Leading Bank requires RM's/Wealth/Portfolio/Current Account
3 days ago
Role & Responsibilities:-
Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers.
Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business.
Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
Increase CASA balance in allocated portfolio either through Deepening or Acquisition.
Prospect and acquire new NRI customers through various channels, including referrals, networking, and digital platforms.
Build and maintain strong relationships with NRI clients by understanding their financial goals and offering personalized banking solutions.
Provide expert advice and guidance on NRI banking products and services, including NRE/NRO accounts, remittances, investments, and wealth management solutions.
Perks and Benefits:-
Attractive Growth, Conveyance and Joining/Confirmation Payouts
-
Current Account Rm
2 weeks ago
Mumbai, India ACE Talent Consulting Full timeJob Title: PCRM (Premium Current Account RM) Overall Goal: Current Account RM will be responsible for - Acquisition of new Business Entity customers and creating CA Book - Management of Acquired Current Account customers - Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account...
-
Current Account Rm
2 weeks ago
Mumbai, India ACE Talent Consulting Full timeJob Title: PCRM (Premium Current Account RM) Overall Goal: Current Account RM will be responsible for - Acquisition of new Business Entity customers and creating CA Book - Management of Acquired Current Account customers - Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account...
-
Mumbai, Mumbai Suburban, Navi Mumbai, India V Konnect Full time ₹ 1,04,000 - ₹ 1,30,878 per yearRole & responsibilities:-Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers.Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.Identify current and potential...
-
Wealth RM
5 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...
-
Wealth RM
3 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...
-
Sr Investment Counsellor SOUTH MUMBAI AVP
3 days ago
Mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya Wassup - Role Details: Grade: (SM/AVP/DVP) Maximum CTC: (11L - 30L) Location: (Lower Parel) Position: (2) The purpose of this role is to guide and motivate the team of Investment Counsellor for...
-
Sr Investment Counsellor SOUTH MUMBAI AVP
3 days ago
Mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya Wassup - Role Details: - Grade: SM/AVP/DVP - Maximum CTC: 11L - 30L - Location: Lower Parel - Position: 2 The purpose of this role is to guide and motivate the team of Investment Counsellor for...
-
Sr Investment Counsellor SOUTH MUMBAI AVP
3 days ago
Mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.com Wassup - 9137265848Role Details: Grade: [SM/AVP/DVP]Maximum CTC: [11L - 30L]Location: [Lower Parel]Position: [2] The purpose of this role is to guide and motivate the team...
-
Sr Investment Counsellor SOUTH MUMBAI AVP
2 weeks ago
mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.com Wassup - 9137265848Role Details: Grade: [SM/AVP/DVP]Maximum CTC: [11L - 30L]Location: [Lower Parel]Position: [2] The purpose of this role is to guide and motivate the team...
-
Sr Investment Counsellor SOUTH MUMBAI AVP
2 weeks ago
Mumbai, India Bank Full timeInvestment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya Wassup - Role Details: Grade: (SM/AVP/DVP) Maximum CTC: (11L - 30L) Location: (Lower Parel) Position: (2) The purpose of this role is to guide and motivate the team of Investment Counsellor for...