Relationship Manager- HNI

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.Identify...

Role & responsibilities Exclusively cross selling to the HNI customers of the banking partner. To derive Insurance Business from assigned Relationship/Channel in the area or zone, to convince the relationship so they can convince their customer to invest in company. To ensure all the pre and post sales support and services to the relationship as well as to...

Role & responsibilitiesExclusively cross selling to the HNI customers of the banking partner.To derive Insurance Business from assigned Relationship/Channel in the area or zone, to convince the relationship so they can convince their customer to invest in company. To ensure all the pre and post sales support and services to the relationship as well as to the...

Source new liability customers through cold calls, referrals, branch walk-ins, and local market engagement.Drive sales of liability products such as FD, RD, NCD, CCD, and other structured deposit schemes.Achieve assigned targets for deposit mobilization, customer onboarding, and cross-sell.Relationship ManagementAct as the first point of contact for...

Company DescriptionBrand Realty Investors Group (BRIG) is a leading structured land investment platform backed by Tradewell Holdings Ltd, a BSE-listed company. With over 1,000 successful deals, BRIG specializes in delivering high-yield, legally robust land investments with strategic foresight.Daily Responsibilities: • Developing and executing strategies to...

Positions : Relationship Manager & Key Account ManagerLocation : Kochi/Kozhikode/KodungallurJob Role :To acquire new clients through leads and family accounts groupingTo grow the liability base (CASA,FD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance...

Position **:HNI Relationship Managers** **Location: Chennai** **Roles and Responsibilities**: - Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition. - Managing client relationships and generating AUM from preferred clients. - Advising Affluent clients on their Investments and managing...

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

RM Dealers required for SharekhanPlease find below JD:Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of marketResponsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customersResponsible for Handling HNI...

About the Role We are looking for a Relationship Manager who is passionate about building meaningful client relationships, handling assigned leads, converting leads into active clients, and providing ongoing support to clients. The RM plays a crucial role in achieving sales targets, ensuring client satisfaction, and contributing to the growth of the...