KMBL - Affluent RM - Gurgaon - Aatish Verma - Nov

2 days ago

Mumbai, Maharashtra, India Bharti Consultants Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Profile:

  • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers
  • Sources new bank customers through external individual efforts and acquisition channel
  • Ensures high levels of customer service orientation and application of bank policy
  • Cross sells bank products to existing set of Customers
  • Informs customers of new products or product enhancements to further expand the banking relationship
  • Plans and conducts special sales initiatives and events for prospective and existing clients
  • Coordinates with other group companies to provide seamless access to other products
  • Maintains complete relationship record for assigned customer accounts

Job Requirements:

  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
  • MIS generation
  • Graduate years of experience AMFI / IRDA
  • Post Graduate years of experience AMFI / IRDA

Required Skills

imperia relationship manager, Burdundy RM, Insignia RM, Portfolio Handling, priority relationship manager, city gold rm, wealth relationship manager, Wealth RM

  • Wealth RM

    1 week ago

    Mumbai, Maharashtra, India Alpha Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company 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...

  • Assistant Vice President

    1 week ago

    Mumbai, Maharashtra, India maxlifeins Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    LearnersKey ObjectivesKRAMOSWeightageInput/OutputInternal StakeholderRA SuccessNew RA Meeting Plan (M1-M3)40%10%OutputRA Attrition45%10%OutputDeveloping RA Meeting Plan40%10%OutputCapability BuildingDriving Learning Road Map75%10%InputTraining Team Belt Certification (Black)75%15%InputCM Belt Certification - Black & Green50%10%InputTeam...

  • Private Bank, RM, VP, GSAA, VP

    3 hours ago

    Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description:Job Title: Private Bank, RM, VP, GSAA, VPLocation: Mumbai, India Corporate Title: VPRole DescriptionThe Team Leader for Asset Products will guide and motivate a team of banking professionals to drive the adoption, sales, and servicing of the bank's digital asset products (e.g., business loans, LAP & Working Capital). This role requires a...

  • idf - wealth rm - mansi - mumbai - nov

    2 days ago

    Mumbai, Maharashtra, India Bharti Consultants Full time ₹ 10,00,000 - ₹ 15,00,000 per year

    JD NOT RECEIVEDRequired Skillshni relationship manager, HNI SALES, PB SALES

  • Director - Channel Management & Business Efficiency

    1 week ago

    Mumbai, Maharashtra, India Standard Chartered Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job ID: 44224Location: Mumbai, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 17 Nov 2025Job SummaryDriving penetration of all liability and wealth products; CASA, TD, FX, IS, INS, FASSourcing guidelines, Channel contribution, sourcing city strategy, headcount and productivity metrics, new booking quality...

  • Inside Sales Specialist

    5 days ago

    Mumbai, Maharashtra, India Choice International Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Dear Professionals,We have urgent opening for the below profile for our organization - Choice Insurance Broking India Job Title: Inside Sales Specialist(RM) Corporate Sales Insurance Location: Mumbai - Andheri and Bangalore - JayanagarJob Type: Full-TimeInterview Dates - 31st Oct And 1St Nov 2025Job Summary:We are seeking a driven Inside Sales Specialist...

  • application specialist

    2 weeks ago

    Navi Mumbai, Maharashtra, India Atos Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Applicant Privacy NoticeAPPLICATION SPECIALISTPublication Date: Nov 12, 2025Ref. No: 539417Location:Navi Mumbai, INAbout Atos GroupAtos Group is a global leader in digital transformation with c. 70,000 employees and annual revenue of c. € 10 billion, operating in 67 countries under two brands — Atos for services and Eviden for products. European...

  • Credit Analyst

    7 days ago

    Mumbai, Maharashtra, India Standard Chartered Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job ID: 44264Location: Mumbai, INArea of interest: Corporate & Commercial BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 19 Nov 2025Job SummaryInternational Corporates ("IC") is a crucial business vertical within Corporate & Investment Banking ("CIB"). They not only manage Bank's relationships with large corporations but they also...

  • Credit Analyst

    2 weeks ago

    Mumbai, Maharashtra, India Standard Chartered Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job ID: 43975Location: Mumbai, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 12 Nov 2025Job SummaryQuick turnaround on NTB and new deal proposals. BCA Quality :: Overdue BCAs to be maintained within 5% threshold.Key ResponsibilitiesNo of Credit reverts to be kept to a minimum, no more than 1 referback per...

  • Graphic Designer

    2 weeks ago

    Mumbai, Maharashtra, India Havas Life Mumbai Full time ₹ 2,50,000 - ₹ 12,00,000 per year

    Role- Graphic DesignerLocation - MumbaiAbout the Role:We are looking for a highly creative and technically skilledGraphic Designerwith working knowledge ofHTML and CSS. The ideal candidate should have experience conceptualising and executing visually compelling designs across digital platforms, leveraging AI tools to enhance creativity, efficiency, and...