177 Job openings found

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 ...

  Job Responsibilities:   Be responsible for Residential Real Estate Sales in Bangalore (Karnataka) . Achieve monthly revenue targets. Be responsible for end to end discussion with buyers and educate them about Developer offerings on every day basis. Call on provided home buyer data, and understand their property requirement. Responsible for attend inquires generated through the Digital ...

  Job Responsibilities:   Be responsible for Residential Real Estate Sales in Goa (Vasco/ Margaon / Panjim & Porvorim / Ponda / [North Goa- Assagao, Arpora, Candolim etc) Achieve monthly revenue targets. Be responsible for end to end discussion with buyers and educate them about Developer offerings on every day basis. Call on provided home buyer ...

  Job Responsibilities:   Be responsible for Residential Real Estate Sales in Kerala (Kochi , Thrissur, Calicut, Trivandrum)  . Achieve monthly revenue targets. Be responsible for end to end discussion with buyers and educate them about Developer offerings on every day basis. Call on provided home buyer data, and understand their property requirement. Responsible for attend inquires generated ...

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 ...

This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other products to Private Banking clients to generate fee income Key role: Nurture and manage end to end customer relationship by fulfilling all their banking needs ...

We are hiring a Sr. Relationship Manager – LAP in Ahmedabad.Job Description – Sr. Relationship Manager (LAP) Position: Sr. Relationship Manager – Loan Against Property (LAP) CTC: ₹8 to ₹12 Lacs per annum Grade: M1/M2 Location: Ahmedabad Reporting To: Zonal Sales Manager (ZSM) & General Manager (GM) No. of Positions: 1 Role ...

ction/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business, Cross-Sell and improving Product holding per client. CASA Value Growth, deepening of existing relationships and acquiring high quality NTBs. The incumbent must possess strong knowledge of banking and investment products and solutions. Roles & Responsibilities: Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring, and reviewing RM Performance and mentoring individuals for effective telecalling for achievement of the defined goals. Also responsible for ensuring adherence with telecalling guidelines as per regulatory industry norms. Ensuring the RM Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team. Enhancing engagement with HNI customers through client meetings and/or joint calls with RMs, support functions in peer group and quality NTB Acquisitions. Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch. Responsible for driving account and MF aggregator onboarding, Privilege program onboarding, Cross Sell in the RM Portfolio and to enhance Product Per Client ratios in the managed book. Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs assigned to the RMs. Secondary Responsibilities: Incumbent is responsible to ensure that the RMs provide quality service delivery to bank's customers and ensure process adherence. Envisage data driven sales plans for the managed book to improve portfolio quality. Ensure regular reviews, daily engagement and training for the team. Client requests and complaints to be addressed efficiently within stipulated timelines. Ensure all sales activity is recorded as per the organizational process and all bank policies are adhered to by self and team. Managerial and Leadership Responsibilities:  Lead the IDFC First's customer first culture by driving the team to take up high degree servicing norms to ensure absolute customer delight. Attract and retain best-in-class talent for RM's in the region. Monitor key parameters on employee productivity and attrition rates and make necessary improvements. Champion the use of data analytics to increase engagement and product holding for customers being managed by the team.

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

We are having an urgent opening for the position of Customer Relationship Executive for a reputed company in Luxury Interior Design Industry at Mumbai ((Kanjurmarg (W)) / Marine Drive Location.  Key Responsibilities: Attending to all client phone call enquiries received from newspaper inserts, references, newspaper ads or marketing activities. Validation of client information as per our criteria and recording of ...