SVP / VP / AVP/ Relationship Managers - PCG

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...

DescriptionKEY RESPONSIBILITIES AND ACCOUNTABILITIES Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth...

Designation - Relationship Manager Corporate BankingGrade - Manager / Senior Manager / AVPReporting to- Head - Corporate BankingJob SummaryTo initiate, develop, strengthen and maintain new and existing relationships with the corporate customers and generate business / revenues.Detailed ResponsibilitiesGetting/maintaining new corporate relationships for the...

Role & responsibilitiesJob Title: Relationship Manager - Sr. Manager / AVPDepartment: Small Enterprises (SE) - Working Capital ProductsExperience: 3+ yearsGrade: Sr. Manager / AVPRole Summary:We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing...

Job title: AVPIn this role, you will:Responsible for the delivery of BCO tasks in line with agreed OKRs, SLAs and KPIsOwn the end-to-end Credit & Capital Management servicing journey, ensuring a seamless and efficient process for customers and internal stakeholdersCombine client relationship management with strong risk assessment and management capabilities...

Role DescriptionThis is a full-time, on-site Relationship Manager role based in West Bengal, India min 1year exp in financial market. The Relationship Manager will be responsible for managing client relationships, onboarding new clients, and providing tailored financial product and service recommendations. The role includes portfolio reviews, responding to...

Responsibilities:* Manage client relationships through effective communication and relationship building.* Meet sales targets & new business opportunities .* Policy advisory and guidance.* Renewal and retention management.

Job DescriptionThe Relationship Manager will be responsible for bringing their existing HNI clients and building a strong client book.Maintaining client relationships and generate AUMAdvising clients on their Investments and managing their overall financial portfolio.Track the HNI Client segment in the market for new client acquisitionOrganizing seminars,...

Position Title: Relationship Manager - Bancassurance IBLDepartment: Bancassurance IBLPosition OverviewSell life insurance products to customersMeet sales targets and contribute to business growthBuild relationships with customers and provide excellent serviceIdentify new business opportunities and expand existing relationshipsManaging the relationship...

Company DescriptionBajaj Capital Insurance Broking Limited (BCIBL), established in 2004 under the Companies Act, is a licensed insurance broker authorized by the Insurance Regulatory and Development Authority (IRDA). Serving over six lakh clients, BCIBL is a leading platform for comparing, purchasing, and managing a wide range of life and general insurance...