5 Opening(s)
4.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 11.50 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 ...
- Relationship Management
- Wealth Management
- Private Banking
- Banking Relationship Management
- Customer Relationship Management
- Portfolio Management
- Commercial Assets
- Cash Credit (cc)
- Overdraft (od)
- Term Loan (tl)
- Liability Products
- Casa Acquisition
- Cross-selling
- Upselling
- Mutual Funds
- Insurance Products
- Investment Advisory
- Client Acquisition
- Revenue Generation
- Retail Banking
- Financial Products Sales
- Customer Service Excellence
- Client Retention
- Business Development
- Sales Target Achievement
- Financial Advisory
- Customer Orientation
- Banking Sales
- Lead Generation
- High Net Worth Client Handling.
4 Opening(s)
2.0 Year(s) To 6.0 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 ...
5 Opening(s)
2.0 Year(s) To 6.0 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 ...
10 Opening(s)
2.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 8.00 LPA
As a RM Dealer you will be responsible for acquiring new clients, managing existing customer relationships, and driving revenue through sales of equity, mutual funds, and other investment products. The role demands strong market knowledge, client servicing, and sales capability to ensure business growth and client satisfaction.
Key Responsibilities:
Acquire new clients ...
- Rm Dealer
- Relationship Manager
- Dealer
- Retail Broking
- Wealth Advisory
- Investment Advisor
- Trading Desk
- Equity Trading
- Derivatives
- Futures & Options (f&o)
- Mutual Funds
- Ipos
- Commodities
- Capital Markets
- Stock Market
- Client Acquisition
- Client Servicing
- Portfolio Management
- Hni Clients
- Retail Clients
- Revenue Generation
- Cross-selling
- Upselling
- Trade Execution
- Online Trading
- Order Placement
- Market Research
- Investment Recommendations
- Advisory Services
5 Opening(s)
5.0 Year(s) To 13.0 Year(s)
5.00 LPA TO 18.00 LPA
The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...
- Wealth Management
- Hni Clients
- Affluent Banking
- Portfolio Management
- Aum Growth
- Financial Advisory
- Mutual Funds
- Pms
- Aif
- Structured Products
- Client Acquisition
- Client Retention
- Investment Planning
- Risk Profiling
- Cross Selling
- Private Banking
- Bfsi
- Hni Relationship Management
- Wealth Advisory Experience
- Minimum 6+ Years Experience
- Sales & Financial Planning
- Portfolio Handling
3 Opening(s)
1.0 Year(s) To 6.0 Year(s)
2.50 LPA TO 5.00 LPA
Manage assigned bank branches/POS and generate business through channel partners
Drive Demat account opening, margin funding & broking revenue
Conduct client meetings, branch visits & partner training sessions
Ensure client activation and first trade conversions
Support branches with sales activities, campaigns & product awareness
Requirements:
Graduate / MBA preferred
Minimum 2+ years experience in BFSI / Broking ...
- Equity
- Securities
- Wealth
- Broking
- ### Key Skills: Channel Sales
- Broking
- Demat Acquisition
- Client Relationship Management
- Revenue Generation
- Capital Markets
- Banking Sales
- Partner Management
- Financial Products
- Customer Acquisition
- Client Activation
- Cross Selling
- Lead Generation
- Sales Management
- Communication Skills
- Presentation Skills
- Customer Handling
- Target Achievement
- Relationship Building
- Bfsi Sales
3 Opening(s)
1.0 Year(s) To 3.0 Year(s)
2.00 LPA TO 3.60 LPA
Make outbound calls to prospective customers and leads generated through digital campaigns, referrals, events, and promotions.
Educate customers about Gauneeti's A2 Milk, A2 Bilona Ghee, dairy products, wellness products, and subscription plans.
Convert inquiries into trial orders, subscriptions, and repeat purchases.
Follow up with existing customers to increase retention and cross-selling opportunities.
Maintain customer ...
5 Opening(s)
5.0 Year(s) To 13.0 Year(s)
5.00 LPA TO 18.00 LPA
Description:
The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...
- Wealth Management
- Hni Clients
- Affluent Banking
- Portfolio Management
- Aum Growth
- Financial Advisory
- Mutual Funds
- Pms
- Aif
- Structured Products
- Client Acquisition
- Client Retention
- Investment Planning
- Risk Profiling
- Cross Selling
- Private Banking
- Bfsi
- Hni Relationship Management
- Wealth Advisory Experience
- Minimum 6+ Years Experience
- Sales & Financial Planning
- Portfolio Handling
6 Opening(s)
2.0 Year(s) To 9.0 Year(s)
4.50 LPA TO 8.50 LPA
Acquire quality Current Accounts Customers who are dealing in International Trade.
Identify target markets and Segments
Ensure to follow all compliance and KYC norms while acquiring
Ensure that the customer is guided regarding rates and charges.
Commission and Rates to be fixed in the system.
Activate the first trade transaction.
Explore the potential of various trade ...
- Trade Finance
- International Trade
- Casa
- Forex Sales
- Foreign Exchange Services
- Trade Products
- Forward Contracts
- Letter Of Credit
- Bank Guarantee
- Travel Cards
- Customer Acquisition
- Client Relationship Management
- Kyc Compliance
- Aml Guidelines
- Rbi Regulations
- Cross Selling
- Sales Targets
- Business Development
- Customer Retention
- Trade Advisory
- Corporate Banking
- Revenue Generation
- Trade Remittance
- Banking Sales
- Relationship Management
5 Opening(s)
7.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 20.00 LPA
Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients
Provide comprehensive wealth management solutions across investment products
Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products
Build long-term client relationships and ensure high levels of client satisfaction
Drive revenue through client acquisition, cross-selling, and portfolio expansion
Conduct regular portfolio reviews ...