Job Summary: The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products. Key...
The Relationship Manager 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 standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial...
Role overview: As the Relationship Manager for Lending Partnership at Rupeek Fintech, your role is pivotal in establishing, scaling and managing driving strategic initiatives in partnerships with lender partners. You will be expected to drive engagement on all levels - management, technology, product, operations, PnL and finance - between Rupeek and partner banks to deliver strong book and...
We are looking for Relationship Manager – CASA to join our Branch Banking team. Key Responsibility: >Acquire New High-Value CASA Accounts - Source and acquire high-end Current & Savings Accounts through open market activities. - Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance. >Ensure Smooth Customer Onboarding - Facilitate a seamless transition from acquisition...
Job Title Private Wealth Manager – AXIS Function Sales Department AXIS Bank Relationship Reporting To (Title) Circle Head – AXIS Superior’s Superior (Title) Zonal Head – AXIS Unit Aditya Birla Sun Life Insurance Ltd Location PAN India Business Aditya Birla Capital Date 1st March 2024 1) Job Purpose Axis Bank’s affluent business offers a range of financial investment products...
* Generate Revenue by getting business from leads generated through assigned 4-5 Bank. * Cascade the incentive programs to Banks Staff * Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document * Develop new markets/ segments in line with company sales strategy from time to time. * Build a good customer base in order to cross-sell &...
Associate,Treasures Relationship Manager, Consumer Banking Group-(WD79322) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits...
We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while...
we are looking for 1 relationship manager post in kochi/cochin, with deep knowledge in customer relationship, interpersonal skills, negotiation skills, team management skills, customer service and required educational qualification is : , other bachelor degree. Experience 0 - 2 Years No. of Openings 1 Education B.B.A, Any Bachelor Degree Role Relationship Manager Industry Type Banking /...
Join Tata AIA Life Insurance, aleading and fastest-growing life insurance provider in India, established in2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Ourcompany embodies a legacy of trust, integrity, and excellence, combining Tata'sesteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, ourvision is to be the pre-eminent protection provider enabling...
Key Responsibilities: - Drive sales targets by engaging with customers through calls & virtual platforms - Promote and support bank staff incentive programs - Manage & develop customer relationships virtually - Cross-sell & up-sell life insurance products effectively Requirements: - Minimum 1 year of experience in Life Insurance / Bancassurance - Graduation is mandatory - Age limit: Up to 34...
Cross-Selling & Business CollaborationIdentify customer needs and route opportunities to respective teams.Collaborate with Branch Manager & product teams (Trade, FX, CMS/DSB, etc.) to provide the right banking solutions.Eligibility Criteria:Minimum education required: Graduate ; candidates with MBA and IRDA qualification will be preferred.2–3 years of experience in New-to-Bank Current Account...
We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...
We are looking for Relationship Manager – CASA to join our Branch Banking team. Key Responsibility: >Acquire New High-Value CASA Accounts - Source and acquire high-end Current & Savings Accounts through open market activities. - Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance. >Ensure Smooth Customer Onboarding - Facilitate a seamless transition from acquisition...