365 Job openings found

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 other channels. To deliver a high-quality client service and customer retention approach to managing client relationships to enhance ...

Job Description Job Title - Relationship Manager - First Wealth/CASA Place of work - Mumbai Business Unit - Retail Banking     Function -Branch Banking Job Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing ...

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 ...

Role Title Relationship Manager - Commercial LendingDepartment Commercial LendingSub Department Emerging CorporatesSub Sub Department SalesReports To Zonal HeadCompany Bajaj Finance Limited1. JOB PURPOSE To manage existing client base and to add more clients. Maintaining quality of the asset book managed by self2. PRINCIPAL ACCOUNTABILITIES• Source New to Bajaj relationships for Commercial ...

Strategy Meet the business objectives initiated by the respective corporate clients Customer focused need-based selling Deepen customer relationship and maximize penetration Business Achieve MOM Business targets (NTB, NSR & CA balance) as per Performance scorecard and manage the existing portfolio of the clients. Segment focus, customer focused needs-based selling Being a Business Clients Acquisition Executive, focus has ...

Strategy Meet the business objectives initiated by the respective country Business Banking Segment Customer focused need-based selling Deepen customer relationship and maximize penetration Business Achieve MOM Business targets of both NTB & Working Capital as per Performance scorecard. Segment focus, customer focussed needs-based selling Being a Business Clients Acquisition Executive, focus has to be on acquiring new ...

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 ...

To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.Work closely with Branch Banking teams for new customer addition.To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship ...

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 ...

Acquire relationship with ticket size from Rs 50 lacs to Rs 25 crores, Manage relationship from log in to credit processing to limit setting and post disbursement servicing for 12 months and then smooth handing over of the clients to Portfolio Manager. Primary responsibility is to grow the asset book ...