ahmedabad,Surat,Rajkot & Baroda(Gujarat) & Mumbai,Nagpur & Pune (Maharashtra)CTC Upto -5 LPAJob Description:· To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding.· Build, manage and promote relationships with existing/old customers to...

This position is primarily responsible for developing and maintaining banking relationships with a select group of high net worth customers by providing them exceptional individualized customer service; thereby achieving targeted growth and service norms. Develops new and expands existing NRI customer relationship for liabilities specifically and across the...

  Position: 360-Degree Sales and Business Development Manager - Indian Luxury Wedding Wear   Objective: Lead and oversee all aspects of sales and business development to achieve breakeven, maximize return on investment, and establish a dominant presence in the Indian luxury wedding wear market. This role involves comprehensive sales strategies,...

RB - Collection & Underwriting:CPC Credit Officer - SBB Credit 4 - 6 Years 1 Opening Bhiwadi Role description About the Role Appraising proposals of Loans, inspecting relevant documents and conducting risk analysis for portfolio. Sanctioning loans within defined TAT For All India as Central Underwriting head....

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential Wealth Clients.Acquiring and...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth 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...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...

- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth- 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...

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 Insignia Clients. Acquiring and managing both business, individual...

Location: South Kolkata Requirement: The candidate needs to have minimum 3-5 years' experience in wealth management. The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation . The following are the specifications for the role: The candidate should be a proven performer with...

Location: South Kolkata Requirement: The candidate needs to have minimum 3-5 years' experience in wealth management. The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation . The following are the specifications for the role: The candidate should be a proven performer with...

Job Description Job Title: Supply Finance Manager (1 year Contract)   Reports to: Supply Finance Controller Function / Sub Function: Finance   Location: Agbara, NG Please note: This is a one (1) year contract role.  Scope & Dimension of the Role The Supply Finance manager helps achieve RB annual and periodic Net Revenue/Gross Margin targets and supports...

Job details Proposed designation: KYC Analyst Educational qualifications: Bachelor's Degree Location: Bengaluru Work experience: 1+ years of post-qualification experience with strong working knowledge of KYC Work timings: 11 a.m.–8 p.m. Notice Period: Immediate Join   Roles & responsibilities  The Analyst is responsible for conducting a periodic...

Job descriptionStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take...