- To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
- Liability Product selling, education on product features
- Acquire new customers through referrals from existing customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality / hygiene parameters of the portfolio
- Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the customers requirement.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
- Achievement of income plans and other benchmarks within portfolio
- Graduate years of experience
- Post Graduate years of experience
- Customer orientation
- High energy and drive
- AMFI / IRDA certified is preferred
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Relationship Manager
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Relationship Manager
6 days ago
RR Finance Ahmedabad, IndiaRELATIONSHIP MANAGER · We are Urgently looking for a Relationship Manager location based at Navrangpura Ahmedabad · Responsibilities · Responsible for all aspects of products w.r.t features, positioning, the sales pitch for existing as well as new products such as Insurance ( Li ...
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Relationship Manager
2 days ago
RR Finance Ahmedabad, IndiaRELATIONSHIP MANAGER · We are Urgently looking for a Relationship Manager location based at Navrangpura Ahmedabad · Responsibilities · Responsible for all aspects of products w.r.t features, positioning, the sales pitch for existing as well as new products such as Insurance ( Li ...
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Relationship Manager
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Finnovate Gujarat, IndiaLocation: Ahmedabad/Gandhidham/Bhuj · Why should you choose Finnovate: · Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive fin ...
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Relationship Manager
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Kotak Mahindra Bank Limited Ahmedabad, India Full timeBackground: · The Banking Solutions vertical within the Wealth Management division has been a big success story. As of now, the team comprises of RMs (Product) who work closely with the Wealth relationship team and deep-mine their customer base for business banking opportunities. ...
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Relationship Manager
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Waytogo Consultants Gujarat, IndiaDevelops new and expands existing High Net worth Customer relationships for liabilities. · Ensures high levels of customer service orientation and application of bank policy. · Cross sells existing bank products to customers. · Informs customers of new products or product enhance ...
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Relationship Manager
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Relationship Manager
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Tipsons Group Ahmedabad, IndiaLead Identification · • Identify and qualify potential clients through market research, networking, and industry events. · • Conduct thorough research to understand clients' investment patterns and strategies. · Client Engagement · • Initiate and conduct calls and meetings with p ...
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Relationship Manager
1 week ago
Share India Securities Ahmedabad, India Full timeJob Requirements · Job Title: Relationship Manager · Company Name: Share India Securities · Location: Gandhi Road, Ahmedabad, Gujarat · Salary: ₹15,000 - ₹25,000 per month · Qualification: Graduate and above · Job Description: · Elevate your career as a Relationship Manager with ...
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Relationship Manager
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TCP Corps Ahmedabad, IndiaOverview: · TheRelationship Manager plays a crucial role in the organization asthey are responsible for building and maintaining strongrelationships with clients and stakeholders. They act as a liaisonbetween the organization and its clients ensuring customersatisfaction and iden ...
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Relationship manager
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timesjobs Ahmedabad, India Full time· JOB DETAILS · The Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients. · KRA's: · Acquire new retail clients through deve ...
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Relationship Manager
1 week ago
Mintskill HR Solutions LLP Ahmedabad, IndiaJob Purpose: · To understand and offer services and products of the bank to corporate salary customers and ensure that all the processes as laid out by the bank are followed properly without any deviations under the guidance and supervision of the supervisor as per the expectatio ...
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Relationship Manager
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Riverforest Connections Private Limited Ahmedabad, IndiaJobDescription · RelationshipManagerTASC & InstitutionalBusiness · TASC &Institutional Business vertical is a part of Retail Liabilitiesdivision of Banks segment. It is Companys dedicatedSales/Relationship Channel for customer segments like TrustsSocieties Educational bodies Ass ...
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Relationship Manager
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Talchemy Solutions llp Ahmedabad, India Full timeRequirements: · - 4 to 10 years of Experience in sales of banking products (like: CASA, Loans, Insurance, Mutual Funds, Investments etc) · - Excellent sales orientation, inter-personal skill & communication skills · - Good networking with HNI / Ultra HNI clients, as role invol ...
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Relationship Manager
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Relationship Manager
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Client Relationship Manager
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ZEN PEOPLECRAFT INDIA (P) LIMITED Ahmedabad, IndiaJob Description · Zen Peoplecraft is a preferred and trusted Partner to many Fortune 100 and Fortune 500 companies for integrated HR Services and the list is ever growing. With over a decade of experience in the area of specialized knowledge based Services and interventions for a ...
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Client Relationship Manager
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ZEN PEOPLECRAFT INDIA (P) LIMITED Ahmedabad, IndiaJob Description · Zen Peoplecraft is a preferred and trusted Partner to many Fortune 100 and Fortune 500 companies for integrated HR Services and the list is ever growing. With over a decade of experience in the area of specialized knowledge based Services and interventions for a ...
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Client Relationship Manager
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White Force Group Ahmedabad, IndiaLocation - Ahmedabad,Surat,Rajkot & Baroda(Gujarat) & Mumbai,Nagpur & Pune (Maharashtra) · CTC Upto -5 LPA · Job Description: · To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer ...
Elite Relationship Manager - Ahmedabad, India - Mintskill HR Solutions LLP
Description
Job DescriptionRequirements
Requirements
Graduate preferably Management Graduate. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Relationship Management, HNI Sales, Banking Sales