
Preferred Relationship Manager
1 week ago
Role & responsibilities
- Liaising with PB/ Preferred RM to flag eligible
customers form Classic/ Preferred portfolio
- Acquire new customers who meet product criteria
- Regular interaction with the customer to build
rapport to understand and update the profile.
- Enhance the Overall value/book size of the
portfolio
- Maintain the overall quality / hygiene parameters
of the portfolio
- Cross selling products of the bank based on the
customer need
- Joint calls being done along with Supervisor as per
defined process
- Advisory services to be offered based on the
requirement in coordination with PBG.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
If interested kindly share your updated CV
-
Preferred RM
2 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services....
-
Relationship Manager/Senior Relationship Manager
2 weeks ago
Kolkata, West Bengal, India DCB Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager/Senior Relationship Manager at DCB Bank, based in Kolkata. The Relationship Manager/Senior Relationship Manager will be responsible for managing a portfolio of clients, providing financial planning advice, offering tailored banking...
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India FINKEDA Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionSince its inception, Ikeda Ltd. has been at the frontline of the payments revolution, becoming a major worldwide leader in payments technology and transaction processing. Founded in 2019, we develop next-generation payment gateways, mobile-based collections, and payments systems. Our mission is to provide safe and smooth omnichannel...
-
Relationship Manager
1 week ago
Kolkata, West Bengal, India Sarvatra Technologies Full time ₹ 9,00,000 - ₹ 12,00,000 per yearWe are seeking a Relationship Manager Business Development to strengthen customer relationships, drive financial growth, and expand our market presence. The role requires strong client management, sales acumen, and the ability to work with cross-functional teams to deliver value-driven solutions.Key ResponsibilitiesPrimary:Build and nurture strong...
-
Relationship Manager
15 hours ago
Kolkata, West Bengal, India Bajaj Life Insurance Co Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesBuild strong working relationships with bank branch teams (across 45 branches) to drive insurance sales.Promote life insurance products to bank customers through joint field calls and customer meetings.Team Building & Development: Recruit, train, and develop a team of Insurance Advisors and drive them to achieve business...
-
Relationship Manager
1 week ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager-Business Banking-Affluent-Priority-Regional sales Relationship Manager-Business Banking-Affluent-Priority-Regional sales Mumbai, Maharashtra, India Be the First to Apply Job Description Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description ...
-
Relationship Manager
1 week ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 18,00,000 per yearRelationship Manager-CORPORATE BANKING-SalesRM is responsible to structure and propose new products to existing clients and get new clients Relationship & Account management, origination & execution for corporate banking related products – Assets, DCM, FX & GTS etc. Deeper penetration of groups across banking products including cross sell of...
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 24,00,000 per yearRelationship Manager-Business Banking-Affluent-Priority-Regional salesRelationship Manager - Business Banking (BBRM) Role:Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned Assisting the client's business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc Cross sell of...
-
Relationship Bancassurance Manager
2 weeks ago
Kolkata, West Bengal, India Bajaj Allianz Life Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesResponsible for managing a key relationship of a very reputed and demanding Bank.Responsible for managing overall business for assigned area (4-5 branches) which involves business development, sales, relationship management, operational and training support, identifying new business opportunities, and meeting overall target assigned on...
-
Relationship Bancassurance Manager
14 hours ago
Kolkata, West Bengal, India Bajaj Life Insurance Co. Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per yearRole & responsibilities • Responsible for managing a key relationship of a very reputed and demanding Bank.Responsible for managing overall business for assigned area (4-5 branches) which involves business development, sales, relationship management, operational and training support, identifying new business opportunities, and meeting overall target...