Banking Partner- Pioneer Banking, Wealth Relationship Manager

5 days ago

Kota Udaipur, India Indusind Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

We are hiring Banking Partner - Pioneer Banking

Location- Kota, Udaipur

Interested candidates can send their profiles at

Job Summary:

Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank.

Detailed Summary:

  • Relationship mgt of the most elite customer segment of the bank.
  • Generate new business to achieve defined sales targets through meeting with customers.
  • Build and deepen relationships with existing Ultra HNI Pioneer Customers to achieve increase in share of wallet and revenues.
  • Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
  • Ensure ongoing self-development.
  • Manage the portfolio to de-risk against attrition and achieve stability of book.
  • Manage the key performance indicators at the highest level.
  • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

  • Banking Partner- Pioneer Banking, Wealth Relationship Manager

    5 days ago

    Jaipur, Jodhpur, Udaipur, India Indusind Bank Full time

    Job DescriptionROLES & RESPONSIBILITIESProfile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers financial as well as investment needs and objectives.Provide the face of the Bank to the highest net worth customers of...

  • Relationship Manager Retail Banking

    5 days ago

    Bhilwara, Kota, Udaipur, India Krishna Placement Services Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirementsprofile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profileFocusing on the analysis and satisfaction of Bank Customers financial banking...

  • High Net Worth Banking Specialist

    1 week ago

    Udaipur, Rajasthan, India beBeeWealth Full time ₹ 80,00,000 - ₹ 2,00,00,000

    Job TitleWe are seeking a skilled Banking Professional to join our team.This role is instrumental in acquiring high net worth individuals and ultra high net worth individuals as clients and building lasting relationships with the bank.Sell investment, insurance, and other banking products to private banking clients to generate fee...

  • Wealth Manager Professional

    1 week ago

    Udaipur, Rajasthan, India beBeeWealth Full time ₹ 15,00,000 - ₹ 17,50,000

    Seeking a skilled professional to excel in wealth management and client relationship building.Key Responsibilities:To identify and acquire high net worth clientsMaintain strong client relationships and expand their financial portfoliosProvide expert investment advice and manage overall financial strategies for existing clientsStay up-to-date on market trends...

  • Banking Partnerships Director

    1 day ago

    Udaipur, Rajasthan, India beBeeStrategic Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Overview:A Banking Alliance Manager is responsible for forging and maintaining strategic partnerships with banks, financial institutions, and other key players to expand the business scope of our company.Key Responsibilities:Identify and assess potential partners by analyzing their strengths, weaknesses, and compatibility with our business...

  • Expert Wealth Strategist

    3 days ago

    Kota, Rajasthan, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Job Title: Wealth Management Strategic AdvisorJob Description:We are seeking a highly skilled wealth management professional to provide strategic guidance on the successful implementation of our digital wealth platform. As a key member of our team, you will leverage deep domain expertise in private banking and wealth management to ensure business...

  • Strategic Wealth Partner

    9 hours ago

    Udaipur, Rajasthan, India beBeeRelationship Full time ₹ 2,50,00,000 - ₹ 5,00,00,000

    Relationship ExecutiveWe are seeking a seasoned Relationship Manager to spearhead our Wealth Management Solutions. This role demands expertise in managing high net worth individuals and family offices.Key Responsibilities:Foster long-term relationships with esteemed clients, providing personalized advisory services on various wealth products.Offer expert...

  • Expert in Digital Wealth Platform Implementation

    3 days ago

    Udaipur, Rajasthan, India beBeeWealthManagement Full time ₹ 20,00,000 - ₹ 25,00,000

    Job Title: Wealth Management ExpertAbout the RoleWe are seeking a highly skilled Wealth Management expert to lead the successful implementation of our Digital Wealth platform.Domain & Functional ExpertiseAct as the primary domain expert for wealth management, private banking, and digital advisory.Interpret and validate business requirements across...

  • Senior Wealth Relationship Manager

    2 days ago

    Udaipur, Rajasthan, India beBeeRelationship Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Wealth Management Career Opportunities\As a seasoned Relationship Manager, you will be responsible for fostering and expanding client relationships to maximize Assets Under Management (AUM).\

  • Senior Banking Customer Relationship Manager

    4 days ago

    Jaipur, Udaipur, Jodhpur, India beBeeCustomerRelationship Full time ₹ 1,50,000 - ₹ 28,00,000

    Job DescriptionWe are seeking a Relationship Manager to join our team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with our high net worth customers.Your primary focus will be on acquiring, growing, and deepening customer relationships through effective relationship management. You will...