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50 jobs found for Relationship Manager- Private Wealth Chennai

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  • ï�¬Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives. ï�¬Acquiring high value relationships into the private banking group. ï�¬Managing relationships of super HNI

  • will be provided to assist your career growth. 5. Join us if you want to be the part of the team of top wealth managers in the leading financial company ...

  • Job Role and Responsibilities: > To do the entire portfolio management of your client. > Performing need analysis of the client's requirement and doing there financial planning / wealth management. > Managing and improving relationship values with existing customers > Become a trusted client

  • Client Acquisition & Revenue Generation Through Sale Of Liability Products Including Insurance(Li & Non Li) MF, PMS Bonds, Gold ,Real Estate To HNI Clients. Preparation & Execution Of Financial Planning. Risk Profiling Of Existing & new Clients

  • Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. Cross Selling of financial products like MF & Structured products,Equity based investment products ...

  • Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. Cross Selling of financial products like MF & Structured products,Equity based investment products ...

  • Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships. Responsible for business development through acquisition of high net-worth clients . Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements. Desired profile : Min ...

  • • Cross sells bank products to existing set of Corp Sal customers which are mapped. • Handle Investment and Insurance requirements of clients • Informs customers of new products or product enhancements to further expand the banking relationship. • Coordinates with other group companies

  • 1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. 2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth

  • as required Ensure each corporate has positive profitability Ensure contact with key people at the corporate Selling all products to the relationship - core and cross sell Deepening of the salary relationship - new account acquisition and value build up in existing accounts Ensure that all corporates

  • as required Ensure each corporate has positive profitability Ensure contact with key people at the corporate Selling all products to the relationship - core and cross sell Deepening of the salary relationship - new account acquisition and value build up in existing accounts Ensure that all corporates

  • as required HDFC BANK LTD No:96, Prince Kushal Towers, A-Wing, Annasalai, Ch-2. Contact Person : Raymond/ Nagarani Date & Timing : 5th August 2017 & 10 AM to 1 PM Ensure each corporate has positive profitability Ensure contact with key people at the corporate Selling all products to the relationship - core

  • To understand the offer/arrangement made to the Corporate by the bank To ensure that all accounts signed up with the corporate gets salary credits To identify and resolve service issues of the Corporate To generate cross sales of various liability/asset products To maintain call reports and MIS as required

  • Process Managing / Servicing existing client relationships and bring in new relationships through referrals/ active solicitation. Resolution of customer queries & complaints Client interaction will be on e-mail/ phone. Required Profile Should have spent 1 yr in the current role Experience in Customer

  • 2. Sourcing proposals from National Horticulture Board 3. Acquiring new agri relationships 4. Cross sell other liabilities products like Current Accounts, Savings account, FD etc Maintaining customer relations 1. Maintain the existing portfolio (post disbursal formalities and monitoring) 2. Manage

  • Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs Increase liabilities size of relationship via balances in accounts of existing customers To Enhance & Retain customer

  • and quality management as per laid down process To ensure business profitability. Business conduct & Customer relations 1. Regular maintenance and follow up of accounts; achieving the high level of customer satisfaction in the area of operations, through reduced transaction costs, faster processing. 2 ...

  • Skillsets: • Experience in MS CRM implementation and customization • Experience with Microsoft CRM customizations and Configuration [Sitemap, Writing jScripts, Developing/Registering plug-ins, workflows and dialogs, SDK, importing data and CRM Deployment Manager. • Experience in integration of CRM Roles and Responsibilities: Issue Management • Technical support for all issues raised by Users for CRM and Telephony ...

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