▷ [15h Left] Wealth Relationship Manager
1 week ago
Job Description Roles and Responsibilities - Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. - Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. - Identifies current and potential relationship with additional revenue potential and grow business. - Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. - Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. - Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. - Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. - Drives revenue business to generate fee income through products like mutual funds, investments and insurance
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RM's/Portfolio/Wealth/Investment Banking
7 days ago
Kapurthala, Chandigarh, Jalandhar, India V Konnect Full timeJob Description Role & Responsibilities: - Manage banking and investment relationships, driving overall growth of liabilities and investment business from branch and retail customers. - Develop, manage, and expand customer relationships by providing service levels that exceed client expectations in the most important customer segments. - Identify current and...
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Relationship Manager
2 weeks ago
Jalandhar, Punjab, India Kotak Mahindra Bank Full timeRelationship Manager - Business Banking-PRIORITY-Regional sales JOB ROLE : - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. - Ensures high levels of customer service orientation and application of bank policy. - Cross sells existing bank products to customers. - Informs customers of new...
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Relationship Manager
1 week ago
Jalandhar, Punjab, India Kotak Mahindra Bank Full time ₹ 1,20,000 - ₹ 1,80,000 per yearSky Phygital - Relationship Manager-Sky Channel-Phygital Sky Phygital - Relationship Manager Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP,...
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Relationship Manager
2 weeks ago
Jalandhar, Punjab, India SBI MUTUAL FUND (SBIMF) Full time ₹ 4,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesCoordination with SBI Branches in the Region / Location.Assume full accountability for all aspects of sales in the BranchCoordination with SBI Branches in the Circle / RBO / Location.Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and...
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Relationship Manager
7 days ago
Jalandhar, Punjab, India Liberty General Insurance Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRole DescriptionThis is a full-time on-site role for a Relationship Manager located in Jalandhar.QualificationsBasic Understanding of Insurance Products and ServicesAbility to Work Independently and as Part of a TeamBachelor's degree in Business, Finance, or related fieldPrevious Experience in the Insurance Industry is a Plus
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Relationship Manager/Broking
2 weeks ago
Jalandhar, Punjab, India Zuari Finserv Full time ₹ 4,00,000 - ₹ 8,00,000 per yearExciting Career Opportunity at Zuari Finserv LimitedWe are conducting Walk-In Interviews for the role of Relationship Managers (Broking & Financial Product Distribution) at our Jalandhar Branch.1st Sept 2025 (Mon) | 2:00 PM 7:00 PM2nd Sept 2025 (Tue) | 10:00 AM – 2:00 PMZuari Finserv Limited, 1st Floor, Nirmal Tower, Police Line Road, Jalandhar , PunjabIf...
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Relationship Manager – Mutual Funds
2 weeks ago
Jalandhar, Punjab, India Welher Investment Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager – Mutual Funds & Insurance, located in Jalandhar I. The Relationship Manager will be responsible for building and maintaining client relationships, managing portfolios of mutual funds and insurance products, providing financial...
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Customer Relationship Manager
7 days ago
Jalandhar, Punjab, India IFH Full time ₹ 2,16,000 - ₹ 3,00,000 per yearCAREER OPPORTUNITY1. Job Role – Customer Relationship Manager (CRM)2. Qualification – Any3. Experience Needed – Fresher/ Experienced4. Salary – Rs 18,000 – Rs 25,000 per month5. Locations – Jalandhar, Punjab6. Job Type – Full Time7. Job Nature – Work from OfficePosition OverviewThe post holder will be engaging with MIS Management/ Customer...
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Customer Relationship Executive/ Manager
2 weeks ago
Jalandhar, Punjab, India IFH Full time ₹ 2,16,000 - ₹ 3,00,000 per yearCAREER OPPORTUNITY1. Job Role – Customer Relationship Executive/ Manager (CRM)2. Qualification – Any3. Experience Needed – Fresher/ Experienced4. Salary – Rs 18,000 – Rs 25,000 per month5. Locations – Jalandhar, Punjab6. Job Type – Full Time7. Job Nature – Work from OfficePosition OverviewThe post holder will be engaging with MIS Management/...
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Relationship Officer
1 week ago
Jalandhar, India WIZE ENTERPRISE Full time**Responsibilities**: - CASA, PLBL, INSURANCE, FD, RD Etc.. **Relationship Manager Job Description Template: - ** We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice,...