Relationship Manager
1 month ago
Role/Job Title : Relationship Manager-First Wealth
Function/ Department: Branch Banking
Job Purpose:
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products.
Roles and Responsibilities:
Primary Responsibilities:
Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
To Enhance & Retain customer profitability by capturing larger share of Wallet.
Ensuring compliance with branch SOP and control in sales and service.
Deepen the relationship by cross selling Banks Products.
Secondary Responsibilities:
Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.
Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.
Collaborate with other branch departments and functions to provide products and service offerings to the customer.
Education Qualification :
Graduation: Bachelor’s in Engineering / Technology / Commerce / Arts / Science / Biology / Business /
Computers / Management/ any other graduation degree.
Experience: Minimum 5+ years of relevant experience in Banking or allied Business.
We have other current jobs related to this field that you can find below
-
Relationship Manager
4 weeks ago
mumbai, India Tabbdoc Aircraft Full timeWe Are Hiring For Relationship Manager Role.Job Role: Relationship ManagerLocation: MumbaiJob Type: Full-timeEducation: MBA in Marketing/International Business/Similar any other specializationSalary Range: 25,000 to 40,000 per monthSkills:Excellent English communication skillExcellent presentation skillCustomer Relationship ManagementCustomer...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Flashaid Full timeWe are #hiring at #FlashaidMail your resume at: Location: Nagpur, Solapur, Kolhapur, Nashik , AurangabadHybrid RoleRole DescriptionThis is a full-time hybrid role for a Relationship Manager at Flashaid. The Relationship Manager will be responsible for managing partner relationships and providing excellent customer service. This includes answering partner...
-
Relationship Manager
7 days ago
mumbai, India HireEasi Full timeElite Relationship Manager Department Location Number of Positions Retail Liabilities Mumbai Multiple Senior Manager M4 Reporting Relationships Branch Manager Retail Liabilities Level Level Job Role: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service...
-
Mumbai, Maharashtra, India First Solution Full timeJoin Our Team as Relationship Manager or Senior Relationship Manager at First Solution!We are looking for professionals with 3 to 8 years of experience to join our team in Mumbai, Pune, Bhopal, Indore, and Nagpur.
-
Mumbai, Maharashtra, India First Solution Full timeJoin Our Team as Relationship Manager or Senior Relationship Manager at First Solution!We are looking for professionals with 3 to 8 years of experience to join our team in Mumbai, Pune, Bhopal, Indore, and Nagpur.
-
Mumbai, Maharashtra, India First Solution Full timeJoin Our Team as Relationship Manager or Senior Relationship Manager at First Solution!We are looking for professionals with 3 to 8 years of experience to join our team in Mumbai, Pune, Bhopal, Indore, and Nagpur.
-
Relationship Manager
7 days ago
mumbai, India Hiregis Full timeWe're looking for Virtual Relationship Managers with 2-6 Years of experience in Mumbai.As a Virtual Relationship Manager, you will play a vital role in building and maintaining relationships with our customers by providing them with a truly exceptional digital banking experience. Regularly engaging with customers and providing a consistent and superior...
-
Relationship Manager
5 days ago
Mumbai, India Zeal Hind Groups Full time- Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.- Experience of advising clients across all asset classes.- Candidates having good vintage in their present as well as previous companies.ROLES & RESPONSIBILITIES :-...
-
Relationship Manager
5 days ago
Mumbai, India HireEasi Full timeEliteRelationship Manager Department Location Number of Positions Retail Liabilities Mumbai Multiple Senior Manager M4 Reporting Relationships Branch ManagerRetail Liabilities Level Level Job Role:Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation...
-
Relationship Manager
4 weeks ago
mumbai, India YES BANK Full timeCore ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Invoicemart Full timeWe have an opportunity forRelationship Manager - Corporate Businessat PAN India location with INVOICEMART - A.Treds.A.TREDS Limited (a group company of Axis Bank)is a national level online platform whichfacilitates financing of Receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers.TREDS is in the business of opening...
-
Relationship Manager
1 month ago
Mumbai, India Electrum Capital Full timeCompany DescriptionElectrum Capital is an investment firm based in Mumbai. Our focus is on identifying growing businesses available at reasonable valuations to provide stable risk-adjusted returns over the long term. We prioritize businesses with significant competitive advantages, capable management teams, and disciplined financial management. Our mission...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Electrum Capital Full timeCompany Description Electrum Capital is an investment firm based in Mumbai. Our main focus is on identifying growing businesses available at reasonable valuations to provide stable risk-adjusted returns over the long term. We prioritize businesses with significant competitive advantages, capable management teams, and disciplined financial management. Our...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Tabbdoc Aircraft Full timeWe Are Hiring For Relationship Manager Role. Job Role: Relationship Manager Location: Mumbai Job Type: Full-time Education: MBA in Marketing/International Business/Similar any other specialization Salary Range: 25,000 to 40,000 per month Skills: Excellent English communication skill Excellent presentation skill Customer Relationship Management...
-
Relationship Manager
4 weeks ago
mumbai, India Mahindra Holidays & Resorts India Limited Full timePosition Name - Relationship Manager / Sr. Relationship ManagerEducation - Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr. Relationship ManagerJob Purpose:To make powerful and successful...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Tabbdoc Aircraft Full timeWe Are Hiring For Relationship Manager Role.Job Role:Relationship ManagerLocation:MumbaiJob Type:Full-timeEducation:MBA in Marketing/International Business/Similar any other specializationSalary Range:25,000 to 40,000 per monthSkills:Excellent English communication skillExcellent presentation skillCustomer Relationship ManagementCustomer AcquisitionMarketing...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Mahindra Holidays & Resorts India Limited Full timePosition Name - Relationship Manager / Sr. Relationship ManagerEducation - Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr. Relationship ManagerJob Purpose:To make powerful and successful...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Invoicemart Full timeWe have an opportunity for Relationship Manager - Corporate Business at PAN India location with INVOICEMART - A.Treds. A.TREDS Limited (a group company of Axis Bank) is a national level online platform which facilitates financing of Receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers. TREDS is in the business of opening...
-
Relationship Manager
4 weeks ago
Mumbai, India Tabbdoc Aircraft Full timeWe Are Hiring For Relationship Manager Role.Job Role: Relationship ManagerLocation: MumbaiJob Type: Full-timeEducation: MBA in Marketing/International Business/Similar any other specializationSalary Range: 25,000 to 40,000 per monthSkills:Excellent English communication skillExcellent presentation skillCustomer Relationship ManagementCustomer...
-
Relationship Manager
4 weeks ago
Mumbai, India Tabbdoc Aircraft Full timeWe Are Hiring For Relationship Manager Role. Job Role: Relationship Manager Location: Mumbai Job Type: Full-time Education: MBA in Marketing/International Business/Similar any other specialization Salary Range: 25,000 to 40,000 per month Skills: Excellent English communication skill Excellent presentation skill Customer Relationship Management...
