
Investment Specialist-Priority Banking-Priority-Regional sales
6 hours ago
About The Role
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
-
Senior Investment Advisor
7 days ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000About Our Investment Opportunity:Developing and expanding relationships with high net worth customers is a key part of our sales strategy. We are seeking an experienced Investment Specialist to join our team, focusing on priority banking and regional sales.Responsibilities include developing strategic plans to increase revenue growth, analyzing market...
-
Bengaluru, Karnataka, India Kotak Mahindra Bank Full timeJob Category KMBLDegree Level Bachelor s Degree Job Profile xefx82xb7 Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers xefx82xb7 Sources new bank customers through external individual efforts and acquisition channel xefx82xb7 Ensures high levels of customer service...
-
Senior Priority Relationship Manager
5 days ago
Bengaluru, Karnataka, India Standard Chartered Full timeJob Summary Acquiring growing and deepening Priority Banking customer relationships through effective relationship management Focus on the analysis and satisfaction of Priority Customers financial as well as investment needs and objectives To provide the face of the Bank to the highest net worth customers of the Bank Key Responsibilities Relationship...
-
Senior Priority Relationship Manager
6 days ago
Bengaluru, Karnataka, India myGwork - LGBTQ+ Business Community Full timeJob DescriptionThis job is with Standard Chartered Bank, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job Summary- Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management- Focus on the...
-
Senior Priority Relationship Specialist
5 days ago
Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 50,00,000 - ₹ 1,00,00,000Priority Relationship Manager Job DescriptionThe ideal candidate will be responsible for acquiring, growing and deepening customer relationships through effective relationship management.Main Responsibilities:Build and deepen relationships with existing customers to achieve increase in share of wallet and revenues.Provide professional customer service to...
-
Priority Banking Relationship Manager
1 week ago
Bengaluru, Karnataka, India Qween Network Full timeWe are pleased to inform you about an excellent opportunity to join a reputed bank in Bangalore as an NRI Relationship Manager Priority Relationship Manager or Burgundy Relationship Manager Role Details Grade Senior Manager or ManagerSalary Package - 8-14 LPATime 11 00 AMVenue MG Road BangaloreIf you are interested in this opportunity please share...
-
Bengaluru, Karnataka, India AV Global Advisory Services Full time US$ 9,00,000 - US$ 12,00,000 per yearImmediate requirement for Leading bankwe are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products.It emphasizes the importance of building and maintaining strong, trust-based client relationships while...
-
Investment Banking Specialist
1 week ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000Job Title: Investment Banking Specialist Location: Bengaluru Work Experience: 0 to 3 years Qualification: MBA (Finance) / CFA L - 2 (USA) We are seeking motivated professionals to join our Global Investment Banking team. This is an opportunity to work with a fast-growing organization and contribute to building a global business.Key Responsibilities:Conduct...
-
Corporate Banking Specialist
1 day ago
Bengaluru, Karnataka, India beBeeAnalytical Full time ₹ 18,00,000 - ₹ 25,00,000Corporate Banking SpecialistWe are seeking an experienced Corporate Banking Specialist to join our team.Job Description:Candidates must have a strong understanding of corporate banking principles and excellent communication and sales skills. They should be able to analyze complex financial data, identify key trends, and develop strategic solutions to drive...
-
Regional Order Management Specialist
1 day ago
Bengaluru, Karnataka, India beBeeRegionalOrderManagement Full time ₹ 1,00,00,000 - ₹ 1,25,00,000Job DescriptionWe are seeking a highly skilled and experienced professional to join our team as a Regional Order Management Specialist. This role will involve owning the servicing of orders for regional sales teams, validating demand over the horizon, and driving all documentation related to shipments with cross-functional teams.This is an exciting...