Wealth Relationship Manager in Bank

2 months ago

Mumbai, India TEKPILLAR SERVICES Full time

We arelooking for a highly motivated Wealth Relationship Manager in theBranch Banking Department for Indias LeadingBank.

JobRoles andResponsibilities:

  • Have goodawareness of Corporates with entry point links in thosecorporates.
  • Good Communication& Presentation Skills required since he will be focusing oncore corporates for DigitalBanking.
  • Crosssells bankproducts to existing set of Corp Sal customers which aremapped.
  • Handle Investment andInsurance requirements ofclients
  • Informs customers ofnew products or product enhancements to further expand the bankingrelationship.
  • Coordinates withother group companies to provide awareness to our group companyemployees for our KOTAKJIFIproducts.
  • Goes beyond theprofessional need of the customer by providing other productsenhancement of customervalue
  • Maintains completerelationship record for assigned customeraccounts.
  • Penetration ofgroup/family account of the existing mappedbase.
  • Tracks customercomplaints/queries and turnaround times for customersatisfaction

DesiredCandidatesProfiles:

  • Qualification: AnyGraduation or PostGraduation
  • Experience: Minimum 3to 6 Years of experience in the Core Retail Liability Banking Saleswith 1 to 5 Years in HNI PortfolioManagement
  • Excellentcommunication and interpersonalskills.
  • Resultsdriven with afocus on meeting and exceedingtargets.
  • Familiarity withrelevant regulatory requirements and compliancestandards.

For moreinformation Kindly ContactUs:

Jaydip P HRTeam

Phone/WhatsApp:

BranchBanking,Wealth Management,Banking,Cross Selling,CASA,HNI,PortfolioManagement,Business Development,Sales,Marketing,ClientAcqusition,Finance,Investment

  • Sr Wealth Relationship Managers

    1 week ago

    Mumbai, India Leading Bank and NBFCs Full time

    Dear Applicants,We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab.We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with strong background on wealth.NBFC - Exp required 2-15yrsBanking - 5-20yrsCTC - Best in the...

  • Sr Wealth Relationship Managers

    1 week ago

    Mumbai, India Leading Bank and NBFCs Full time

    Dear Applicants,We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab.We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with strong background on wealth.NBFC - Exp required 2-15yrsBanking - 5-20yrsCTC - Best in the...

  • Sr Wealth Relationship Managers

    1 week ago

    mumbai, India Leading Bank and NBFCs Full time

    Dear Applicants, We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab. We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with strong background on wealth. NBFC - Exp required 2-15yrs Banking - 5-20yrs CTC - Best in...

  • Sr Wealth Relationship Managers

    1 week ago

    Mumbai, India Leading Bank and NBFCs Full time

    Dear Applicants,We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab.We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with strong background on wealth.NBFC - Exp required 2-15yrsBanking - 5-20yrsCTC - Best in the...

  • Relationship Manager-First Wealth

    2 months ago

    mumbai, India IDFC FIRST Bank Full time

    Role/Job Title : Relationship Manager-First WealthFunction/ Department: Branch BankingJob Purpose:The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with...

  • Wealth Manager

    4 weeks ago

    Mumbai, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Manager - Wealth Role and Title:Private Wealth Managers reporting to Director or Managing Director.- The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate.- The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling.- Experience ranging from 5 to...

  • Relationship Manager-First Wealth

    2 months ago

    Mumbai, India IDFC FIRST Bank Full time

    Role/Job Title: Relationship Manager-First WealthFunction/ Department: Branch BankingJob Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with...

  • Relationship Manager-First Wealth

    2 months ago

    Mumbai, India IDFC FIRST Bank Full time

    Role/Job Title: Relationship Manager-First WealthFunction/ Department: Branch BankingJob Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with...

  • Relationship Manager-First Wealth

    2 months ago

    Mumbai, India IDFC FIRST Bank Full time

    Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking Job Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely...

  • Wealth Relationship Manager

    2 months ago

    mumbai, India Kotak Mahindra Bank Full time

    Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

  • Relationship Manager-First Wealth

    2 weeks ago

    Mumbai, India IDFC FIRST Bank Full time

    Role/Job Title: Relationship Manager-First WealthFunction/ Department: Branch BankingJob Purpose:The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with...

  • Wealth Relationship Manager

    3 weeks ago

    Mumbai, India Mintskill HR Solutions LLP Full time

    Job DescriptionJob Role:Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be...

  • Relationship Manager

    7 days ago

    Mumbai, India IDFC FIRST Bank Full time

    Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking Job Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely...

  • Relationship Manager

    1 week ago

    Mumbai, India Prabhudas Lilladher Private Limited Full time

    The position will report into the Branch Head of the Broking and Distribution vertical and lean on the various product leads at PLHO to provide quality services to end clients.1. Client Acquisition and Business Development:Identify and target potential clients, expanding the customer base.Leverage on past contacts and market knowledge to expand the customer...

  • Wealth Relationship Manager

    3 weeks ago

    Mumbai, India Mintskill HR Solutions LLP Full time

    Job Role:Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in...

  • Relationship Manager

    1 month ago

    Mumbai, India Circle Wealth Advisors Private Limited Full time

    Company DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...

  • Wealth Relationship Head

    4 days ago

    Mumbai, India Corphive Full time

    Manages a team of Wealth Relationship Managers. Leading, guiding and mentoring team of Wealth Banking Managers. Strategic planning and implementation to achieve business goals. Enhancing engagement of High Net Worth Customer through joint calls with RMs. Ensuring team focus and consistent delivery across all products as per defined vectors...

  • Wealth Relationship Head

    5 days ago

    Mumbai, India Corphive Full time

    Manages a team of Wealth Relationship Managers. Leading, guiding and mentoring team of Wealth Banking Managers. Strategic planning and implementation to achieve business goals. Enhancing engagement of High Net Worth Customer through joint calls with RMs. Ensuring team focus and consistent delivery across all products as per defined vectors...

  • Relationship Manager

    5 days ago

    Mumbai, India Circle Wealth Advisors Private Limited Full time

    Company Description Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations. Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai. The...

  • Relationship Manager

    2 months ago

    mumbai, India Riverforest Connections Private Limited Full time

    Position Relationship Manager Private Banking JobPurpose Toenhance business development as per the set objectives of the bankand ensure quality service to the customers through wealthmanagementtechniques Role &Responsibilities Acquisition of new Ultra HNI clients ( AUM INR 100Crores) for Third Party (Wealth) and Banking Products. Ensure Customer level...