Select Relationship Manager
2 weeks ago
The job description (JD) for a Select Relationship Manager (RM) at IndusInd Bank involves managing and growing the liability and asset base of premium clients. Key responsibilities include acquiring new clients, cross-selling various bank and third-party products, providing service to clients, and ensuring compliance with the bank's processes. Candidates should have a graduate or postgraduate degree, preferably with a finance background, and 2 years of experience as an RM, with sales-based incentive experience being a plus. Key responsibilities
- Client acquisition and management: Acquire new clients and grow the liability base for existing premium customers.
- Cross-selling: Sell a range of products including assets, wealth management, and other third-party offerings to enhance revenue per client.
- Client servicing: Provide comprehensive banking and product-related services to clients.
- Campaign participation: Actively participate in marketing campaigns for liability and other products.
- Compliance: Adhere strictly to the bank's processes and have a high focus on compliance.
Qualifications and requirements
- Education: Graduate or postgraduate degree, with a postgraduate degree in Finance or Commerce being preferred.
- Experience: 4-6 years of experience in the banking industry, with at least 2 years in a Relationship Manager role.
- Certifications: Valid AMFI/IRDA certifications are preferred, and older certificates may be considered if validity has expired.
- Behavioral traits: Self-motivated, strong communication and interpersonal skills, and the ability to work under pressure.
- Customer base: Candidates with an existing set of customers are preferred.
- Sales experience: Experience in a sales-based incentive role is a plus. Role & responsibilities
Preferred candidate profile
-
Select Relationship Manager
2 days ago
Kolkata, West Bengal, India OM Careers Full time ₹ 9,00,000 - ₹ 12,00,000 per yearINDUSIND BANK Hiring Select Relationship Manager - Branch Banking LiabilitiesJob Summary :The main job is to manage HNI clients in the branch/ areaIdentify key staff in client companies to cultivate profitable relationships.Client Management and relationship management will be the main KRA for the RMOwning the revenue target for the region and monitoring...
-
Affluent Relationship Manager- Household
4 days ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 4,00,000 - ₹ 6,00,000 per yearRole & responsibilitiesDevelops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customersSources new bank customers through external individual efforts and acquisition channelEnsures high levels of customer service orientation and application of bank policyCross sells bank products to existing...
-
Relationship Manager
6 hours ago
Kolkata, West Bengal, India Motilal Oswal Financial Services Ltd Full time ₹ 4,00,000 - ₹ 6,00,000 per yearRole 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...
-
Relationship Manager
1 week 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
2 weeks ago
Kolkata, West Bengal, India Centricity WealthTech Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionFounded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices through a comprehensive SAAS-based investment management platform. Our platform offers digital transactional capabilities for a diversified product suite. We aim to provide a consistent family office experience for...
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Tata Capital Full time ₹ 1,04,000 - ₹ 1,30,878 per yearAbout The Role Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business...
-
Relationship Manager
7 days ago
Kolkata, West Bengal, India Tata AIA Life Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per yearPosition 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...
-
Relationship Manager
7 days ago
Kolkata, West Bengal, India Vserve Digital Solutions Full time ₹ 2,00,000 - ₹ 6,00,000 per yearRelationship Manager (Loan)Minimum Qualification: 12th Pass or aboveFresher can also applyWork Locations:• North 24 Parganas• South 24 Parganas• Kolkata North• Kolkata SouthKey Responsibilities:• Promote and process various loan products• Build and maintain strong client relationships• Achieve assigned sales targets• Coordinate with district...
-
Relationship Manager
4 days ago
Kolkata, West Bengal, India Pepplo Consulting Full time ₹ 5,00,000 - ₹ 15,00,000 per yearProvide financial solutions to the customers while maintaining high service standardsMaintain complete customer profile including demographicsResponsible for selling Equity based InvestmentDeepen the relationships by selling all types of Insurance Required Candidate profileNCFM/NISM certificationsKnowledge of banking products & servicesAbility to manage...
-
Relationship Manager
7 days ago
Kolkata, West Bengal, India Career Hotspot & Services Full time ₹ 6,00,000 - ₹ 25,00,000 per yearJob Title: Senior Relationship Manager / Wealth Manager – Private WealthLocations: Bhubaneswar, Ranchi, Jamshedpur, KolkataJob Type: Full-timeDepartment: Private Wealth / Wealth ManagementExperience Required: 3 to 10 yearsEducation: MBA / Post Graduate (Preferred)About the RoleWe are hiring experienced professionals for the role of Senior Relationship...