Banking Relationship Manager Graduate Jobs in Bangalore

Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.

COMPANY NAME:- Kotak Mahindra BankDESIGNATION:- Branch Relationship manager JOB ROLE:Develops new and expands existing High Net worth Customer relationships forliabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisitionchannel.Cross sells bank products to existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand thebanking relationship.Plans and conducts special sales initiatives and events for prospective and existingclients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

1. Acquire new Corporate relationships/ salary accounts.2. Oversee a portfolio of assigned corporates.3. Taking care of Salary processing for acquired/assigned Corporates.4. Develop new business from existing clients.Required Candidate profile:1. 1+ yrs. exp. in Corporate Salary/ B2B Sales/ Salary Account/ Corporate/Institutional Sales/ CA Acquisition from BFSI Industry.2. Must be ok in field sales.3. Excellent Communication.Perks and benefits:Quarterly incentives.

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

1. Managing set of existing mapped customers of Corporate Salary. 2. Cross-selling Liability and Investment Products, Insurance, Asset products (HL/PL/CL/Credit Card/ Gold Loan/Two Wheeler/ Car Loan) to individual customers in the Corp. Salary book.3. One point contact for all service related requirements for the customers and corporate mapped.4. Increase in Relationship Value, Group Product Holding and Group Service Holding of the bookConnecting with mapped book customer once in quarter.5. Updating client interaction in system like CRM Next.

We are Looking for Relationship Manager, Icici Bank Job Vacancies is There and Training Will Be There 21 Days

On Roll Job from HDFC Bank All Over India.Function: Mortgage SalesDesignation: Relationship ManagerSalary: 2.80 LPA to 3.50 LPA + Lucrative IncentiveWorking Location: All Over BengaluruJob description:1. Area/ Lane /Geography Mapping:Responsible for lane to lane/ Area mapping of Area/ Geography at regularintervals with the help of supervisor. Identify new sources in the allocated Area/Geography and inform the progress to reproving manager during team huddle.2. Source Relationship Management:Responsible for managing the relationship with all sources assigned andidentified by him in his geography/area.3. Maintain Reports:Responsible for maintaining reports related to sales and all his activities in theprescribed format. Should maintain diary on daily basis in the prescribed formatof activities .4. Channel Partner Recruitment:Responsible for identifying the need for appointment of a channel partner5. Team Huddle:Responsible for a?ending team huddle on a daily basis as per the set process.6. Customer Relationship Management:Responsible for enhancing the customer experience by developing andmaintaining relationship with customers.7. Complexion of File:Responsible for submission of complete application form, documentations andinformation.Candidate Eligibility:1. The candidate must be a graduate pass out from any stream.2. 0 to 3 Year of experience in sales is preferred3. The job requires extensive traveling so the candidate must be willing to travelwithin the city.4. Candidate must have good communication skills.

Job Role: To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based( Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX) Collaborate with banks internal channels as well as open market sourcing for lead origination. To understand customers business model, appraise financials to identify suitable opportunities. Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding. Ensure closure of deferrals & compliance to banks audits and statutory requirements. To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business plan Customer servicing/ RenewalsJob Specification Should have good local Network Should have sound knowledge of Financial Industry Good communication: English/ Hindi /Regional Language Local Candidates are preferred

KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted

Increase the top of funnel by driving period BTL activates, generating referral form prospect customers togenerate a bigger prospect base. Maximize virtual connects with the qualified prospects using various digital platforms along with other socialmedia platforms. Adopt need based selling (Tailor make recommendation based on customers profile) and assist and coordinatewith customers to facilitate smooth policy insurance. Rigorous and timely follow up on all prospects that are in work in progress stage. Update prospect information and track performance on lead management system (LMS) / VYMO Ensure that all procedural requirement for policy issuance are complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and completeinformation on products to all customers to show transparency

HiWe are hiring Virtual Relationship Manager for Domestic Bank.Experience Range:3-8 Years of experience in Banking sales.Job Location: Jayanagar.Age Limit: 32 YearsShould have completed graduation Regular.Should be able to Understand and speak Kannada, English & Hindi.Should be Based out of Bangalore.

Hi, Hiring for candidates for virtual relationship manager Role Domestic Bank Bangalore Jayanagar Location Experience Required: 3+ Years of experience of any banking salesShould speak: Hindi , English . Kannard

We have vacant of 50 Preferred Relationship Manager Jobs in Bangalore,sales, Experience Required : 5 Years Educational Qualification : Other Bachelor Degree Skill Corporate Banking,Marketing, sales etc.

Position: SALES MANAGERExperience: 8 - 12 Years of experienceLocation: Hyderabad, Delhi, BangaloreAbout this Job:The ideal candidate will lead in to generate and engage with channel partners to build new business for the company. This candidate will be focused and have strong communication skills. They should be having experience in managing teams and handling Clients for both B2B & B2C.Job Responsibilities:Channel Sales Role To acquire, establish, maintain and deepen the relationships with channel partners/distributors (IFAs/MFD/Wealth Managers, etc.) and drive sales of fractional ownership and other products of the organization.You will be dealing with Banking/ Mutual Funds/AIF/PMS/ Finance/Insurance Industry/Wealth Management/Real Estate Partners. To Tie-up with channel partners and other organized/unorganized channels and to drive the sales. To Train and assist the channel partners on our products and platform. To conduct regular events and activities to engage the partners and acquire new partnersTo maintain the database of the partners/clients, etc in an organized manner.To be willing to travel for events/seminars as per the requirements of the channel partner.To be willing to take care and manage the team along with deliverables.Job Requirements:Must have experience in Banking/ Finance/Insurance Industry/Wealth Management.Good to have connections with channel partners and worked in the CRM Portfolio.Should be comfortable traveling and meeting clients on the go.Excellent Communication skills and Interpersonal Skills.Proficiency in native language is an added advantage to the requirement.A Master's Degree is mandatory.Seek New Business and Meet Targets.Team building and team leading skills.Experience level - 8-12 yrs

We have vacant of 10 Relation Manager Jobs in Rajajinagar Bangalore, Karnataka,good english communication, Experience Required : 1 Year Educational Qualification : Other Bachelor Degree, B.Arch, B.B.A, B.Com, B.Ed, BAMS, BHM, B.Pharma, B.Sc, B.Tech/B.E, LLB, BVSC Skill Corporate Banking,Stock Broking, good english communication etc.

Job PurposeResponsible for including HNI customers into the Preferred programme 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/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia 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.Key Skills: Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills

Key Responsibility Areas : 6 8 Areas ActivitiesHNW Portfolio Management(Acquiring, Enhancing, Deepening andRetention) Liaising with PB/ Preferred RM to flag eligiblecustomers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to buildrapport to understand and update the profile. Enhance the Overall value/book size of theportfolio Maintain the overall quality / hygiene parametersof the portfolio Cross selling products of the bank based on thecustomer need Joint calls being done along with Supervisor as perdefined process Advisory services to be offered based on therequirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account openingand all customer instructions (Stop payments, FDClosure, etc) Ensure KYC / AML norms are adhered to at allpoints of time Ensure that 5-S norms are adhered to forindividuals workstation Increase in wallet share Look for opportunities to cross sell any otherproduct of the Bank, to ensure that HDFC Bank is aone stop shop & solution for all banking needs ofthe Imperia Customer Sales to family members and associates (allnetwork) Ensure that optimal levels of Income generatingProduct Group Holding (IPGH) is reached Product Penetration & contributiontowards focused product Ensure that an optimal level of Income generatingProduct Group Holding (IPGH) is reached. Enhance client's Customer To Group ( CTG ) level Customer Service Ensure quality customer service is delivered. Allcustomer queries and complaints are beingresolved within TAT. Customer is informed about any regulatory orprocess change. Keep the customer updated onprogram features. Ensure timely customer communication onrequests and concerns raised. Proactive complaint management through

Role/Designation : Relationship ManagerReporting Manager : City Head Location : Multiple Regions / CitiesRoles & Responsibilities:Recruiting and Managing team of financial advisors/agents.Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basisTraining the financial advisors/agents on our app for servicing their customers in most efficient and effective mannerDriving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time.Understanding and aligning with companys policies and ensure full compliance.Maintaining the highest level of business hygiene.Identifying new approaches to enhance reach and generate more sales in the assigned region.Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization. If interested contact us or drop your cvs at mail mentionedREGARDS,SUKHPREET KAUR

Role/Designation : Relationship ManagerReporting Manager : City Head Location : Multiple Regions / CitiesRoles & Responsibilities:Recruiting and Managing team of financial advisors/agents.Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basisTraining the financial advisors/agents on our app for servicing their customers in most efficient and effective mannerDriving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time.Understanding and aligning with companys policies and ensure full compliance.Maintaining the highest level of business hygiene.Identifying new approaches to enhance reach and generate more sales in the assigned region.Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization. If interested kindly contact us or drop your cv's at mail mentionedREGARDS,SUKHPREET KAUR

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.