
Retail Banking Portfolio Manager
1 day ago
Our organization seeks a Key Customer Relationship Specialist to lead and grow the retail customer portfolio. This role involves deepening customer relationships, expanding banking offerings, and delivering tailored financial solutions.
Key Responsibilities:- Manage a portfolio of retail banking customers (liabilities and assets)
- Cross-promote banking and third-party products: savings, current accounts, FDs, insurance, mutual funds, loans
- Drive customer engagement through regular interactions and service excellence
- Achieve assigned sales and revenue targets
- Ensure compliance with regulatory requirements
- Strong knowledge of retail banking products and services
- Relationship management expertise
- Excellent communication and customer service skills
- Basic knowledge of investment and insurance products
- Proficiency in banking software and MS Office tools
- Opportunity to develop strong customer relationships
- Chance to expand product offerings
- Professional growth and development
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Financial Portfolio Manager
1 week ago
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Retail Banking Relationship Executive
1 day ago
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Financial Relationship Specialist
4 days ago
Delhi, Gurgaon / Gurugram, Delhi NCR, India beBeeCustomerPortfolio Full time ₹ 5,00,000 - ₹ 20,00,000Job Title:Customer Portfolio Manager About the Role:We are seeking a customer-focused professional to manage and grow retail customer portfolios.The ideal candidate will have excellent communication and customer service skills, strong knowledge of retail banking products and services, and sales and relationship management expertise. Key...
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Financial Portfolio Manager
1 day ago
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Senior Client Portfolio Manager
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Retail Banking Expert
19 hours ago
Delhi, Delhi, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,00,000Job Title: Relationship Manager - Retail Banking">We are seeking a skilled and experienced Relationship Manager to join our organization at Kotak Mahindra Bank Limited. The ideal candidate will have a strong background in banking, with a minimum of 6 years of experience in Retail Liabilities.The successful candidate will be responsible for enhancing the...
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Senior Banking Professional
1 day ago
Delhi NCR, Delhi, Gurgaon / Gurugram, India beBeeBanking Full time ₹ 6,00,000 - ₹ 12,00,000Key Banking RoleWe are seeking a dedicated and customer-focused professional to support the efficient delivery of banking services, including account-related transactions, sales activities, and customer service. The ideal candidate will possess strong communication skills, be able to work effectively in a team environment, and have a solid understanding of...
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Wealth Manager and Portfolio Specialist
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Senior Retail Collection Manager
6 days ago
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Current Account Portfolio Manager
2 days ago
Noida, Gurgaon / Gurugram, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000Job Description:We are seeking an experienced professional to manage and grow our current account portfolio. The successful candidate will be responsible for deepening existing relationships, driving wallet share expansion, and generating revenue through various banking offerings.Manage and grow the current account portfolio to achieve business...