- Build and maintainstrong longterm relationships with High Net Worth Individuals(HNWIs) assigned to yourportfolio.
- Conduct indepth financial needsanalysis to identify client goals risk tolerance and investmentpreferences.
- Develop and present customisedfinancial solutions encompassing a broad spectrum of products andservices including wealth management investment options prioritybanking services and creditfacilities.
- Actively identify crosssellingand upselling opportunities to deepen client relationships andmaximize portfolioprofitability.
- Proactively manage clientportfolios monitor performance and recommend adjustments as neededto ensure alignment with evolving financialgoals.
- Provide exceptional customerservice addressing client inquiries and concerns promptly andprofessionally.
- Achieve and exceed ambitioussales targets for new account openings product penetration andrevenue generation.
- Participate in branch events andinitiatives to build brand awareness and generate new businessleads.
- Maintain a deep understanding offinancial products market trends and regulatoryrequirements.
- 5 to 9 years of provenexperience in Core Retail Liability Banking Sales with a successfultrack record in HNI Portfolio RelationshipManagement.
- Strong understanding of wealthmanagement principles investment products and financial planningstrategies.
- Excellent communication andpresentation skills with the ability to build rapport andeffectively communicate complex financialconcepts.
- Proven ability to develop andmaintain strong client relationships built on trust andpersonalized service.
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Branch Banking
4 days ago
ikrux engineering Mumbai, Indiajob role: branch banking · role and responsibilities: · - Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities. · - Have NMLS #for initiating loans. · - Maintain the vault, the ATM, and associate security pro ...
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Branch Banking Officer
4 days ago
wisecor service pvt ltd Chembur, Mumbai, Maharashtra, IndiaRole and Responsibilities · - Attend Walk in Customers / DICCI Members · - Understanding the loan requirement / Business proposal · - Appraise on the Banking Requirement and Schemes / Subsidies available for the category · - Consult the chartered accountant on Compliance required ...
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Retail Branch Banking-branch Sales Officer
1 week ago
HDFC Bank Maharashtra, IndiaDepartment · - Branch Banking · - Job posted on · - Aug 1, 2023 · - Employee Type · - Permanent-Sales Vertical · - Experience range (Years) · - 3 years - 5 years · **Group Company**: HDFC Bank Limited · **Designation**: Retail Branch Banking-Branch Sales Officer · **Position desc ...
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Branch Banking Internal Audit
1 day ago
Skillventory Mumbai, India**Branch Banking Internal Audit - Hiring For a Leading Bank**: · - From 2 to 7 year(s) of experience · - ₹ Not Disclosed by Recruiter · - Mumbai, Ahmedabad, Bangalore/Bengaluruor · **Roles and Responsibilities** · - Provide oversight to the Concurrent Audit process. · - Ensure su ...
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Retail Branch Banking-branch Sales Officer
1 week ago
HDFC Bank Khopoli, IndiaDepartment · - Branch Banking · - Job posted on · - Jul 4, 2023 · - Employee Type · - Permanent-Sales Vertical · - Experience range (Years) · - 3 years - 5 years · **Group Company**: HDFC Bank Limited · **Designation**: Retail Branch Banking-Branch Sales Officer · **Position desc ...
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Kotak Mahindra Bank Limited Mumbai, India Full timeJOB ROLE : · .Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. · .Regular generation of leads for New To Bank- customer and cross sell various products like TD/MF/ CASA/Gold. · .Ensuring regulatory and procedural compliance · .To co ...
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HDFC Bank Mumbai, Maharashtra, India**Group Company**: HDFC Bank Limited · **Designation**: Retail Branch Banking-Acquisition Sales Officer · **Position description**: · To ensure relationship management with corporate admin for lead generation & verifying authenticity of KYC documents · **Primary Responsibilities* ...
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Lobby Manager-BRANCH BANKING-Branch Banking
5 days ago
Kotak Mahindra Bank Limited Mumbai, India Full timeJOB ROLE : · . Participate in the Lobby Experience Model, serving as assigned person to welcome the customer, direct them as appropriate based on their identified needs and encourage utilization of self-service channels, carries a tab to help the customer navigate MB and NB as cu ...
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Cec Officer-pos-branch Banking-pos
1 week ago
Kotak Mahindra Thane, IndiaGrade : M1/M2- Good communication skill · - should be fluent in Hindi ,English and minimum one southern language. · - Should have good convincing skills · - Manage, handle & deliver the target assigned · - Maintain, and deliver high standards of sales & service · - Outbound Calli ...
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Kotak Mahindra Bank Limited Mumbai, India Full timeDevelops new and expands existing High Net worth Customer relationships forliabilities (CA driven) and commercial assets. · Ensures high levels of customer service orientation and application of bank policy. · Cross sells existing bank products to customers. · Informs customers o ...
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Kotak Mahindra Thane, IndiaJob Role: · Manage the K-VRM desk. Ensure all request received are actioned within TAT. · Maintain & release K-VRM dashboard. · Manage the VRM inbound helpline, both mapped & unmapped customers. · Assist the team coach with OJT incase batch > 12 officers. · To take customer escal ...
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TEKPILLAR SERVICES Mumbai, IndiaIndiasLeading Bank is seeking a highly motivated andexperienced Platinum Relationship Manager tojoin our dynamic Branch BankingDepartment. · In this pivotal roleyou will play a key role in building and managing strongrelationships with our most affluent clientele deliveringexcept ...
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Credit Cards-credit Cards Sales- Sales
3 days ago
HDFC Bank Navi Mumbai, Maharashtra, India**Group Company**: HDFC Bank Limited · **Designation**: Credit Cards-Credit Cards Sales · - Sales Officer-Branch · **Office Location**: Vashi Sector 28 Navi Mumbai (Branch) · **Position description**: · Credit Cards-Credit Cards Sales · - Sales Officer · - Branch · **Primary Resp ...
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Banking Executive
2 days ago
Leena Powertech pvt ltd Navi Mumbai, India1. Processing request for Bank Guarantees and LC request letter for Bank. · 2. Preparing and submission of Bank reports and compliances on timely basis. · 3. Visiting Banks and Financial Institutions for credit facilities and banking transactions. · 4. Assisting is preparation of ...
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Audit Executive
2 days ago
B B Banthia Finance Pvt Ltd Navi Mumbai, Maharashtra, IndiaThe Branch Audit, Internal branch Audit, Process Audit, and Security Audit Manager will be responsible for overseeing and executing comprehensive audits of branch operations, processes, and security measures in a Gold Loan Non-Banking Financial Company (NBFC). This role plays a c ...
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Accounts Assistant
1 week ago
S K AGENCY Navi Mumbai, IndiaDaily Bank & Cash Voucher Entries · Check Daily Bank Statement · Pass JV In Software for 2 branches. · Issue payment cheques · Get Cheque Detail From Vashi, Andheri, Ahmedabad Br · Daily Job Reconciliation · Monthly Bank Reconciliation (All Bank) · Monthly GST and TDS Statement · ...
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Accounts Executive
1 week ago
C G Parivar Pvt Ltd. Navi Mumbai, Maharashtra, IndiaJob responsibilities: · - Manage accounts for multiple companies/firms · - Coordinate with auditors, bankers, directors, external consultants, inter department stakeholders,inter company and branch · - Day to day accounts, banking activities, petty cash, reporting, timely MIS, In ...
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Accounts Executive
5 days ago
VOL Media Navi Mumbai, IndiaJOB Description: · - Good Knowledge of Tally 9.0 · - Accounting Knowledge · - MS Office · - Payment Follow-ups · - Handling Branch accounts like Sale, Purchase, Debtors, Creditors, Bank, Cash, etc. · - Handling Payroll of the Company including TDS/GST · - Coording with the CA tea ...
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Accounts Executive
1 week ago
Chakiat Shipping Services Pvt Ltd Navi Mumbai, IndiaChecking & approving Vessel related bills payments for all the ports in India. · - Preparing outstanding statements on weekly basis. · - Preparation of MIS reports, viz Branch performance report & calculation of liner rebate on fortnightly basis. · - Incharge of sales booking. · ...
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Branch Support Executive Account
5 days ago
Rentokil Initial Navi Mumbai, India**Rentokil Initial**: · **Our family of businesses**: · Rentokil Pest Control is the world's leading commercial pest control company, operating in 70 countries and ranked in the top 3 in 65 of those countries. Ranking in the top 3 in 38 of the 44 countries we operate in, Initial ...
Elite Relationship Manager in Branch Banking - Navi Mumbai, India - TEKPILLAR SERVICES
Description
IndiasLeading Bank is seeking a highly motivated andexperienced Elite Relationship Manager to joinour dynamic Branch BankingDepartment.
In this pivotal roleyou will play a key role in building and managing strongrelationships with our most affluent clientele deliveringexceptional financial solutions and driving significant revenuegrowth.
Responsibilities:
Qualifications:
For more informationKindly ContactUs:
Jaydip P HRTeam
Phone/WhatsApp:
CoreBanking,Branch Banking,Banking,HNI,PortfolioManagement,Sales,Portfolio,Marketing,InvestmentBanking,Broking,Insurance,Client Relationship,BusinessDevelopment