Banking Relationship Manager Imates consultants

2.0 - 6.0 years

0 Lacs

kochi, kerala

On-site

You will be responsible for managing relationships with existing and potential customers in the banking industry. Your main tasks will include developing and implementing strategies to increase sales of retail liabilities, NRI, Wealth related products, and banking products. It will be your duty to identify customer needs, provide appropriate solutions, monitor customer accounts, and offer timely feedback to customers. Additionally, you will need to establish and maintain a strong network of contacts within the banking industry, provide excellent customer service, ensure customer satisfaction, and analyze customer data to enhance customer loyalty. You will also be required to develop and execute marketing campaigns, as well as prepare and present reports to senior management. The ideal candidate for this role should have a passion for sales and customer service, with a minimum of 2 years of experience in the banking industry, preferably in the retail liabilities/CASA/TPP segment. Excellent communication and interpersonal skills are essential, along with the ability to build strong customer relationships. You should be capable of working independently, handling multiple tasks, and thriving as a team player in a fast-paced environment.,

Posted 2 days ago

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Relationship Manager, Leading Pvt Bank, Gujarat Phenom Placement Services

3.0 - 7.0 years

0 Lacs

surat, gujarat

On-site

As a Relationship Manager at a Leading Pvt Bank in Gujarat, your primary responsibility will be to increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. You will be expected to generate revenue through cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. Acquiring Potential Insignia Clients and managing both business and individual (resident and NRI) clients will be key aspects of your role. To ensure client satisfaction and retention, you will need to focus on increasing product penetration, creating exit barriers, and cross-selling multiple products to each client. Regular portfolio allocations, reviews, and financial check-ups for clients are essential to provide tailored wealth management and business banking solutions in collaboration with product specialists. Working closely with Client Experience Managers will be necessary to deliver superior service to clients. Adherence to compliance processes and guidelines is crucial in this role to maintain the quality of documentation and reduce rejection rates. Ensuring 360-degree client engagement and total client ownership are vital for building strong, long-lasting relationships. Your willingness to work from office locations in Vadodara, Ahmedabad, and Surat may be required. If you find this role suitable, please send your CV along with details of your current salary (fixed + variable), expected CTC, current employer (if applicable), current location, notice period, total years of experience in the HNI portfolio, and availability for a face-to-face interview. Best regards, Varsha Phenom Placement Email: Varsha@phenomplacements.in,

Posted 5 days ago

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Private Banker ASK Private Wealth

5.0 - 10.0 years

0 Lacs

dehradun, uttarakhand

On-site

As a seasoned Private Banker with 5-10 years of relevant experience, you will be responsible for cross-selling wealth products within the same geography and market. You will leverage your expertise in the banking industry to provide tailored financial solutions to high net-worth clients. Your primary focus will be on building and maintaining strong client relationships, understanding their unique financial goals, and offering them personalized wealth management services. Additionally, you will stay updated on market trends and investment opportunities to ensure the best possible outcomes for your clients. Your role will require a deep understanding of wealth products and a proven track record of success in the private banking sector.,

Posted 1 week ago

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RM / Senior RM - NRI Desk QuickTurtle

3.0 - 8.0 years

3 - 7 Lacs

Kochi, Mumbai, Chennai

Work from Office

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular follow up. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients 1) Handling NRI Clients 2) Domain Knowledge of Products like PMS, Mutual Funds, AIF, Bonds, Stock Broking 3) Experience in handling B2C 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) , 2) NISM Series VIII (Equity derivatives) Location : - Trivendrum, Telangana, Delhi, Vadodra, Mumbai,Chennai,Kochi,Coimbatore,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Pune,Indore

Posted 1 month ago

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