Affluent Banking:nr Rm
2 days ago
About NRI RM Team
The NRI RM team focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 4800+ branches and is responsible for sourcing of retail and forex Business with a view to increase the retail book of the bank.
**About the Role**
NRI Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.
**Key Responsibilities**
- Proactively engage with NRI clients across geographies to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships.
- Use financial acumen and investment expertise to review client personal data, align clients need through superiorservice thereby helping the clients reach short term and log term inv goals
- Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling
- Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank.
- Manage various daily critical process such as contacting customers for High Value Transaction, Purpose of remittance and Fund Transfer etc.
- Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment
-
Affluent Banking:outbound Channel
21 minutes ago
Mumbai, Maharashtra, India Axis Bank Full time**Wealth RM** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - Branch Head**Is a Team leader?** - No**Team Size**: - 0**Grade**: - M- AVP**Business**: - Affluent Banking**Department**:- Affluent Banking**Sub**Department**: - NA**Location**: - Per requirement**About Affluent Banking** - Affluent Business caters to a segment of customers...
-
Wealth RM
4 weeks ago
Mumbai, India Alpha Capital Full timeJob Description Company Description Alpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients financial wellness is managed strategically and thoughtfully. Role...
-
Mumbai, India Axis Bank Full timeJob Description RB - Affluent BusinessNRI - RB - Channel Sales (India) Support INTERNAL USAGE: No. of Vacancies: 1 Reports to: Is a Team leader No Team Size: 1 Grade: Deputy Manager, Manager Business: Department: Affluent Business Sub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth...
-
Wealth RM
7 days ago
Mumbai, Maharashtra, India Alpha Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionAlpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients' financial wellness is managed strategically and thoughtfully.Role DescriptionThis is a...
-
(24/10/2025) Sr RM/RM Investment Products
1 week ago
Chandigarh, Chennai, Mumbai, India Quick Turtle Full timeJob Description What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM)...
-
(Only 24h Left) RB
3 weeks ago
Mumbai, India Axis Bank Full timeJob Description RB - Affluent BusinessNRI - RB - Knowledge Support & PIS INTERNAL USAGE: No. of Vacancies: 1 Reports to: Is a Team leader No Team Size: 1 Grade: Deputy Manager, Manager Business: Department: Affluent Business Sub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals...
-
Mumbai, Maharashtra, India Axis Bank Full timeRB - Affluent BusinessNRI - RB - Channel Sales India Support INTERNAL USAGE No of Vacancies 1 Reports to Is a Team leader No Team Size 1 Grade Deputy Manager Manager Business Department Affluent Business Sub-Department Location About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of...
-
Mumbai, Maharashtra, India Axis Bank Full timeRB - Affluent BusinessNRI - RB - Knowledge Support PIS INTERNAL USAGE No of Vacancies 1 Reports to Is a Team leader No Team Size 1 Grade Deputy Manager Manager Business Department Affluent Business Sub-Department Location About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable...
-
MIS Manager-Affluent-Priority-Product Manager
2 weeks ago
Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 20,00,000 - ₹ 25,00,000 per yearAbout The Role Role: MIS Manager Affluent (Lead) Grade: M5 Location: Mumbai "¢ Lead and manage the MIS team responsible for daily, monthly, and quarterly reporting across all key metrics (e.g., NTB, AUM, revenue, RM productivity). "¢ Guide team members in prioritizing tasks, validating data accuracy, and meeting stakeholder expectations. "¢...
-
Urgent Search! RB
3 weeks ago
Mumbai, India Axis Bank Full timeJob Description Job Title RB - Affluent Business:NRI Customer Experience Lead Grade Department RB-Affluent Business - NRI No. of Positions 1 Location CO - Mumbai Reporting Authority Job Name Vice President Job Description This role is responsible for developing onboarding & servicing process journey by defining the process on various systems used for NRI...
