Rm-private Banking Group

1 day ago

Barakhamba Delhi Delhi, India Veena Placement Services Full time

**Company**:Asset Management (Mutual Fund)

**Location**:Delhi

**Job Specification**:
**Position Title**: Relationship Manager Grade: AM - Assistant Manager / K - Deputy Manager

**Department**: Retail Sales

**Sub-Department**: Retail Sales Immediate Supervisor’s

**Position Title**: Channel Head/Channel Manager/Cluster Manager/ Branch Manager

**Demographics Role**:Relationship Manager - PCG

**Education Background**: MBA in Marketing/Finance Work Experience2-7 Yrs of Sales experience Critical Skills Required Relationship Management
Influencing Skills
Technical - Knowledge of Products/Market
Presentation skills
Interpersonal skills
Problem solving approach
Target oriented with proper adherence to compliance

**Role Purpose**:Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through a set of Private/ Foreign banks
Internal Focus - Branch Relationship Team, Channel team
External Focus - Distributors, Investors

**Key Accountabilities**:
1. Responsible for Sales for the assigned set of distributors

2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling

3. Increase visibility among the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochures), mailers, group meetings with distributor RM/clients of distributors

4. Responsible for best in class service for the assigned distributors

5. Should be sensitive to the needs of distributors in terms of Product Updates, Query resolution and ensure proper follow up etc.

6. Gather market intelligence and find out the strategies to counter the competition in the market

7. Create brand awareness by organizing events, conferences, product sessions for distributors for top-of-the-mind recall8. Ensuring that the distributors are trained on all products and Operational procedures and informed on the Regulatory Changes on regular basis

**Job Types**: Full-time, Permanent

Pay: ₹700,000.00 - ₹1,400,000.00 per year

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

**Experience**:

- total work: 2 years (preferred)

Work Location: In person

**Speak with the employer**
+91 9814900957

  • Private Banking Advisor

    1 week ago

    Delhi, Delhi, India Deutsche Bank Full time

    **Private Banking Advisor**: **Job ID**:R0359083**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-11-13**Location**:New Delhi**Position Overview**: **Job Title**:Private Banking Advisor** **Location: New Delhi** **Role Description** - Branch Banking is the liability business for Deutsche Bank present in 17 locations across India....

  • Private Bank, SA

    3 weeks ago

    New Delhi, India Deutsche Bank Full time

    Job Title: Private Bank, SA - AVP Location: New Delhi, India Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. What we'll offer you As part of our flexible scheme, here are just some of the...

  • Private Bank, SA

    3 weeks ago

    New Delhi, India Deutsche Bank Full time

    Job Title: Private Bank, SA - AVP Location: New Delhi, India Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. What we'll offer you As part of our flexible scheme, here are just some of the...

  • Private Banking

    3 weeks ago

    New Delhi, India Investment banking self-employed Full time

    Location: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship Management- Serve as the primary point of contact for assigned HNWI/UHNWI clients. - Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance. - Provide tailored advice on...

  • Private Bank, SA

    2 weeks ago

    New Delhi, & Kasturba GM, India Deutsche Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Description:Job Title: Private Bank, SA - AVPLocation: New Delhi, IndiaRole DescriptionWealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions.What we'll offer youAs part of our flexible scheme, here are just...

  • Private Bank, Senior Associate

    2 weeks ago

    New Delhi, & Kasturba GM, India Deutsche Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Private Bank, SA - AVP Job Description: Job Title: Private Bank, SA - AVP Location: New Delhi, India Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. What we'll offer you As...

  • Associate - Client Services - Private Banking

    2 weeks ago

    Delhi, India Standard Chartered Full time

    Job ID: 33915 Location: Delhi, IN Area of interest: Private Banking & Wealth Management Job type: Regular Employee Work style: Office Working Opening date: 10 Jul 2025 **Job Summary** - Assist assigned RMs to achieve financial targets by providing strong support to them. - Actively participate in the prevention of money laundering and fraud by strict...

  • Client Acquisitions

    1 day ago

    Delhi, India Kotak Mahindra Full time

    Job Role - **Data Acquisition** - Using publicly available resources like internet and directories - Using existing social/professional network to generate references - Area mapping for generation of Databases for ultra HNIs and mid sized corporate - **Data Mining** - Study existing databases to figure out possible prospects - Liaise with other group/non...

  • Bank Hiring _Wealth RM and RM Head_Delhi

    3 days ago

    Delhi, Delhi, India V Konnect Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Hiring for Pvt. BankLocation- DelhiProfile-Branch Relationship Head ( RM's TL)Wealth Relationship Manager ( Individual portfolio handling)Product- mutual fund , casa , Life InsuranceInterested one can share cv on whatsapp

  • Private Banking Executive

    1 week ago

    Delhi, India Barclays Full time

    Job Title: - Private Banking Executive Location: Delhi About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank,...