1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
6.00 LPA TO 12.00 LPA
DescriptionPrincipal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
5 Opening(s)
3.0 Year(s) To 10.0 Year(s)
6.00 LPA TO 12.00 LPA
Description:
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
5 Opening(s)
2.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 12.00 LPA
Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.
Enable and influence branch teams to cross sell the investment products
Joint meetings with HNI customers of branch teams
Help branch team achieve their cross sell targets.
Periodic review of client’s portfolio to ensure that they are in line with ...
- Investment Advisory
- Mutual Funds
- Pms
- Aif
- Private Equity
- Structured Products
- Wealth Management
- Portfolio Review
- Hni Client Management
- Cross-selling
- Relationship Management
- Financial Planning
- Investment Products Training
- Client Portfolio Management
- Branch Team Coordination
- Revenue Generation
- Financial Markets
- Client Acquisition
- Sales Enablement
- Portfolio Advisory
50 Opening(s)
2.0 Year(s) To 12.0 Year(s)
3.00 LPA TO 13.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.00 LPA TO 4.00 LPA
Description:
Role/ Job Title: Associate Manager-Acquisition (CASA)Function/ Department: Branch BankingJob Purpose:The role entails acquiring new customers for the bank's current and savings accounts. The roleinvolves identifying potential customers, contacting them through various channels, explaining thebenefits and features of the current and savings products, and closing the sales. Also to ensures thatthe customers are satisfied ...
10 Opening(s)
1.0 Year(s) To 4.0 Year(s)
3.50 LPA TO 4.50 LPA
Job Description:
Role/ Job Title: Associate Manager-Acquisition (CASA)Function/ Department: Branch BankingJob Purpose:The role entails acquiring new customers for the bank's current and savings accounts. The roleinvolves identifying potential customers, contacting them through various channels, explaining thebenefits and features of the current and savings products, and closing the sales. Also to ensures thatthe customers are ...
10 Opening(s)
1.0 Year(s) To 4.0 Year(s)
3.50 LPA TO 4.50 LPA
Job Description:
Role/ Job Title: Associate Manager-Acquisition (CASA)Function/ Department: Branch BankingJob Purpose:The role entails acquiring new customers for the bank's current and savings accounts. The roleinvolves identifying potential customers, contacting them through various channels, explaining thebenefits and features of the current and savings products, and closing the sales. Also to ensures thatthe customers are ...
5 Opening(s)
1.0 Year(s) To 8.0 Year(s)
2.00 LPA TO 4.00 LPA
Description:
Role/ Job Title: Associate Manager-Acquisition (CASA)Function/ Department: Branch BankingJob Purpose:The role entails acquiring new customers for the bank's current and savings accounts. The roleinvolves identifying potential customers, contacting them through various channels, explaining thebenefits and features of the current and savings products, and closing the sales. Also to ensures thatthe customers are satisfied ...
5 Opening(s)
1.0 Year(s) To 4.0 Year(s)
1.00 LPA TO 4.00 LPA
Description:
Role/ Job Title: Associate Manager-Acquisition (CASA)Function/ Department: Branch BankingJob Purpose:The role entails acquiring new customers for the bank's current and savings accounts. The roleinvolves identifying potential customers, contacting them through various channels, explaining thebenefits and features of the current and savings products, and closing the sales. Also to ensures thatthe customers are satisfied ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
1.00 LPA TO 4.00 LPA
Description:
Role/ Job Title: Associate Manager-Acquisition (CASA)Function/ Department: Branch BankingJob Purpose:The role entails acquiring new customers for the bank's current and savings accounts. The roleinvolves identifying potential customers, contacting them through various channels, explaining thebenefits and features of the current and savings products, and closing the sales. Also to ensures thatthe customers are satisfied ...