- Manage banking and investment relationships with Yes Premia clients
- Drive overall growth in liabilities and investment business from branch/retail customers
- Develop and expand client relationships by delivering service levels that exceed expectations
- Identify and engage high-potential clients to increase business volume and wallet share
- Achieve sales targets across product categories: liabilities, retail assets, business banking, forex, cards, and investments
- Proactively sell the full range of consumer and commercial banking products to both existing and prospective customers
- Deepen existing relationships or acquire new clients to increase CASA balances in the allocated portfolio
- Drive product and channel penetration to maximize customer relationship value
- Maintain consistent portfolio quality through regular client engagement
- Act as the primary point of contact, ensuring service satisfaction and personalized financial solutions
- Analyze customer financial needs and recommend suitable investment options with transparency
- Drive fee-based income by promoting mutual funds, insurance, and other investment products
- Ensure strict adherence to the Bank's policies and procedures related to acquisition, BSA, and KYC norms
- Comply with all regulatory requirements set by authorities like RBI, SEBI, AMFI, and IRDA
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This is a full-time hybrid role for a Relationship Manager based in Ahmedabad, with the flexibility to work from home for part of the workweek. · ...
Ahmedabad, Gujarat1 month ago
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Manage relationships with channel partners and key clients in assigned regions. · Grow sales network by identifying and onboarding new partners. · Conduct field visits in Ahmedabad for business development, · Regular meetings to ensure alignment with company objectives. · ...
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We are looking for a dynamic Relationship Manager B2B Wealth Distribution to drive Mutual Fund business as the core focus while aggressively distributing wealth products such as AIFs PMS Corporate Fixed Deposits and Unlisted Shares. · Drive Mutual Fund AUM growth through B2B chan ...
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Manage banking and investment relationships with Yes Premia clients ensuring growth in liabilities and investment business Develop and expand relationships by providing service levels that exceed client expectations for the premium segment Identify high potential relationships to ...
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Develop new business opportunities through sales support and field visits. Manage existing client relationships at branch level. · ...
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Ahmedabad1 month ago
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This is a full-time, on-site Relationship Manager role based in Ahmedabad. The Relationship Manager will primarily work with real estate–focused clients, · supporting them through property-related discussions while managing the associated loan and financing requirements.Strong co ...
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The Relationship Manager is responsible for cultivating and managing strategic partnerships with assigned bank branches to drive health insurance sales. Key responsibilities include achieving sales targets, activating and penetrating new branches, engaging and motivating bank sta ...
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The relationship manager will ensure effective and smooth relationships with assigned distributors/clients in the region for growth in business. · Prospecting and selling AIF/PMS products to high-net-worth individuals through direct sales efforts and third-party distributors. · ...
Ahmedabad Full time1 week ago
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++This+is+a+full-time+on-site+role.+ · +Building+and+maintaining+custmer+rrelationshiips+ · Understanding+clients'+insurance+neds+ · ...
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This is a pivotal role in understanding clients' business objectives and challenges to deliver strategic recommendations. · ...
Ahmedabad, Gujarat, India1 week ago
Relationship Manager - Ahmedabad - confidential
Description
Roles & Responsibilities:
Customer Relationship Management
Business Development & Sales
Customer Engagement
Investment Advisory
Audit & Compliance
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Relationship Manager/Sr Relationship Manager
Only for registered members Ahmedabad
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Relationship Manager/ Senior Relationship Manager
Only for registered members Ahmedabad, Bhopal, Jabalpur
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Relationship Manager
Only for registered members Ahmedabad
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Relationship Manager
Only for registered members Ahmedabad, Gujarat
-
Relationship Manager
Only for registered members Ahmedabad
-
Relationship Manager
Only for registered members Ahmedabad, Gujarat
-
Relationship Manager
Only for registered members Ahmedabad, Gujarat
-
Relationship Manager
Only for registered members Ahmedabad, Gujarat
-
Relationship Manager
Only for registered members Ahmedabad
-
Relationship Manager
Full time confidential- Ahmedabad
-
Relationship Manager
Only for registered members Ahmedabad, Pune, Rajkot
-
Relationship Manager
Full time confidential- Ahmedabad
-
Relationship Manager
Only for registered members Ahmedabad
-
Relationship Manager
Only for registered members Ahmedabad
-
Relationship Manager
Only for registered members Ahmedabad, Gujarat
-
Relationship Manager
Full time confidential- Ahmedabad
-
Relationship Manager
Only for registered members Ahmedabad, Gujarat
-
Relationship Manager
Full time confidential- Ahmedabad
-
Relationship Manager
Full time confidential- Ahmedabad
-
Relationship Manager
Only for registered members Ahmedabad, Gujarat
-
Relationship Manager
Only for registered members Ahmedabad, Gujarat, India