Relationship Manager
9 hours ago
Job Duties & responsibilities • Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring andnurturing the client having AUM => INR 10M• Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialistwith clients.• Ensure complete knowledge of all products & services through continuous skill and knowledgeimprovement.• Resolve customer queries and complaints within the agreed TAT as per the DBS customer servicepolicy.• Provide feedback on market, competition and products, suggest innovations & ideas forcontinuous product and service improvements.• Keep attuned to the current economic and financial markets to be current and proficient to ensureeffective engagement with the elite segment of Treasures customers.• Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Serviceteams, Product specialist at branches to ensure that team objectives are met through an environmentthat nurtures harmony and collaboration through team work• Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.• Ensure internal and regulatory compliance and address operational risks if any, e.g. HealthSafety standards, security of premises, AML / KYC and ongoing risk reviews.• To exercise appropriate due diligence while on-boarding and engaging with clients.• Establish a primary banker for clients and as a prominent wealth management provider in India.• Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the brand in the Private Wealth management space
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Relationship Manager
7 days ago
bangalore, India Livspace Full timeHi Connections!!Livspace #hiringalertAbout Livspace :Livspace is building the world's first end-to-end interior design platform out of India. We’re India's top online home improvement & interior destination for consumers and the world & first design automation platform for designers.Profile: Relationship ManagerLocation: JP NagarYears of Experience: 5 -9...
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Relationship Manager
7 days ago
bangalore, India Livspace Full timeHi ConnectionsLivspace #hiringalertAbout Livspace :Livspace is building the world's first end-to-end interior design platform out of India. We're India's top online home improvement & interior destination for consumers and the world & first design automation platform for designers.Profile: Relationship ManagerLocation: JP NagarYears of Experience: 5 -9...
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Relationship Manager
1 day ago
bangalore, India AAA Global Full timeRelationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in...
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Relationship Manager
4 weeks ago
bangalore, India 360 ONE Wealth Full timeRole Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: Identify and onboard HNW clients through market research,...
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Relationship Manager
5 hours ago
bangalore, India AAA Global Full timeRelationship Manager – Wealth ManagementLocation: Anywhere in India or AsiaExperience: 5+ yearsAbout the RoleWe are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing...
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Relationship Manager
5 days ago
bangalore, India YES BANK Full timeJob Title: Relationship Manager - SM / AVP Department: Small Enterprises (SE) - Working Capital Products Experience: 5+ years Grade: SM / AVP Role Summary: We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients...
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Relationship Manager
1 week ago
bangalore, India Equitas Small Finance Bank Full timeRelationship Manager - MF CollectionsRelationship Manager - MF CollectionsRelationship Manager - MF CollectionsRelationship Manager - MF CollectionsRelationship Manager - MF Collections
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Relationship Manager
1 week ago
Bangalore, India Impetus Career Consultants Full timeJob Description Job Title: Relationship Manager– LRD/ Developer Finance Grade Range: L6M/L7M Current Job Holder Name: Department: Reports to: Zonal/Regional Business Head – LRD Location: Regional Office Job Purpose Statement Assist the zonal/regional business head in driving profitable growth of the Lease Rental Discounting/Developer Finance Business...
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Relationship Manager
8 hours ago
bangalore, India Nuvama Wealth Full timeRelationship Manager- B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...
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Relationship Manager
1 week ago
bangalore, India Motilal Oswal Financial Services Ltd Full timeROLES & RESPONSIBILITIES: -1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their investments and managing their overall financial portfolio and deepening...