CBG:Geography Cross-sell and Portfolio Manager

Do Job Description: As a cross functions lead, you should act as a Single point ofcontact for the execution of ITIL Processes like incident management,problem management, change management, etc. designed for a singleCustomer or as per SIAM framework in Multi-vendor Environment Capable to connect, update and manage discussions with theCustomer and other...

Relationship Manager-(WD54844) Position Title: Relationship Manager Department:SME, India, IBG4 Reports To: Regional Sales Head – Assets Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?") ·To acquire and build a well-diversified...

JD for HNI RM :Designation : Relationship Manager(HNI) Salary : CompetitiveReporting to: HNI Desk Head Location – KolkataKey Responsibilities:Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and relationship...

JD for HNI RM : Designation : Relationship Manager(HNI) Salary : Competitive Reporting to: HNI Desk Head Location – Kolkata Key Responsibilities: Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and...

JD for HNI RM :Designation : Relationship Manager(HNI) Salary : CompetitiveReporting to: HNI Desk Head Location – KolkataKey Responsibilities:Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and relationship...

Portfolio Monitoring and Reporting Location: Kolkata, India Date Posted: Apr 13, 2023 **Description** - Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity**Employment Type (full time)**: ***Associate / Senior Associate / AVPThis is an excellent opportunity for a highly motivated professional to join our global...

**Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-PB Officer **Position description**: Ensure engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. **Primary Responsibilities**: - Relationships and Sales - Meet the defined objectives of the...

JD for HNI RM :Designation : Relationship Manager(HNI) Salary : CompetitiveReporting to: HNI Desk Head Location – KolkataKey Responsibilities:Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and relationship...

Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets. Responsibilities: ...

**Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-COP Officer **Position description**: Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. **Primary Responsibilities**: - Customer Engagement: Continuous engagement with the...

Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...

Location: Kolkata, India Date Posted: Apr 13, 2023 **Description** - Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity**Employment Type (full time)**: ***Associate / Senior Associate / AVPThis is an excellent opportunity for a highly motivated professional to join our global PortfolioMonitoring team. This role demands a...

Relationship Manager Business Banking - CPS-(WD54652) Position Title: Relationship Manager Department:SME, India, IBG4 Reports To: Regional Sales Head – Assets Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?") ·To acquire and build a...

1. Responsible for New Client Acquisition and Inactive client activation2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.3. Manage the existing clients and build AUM.4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with the new and existing clients.5. Take steps for...

The OfferJoin a market leader within Real EstateThe Job You will be responsible for : Developing and managing a portfolio of Key Accounts.Achieving monthly sales targets by identifying and developing new customers.Ensuring high levels of customer satisfaction as well as upsell and cross sell potential within existing customers to maximise share of...

Role Responsibilities 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. Relationship...

We are seeking a dynamic and results-driven Sales and Relationship Manager to join our esteemed wealth management firm. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth clients, as well as generating new business opportunities. As a Sales and Relationship Manager, you will play a crucial role in...

Product & Portfolio Head - BBGHiring for a Leading BankRole - Product & Portfolio Head (BBG)Location - KolkataKey Responsibilities:1. Develop and implement the product strategy for the SME - Business Banking Vertical in line with the overall business objectives of the bank.2. Manage the product portfolio, including new product development, enhancements, and...

We are looking for a Relationship Manager to build and preserve trusting relationships with our customers.ResponsibilitiesUnderstand customer needs and develop plans to address themIdentify key staff in client companies to cultivate profitable relationshipsResolve customer complaints quickly and effectivelyForward upselling and cross-selling opportunities to...

Personal Banker-(WD56156) Key Accountability: The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products.Job Duties and Responsibilities:• Acquiring new accounts (Current and Savings) from branch catchment...