5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
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
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 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.
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.