Wealth Relationship Manager
2 weeks ago
CEC-Relationship Manager-VRM-BRANCH BANKING-VRM
Job Role:
• To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.
Differentiated training to make them universal phone banking officers – cross training in cards, liabilities, assets.
• This skill will also do sales with assigned customer based mapped to them.
• Measure of outcomes – NPS, Service Level, Service Quality and Sales.
• Responsible for quality communication and customer servicing within laid down productivity and service benchmarks.
• Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues.
• Complete the logs specified by the process (End-of-day target).
• Adherence to Information Security norms & quality process norms.
• To be aware of and comply with any updates about the process.
• Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.
Job Requirements:
• Should be a least graduate.
• No western line candidates to be scheduled, kindly hunt profiles residing near to Thane.
• Should not have employment gap for more than a month.
• Should have at least completed a year in current org.
• Better soft skills – conversational skills and English versant scores 7 .
• Flexible to work on rotational week offs.
-
Relationship Manager
2 weeks ago
Bangalore, -Blore-Gold Hill Square-Hosur Main Road-Bommamahalli-KTK, Bangalore, Bangalore, Karnataka, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship Manager-Vishwas-Sales JOB DESCRIPTION Relationship Manager – LAP Vishwas Roles & ResponsibilitiesProducts include Vishwas HL and LAP Handle team of executives to achieve business targets (Volume, Cross-sell, Insurance etc.) Manage, develop and enhance deepening of the relationship with Channels (Kotak Branches, DSA, Builder) ...
-
Relationship Manager
2 days ago
Bangalore, -Blore-Gold Hill Square-Hosur Main Road-Bommamahalli-KTK, Bangalore, Bangalore, Karnataka, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSky Service Distribution - RM-Sky Channel-Contact Centre InboundAttend inbound customer calls related to Retail Liabilities, ensuring prompt and satisfactory resolution of queries and service requests. Identify and convert opportunities for cross-selling banking products during customer interactions. Deliver quality communication and customer service within...
-
Wealth Manager
6 days ago
Bangalore, India equentis Full timeLocation – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings...
-
(Immediate Start) Circlel Head
3 weeks ago
Bangalore, India Wealth Broking Full timeCircle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP ONLY , PMS AIF Structure...
-
Wealth Manager
3 weeks ago
india Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
-
Wealth Manager
6 days ago
Bangalore, India equentis Full timePosition: Wealth Manager Acquisition of Wealth Clients: Wealth Manager will be responsible for acquiring & advising HNI clients. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. To conduct and assist in organizing seminars, workshops and other business development activities. Prior experience of working in a wealth...
-
Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
3 weeks ago
Ahmedabad, Gujarat, India, Gujarat Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
-
Senior Vice President of Wealth Management
2 weeks ago
bangalore, India Banking and NBFC job Full timeVery urgent requirements for a well reputed NBFC into Private Wealth Management as : Wealth Relationship Manager Grade: VP/SVP Location: Bengaluru Individual & Playing Captain Role both profiles are available Only local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus,...
-
Wealth Manager
6 days ago
bangalore district, India equentis Full timeLocation – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings...