Virtual Wealth Relationship Manager
2 days ago
We are looking to hire dynamic, well-rounded personal banking relationship managers for this business vertical. As part of this role, you will – Age should be max 33yrs
- Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service
- Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements.
- Fully own the book, growth and customer service KPIs for mapped portfolio
- Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements
- Work with internal teams to drive on-ground innovation and bank's strategic initiatives
- Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs
- Enforce strict adherence to the bank's policies and regulatory compliance measures
- Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines
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Wealth relationship manager
2 days ago
Hyderabad, Telangana, India Weekday AI Full time ₹ 6,00,000 - ₹ 11,00,000 per yearThis role is for one of the Weekday's clientsSalary range: Rs Rs ie INR 6-11 LPA)Min Experience: 5 yearsLocation: HyderabadJobType: full-timeWe are looking for a dynamic and experienced Wealth Relationship Manager to help clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. This role involves...
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Wealth Relationship Manager
11 hours ago
Hyderabad, Telangana, India Talent21 Management Shared Services Pvt. ltd. Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRoles and Responsibilities :Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.Manage clients through client visits, suggest financial products to the clients and achieve business target.Responsible for product penetration and increasing clients wallet...
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Wealth Relationship Manager
10 hours ago
Hyderabad, Telangana, India Talent21 Full time ₹ 8,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesCatering to the investment needs of clients by providing them research based advise in Equity, MF, Insurance, PMS & structured products offerings.Manage clients through client visits, suggest financial products to the clients and achieve business targets.Responsible for product penetration and increasing client wallet...
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Area Head for Virtual Relationship Management
14 hours ago
Hyderabad, Telangana, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCluster Manager-VRM-BRANCH BANKING-VRM Job Title: Area Head / Manager for NRC - Virtual Relationship Management Team Job Summary: We are seeking a dynamic and experienced Area Head for our Virtual Relationship Management Team to lead our efforts in Customer managing relationships. As the Area Head, you will be responsible for developing and...
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Relationship Manager
2 weeks ago
Hyderabad, Telangana, India RK Wealth Full time ₹ 8,00,000 - ₹ 12,00,000 per yearResponsibilities:* Manage client portfolios* Build and maintain relationships* Collaborate with sales team* Achieve revenue targets* Provide exceptional service
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Relationship Manager
2 weeks ago
Hyderabad, Telangana, India AnandRathi Full time ₹ 5,00,000 - ₹ 20,00,000 per yearSUMMARY: -The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions...
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Relationship Manager
3 days ago
Hyderabad, Telangana, India Kotak Mahindra Bank Full timeCEC-Relationship Manager-VRM-BRANCH BANKING-VRM Job Role: Team Leader • Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. • Collaborating with fulfilment teams to ensure best in class conversion ratios. • Ensure availability of trained manpower to maintain production at...
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Transactions Relationship Manager
2 weeks ago
Hyderabad, Telangana, India Wmgo Business Solutions Llp Full time ₹ 5,00,000 - ₹ 8,00,000 per yearResponsibilities:* Manage NRI client relationships* Drive HNI acquisitions & sales* Oversee wealth management strategies* Ensure exceptional customer service* Lead HNI portfolio growth
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Wealth Management Test Engineer
2 days ago
Hyderabad, Telangana, India ValueLabs Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAs a QA professional with 3 years of experience in the Banking domain, your role will involve working on the Wealth Management System, specifically the Comarch WMS application. Your key responsibilities will include: - Conducting end-to-end testing of Wealth Management System functionalities - Having a basic understanding of API testing using tools like...
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Relationship Manager
2 weeks ago
Hyderabad, Telangana, India KG Engineering & Consultancy Full time ₹ 5,00,000 - ₹ 20,00,000 per yearJob SpecificationsRole Designation: Relationship Manager Investment ProductsDepartment: Sales-Investment ProductsFunction: SalesReporting to: Cluster Manager Investment Products / Regional Head Investment ProductsLocation: HyderabadJob PurposeThe Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of...