Relationship Manager
3 days ago
Job Name - Relationship Manager - Private Banking / Wealth - Mumbai / Pune 9 - 16 years 17 - 30 LPA ----------------------------------------------------------- Job description Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune We are seeking experienced Wealth Relationship Managers and High Net Worth Individuals (HNI) candidates with over 7 years of solid experience in the banking industry. Ideal candidates should demonstrate job stability and possess a strong functional knowledge of financial products . A personal Assets Under Management (AUM) of at least 75 - 100 Crore is required. Candidates should be well-polished, articulate communicators, with a comprehensive understanding of market trends and domain specifics. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : Slabs 150, 200, 250 and 300 Lacs TPP and Banking Targets - Individual PBG Targets across TPP (40%)Ensure targets given at absolute level are met Measured by achievement over target - Banking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives Ensure base penetration is done with all relevant products - Customer 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 RM AUM 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 RM - Client 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 achieved Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clients - Customer Relationship Management Objective (10%)Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines Client Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry Knowledge - To keep updates on functional and industry knowledge. Developing people & relationships- Sets positive example, guides staff members through new tasks, builds rapport with others Research excellence- Strong level of knowledge in equity and related areas Result and Process Orientation - Focused on creating measures of excellence Strategic Planning - Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress Educational Qualifications Graduation/Post-Graduation: Marketing/Finance Certifications & Skills: 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 7 yr Wealth Management experience, Insurance experience, relationship management profile Subject - Wealth_Location Email - /
-
Relationship Manager
3 days ago
bangalore, India Zuari Finserv Ltd. Full timeJob Title Relationship Manager (RM) Department Sales & Marketing: Trading Location-Jalandhar Reporting to Branch Manager (of respective branches) Job Summary The Relationship Manager will serve as the primary point of contact for clients in the equity broking segment. The role demands expertise in equity markets, retail client acquisition, and advisory-led...
-
Relationship Manager
2 weeks ago
Bangalore, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
-
Relationship Manager
2 weeks 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...
-
Relationship Manager
5 days 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...
-
Relationship Manager
3 days ago
bangalore, India The Leaders Hive Full timePosition Vacant / Job Title Relationship Manager - Dy Manager /Manager Organization Name Receivables Exchange of India Ltd Company Profile Receivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting...
-
Relationship Manager
16 hours ago
bangalore, India Bajaj Capital Ltd Full timeBajaj Capital Ltd. is currently hiring for Relationship Manager/ Sr. RMs with minimum of 1 Year of experience. -The role focuses on Client Acquisition, HNI Client Handling, Relationship Management, AUM Growth and Portfolio Management. -The product suite includes Mutual Funds , Insurance , Corporate FDs, PMS, AIFs etc. -It's B2C Segment and Direct Channel....
-
Relationship Manager
5 days ago
bangalore, India GetFive Full timeRole Overview We are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors’ network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships. Key...
-
Relationship Manager
2 weeks 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...
-
Relationship Manager
3 days ago
bangalore, India Rx100 Ventures Full timeRole Overview:We are seeking an experienced professional to join us as a Relationship Manager, responsible for serving as the single point of contact for a dedicated entity. The Relationship Manager will oversee all aspects of communication, coordination, and operational alignment between the entity and internal teams, ensuring transparency, efficiency, and...
-
Relationship Manager
22 hours ago
Bangalore, India Rx100 Ventures Full timeRole Overview: We are seeking an experienced professional to join us as a Relationship Manager , responsible for serving as the single point of contact for a dedicated entity. The Relationship Manager will oversee all aspects of communication, coordination, and operational alignment between the entity and internal teams, ensuring transparency, efficiency,...
