Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives. Acquiring high value relationships into the private banking group. Managing relationships of super HNI clients ...
of the Relationship Manager would be to deepen existing relationships Formulate plans to acquire new HNI customers for increasing customer base of the portfolio. Providing seamless and superior service delivery Ensuring compliance with key regulatory requirements Desired Candidate Profile: Experience of acquiring
Responsible for servicing And Acquiring HNI Clients -Maintaining healthy relationship with existing Clients generate leads from them Advise them on investments and trading -Cross selling of financial products (Mutual Funds, insurance, Bonds etc ...
allocated customers 2. Adhere to the customer touch-point engagement in order to service his portfolio of customers. 3. Maintaining the desired persistency ratio. Customer orientation & reporting/ (MIS): 1. Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects). 2 ...
on direct equity, structured products, insurance, asset allocation, bonds and derivatives. Acquiring high value relationships into the private banking group. Managing relationships of super HNI clients, retaining & enhancing advisory relationships. Service the banking requirements of the super HNI
Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement
meeting with Clients To ensure 100% client penetration for business sourced by building relationships & enabling increase in share of wallet & revenues To conduct financial planning and assessment & portfolio management of clients To undertake financial needs analysis, risk profiling & develop
to service his portfolio of customers. *Maintaining the desired persistency ratio Customer Orientation and Reporting *Implement and adhere to Need Based Selling Model. *Adhere to Activity management framework advised *Follow - up on their database / leads provided by Lead Management System (Orphan ...
Hands on ability to Generate Leads in USA and European Regions. Developing Relationships with Key Decision makers for Client Anchoring and Client servicing. Ability to Handle Targets Experience in Handling all Issues Related to Consultant Relationship Management. Should be well versed with IT
Supporting client & advisor requirements on TPP & Banking Products. Query management for both internal & external customers Assisting on customer requests as relevant Support activities on the business generated to closure with respective teams. Liasioning with customers on bank Requirements
Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement
- Minimum Graduate, minimum 2 years of Experience in BFSI or Banking - Field Sales - Should have good Communication Skill - (50% handle current and saving account customer & 50% handle wealth service) - Bank side: present ability check cibil score check - Package up to 4.5 Lakhs 2. Relationship
Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her
in volumes and number of merchants 2. Manage key business indicators 3. Handling the existing Merchants retaining and growing the same, adding new Merchants to this portfolio. 4. Responsible for Acquiring New key relationships for the bank ...
formalities Maintain the existing portfolio (post disbursal formalities and monitoring) Manage the existing as well as future relationships Coordinate with Collections team Cross sell other liabilities products like Current Accounts, Savings account, FD etc Tapping new geographical markets for Agri
The candidate will be responsible to acquire new relationships and handle existing relationships in the Infrastructure Industry. The customer engaged in wide range of businesses from an Engineering-Construction Company to a contractor engaged in road/bridge/dam building to the firms
Literacy cum Credit Counseling camps (to achieve regulatory directions) 3. 10% client calls 4. Supporting retail branch banking on Govt. liability business 5. Team management; Ensuring staff Productivity Supervision Received: Cluster Head COMPETENCIES: Positive attitude; Sales and Influencing
Relationship officer: •To deliver a high quality client service and customer retention approach to managing client relationships to enhance product sales and new client growth targets. • Achieve agreed individual performance targets for deposit growth, income generation, product sales