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5.0 - 10.0 years
15 - 20 Lacs
Kolkata
Work from Office
1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and IFAs. 7) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 8) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 9) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team. Location: Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Thane,Navi Mumbai,Delhi, Telangana, Vadodra, Trivendrum
Posted 1 week ago
1.0 - 3.0 years
1 - 3 Lacs
Samastipur, Tajpur, Kalyanpur
Work from Office
Walk In Drive Details Interview Date - 20th June- 2025 Interview Location - Ujjivan Small Finance Bank-Samastipur, Dr. KP Singh Tower, Mohanpur Road, Opp. HDFC Bank, Adarsh Nagar, Samastipur, Samastipur - 848101 Interview Time - 10 am to 3 pm Contact Person- Mr. Anant Kumar (Area Head-Branch Banking) Job Location: Samastipur + Tajpur + Kalyanpur + Teghra + Dalsingsarai. Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 1 week ago
3.0 - 6.0 years
10 - 11 Lacs
Mumbai
Work from Office
1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster.
Posted 1 week ago
1.0 - 5.0 years
12 - 15 Lacs
Mumbai
Work from Office
Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and IFAs. 7) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 8) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 9) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team. Candidate Profile : 1) 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications
Posted 1 week ago
1.0 - 4.0 years
10 - 11 Lacs
Ahmedabad
Work from Office
1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster.
Posted 1 week ago
1.0 - 3.0 years
1 - 3 Lacs
Patna, Patna Cluster
Work from Office
Walk In Drive Details Interview Date - 20th June 2025 Interview Location - Ujjivan Small Finance Bank-Sri Krishna Puri, Ground Floor, B-9, Sri Krishna Puri, Sahdeo Mahto Marg, Boring Road, Near Harilal's Sweets, Sri Krishna Puri, Patna - 800001. Interview Time - 10 am to 3 pm Contact Person- Mr. Manoranjan Kumar (Area Head-Branch Banking) Job Location: Patna Cluster (Bihar) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 1 week ago
1.0 - 6.0 years
3 - 7 Lacs
Vijayawada, Hyderabad, Bengaluru
Work from Office
Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S
Posted 1 week ago
2.0 - 5.0 years
9 - 10 Lacs
Kolhapur
Work from Office
We are hiring a Retail Banking Relationship Manager to join our elite banking team in Ichalkaranji. This role requires strong relationship management skills to handle affluent and high-net-worth (HNW) clients and offer tailored financial solutions that meet their investment and banking needs. If you're passionate about wealth management and customer-centric banking, this is your opportunity to grow by applying jobs at private sector bank in Ichalkaranji. Industry: Banking, Financial Services, Wealth Management Experience: 2 5 years preferred in Relationship Management or Wealth Advisory Education: Graduate in Finance, Business, or related field (MBA preferred) Key Responsibilities as Private Sector Bank jobs in Ichalkaranji : Serve as the single point of contact for HNW clients, managing all their banking and financial needs. Acquire new affluent clients through referrals, personal networking, and market insights. Build deep, long-term client relationships through regular portfolio reviews and consistent engagement. Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans. Achieve revenue and product sales targets through cross-selling and up-selling strategies. Analyze Ichalkaranji clients risk profiles and ensure appropriate asset allocation aligned with financial goals. Keep abreast of market trends to recommend timely and personalized investment solutions. Ensure high customer satisfaction and compliance with internal policies and regulatory requirements. Required Skills & Qualifications: bachelors degree in Finance, Business, or related field (MBA or CFP/CFA is a plus). 2 5 years of experience in wealth management, relationship management, or retail banking in Ichalkaranji. Strong knowledge of investment products, insurance, and loan offerings. Excellent interpersonal, communication, and negotiation skills. Goal-oriented with proven track record in achieving sales targets. Proficient in CRM tools and Microsoft Office Suite. Why Join Us: Work with a prestigious private bank with a strong brand presence. Opportunity to manage premium clients and portfolios in Ichalkaranji Maharashtra. Career advancement opportunities in wealth and investment banking. Competitive salary + performance-based incentives. Learning and development programs for continuous growth
Posted 1 week ago
2.0 - 5.0 years
9 - 10 Lacs
Dhanbad
Work from Office
We are hiring a Retail Banking Relationship Manager to join our elite banking team in Jharia. This role requires strong relationship management skills to handle affluent and high-net-worth (HNW) clients and offer tailored financial solutions that meet their investment and banking needs. If you're passionate about wealth management and customer-centric banking, this is your opportunity to grow by applying jobs at private sector bank in Jharia. Industry: Banking, Financial Services, Wealth Management Experience: 2 5 years preferred in Relationship Management or Wealth Advisory Education: Graduate in Finance, Business, or related field (MBA preferred) Key Responsibilities as Private Sector Bank jobs in Jharia : Serve as the single point of contact for HNW clients, managing all their banking and financial needs. Acquire new affluent clients through referrals, personal networking, and market insights. Build deep, long-term client relationships through regular portfolio reviews and consistent engagement. Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans. Achieve revenue and product sales targets through cross-selling and up-selling strategies. Analyze Jharia clients risk profiles and ensure appropriate asset allocation aligned with financial goals. Keep abreast of market trends to recommend timely and personalized investment solutions. Ensure high customer satisfaction and compliance with internal policies and regulatory requirements. Required Skills & Qualifications: bachelors degree in Finance, Business, or related field (MBA or CFP/CFA is a plus). 2 5 years of experience in wealth management, relationship management, or retail banking in Jharia. Strong knowledge of investment products, insurance, and loan offerings. Excellent interpersonal, communication, and negotiation skills. Goal-oriented with proven track record in achieving sales targets. Proficient in CRM tools and Microsoft Office Suite. Why Join Us: Work with a prestigious private bank with a strong brand presence. Opportunity to manage premium clients and portfolios in Jharia Jharkhand. Career advancement opportunities in wealth and investment banking. Competitive salary + performance-based incentives. Learning and development programs for continuous growth
Posted 1 week ago
2.0 - 5.0 years
9 - 10 Lacs
Himatnagar
Work from Office
We are hiring a Retail Banking Relationship Manager to join our elite banking team in Himmatnagar. This role requires strong relationship management skills to handle affluent and high-net-worth (HNW) clients and offer tailored financial solutions that meet their investment and banking needs. If you're passionate about wealth management and customer-centric banking, this is your opportunity to grow by applying jobs at private sector bank in Himmatnagar. Industry: Banking, Financial Services, Wealth Management Experience: 2 5 years preferred in Relationship Management or Wealth Advisory Education: Graduate in Finance, Business, or related field (MBA preferred) Key Responsibilities Serve as the single point of contact for HNW clients, managing all their banking and financial needs. Acquire new affluent clients through referrals, personal networking, and market insights. Build deep, long-term client relationships through regular portfolio reviews and consistent engagement. Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans. Achieve revenue and product sales targets through cross-selling and up-selling strategies. Analyze Himmatnagar clients risk profiles and ensure appropriate asset allocation aligned with financial goals. Keep abreast of market trends to recommend timely and personalized investment solutions. Ensure high customer satisfaction and compliance with internal policies and regulatory requirements. Required Skills & Qualifications: bachelors degree in Finance, Business, or related field (MBA or CFP/CFA is a plus). 2 5 years of experience in wealth management, relationship management, or retail banking in Himmatnagar. Strong knowledge of investment products, insurance, and loan offerings. Excellent interpersonal, communication, and negotiation skills. Goal-oriented with proven track record in achieving sales targets. Proficient in CRM tools and Microsoft Office Suite. Why Join Us: Work with a prestigious private bank with a strong brand presence. Opportunity to manage premium clients and portfolios in Himmatnagar Gujarat. Career advancement opportunities in wealth and investment banking. Competitive salary + performance-based incentives. Learning and development programs for continuous growth.
Posted 1 week ago
2.0 - 5.0 years
9 - 10 Lacs
Hazaribag
Work from Office
We are hiring a Retail Banking Relationship Manager to join our elite banking team in Hazaribag. This role requires strong relationship management skills to handle affluent and high-net-worth (HNW) clients and offer tailored financial solutions that meet their investment and banking needs. If youre passionate about wealth management and customer-centric banking, this is your opportunity to grow by applying jobs at private sector bank in Hazaribag. Employer: Leading Private Bank Location: Hazaribag Jharkhand Job Type: Full-Time Industry: Banking, Financial Services, Wealth Management Experience: 2 5 years preferred in Relationship Management or Wealth Advisory Education: Graduate in Finance, Business, or related field (MBA preferred) Key Responsibilities as Private Sector Bank jobs in Hazaribag : Serve as the single point of contact for HNW clients, managing all their banking and financial needs. Acquire new affluent clients through referrals, personal networking, and market insights. Build deep, long-term client relationships through regular portfolio reviews and consistent engagement. Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans. Achieve revenue and product sales targets through cross-selling and up-selling strategies. Analyze Hazaribag clients risk profiles and ensure appropriate asset allocation aligned with financial goals. Keep abreast of market trends to recommend timely and personalized investment solutions. Ensure high customer satisfaction and compliance with internal policies and regulatory requirements. Required Skills & Qualifications: Bachelor s degree in Finance, Business, or related field (MBA or CFP/CFA is a plus). 2 5 years of experience in wealth management, relationship management, or retail banking in Hazaribag. Strong knowledge of investment products, insurance, and loan offerings. Excellent interpersonal, communication, and negotiation skills. Goal-oriented with proven track record in achieving sales targets. Proficient in CRM tools and Microsoft Office Suite. Why Join Us: Work with a prestigious private bank with a strong brand presence. Opportunity to manage premium clients and portfolios in Hazaribag Jharkhand. Career advancement opportunities in wealth and investment banking. Competitive salary + performance-based incentives. Learning and development programs for continuous growth.
Posted 1 week ago
3.0 - 6.0 years
9 - 10 Lacs
Jind
Work from Office
Retail Banking Relationship Manager in Jind | Wealth & HNW Client Apply Retail Banking Relationship Manager Jobs in Jind | Wealth & HNW Client Roles - CorpZop Start Your Career Today Please fill in your information and send it to the employer. Total Work Experience * Sales/Marketing Experience * BFSI Work Experience * Current Salary Package * Enter Your Preferred Location * Enter Your Preferred Location Upload Resume (Required) Go To Job Apply Page Retail Banking Relationship Manager in Jind | Wealth & HNW Client Retail Banking / Retail Sales Jobs 30,000 - 43,000 /monthly 3 to 6 Years Jind, Haryana, IN We are hiring a Retail Banking Relationship Manager to join our elite banking team in Jind. This role requires strong relationship management skills to handle affluent and high-net-worth (HNW) clients and offer tailored financial solutions that meet their investment and banking needs. If youre passionate about wealth management and customer-centric banking, this is your opportunity to grow by applying jobs at private sector bank in Jind. Employer: Leading Private Bank Location: Jind Haryana Job Type: Full-Time Industry: Banking, Financial Services, Wealth Management Experience: 2 5 years preferred in Relationship Management or Wealth Advisory Education: Graduate in Finance, Business, or related field (MBA preferred) Key Responsibilities as Private Sector Bank jobs in Jind : Serve as the single point of contact for HNW clients, managing all their banking and financial needs. Acquire new affluent clients through referrals, personal networking, and market insights. Build deep, long-term client relationships through regular portfolio reviews and consistent engagement. Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans. Achieve revenue and product sales targets through cross-selling and up-selling strategies. Analyze Jind clients risk profiles and ensure appropriate asset allocation aligned with financial goals. Keep abreast of market trends to recommend timely and personalized investment solutions. Ensure high customer satisfaction and compliance with internal policies and regulatory requirements. Required Skills & Qualifications: Bachelor s degree in Finance, Business, or related field (MBA or CFP/CFA is a plus). 2 5 years of experience in wealth management, relationship management, or retail banking in Jind. Strong knowledge of investment products, insurance, and loan offerings. Excellent interpersonal, communication, and negotiation skills. Goal-oriented with proven track record in achieving sales targets. Proficient in CRM tools and Microsoft Office Suite. Why Join Us: Work with a prestigious private bank with a strong brand presence. Opportunity to manage premium clients and portfolios in Jind Haryana. Career advancement opportunities in wealth and investment banking. Competitive salary + performance-based incentives. Learning and development programs for continuous growth. How to Apply: Apply with your updated CV and a short cover letter for retail relationship management jobs in Jind. Apply today and be part of a fast-growing team that values innovation and customer excellence. About CorpZop CorpZop - BFSI Job Portal is a platform that connects job seekers and employers in the banking, financial services, and insurance industries.
Posted 1 week ago
3.0 - 6.0 years
9 - 10 Lacs
Jaunpur
Work from Office
Retail Banking Relationship Manager in Jaunpur | Wealth & HNW Client Apply Retail Banking Relationship Manager Jobs in Jaunpur | Wealth & HNW Client Roles - CorpZop Start Your Career Today Please fill in your information and send it to the employer. Total Work Experience * Sales/Marketing Experience * BFSI Work Experience * Current Salary Package * Enter Your Preferred Location * Enter Your Preferred Location Upload Resume (Required) Go To Job Apply Page Retail Banking Relationship Manager in Jaunpur | Wealth & HNW Client Retail Banking / Retail Sales Jobs 30,000 - 43,000 /monthly 3 to 6 Years Jaunpur, Uttar Pradesh, IN We are hiring a Retail Banking Relationship Manager to join our elite banking team in Jaunpur. This role requires strong relationship management skills to handle affluent and high-net-worth (HNW) clients and offer tailored financial solutions that meet their investment and banking needs. If youre passionate about wealth management and customer-centric banking, this is your opportunity to grow by applying jobs at private sector bank in Jaunpur. Employer: Leading Private Bank Location: Jaunpur Uttar Pradesh Job Type: Full-Time Industry: Banking, Financial Services, Wealth Management Experience: 2 5 years preferred in Relationship Management or Wealth Advisory Education: Graduate in Finance, Business, or related field (MBA preferred) Key Responsibilities as Private Sector Bank jobs in Jaunpur : Serve as the single point of contact for HNW clients, managing all their banking and financial needs. Acquire new affluent clients through referrals, personal networking, and market insights. Build deep, long-term client relationships through regular portfolio reviews and consistent engagement. Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans. Achieve revenue and product sales targets through cross-selling and up-selling strategies. Analyze Jaunpur clients risk profiles and ensure appropriate asset allocation aligned with financial goals. Keep abreast of market trends to recommend timely and personalized investment solutions. Ensure high customer satisfaction and compliance with internal policies and regulatory requirements. Required Skills & Qualifications: Bachelor s degree in Finance, Business, or related field (MBA or CFP/CFA is a plus). 2 5 years of experience in wealth management, relationship management, or retail banking in Jaunpur. Strong knowledge of investment products, insurance, and loan offerings. Excellent interpersonal, communication, and negotiation skills. Goal-oriented with proven track record in achieving sales targets. Proficient in CRM tools and Microsoft Office Suite. Why Join Us: Work with a prestigious private bank with a strong brand presence. Opportunity to manage premium clients and portfolios in Jaunpur Uttar Pradesh. Career advancement opportunities in wealth and investment banking. Competitive salary + performance-based incentives. Learning and development programs for continuous growth. How to Apply: Apply with your updated CV and a short cover letter for retail relationship management jobs in Jaunpur. Apply today and be part of a fast-growing team that values innovation and customer excellence. About CorpZop CorpZop - BFSI Job Portal is a platform that connects job seekers and employers in the banking, financial services, and insurance industries.
Posted 1 week ago
2.0 - 5.0 years
9 - 10 Lacs
Hosur
Work from Office
Serve as the single point of contact for HNW clients, managing all their banking and financial needs. Acquire new affluent clients through referrals, personal networking, and market insights. Build deep, long-term client relationships through regular portfolio reviews and consistent engagement. Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans. Achieve revenue and product sales targets through cross-selling and up-selling strategies. Analyze Hosur clients risk profiles and ensure appropriate asset allocation aligned with financial goals. Keep abreast of market trends to recommend timely and personalized investment solutions. Ensure high customer satisfaction and compliance with internal policies and regulatory requirements. Required Skills & Qualifications: Bachelor s degree in Finance, Business, or related field (MBA or CFP/CFA is a plus). 2 5 years of experience in wealth management, relationship management, or retail banking in Hosur. Strong knowledge of investment products, insurance, and loan offerings. Excellent interpersonal, communication, and negotiation skills. Goal-oriented with proven track record in achieving sales targets. Proficient in CRM tools and Microsoft Office Suite. Why Join Us: Work with a prestigious private bank with a strong brand presence. Opportunity to manage premium clients and portfolios in Hosur Tamil Nadu. Career advancement opportunities in wealth and investment banking. Competitive salary + performance-based incentives. Learning and development programs for continuous growth.
Posted 1 week ago
3.0 - 6.0 years
9 - 10 Lacs
Jamnagar
Work from Office
Retail Banking Relationship Manager in Jamnagar | Wealth & HNW Client Full Time Employment Information Industry Retail Banking / Retail Sales Jobs Job level Experienced Professional Salary 30,000 - 43,000 /monthly Experience 3 to 6 Years Job type Full Time Jamnagar, Gujarat, IN We are hiring a Retail Banking Relationship Manager to join our elite banking team in Jamnagar. This role requires strong relationship management skills to handle affluent and high-net-worth (HNW) clients and offer tailored financial solutions that meet their investment and banking needs. If youre passionate about wealth management and customer-centric banking, this is your opportunity to grow by applying jobs at private sector bank in Jamnagar. Employer: Leading Private Bank Location: Jamnagar Gujarat Job Type: Full-Time Industry: Banking, Financial Services, Wealth Management Experience: 2 5 years preferred in Relationship Management or Wealth Advisory Education: Graduate in Finance, Business, or related field (MBA preferred) Key Responsibilities as Private Sector Bank jobs in Jamnagar : Serve as the single point of contact for HNW clients, managing all their banking and financial needs. Acquire new affluent clients through referrals, personal networking, and market insights. Build deep, long-term client relationships through regular portfolio reviews and consistent engagement. Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans. Achieve revenue and product sales targets through cross-selling and up-selling strategies. Analyze Jamnagar clients risk profiles and ensure appropriate asset allocation aligned with financial goals. Keep abreast of market trends to recommend timely and personalized investment solutions. Ensure high customer satisfaction and compliance with internal policies and regulatory requirements. Required Skills & Qualifications: Bachelor s degree in Finance, Business, or related field (MBA or CFP/CFA is a plus). 2 5 years of experience in wealth management, relationship management, or retail banking in Jamnagar. Strong knowledge of investment products, insurance, and loan offerings. Excellent interpersonal, communication, and negotiation skills. Goal-oriented with proven track record in achieving sales targets. Proficient in CRM tools and Microsoft Office Suite. Why Join Us: Work with a prestigious private bank with a strong brand presence. Opportunity to manage premium clients and portfolios in Jamnagar Gujarat. Career advancement opportunities in wealth and investment banking. Competitive salary + performance-based incentives. Learning and development programs for continuous growth. How to Apply: Apply with your updated CV and a short cover letter for retail relationship management jobs in Jamnagar. Apply today and be part of a fast-growing team that values innovation and customer excellence. Share this About CorpZop CorpZop - BFSI Job Portal is a platform that connects job seekers and employers in the banking, financial services, and insurance industries. Relevant jobs from CorpZop Full Time Jun 11, 2025 Hazaribag, Jharkhand, IN 30,000 - 43,000 /Monthly Full Time Jun 11, 2025 Himmatnagar, Gujarat, IN 30,000 - 43,000 /Monthly Full Time Jun 11, 2025 Hindaun, Rajasthan, IN 30,000 - 43,000 /Monthly Full Time Jun 11, 2025 Hosur, Tamil Nadu, IN
Posted 1 week ago
3.0 - 6.0 years
9 - 10 Lacs
Jhalawar
Work from Office
Retail Banking Relationship Manager in Jhalawar | Wealth & HNW Client Apply Retail Banking Relationship Manager Jobs in Jhalawar | Wealth & HNW Client Roles - CorpZop Start Your Career Today Please fill in your information and send it to the employer. Total Work Experience * Sales/Marketing Experience * BFSI Work Experience * Current Salary Package * Enter Your Preferred Location * Enter Your Preferred Location Upload Resume (Required) Go To Job Apply Page Retail Banking Relationship Manager in Jhalawar | Wealth & HNW Client Retail Banking / Retail Sales Jobs 30,000 - 43,000 /monthly 3 to 6 Years Jhalawar, Rajasthan, IN We are hiring a Retail Banking Relationship Manager to join our elite banking team in Jhalawar. This role requires strong relationship management skills to handle affluent and high-net-worth (HNW) clients and offer tailored financial solutions that meet their investment and banking needs. If youre passionate about wealth management and customer-centric banking, this is your opportunity to grow by applying jobs at private sector bank in Jhalawar. Employer: Leading Private Bank Location: Jhalawar Rajasthan Job Type: Full-Time Industry: Banking, Financial Services, Wealth Management Experience: 2 5 years preferred in Relationship Management or Wealth Advisory Education: Graduate in Finance, Business, or related field (MBA preferred) Key Responsibilities as Private Sector Bank jobs in Jhalawar : Serve as the single point of contact for HNW clients, managing all their banking and financial needs. Acquire new affluent clients through referrals, personal networking, and market insights. Build deep, long-term client relationships through regular portfolio reviews and consistent engagement. Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans. Achieve revenue and product sales targets through cross-selling and up-selling strategies. Analyze Jhalawar clients risk profiles and ensure appropriate asset allocation aligned with financial goals. Keep abreast of market trends to recommend timely and personalized investment solutions. Ensure high customer satisfaction and compliance with internal policies and regulatory requirements. Required Skills & Qualifications: Bachelor s degree in Finance, Business, or related field (MBA or CFP/CFA is a plus). 2 5 years of experience in wealth management, relationship management, or retail banking in Jhalawar. Strong knowledge of investment products, insurance, and loan offerings. Excellent interpersonal, communication, and negotiation skills. Goal-oriented with proven track record in achieving sales targets. Proficient in CRM tools and Microsoft Office Suite. Why Join Us: Work with a prestigious private bank with a strong brand presence. Opportunity to manage premium clients and portfolios in Jhalawar Rajasthan. Career advancement opportunities in wealth and investment banking. Competitive salary + performance-based incentives. Learning and development programs for continuous growth. How to Apply: Apply with your updated CV and a short cover letter for retail relationship management jobs in Jhalawar. Apply today and be part of a fast-growing team that values innovation and customer excellence. About CorpZop CorpZop - BFSI Job Portal is a platform that connects job seekers and employers in the banking, financial services, and insurance industries.
Posted 1 week ago
3.0 - 6.0 years
9 - 10 Lacs
Jalna
Work from Office
Retail Banking Relationship Manager in Jalna | Wealth & HNW Client Apply Retail Banking Relationship Manager Jobs in Jalna | Wealth & HNW Client Roles - CorpZop Start Your Career Today Please fill in your information and send it to the employer. Total Work Experience * Sales/Marketing Experience * BFSI Work Experience * Current Salary Package * Enter Your Preferred Location * Enter Your Preferred Location Upload Resume (Required) Go To Job Apply Page Retail Banking Relationship Manager in Jalna | Wealth & HNW Client Retail Banking / Retail Sales Jobs 30,000 - 43,000 /monthly 3 to 6 Years Jalna, Maharashtra, IN We are hiring a Retail Banking Relationship Manager to join our elite banking team in Jalna. This role requires strong relationship management skills to handle affluent and high-net-worth (HNW) clients and offer tailored financial solutions that meet their investment and banking needs. If youre passionate about wealth management and customer-centric banking, this is your opportunity to grow by applying jobs at private sector bank in Jalna. Employer: Leading Private Bank Location: Jalna Maharashtra Job Type: Full-Time Industry: Banking, Financial Services, Wealth Management Experience: 2 5 years preferred in Relationship Management or Wealth Advisory Education: Graduate in Finance, Business, or related field (MBA preferred) Key Responsibilities as Private Sector Bank jobs in Jalna : Serve as the single point of contact for HNW clients, managing all their banking and financial needs. Acquire new affluent clients through referrals, personal networking, and market insights. Build deep, long-term client relationships through regular portfolio reviews and consistent engagement. Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans. Achieve revenue and product sales targets through cross-selling and up-selling strategies. Analyze Jalna clients risk profiles and ensure appropriate asset allocation aligned with financial goals. Keep abreast of market trends to recommend timely and personalized investment solutions. Ensure high customer satisfaction and compliance with internal policies and regulatory requirements. Required Skills & Qualifications: Bachelor s degree in Finance, Business, or related field (MBA or CFP/CFA is a plus). 2 5 years of experience in wealth management, relationship management, or retail banking in Jalna. Strong knowledge of investment products, insurance, and loan offerings. Excellent interpersonal, communication, and negotiation skills. Goal-oriented with proven track record in achieving sales targets. Proficient in CRM tools and Microsoft Office Suite. Why Join Us: Work with a prestigious private bank with a strong brand presence. Opportunity to manage premium clients and portfolios in Jalna Maharashtra. Career advancement opportunities in wealth and investment banking. Competitive salary + performance-based incentives. Learning and development programs for continuous growth. How to Apply: Apply with your updated CV and a short cover letter for retail relationship management jobs in Jalna. Apply today and be part of a fast-growing team that values innovation and customer excellence. About CorpZop CorpZop - BFSI Job Portal is a platform that connects job seekers and employers in the banking, financial services, and insurance industries.
Posted 1 week ago
3.0 - 6.0 years
9 - 10 Lacs
Hindaun
Work from Office
Retail Banking Relationship Manager in Hindaun | Wealth & HNW Client Full Time Employment Information Industry Retail Banking / Retail Sales Jobs Job level Experienced Professional Salary 30,000 - 43,000 /monthly Experience 3 to 6 Years Job type Full Time Hindaun, Rajasthan, IN We are hiring a Retail Banking Relationship Manager to join our elite banking team in Hindaun. This role requires strong relationship management skills to handle affluent and high-net-worth (HNW) clients and offer tailored financial solutions that meet their investment and banking needs. If youre passionate about wealth management and customer-centric banking, this is your opportunity to grow by applying jobs at private sector bank in Hindaun. Employer: Leading Private Bank Location: Hindaun Rajasthan Job Type: Full-Time Industry: Banking, Financial Services, Wealth Management Experience: 2 5 years preferred in Relationship Management or Wealth Advisory Education: Graduate in Finance, Business, or related field (MBA preferred) Key Responsibilities as Private Sector Bank jobs in Hindaun : Serve as the single point of contact for HNW clients, managing all their banking and financial needs. Acquire new affluent clients through referrals, personal networking, and market insights. Build deep, long-term client relationships through regular portfolio reviews and consistent engagement. Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans. Achieve revenue and product sales targets through cross-selling and up-selling strategies. Analyze Hindaun clients risk profiles and ensure appropriate asset allocation aligned with financial goals. Keep abreast of market trends to recommend timely and personalized investment solutions. Ensure high customer satisfaction and compliance with internal policies and regulatory requirements. Required Skills & Qualifications: Bachelor s degree in Finance, Business, or related field (MBA or CFP/CFA is a plus). 2 5 years of experience in wealth management, relationship management, or retail banking in Hindaun. Strong knowledge of investment products, insurance, and loan offerings. Excellent interpersonal, communication, and negotiation skills. Goal-oriented with proven track record in achieving sales targets. Proficient in CRM tools and Microsoft Office Suite. Why Join Us: Work with a prestigious private bank with a strong brand presence. Opportunity to manage premium clients and portfolios in Hindaun Rajasthan. Career advancement opportunities in wealth and investment banking. Competitive salary + performance-based incentives. Learning and development programs for continuous growth. How to Apply: Apply with your updated CV and a short cover letter for retail relationship management jobs in Hindaun. Apply today and be part of a fast-growing team that values innovation and customer excellence. Share this About CorpZop CorpZop - BFSI Job Portal is a platform that connects job seekers and employers in the banking, financial services, and insurance industries. Relevant jobs from CorpZop Full Time Jun 11, 2025 Hazaribag, Jharkhand, IN 30,000 - 43,000 /Monthly Full Time Jun 11, 2025 Himmatnagar, Gujarat, IN 30,000 - 43,000 /Monthly Full Time Jun 11, 2025 Hosur, Tamil Nadu, IN 30,000 - 43,000 /Monthly Full Time Jun 11, 2025 Ichalkaranji, Maharashtra, IN
Posted 1 week ago
1.0 - 3.0 years
1 - 3 Lacs
Bolpur
Work from Office
Walk In Drive Details Interview Date - 19th June- 2025 Interview Location - Ujjivan Small Finance Bank -Darjipara, Bolpur Santiniketan Road, Mission Compound, Near Boro Masjid, Bolpur, Birbhum, Darjipara, Bolpur - 731204 Interview Time - 10 am to 3 pm Contact Person- Mr. SUDIPTA SARKAR (Branch Manager) Job Location: Bolpur (West Bengal) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 1 week ago
1.0 - 3.0 years
1 - 3 Lacs
Contai, Egra, Temathani
Work from Office
Walk In Drive Details Interview Date - 18th June- 2025 Interview Location - Ujjivan Small Finance Bank -Dhandighi, Ground Floor Karkuli, Netaji Market, Purba Medinipur, Dhandighi, Contai - 721401 Interview Time - 10 am to 3 pm Contact Person- Mr. Sandip Kumar Banerjee (Area Head-Branch Banking) Job Location: Panskura, Tamluk & Chaitanyapur (West Bengal) Role & responsibilities Business Meet the set targets on liabilities in terms of open market acquisition & existing customer conversion Understand need and acquire customers who meet the criteria for liability products through either of the below channels: Leads generated by branch staff and personal leads Referrals generated from existing customers Alternate channels Maintain the database of the prospects, meet select prospects and manage the relationship thereafter Accompany CRS-Unsecured loans on the field for actively driving conversion of existing borrowing customers into liabilities customer Cross sell other secured loan products of Ujjivan and pass quality leads to respective loan officers Share customer insights/product related feedback with the Sales Manager - Liabilities The incumbent will be primarily responsible to - Acquire new customers for liabilities from open market. Enhance the relationship with the existing customers by cross-selling products and services as per the profile & need of the customers Train/assist customers to use ATM and BCs; drive usage of alternate channels Preferred candidate profile Exp - Candidates who has min 1-3 years of experience in CASA sales with other liabilities products. Age - Max 34 Both Male & Female can apply NOTE: Kindly carry your resume for the walk-in Drive.
Posted 1 week ago
1.0 - 5.0 years
2 - 5 Lacs
Hyderabad
Work from Office
Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 1 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 13-06-2025 Timing :10 am to 3 pm Positions: Business Development Officer Equitas Small Finance Bank Ltd Interview Venue: MG PLAAZA,4/A,VENGALRAO NAGAR,SR NAGAR,HYDERABAD-500038
Posted 1 week ago
5.0 - 10.0 years
8 - 12 Lacs
Kolkata, Mumbai, Chennai
Work from Office
Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and IFAs. 7) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 8) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 9) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team. Experience in Handling Partnership Alliance Channel - IFA, Franchisee,Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location- Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Ahmedabad,Pune, Lucknow, Indore,Surat,Kochi,Coimbatore,Thane,Navi Mumbai, Delhi, Telangana, Vadodra, Trivendrum 1) 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications .
Posted 1 week ago
1.0 - 5.0 years
8 - 12 Lacs
Kolkata, Mumbai, Chennai
Work from Office
1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 4) Recruit potential new Franchisees and IFAs. 5) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 7) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team. Team Management, Experience in Handling Partnership Alliance Channel - IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location:Delhi, Telangana, Vadodra, Trivendrum,Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Thane,Navi Mumbai
Posted 1 week ago
3.0 - 6.0 years
9 - 14 Lacs
Mumbai, Chennai, Jaipur
Work from Office
Cluster Manager Equity Broking & Investment Products, Partner Franchisee Alliances 1) Handle a team of Key Account Managers Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location : Jaipur,Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Lucknow,Rajasthan , Delhi, Ahemdabad
Posted 1 week ago
5.0 - 10.0 years
7 - 12 Lacs
Kolkata, Mumbai, Chennai
Work from Office
Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 4) Recruit potential new Franchisees and IFAs. 5) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 7) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team. Experience : - 1) 5+ Years in sales of investment products (Mutual Funds, PMS, Broking) through IFA & Franchisee channel. 2) Team handling experience: Needed 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications 5) Team Management, Experience in Handling Partnership Alliance Channel - IFA, Franchisee,Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Location : - Delhi, Telangana, Vadodra, Trivendrum, Bengaluru, Hyderabad, Ahmedabad, Pune, Lucknow, Indore, Surat, Kochi, Coimbatore, Thane, Navi Mumbai
Posted 1 week ago
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