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 8.0 Year(s)
2.00 LPA TO 5.00 LPA
Servicing franchisee & existing PMS clients.
Build a good rapport with them by providing market information & current portfolio status.
Cross selling of Equity, Mutual Fund & PMS products.
Having strong analytical & communication skills.
Ability to learn and be updated in line with the capital markets & current affairs.
Achieving desired sales targets.
Daily update ...
10 Opening(s)
1.0 Year(s) To 10.0 Year(s)
3.00 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 ...
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 ...
10 Opening(s)
1.0 Year(s) To 3.0 Year(s)
2.50 LPA TO 5.15 LPA
Acquisition of NTB Current account & Saving Acount customers in the identified segment and reference generation from the specified catchment area
Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix
Proactive registration and activation of acquired customers to direct banking channels
Meet and exceed the defined ...
- Current Account Acquisition
- Casa Sales
- Liability Sales
- Bfsi Sales
- Banking Sales
- Relationship Management
- Customer Acquisition
- Cross Selling
- Business Development
- Lead Generation
- Revenue Generation
- Client Relationship Management
- Branch Banking
- Customer Retention
- Sales Management
- Target Achievement
- Customer Service
- Retail Banking
- Liability Products
- Market Acquisition
- Open Market Sales
- Customer Engagement
- Account Management
6 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. Job Description
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 ...