12 Opening(s)
1.0 Year(s) To 4.0 Year(s)
3.00 LPA TO 4.20 LPA
Role and Responsibilities
The Relationship Manager will be responsible for acquiring new clients
Meets with customers either in the branch or at an external venue to try to secure sales.
Provides product information to customers as appropriate, outlining features and benefits. Identifies cross-selling opportunities to sell other products.
Refers customers to another member of ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Description:
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 13.00 LPA
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needs
Ensuring the ...
1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
35.00 LPA TO 40.00 LPA
Client Relationship Management:
Develop and manage long-term relationships with CXOs, CFOs, and Treasurers of large corporates.
Understand client needs and propose relevant financial solutions.
Act as a single point of contact for the client across all banking products.
Business Development:
Acquire new large corporate clients through networking, referrals, and market intelligence.
Cross-sell corporate banking products such ...
1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
35.00 LPA TO 40.00 LPA
Client Relationship Management:
Develop and manage long-term relationships with CXOs, CFOs, and Treasurers of large corporates.
Understand client needs and propose relevant financial solutions.
Act as a single point of contact for the client across all banking products.
Business Development:
Acquire new large corporate clients through networking, referrals, and market intelligence.
Cross-sell corporate banking products such ...
3 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
7.00 LPA TO 10.00 LPA
Key Responsibilities:
Client Acquisition & Relationship Management:
Source new clients (SMEs, corporates, contractors, etc.) for equipment finance (construction equipment, commercial vehicles, medical equipment, industrial machinery, etc.)
Manage and deepen relationships with existing customers to generate repeat business and cross-sell other financial products.
Credit & Risk Assessment:
Assess client’s financial needs and creditworthiness by analyzing financial ...
2 Opening(s)
4.0 Year(s) To 13.0 Year(s)
8.00 LPA TO 14.00 LPA
o write an effective business banking relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included business banking relationship manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Develops a comprehensive understanding of client’s needs, based on the review and ...
1 Opening(s)
1.0 Year(s) To 2.0 Year(s)
Not Disclosed by Recruiter
Function/Department: Rural Banking
Job Purpose:
To deliver a high-quality client service and customer retention. Enhance product sales and new client acquisition.
Roles & Responsibilities:
Identifying New Markets, must work towards attracting new customers and generating leads through local activities like organizing canopy activities/leaflet distribution/cold calling and etc.
To service, the leads referred by sales front/cross/selling or ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Job Purpose:
To deliver a high-quality client service and customer retention. Enhance product sales and new client acquisition.
Roles & Responsibilities:
Identifying New Markets, must work towards attracting new customers and generating leads through local activities like organizing canopy activities/leaflet distribution/cold calling, etc.
To service, the leads are referred by sales front/cross/selling or other ...