Premier Relationship Manager
1 day ago
To achieve monthly targets across KPIs CA SA TD Wealth products both on numbers and values Grow liabilities book CA SA TD of mapped portfolio at client family level through regular client meetings and update CRM meetings daily Ensure portfolio quality at client family level by engaging with client to maintain required product program balances Increase family banking penetration of mapped portfolio and improve customers to group ratio Increase income product holding and group income product holding of the mapped portfolio through cross-sell up-sell Acquire new HNI customers for the bank ensure smooth on-boarding and relationship growth through constant engagement Generate revenue for the bank by offering various products and services to customers Build strong customer referral model from mapped portfolio to add more NTB customer for the bank Comply with all regulatory requirements and bank policies Effectively handle customer complaints escalations if any Collaboratively work with all stakeholders to deliver the role expectations Responsible for 360 degree management of customer including best etiquette and maintaining the highest form of service quality To clear all certification requirements like AMFI IRDA and other mandatory certifications Maintain the hygiene parameters like Re-KYC Aadhar seeding PAN updating etc above the benchmark for the portfolio To act as single point of contact for all the queries of customer manage and maintain the relationship and run it towards increasing trend Establish and foster relationships with mapped customers and potential new customers Knowledge in terms of managing the wealth customers and products available with the bank and devise sale strategies Apart from Hosur Karnatak we are also hiring for Hinkal - Mysore Koramangala Jeevanbhema Nagar Hubli Kamanahalli HSR layout Marathahalli Yelahanka Secundarbad Job Type Full-time Pay Up to 700 000 00 per year Benefits Provident Fund Application Question s Do you have those products experience which are mentioned in the JD Which location are you comfortable for Education Bachelor s Preferred Experience Banking with CA SA TD Wealth products 4 years Preferred Work Location In person Speak with the employer 91 7608042262
-
Relationship Officer
3 days ago
Kunigal, KA, IN Fusion Finance Full timeJob Title Relationship Officer - Microfinance Department Business Operations Location Karnataka Report To Branch Manager Area Manager Job Purpose To acquire manage and nurture client relationships while promoting microfinance products loans savings insurance to underserved segments Responsible for portfolio quality client education and achieving business...
-
Brm(Branch Relationship Manager)
3 days ago
Hosur, India Response Informatics Full timeThis position is for one of the fastest growing MNC Bank in India Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through “need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of Bank products and services. To...
-
Relationship Manager-hl-tumkur-mhf
3 weeks ago
Tumkur, KA, IN Green Start Jobs Full timeBuild and maintain relationships with high-net-worth individuals Provide financial advice and solutions tailored to client needs Manage a portfolio of clients ensuring their financial goals are met Identify and pursue new business opportunities Stay updated on financial products market trends and regulations
-
Premier Acquisition Manager-rl Sales-sales
2 weeks ago
Bathinda, PB, IN Kotak Mahindra Bank Full timeJob Name Premier Acquisition Manager Grade M2 Deputy Manager JOB ROLE Acquisition of HNI s only Selling TPP and Generating Revenue Building CASA book size Conducts regular promotional and customer events to generate leads Cross selling of MF Gold Insurance and asset products JOB REQUIREMENT Good coordinator with different channels Excellent communication...
-
Customer Relationship Executive
3 weeks ago
Kolar, KA, IN Khivraj Elixir Pvt. Ltd. Full timeBuilding and maintaining profitable relationships with key customers Overseeing the relationship with customers handled by your team Resolving customer complaints quickly and efficiently Keeping customers updated on the latest products in order to increase sales Meeting with managers in the organization to plan strategically Expanding the customer base by...
-
Relationship Associate
2 weeks ago
Hubli, KA, IN AxisMaxlife Full timeAbout Axis Max Life Axis Max Life Insurance Limited formerly known as Max Life Insurance Company Ltd is a joint venture between Max Financial Services Limited MFSL and Axis Bank Limited Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution including agency and third-party...
-
Relationship Associate
1 day ago
Hubli, KA, IN Axis max life insurance Full timeAbout Axis Max Life Axis Max Life Insurance Limited formerly known as Max Life Insurance Company Ltd is a joint venture between Max Financial Services Limited MFSL and Axis Bank Limited Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution including agency and third-party...
-
Byadgi, KA, IN Kotak Mahindra Bank Full timeRelationship Manager-Bharat Business The Relationship Manager - LAP Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property LAP and Affordable Housing Loan portfolio The role involves business development credit analysis and providing exceptional customer service to ensure high customer...
-
Halbarga, KA, IN Kotak Mahindra Bank Full timeThe Relationship Manager - LAP Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property LAP and Affordable Housing Loan portfolio The role involves business development credit analysis and providing exceptional customer service to ensure high customer satisfaction and retention Key...
-
Relationship Manager
2 weeks ago
Bengaluru, Dharwad, Hosur, India Ujjivan Small Finance Bank Full time ₹ 6,00,000 - ₹ 18,00,000 per yearROLEPURPOSE & OBJECTIVETheincumbent will be primarily responsible for providing Financialsolutions to meet the requirements of the existing Mappedcustomers and ensure value added customer service as well asacquiring New to Bank CASA Customers.Responsiblefor handling the portfolio of existing Mapped CASA customers andgenerating revenue / book...
