Relationship Manager- HNI Acquisition

Role & responsibilities:Client Acquisition:Identify, target, and onboard new HNI clients for CASA products through referrals, networking, and market intelligence.Achieve monthly and quarterly acquisition and balance build-up targets.Relationship Management:Maintain and strengthen long-term relationships with existing elite customers through regular...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking1) The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with...

Manage and enhance relationships with Elite / High Net Worth (HNI) customers of the bank.Provide personalized banking solutions and advisory to meet customer needs.Drive sales of banking products such as CASA, FD, Insurance, Investment products. Required Candidate profileMaintain high levels of customer satisfaction and retention through proactive...

Role & responsibilitiesJob DescriptionManages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.•Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment..Identifies...

The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding...

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat...

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business No need for IRDA or Mutual Fund exam

Job RequirementsJob RequirementsJob Title- Associate Manager-Acquisition(Current AccountPlace of work- Pan - IndiaBusiness Unit- Retail BankingFunction-Branch BankingCompensations- Best in class in the industry. In addition valuable service awards would apply.Job PurposeThe role entails direct customer interaction and is responsible for business acquisition...

Job DescriptionJob Code:PositionRelationship Manager – AffluentReporting ToDepartmentAxisFunctionAxis – Affluent  BankingLocationBand5BWe Stand for:CaringAn imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being...

Relationship Manager Dialogue with our clients to understand their business objectives and challenges.The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements.Ability to advice clients on their investments based on analysis of facts...