1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Location
Role
Partner Client Relations / Senior Partner Client Relations
Department
Wealth HNI & CTS
Eligibility Criteria
Masters in Finance, 5-7 Years of Relevant Experience
Required Skills & Competencies
Strong local network
Market and investment product knowledge
Ability to interpret market trends
High collaboration
Good communication and negotiation skills
Target orientation
Acquisition experience/expertise
Customer centricity
Client acquisition with client retention & deepening
Key Responsibilities:
Undertake new client acquisition, ...
- ## Ats Keywords Partner Client Relations
- Senior Partner Client Relations
- Hni Wealth Management
- Corporate Treasury Solutions
- Cts
- Client Acquisition
- Client Retention
- Relationship Management
- Portfolio Deepening
- Share Of Wallet
- Revenue Growth
- Fee Income
- Sales Planning
- Target Achievement
- Hni Clients
- Corporate Clients
- Financial Institutions
- Institutional Clients
- Wealth Management
- Investment Products
- Investment Advisory
- Portfolio Review
- Market Research
- Market Trend Analysis
- Cross-selling
- Customer Centricity
- Referral Networking
- Lead Generation
- Local Market Network
- Client Penetration
- Client Engagement
- Stakeholder Management
- Negotiation
- Sales Mis
- Competitor Analysis
- Profitability Management
- Research Coordination
- Customer Satisfaction
- Grievance Resolution
- Regulatory Compliance
- Policy Adherence
- Risk Review
- Client Profiling
- Kyc Documentation
- Mutual Funds
- Banking Products
- Transaction Coordination
- Financial Sales
- Master’s In Finance.
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
15.00 LPA TO 26.00 LPA
Assessing client demand across various debt products as per regulatory investment framework. Building sales book for catering to client demands profitably.
Sourcing illiquid securities from direct clients and thru broking market and striking back to back trades to earn risk-free margin.
Underwriting and participation in non SLR issuances. Strive to be in ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
Not Disclosed by Recruiter
Role Details:
Location
Chennai, Hyd
Role
Regional Relationship Head
Department
Project and Structured Finance
Eligibility Criteria
CA/ MBA
Required Skills & Competencies
Analytical thinking and attention to detail.
Integrity and strong ethical standards.
Effective communication and reporting.
Process orientation and innovative mindset.
Networking and stakeholder management.
Ability to conduct training and awareness sessions.
Key Responsibilities:
To assist Zonal Head in delivering budgeted sales volumes, profitability and Fee ...
- ## Ats Keywords Regional Relationship Head
- Project Finance
- Structured Finance
- Corporate Finance
- Corporate Lending
- Business Development
- Client Acquisition
- Relationship Management
- Portfolio Management
- Credit Appraisal
- Credit Analysis
- Deal Structuring
- Bilateral Deals
- Term Sheet Negotiation
- Pricing Negotiation
- Noc Management
- Sales Volume
- Revenue Growth
- Profitability
- Fee Income
- Business Strategy
- Pipeline Development
- Corporate Clients
- Business Houses
- Financial Intermediaries
- Bankers
- Stakeholder Management
- Risk Management
- Credit Policy
- Regulatory Compliance
- Portfolio Review
- Post-disbursement Monitoring
- Financial Performance Review
- Operational Performance Review
- Site Visits
- Loan Processing
- Customer Service
- Client Satisfaction
- Cross-selling
- Process Improvement
- Turnaround Time
- Tat
- Documentation
- Audit Compliance
- Market Knowledge
- Sector Knowledge
- Analytical Thinking
- Ca
- Mba.
2 Opening(s)
2.0 Year(s) To 12.0 Year(s)
11.00 LPA TO 22.00 LPA
Key Result Areas
Supporting Actions
To achieve targeted Portfolio, NIM & fee income
To achieve periodic loan book, NIM targets in SME LAP core products
To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them
To undertake new client acquisition, retention & growth for larger customer base
To identify potential ...
2 Opening(s)
2.0 Year(s) To 12.0 Year(s)
11.00 LPA TO 22.00 LPA
Key Result Areas
Supporting Actions
To achieve targeted Portfolio, NIM & fee income
To achieve periodic loan book, NIM targets in SME LAP core products
To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them
To undertake new client acquisition, retention & growth for larger customer base
To identify potential ...
2 Opening(s)
2.0 Year(s) To 12.0 Year(s)
11.00 LPA TO 22.00 LPA
Key Result Areas
Supporting Actions
To achieve targeted Portfolio, NIM & fee income
To achieve periodic loan book, NIM targets in SME LAP core products
To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them
To undertake new client acquisition, retention & growth for larger customer base
To identify potential ...
1 Opening(s)
5.0 Year(s) To 15.0 Year(s)
25.00 LPA TO 40.00 LPA
Role/ Job Title – Senior Product Sales Manager - Cash Management
Function/Department – Wholesale Banking
Job Purpose: To work closely with Wholesale Bank- Financial Institution Group (FIG) and NBFC RMs for transaction banking and liability product sales along with acquiring new clients within the FIG segment. To contribute in growth of average ...
1 Opening(s)
5.0 Year(s) To 15.0 Year(s)
25.00 LPA TO 40.00 LPA
Role/ Job Title – Senior Product Sales Manager - Cash Management
Function/Department – Wholesale Banking
Job Purpose: To work closely with Wholesale Bank- Financial Institution Group (FIG) and NBFC RMs for transaction banking and liability product sales along with acquiring new clients within the FIG segment. To contribute in growth of average ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 20.00 LPA
Job Title – Product Sales Manager - Cash Management
Function/ Department – Wholesale Banking
Job Purpose: To work closely with Wholesale Bank RMs (Corporate / NBFC / FI / GBG) for transaction banking and liability product sales along with acquiring new clients for within these segments. To contribute in growth of average CASA balances and clocking Fee ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 20.00 LPA
Job Title – Product Sales Manager - Cash Management
Function/ Department – Wholesale Banking
Job Purpose: To work closely with Wholesale Bank RMs (Corporate / NBFC / FI / GBG) for transaction banking and liability product sales along with acquiring new clients for within these segments. To contribute in growth of average CASA balances and clocking Fee ...