- performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
- ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
- the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
- abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.
- risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
- the established internal control systems and compiles relevant information for departmental audits, as necessary.
- degree
- degree is preferred
-
Relationship Manager
4 hours ago
Axis Bank kolkata, India#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply" · About Branch Banking: · The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play ...
-
Relationship Manager
4 hours ago
Bandhan Bank Kolkata, IndiaLocation: South & Central Kolkata · Requirement: · The candidate needs to have minimum 3-5 years' experience in wealth management. · The candidate needs to be both NISM and IRDA certified with active certifications. · Minimum education qualification is graduation . · The f ...
-
Relationship Manager
1 week ago
Bandhan Bank Kolkata, IndiaLocation: South Kolkata · Requirement: · The candidate needs to have minimum 3-5 years' experience in wealth management. · The candidate needs to be both NISM and IRDA certified with active certifications. · Minimum education qualification is graduation. · The following are the ...
-
Relationship Manager
4 hours ago
Bandhan Bank Kolkata, IndiaLocation: South Kolkata · Requirement: · The candidate needs to have minimum 3-5 years' experience in wealth management. · The candidate needs to be both NISM and IRDA certified with active certifications. · Minimum education qualification is graduation . · The following a ...
-
Relationship Manager
4 hours ago
Anand Rathi Stocks and Brokers LTD Kolkata, IndiaDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. · He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. · Promote Focus ...
-
Relationship Manager
4 hours ago
Bandhan Bank kolkata, IndiaLocation: South KolkataRequirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications.Minimum education qualification is graduation .The following are the specifications ...
-
Relationship Manager
4 hours ago
YES BANK Kolkata, IndiaCore Responsibilities · Relationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providin ...
-
Relationship Manager
4 hours ago
Dewars Garage Ltd kolkata, IndiaWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers. · Responsibilities Understand customer needs and develop plans to address them · Identify key staff in client companies to cultivate profitable relationships · Resolve cu ...
-
Relationship Manager
4 hours ago
DBS Bank kolkata, IndiaRelationship Manager-(WD54844) Position Title: Relationship Manager · Department:SME, India, IBG4 · Reports To: Regional Sales Head – Assets · Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What ...
-
Relationship Manager
4 hours ago
Anand Rathi Stocks and Brokers LTD Kolkata, IndiaDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product ...
-
Relationship Manager
4 hours ago
Chola MS General Insurance kolkata, IndiaRelationship Manager Bank Assurance (Induslnd Bank) · We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with kno ...
-
Relationship Manager
4 hours ago
EngageMyTalent HR Solutions LLP. kolkata, IndiaThe Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final · point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships · and managing & retaining such relationships by delivering the best st ...
-
Relationship Manager
1 week ago
EngageMyTalent HR Solutions LLP. Kolkata, IndiaThe Relationship ManagerWealthis the ultimate face of the business as (s)he is going to be thefinal · point of contact with theclient. (S)he would be responsible for acquiring High Net Worthrelationships · and managing& retaining such relationships by delivering the beststandard ...
-
Relationship Management
4 hours ago
Paradise Placement Consultancy kolkata, IndiaJob Description: · The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by del ...
-
Relationship Manager
4 hours ago
IIFL Securities Premia kolkata, IndiaJob Description: (Pl mention detailed profile) · l Responsible for business development through acquisition of high net-worth clients (client acquisition) · l Responsible for identifying customer needs and assessing their risk appetite · I Responsible for activation of trading ac ...
-
Relationship Manager
4 hours ago
Antal International kolkata, IndiaJob Description COMPANY · My client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. They pride themselves in being a trusted Investm ...
-
Relationship Manager
4 hours ago
Strategice Sales & Services kolkata, IndiaResponsibilites:- · Should have ability to meet month on month target. · Should have ability to generate leads. · Focus on the network marketing. · Focus and heat the natural market for own business. · Face to face dealing with clients. · Ability to close sales calls with ...
-
Relationship Manager
14 hours ago
Allianz Kolkata, IndiaJob Description: · Not available at the moment · Skills Required: · Organizational UnderstandingIndustry Understanding & Competitive AwarenessProduct KnowledgeCustomer RelationsSales StrategyNew Sales Partner AcquisitionMotor AgencyDesirable Skills: · Not available at the moment ...
-
Relationship Manager
4 hours ago
IIFL Securities Premia Kolkata, IndiaJob Description: (Pl mention detailed profile)l · Responsible for business development through acquisition of high net-worth clients (client acquisition)l · Responsible for identifying customer needs and assessing their risk appetiteI · Responsible for activation of trading accou ...
-
Channel Relationship Manager
4 days ago
Waytogo Consultants Kolkata, IndiaManage relationships with existing large corporates under the portfolio and on board new corporates for supplier/vendor finance/channel finance/ factoring programs. · Maintain relationship with key stakeholders (Large corporates) to ensure smooth running of business and drive joi ...
Relationship Manager - Kolkata, India - YES BANK
Description
Core Responsibilities
Relationship Management :
Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment
Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
Identify current and potential relationship with additional revenue potential and grow business
Generating Incremental Business
Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc.
Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships
Increase CASA balance in allocated portfolio either through Deepening or Acquisition
Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank
Customer Engagement:
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Investment Advisory
Financial Planning and Investment Advisory to HNI clients
Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Process and Audit
Ensure all sales activity is recorded online as per the organizational process
Capture and maximize the business opportunity through detailed client profiling as per organizational process
Self-Management Responsibilities
Risk and Internal Control Responsibilities
SECTION III: KNOWLEDGE & EXPERIENCE
Minimum Qualifications
Years of Experience
A minimum of 4 years of relevant experience with at least 2 years in a similar role