Rm-private Banking Group

5 months ago


Barakhamba Delhi Delhi, India Veena Placement Services Full time

**Company**:Asset Management (Mutual Fund)

**Location**:Delhi

**Job Specification**:
**Position Title**: Relationship Manager Grade: AM - Assistant Manager / K - Deputy Manager

**Department**: Retail Sales

**Sub-Department**: Retail Sales Immediate Supervisor’s

**Position Title**: Channel Head/Channel Manager/Cluster Manager/ Branch Manager

**Demographics Role**:Relationship Manager - PCG

**Education Background**: MBA in Marketing/Finance Work Experience2-7 Yrs of Sales experience Critical Skills Required Relationship Management
Influencing Skills
Technical - Knowledge of Products/Market
Presentation skills
Interpersonal skills
Problem solving approach
Target oriented with proper adherence to compliance

**Role Purpose**:Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through a set of Private/ Foreign banks
Internal Focus - Branch Relationship Team, Channel team
External Focus - Distributors, Investors

**Key Accountabilities**:
1. Responsible for Sales for the assigned set of distributors

2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling

3. Increase visibility among the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochures), mailers, group meetings with distributor RM/clients of distributors

4. Responsible for best in class service for the assigned distributors

5. Should be sensitive to the needs of distributors in terms of Product Updates, Query resolution and ensure proper follow up etc.

6. Gather market intelligence and find out the strategies to counter the competition in the market

7. Create brand awareness by organizing events, conferences, product sessions for distributors for top-of-the-mind recall8. Ensuring that the distributors are trained on all products and Operational procedures and informed on the Regulatory Changes on regular basis

**Job Types**: Full-time, Permanent

Pay: ₹700,000.00 - ₹1,400,000.00 per year

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

**Experience**:

- total work: 2 years (preferred)

Work Location: In person

**Speak with the employer**
+91 9814900957



  • Delhi, Delhi, India Deutsche Bank Full time

    **Private Banking Advisor**: **Job ID**:R0359083**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-11-13**Location**:New Delhi**Position Overview**: **Job Title**:Private Banking Advisor** **Location: New Delhi** **Role Description** - Branch Banking is the liability business for Deutsche Bank present in 17 locations across India....


  • Delhi, Delhi, India IDFC FIRST Bank Full time

    Role/Job Title: Private Banker - First PrivateFunction/Department: Private Banking Group (Retail Liabilities)Job Purpose:This role plays a pivotal part in acquiring High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients, fostering relationships with the bank, and delivering Investment, Insurance, and other bank products to...


  • Delhi, Delhi, India World Bank Group Full time

    We are seeking an experienced International Development Lawyer to join our team at the World Bank Group. As an International Development Lawyer, you will play a critical role in providing legal advice and support to clients in developing countries. This is an exciting opportunity to work with a global organization dedicated to reducing poverty and promoting...


  • Delhi, India IDFC FIRST Bank Full time

    **Role/Job Title**: Private Banker - First Private **Function/Department**: Private Banking Group (Retail Liabilities) **Job Purpose**: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee...


  • Delhi, Delhi, India World Bank Group Full time

    Job Title: Counsel - World Bank GroupJoin the World Bank Group as a Counsel and contribute to the development of innovative solutions for our clients.About the Role:Provide legal advice and support to internal and external clients on operational, advisory, financial, administration, and institutional matters.Work collaboratively with other lawyers within...


  • delhi, India Bybit Full time

    We are looking for an enthusiastic RM to join our VIP team in India, and serve as the primary point of contact, to further enhance customer experience, foster client loyalty, and drive business success in the region. Responsibilities: Perform client acquisition and strong relationship management with a portfolio of global VIP clients; Build rapport,...


  • delhi, India Bybit Full time

    We are looking for an enthusiastic RM to join our VIP team in India, and serve as the primary point of contact, to further enhance customer experience, foster client loyalty, and drive business success in the region.Responsibilities:Perform client acquisition and strong relationship management with a portfolio of global VIP clients;Build rapport, including...


  • delhi, India Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    COMPANY OVERVIEWHeadquartered in Tokyo, SMBC is one of the largest Japanese banks by assets (with over ¥238,700 billion in total assets), with strong credit ratings across the globe. The bank offers personal, corporate and investment banking services to their customer network that extends across 39 countries and regions, 15 of which are in Asia. The...


  • Delhi, India Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    COMPANY OVERVIEWHeadquartered in Tokyo, SMBC is one of the largest Japanese banks by assets (with over ¥238,700 billion in total assets), with strong credit ratings across the globe. The bank offers personal, corporate and investment banking services to their customer network that extends across 39 countries and regions, 15 of which are in Asia. The...

  • Rm (Banking) - Female

    2 months ago


    Kirti Nagar, Delhi, Delhi, India CIPHERSQUARE PAYMENT SOLUTIONS PRIVATE LIMITED Full time

    **Job description** **Role & responsibilities**: To initiate, develop, strengthen and maintain new and existing relationships with the corporate customers and generate business / revenues. Getting/maintaining new corporate relationships for the bank Providing customer solutions and corporate banking products Expand the bank's overall product...


  • delhi, India Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    COMPANY OVERVIEW Headquartered in Tokyo, SMBC is one of the largest Japanese banks by assets (with over ¥238,700 billion in total assets), with strong credit ratings across the globe. The bank offers personal, corporate and investment banking services to their customer network that extends across 39 countries and regions, 15 of which are in Asia. The...


  • Delhi, Delhi, India IDFC FIRST Bank Full time

    Role/Job Title: Senior Private Banking Relationship Manager Function/Department: Wealth Solutions Job Purpose: This role is instrumental in acquiring high net worth individuals and ultra-high net worth clients, and building lasting relationships with the bank. They must sell investment, insurance, and other bank products to private banking clients to...


  • delhi, India Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    COMPANY OVERVIEW Headquartered in Tokyo, SMBC is one of the largest Japanese banks by assets (with over 238,700 billion in total assets), with strong credit ratings across the globe. The bank offers personal, corporate and investment banking services to their customer network that extends across 39 countries and regions, 15 of which are in Asia. The...


  • delhi, India Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    COMPANY OVERVIEWHeadquartered in Tokyo, SMBC is one of the largest Japanese banks by assets (with over 238,700 billion in total assets), with strong credit ratings across the globe. The bank offers personal, corporate and investment banking services to their customer network that extends across 39 countries and regions, 15 of which are in Asia. The...


  • delhi, India Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    COMPANY OVERVIEW Headquartered in Tokyo, SMBC is one of the largest Japanese banks by assets (with over 238,700 billion in total assets), with strong credit ratings across the globe. The bank offers personal, corporate and investment banking services to their customer network that extends across 39 countries and regions, 15 of which are in Asia. The...


  • New Delhi, India IDFC FIRST Bank Full time

    Role/Job Title: Private Banker - First Private Function/Department: Private Banking Group (Retail Liabilities) Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income. ...


  • delhi, India Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    COMPANY OVERVIEWHeadquartered in Tokyo, SMBC is one of the largest Japanese banks by assets (with over ¥238,700 billion in total assets), with strong credit ratings across the globe. The bank offers personal, corporate and investment banking services to their customer network that extends across 39 countries and regions, 15 of which are in Asia. The...


  • delhi, India Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    COMPANY OVERVIEW Headquartered in Tokyo, SMBC is one of the largest Japanese banks by assets (with over 238,700 billion in total assets), with strong credit ratings across the globe. The bank offers personal, corporate and investment banking services to their customer network that extends across 39 countries and regions, 15 of which are in Asia. The...


  • delhi, India Sumitomo Mitsui Banking Corporation – SMBC Group Full time

    COMPANY OVERVIEWHeadquartered in Tokyo, SMBC is one of the largest Japanese banks by assets (with over 238,700 billion in total assets), with strong credit ratings across the globe. The bank offers personal, corporate and investment banking services to their customer network that extends across 39 countries and regions, 15 of which are in Asia. The...


  • Delhi, Delhi, India IDFC FIRST Bank Full time

    **Role/ Job Title**: Acquisition RM-NRI **Function/ Department**: Branch Banking **Job Purpose**: Incumbent will work in a field role aligned to the NRI Banking Vertical and report to the regional NRI Field Leadership. Main goal is to attract new customers for the bank in your assigned location. Also work with various stakeholders in the location and the...