Wealth RM _ Bank

Job Description Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. -...

Job Title Cluster Manager - HNI Sales- Location Ahmedabad Rajkot Surat Role Summary Lead a dynamic team of 8-10 RMs to acquire manage HNI clients - 25L Be the face of the business drive AUM growth and deliver world-class wealth advisory - Key Responsibilities - Lead support a team to onboard HNI clients - Build strong lasting client relationships - Drive...

Job description Job description : - The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients. • Acquisition of New to Bank Business...

Role & responsibilitiesThe role holder is responsible for acquisition of NewtoBank Business Banking MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients.Acquisition of NewtoBank Business Banking MSME relationships...

Job description : -The role holder is responsible for acquisition of Newto–Bank Business Banking MSME relationships through theCRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extendingWorking Capital Facilities and Term Loans to MSME Clients.• Acquisition of New to Bank Business Banking MSME...

JOB DETAILS 1.Understand the business of the assigned Industry segments, their needs by analysing the Product, Market, Customer, Competition and regulatory environment.2.Build & Maintain C-suite relationship within Industry 3.Build Industry aligned solution portfolios in collaboration with SBUs 4.Responsible & accountable for achieving the Revenue and Margin...

Role & responsibilitiesAccount Opening & Maintenance:Run the processes for account opening, account maintenance & accountclosure related formalities as per YBL process for Corporate clients.Handle corporate customers enquiries and instructions, whilst ensuringthat the Bank's delivery standards are met in achieving total customersatisfaction. e.g. timely...

Job Title: Principal Officer Location: GIFT City, Gandhinagar, Gujarat About Vivriti Asset Management Vivriti Asset Management, part of Vivriti Group, is a leading alternative asset manager focused on private credit. We bring together deep research, strong origination and structuring capabilities, and disciplined portfolio construction to create compelling...

Source home loan and loan against property (LAP) leads via open market— DST, brokers, builders, and property advisorsBuild and manage relationships with connecters and referral partners, and develop your own networkAchieve monthly sales targets Required Candidate profile1 year of 4 years experience in NBFC or banking sectors in home loans, mortgage loans,...