High Net Worth Customer Relationship Manager

Job DescriptionDevelops new and expands existing High Net worth Customer relationships forliabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Roles and Responsibilities JOB DESCRIPTION ;- Relationship Management Managing NRI customers and responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. Responsible for creation of new business and maintaining professional relationship with with clients for understanding...

Job DescriptionIdentify, interview and select sales executives with support from HR.- To meet the following productivity measures for the unit: Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standardsExceed revenue targets- Undertake joint field work with executives and observe/demonstrate...

Job Category KMBLDegree Level Bachelor s Degree Elite Relationship ManagerDepartment WCG - Elite Location Delhi Reporting Relationship Will report to TBM ABM RBM Position Grade M3 M4 M5Job Role To understand clients business provide appropriate working capital solutions across Fund non-Fund based products like Cash Credit Demand Loan Buyers credit ...

We are looking for an experienced Premium Acquisition Specialist with 8-9 years of expertise to take on a challenging role in the BFSI industry.Develop and execute effective strategies to acquire high-value customers.Build and maintain strong relationships with existing clients to increase sales performance.Foster new business opportunities and expand the...

Job Category KMBL Degree Level Bachelor s Degree Business Relationship Manager - WC-Working Capital-Sales Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager Manager Sr Manager Job Role Business Relationship Manager Manage and service existing portfolio of WC clients including renewal...

Key Responsibilities">The position holder will be accountable for managing a team of 10-20 individuals to ensure optimal performance and client satisfaction. This includes planning, forecasting, and achieving fortnightly and monthly client retention and revenue targets from the assigned set of clients.To excel in this role, the position holder will be...

Job OverviewWe are seeking an experienced professional to lead our Non-Resident Indian relationship management team. The ideal candidate will have a proven track record of delivering results-driven budget plans and driving revenue growth through excellent client relationships.The successful candidate will be responsible for mentoring, training and motivating...

Financial Analyst PositionWe are seeking a detail-oriented and results-driven Financial Analyst to manage client accounts effectively, maintain strong relationships with clients, ensure their financial needs are met while also identifying opportunities for account growth.Key Responsibilities:Manage and maintain client accounts efficientlyPrepare and present...