Relationship Manager- Private Banking
4 weeks ago
Job role Relationship Manager Private Banking GroupLocation Delhi Gurgaon Noida Lucknow Chandigarh Mohali Jammu Bareilly MeerutCTC 20 to 30 LPAJob PurposeTo enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniquesJob Responsibilities JR 6 8 AreasActionable 4-6 Slabs55 75 100 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP 40 Ensure targets given at absolute level are met- Measured by achievement over targetBanking Targets Individual 10 - Ensure banking targets are met with of focus on defined income objectives- Ensure base penetration is done with all relevant productsCustomer level profitability objectives to be met self and team 10 Minimum objectives of Rs 1 00 000 per customer from 75 of the self-base for RM and self team level for Senior RMAUM Growth objectives to be met self and team 10 Minimum objective 10 growth in AUM for self-base for RM and self team level for Senior RMClient sign on objectives as defined by Business Head 10 Minimum client sign on objectives as defined by RH BH including new to bank clients to be achievedFocus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clientsCustomer Relationship Management Objective 10 Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirementEnsuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelinesClient Solutions and Product Mix Objective 10 Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional Industry KnowledgeTo keep updates on functional and industry knowledgeDeveloping people relationshipsSets positive example guides staff members through new tasks builds rapport with othersResearch excellenceStrong level of knowledge in equity and related areasResult and Process OrientationFocused on creating measures of excellenceStrategic PlanningSets clear achievable goals in line with broader objectives of desk and monitors plans as against current progressEducational QualificationsKey Skills Graduation Post-Graduation Marketing Finance Certifications AMFI Certification NCFM Certification Optional CAIIB IRDA Sales and Influencing Skills Banking Product Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition Current trends in financial Industry Experience Required examples listed below Minimum experience in years 2 yrs from Private Banking Vertical within Banks Wealth Management experience preferred retail relationship management profile Please apply with updated resume at amit assuredjob com and refer someone who might be suitable for the role
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Private Wealth Manager
2 days ago
Delhi, Delhi, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...
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Relationship Manager
2 weeks ago
Delhi, Delhi, India Standard Chartered Full timeJob Summary As a Relationship Manager you ll be responsible for managing and developing relationships with clients of SME Banking to drive business growth and meet the bank s strategic objectives You ll provide client needs-based solutions structure appropriate credit facility and execute various banking transactions You ll identify prospects and...
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Manager - Banking Sales
3 weeks ago
Delhi, Delhi, India iServeU Technology Full timeAbout the job:Job Position: Manager- Banking SalesJob Locations: DelhiCompensation: NegotiableExperience: 4+ YearsSkills: Banking Sales, Banking Relationship Management, Solution selling to banksCompany Introduction:iServeU is Asia's leading banking infrastructure platform provider enabling financial enterprises to offer embedded banking services to their...
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Delhi, Delhi, India Kotak Mahindra Bank Full timeJOB ROLE - Elite Relationship Manager-HouseholdDevelops 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 products or product enhancements to further...
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Manager Investment Banking
4 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors ( is...
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Manager Investment Banking
3 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors...
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Manager Investment Banking
3 weeks ago
Delhi, Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors...
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Relationship Manager
2 days ago
Delhi, Delhi, India Standard Chartered Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAs a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. About...
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Relationship Manager
24 hours ago
Delhi, Delhi, India Alvoral Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPrimary title:Client Relationship Manager (Relationship Manager)Location:India — On-siteAbout The OpportunityA growing organization in the Financial Services & Fintech sector delivering digital lending, payments and working-capital solutions to SMEs and retail customers across India. We build customer-centric financial products and look for...
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Relationship Manager
3 weeks ago
Delhi, Delhi, India Indusind Bank Full timeJob DescriptionThe Relationship Manager - Government Banking will manage relationships with government clients, offering banking solutions tailored to their needs.Responsibilities include understanding clients requirements, recommending banking products, and maintaining strong relationships.Strong knowledge of government banking services and excellent...
