This job offer is not available in your country.
Relationship Manager - HNI - Branch Banking
SkillLabsKolkata, WB, India2 days ago
Job type
- Quick Apply
Job descriptionLiaising with branch staff to flag eligible customers form HNW portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value / book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement Achieving MTD and YTD Revenue Targets Attrition control of customers Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that norms are adhered to for individuals workstation Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs of the HNW Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating is reached Product Penetration & contribution towards focused product Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. Customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensure smooth transition of handover / takeover of the portfolio Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in financial Industry. IRDA Certification NCFM Certification (Optional) Exposure to Portfolio Management segment
Roles and Responsibilities
Job Purpose
- Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a / c's ,retaining and enhancing the relationship. The RM is also responsible for
- Acquiring new Bank's HNW relationships.
- To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
(HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention)
Operations, Marketing & Processes :
Increase in wallet share :
Customer Service :
Key Skills :
Create a job alert for this search
Relationship Manager • Kolkata, WB, India
Related jobs
Roles and Responsibilities Job Purpose Responsible for including HNI custo...Show moreLast updated: 2 days ago 
Client Acquisition & Business Development.Proactively identify, acquire, and onboard new High Net-Worth Individuals (HNIs) and Ultra-HNIs with a relationship size of ₹1 crore and above.Leverage...Show moreLast updated: 8 days ago
- Promoted
Senior Relationship Manager
HDFC securitiesKolkata, West Bengal, India HDFC Securities is hiring for Senior Relationship Manager at Kolkata, Durgapur, Berhampore, Bhubaneshwar, Asansol, Rourkela.
Execution of trade orders on behalf of clients.Building relationships wit...Show moreLast updated: 27 days ago
Relationship Manager Platinium
SkillLabskolkata, WB, IndiaQuick Apply
- Promoted
Relationship Manager
ConfidentialKolkata To understand clients business & provide appropriate working capital solutions across Fund.Generate leads by identifying potential industrial areas / trading units & prepare strategies to increase th...Show moreLast updated: 30+ days ago
- Promoted
M1xchange - Relationship Manager - Transaction Banking
M1xchangeKolkata, India As a Transaction Manager in our company, the candidate will be responsible for overseeing the end-to-end conversion of individual transaction from various clients across different bank limits.The c...Show moreLast updated: 13 days ago
- Promoted
CBG : CB RM
ConfidentialKolkata, India About Commercial Banking Group : .The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs.
The Relationship Manager will be responsible for nur...Show moreLast updated: 20 days ago
- Promoted
Relationship Manager - Strategic
ConfidentialKolkata, India Liaison with Zonal and Branch Heads to formulate strategies for acquiring and growing strategic accounts such as MNCs and large corporates, and detailing out annual business targets.Be accountable ...Show moreLast updated: 20 days ago
- Promoted
Relationship manager
Vivriti CapitalKolkata, West Bengal, India Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities.The group has the following businesses : Vivriti Capital Limited, a systematically ...Show moreLast updated: 2 days ago
- Promoted
Relationship Manager
Vivriti CapitalKolkata, West Bengal, India Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities.The group has the following businesses : Vivriti Capital Limited, a systematically ...Show moreLast updated: 30+ days ago
- Promoted
Branch : Relationship Manager - Priority Banking
ConfidentialHabra, India 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 a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 20 days ago
- Promoted
TASC Relationship Manager
ConfidentialKolkata, India Communication Skills, Result Driven, Problem Solving.TASC,Institutional Sales,Government Banking,Club,Trust,Client Relationship,Relationship Management,Relationship Manager,Lead Generation.Note : Th...Show moreLast updated: 20 days ago
- Promoted
Senior Relationship Manager
Piramal FinanceKolkata, West Bengal, India Originate and coverage of corporate relationships with an objective of creating value credit investments and syndications for the platform.
Working on deal life cycle (helping with origination, deve...Show moreLast updated: 17 days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdKolkata, West Bengal, India 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 relationshi...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager-Equipment Finance
ConfidentialKolkata Originate NTB prospects through direct sourcing and open market channels.Acquiring customers and taking their proposal up to the stage of disbursement.
Meeting existing customers to generate busines...Show moreLast updated: 30+ days ago
Relationship Manager - Private Banking
Mintskill HR Solutions LLPMultiple locations - India, WB, inQuick Apply
- Promoted
Relationship Manager - Sales
ConfidentialKolkata To identify and acquire the customers.Maintaining the relationship with the customers.Cross-sell the investment party products.
Acquiring new and prospective customers Understanding the requirements...Show moreLast updated: 17 days ago
- Promoted
Relationship Manager - Wealth Channel
ConfidentialDelhi, Kolkata We have openings for Relationship Manager - Wealth Channel.Ahmedabad, Chennai, Kolkata, Delhi, Pune.Huge and attractive incentive earning schemes.
Exposure to the most unique and promising business ...Show moreLast updated: 20 days ago
- Promoted
Associate Relationship Manager - Banking
ConfidentialKolkata Job Title Assistant Relationship Manager Corporate Banking.Reporting To Relationship Manager - Corporate Banking.To assist RMs in the sanctioning process, credit monitoring, documentation, meeting ...Show moreLast updated: 30+ days ago
- Promoted
TASC Relationship Manager (Manager)
ConfidentialKolkata, India Communication Skills, Result Driven, Problem Solving.TASC,Institutional Sales,Government Banking,Club,Trust,Client Relationship,Relationship Management,Relationship Manager,Lead Generation.Note : Th...Show moreLast updated: 20 days ago