6 Opening(s)
2.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
- Portfolio
- Relationship Manager
- Wealth
- Casa
- Mutual Fund
- Hni
- Ultra Hni
- Wealth Management
- Relationship Management
- Hni Client Handling
- Portfolio Management
- Investment Advisory
- Mutual Funds
- Cross Selling
- Banking Sales
- Financial Products
- Client Acquisition
- Customer Relationship Management
- Revenue Generation
- Retail Banking
- Liabilities Sales
2 Opening(s)
2.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 13.88 LPA
We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs.
Key Responsibilities:
Acquire and manage HNI / affluent customer relationships
Cross-sell wealth products such as Mutual ...
5 Opening(s)
1.0 Year(s) To 6.0 Year(s)
3.50 LPA TO 6.00 LPA
New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships.
Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL.
Revenue Generation: Drive revenue growth by effectively managing sourced ...
5 Opening(s)
2.0 Year(s) To 8.0 Year(s)
5.00 LPA TO 8.25 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells bank products to existing set of branch customers, which are mapped
Informs customers ...
6 Opening(s)
2.0 Year(s) To 8.0 Year(s)
5.00 LPA TO 8.25 LPA
Develops new and expands existing High Net worth Customer relationships for liabilities (CASA driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy.
Cross-sells bank products to existing set of branch customers, which are mapped
Informs customers ...
15 Opening(s)
1.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 6.50 LPA
New Client Acquisition
Cross selling of third party investment products( Insurance, MF, PMS, SIP’s, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
Revenue generation – revenue to be generated from the all the products from sourced accounts
Client Meeting
Achieving the Business targets assigned in terms of cross selling, enhancing ...
5 Opening(s)
3.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 15.00 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)
2.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 13.88 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 & ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
12.00 LPA TO 18.00 LPA
Manage overall branch banking operations and performance
Drive business growth across CASA, liabilities, assets, insurance, and wealth products
Achieve branch sales and revenue targets
Lead, train, and manage branch staff and sales teams
Acquire new customers and deepen existing customer relationships
Ensure excellent customer service and grievance handling
Monitor branch profitability, productivity, and operational efficiency
Ensure compliance ...
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 & ...