34 Job openings found

Job Purpose     The objective of the role is to identify new customers, propose a solution and create a business opportunity, strengthen client relationships with a corporate customer with an aggregate turnover of upto Rs 300 crs. The role involves preparing the Term Sheet, Proposal note and taking the same through the ...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

1. Originate NTB prospects for Emerging Business and handling existing portfolios.2. Acquiring clients and taking their proposal up to the stage of disbursement.3. Meeting existing clients to generate business opportunities thereby generating revenue4. Catering to the business having a turnover of Rs 100 to 500 crs in Emerging Business, Rs ...

The Relationship Manager (RM) for Mid Corporate Banking will be responsible for managing and growing a portfolio of mid-sized corporate clients. This role requires a dynamic professional who can understand client needs, provide financial solutions, and deliver excellent service to foster long-term relationships. The RM will be instrumental in driving ...

Main Accountabilities 1 Client Acquisition:  Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships 2 Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment Understand clients' financial goals, challenges, and opportunities. Identify new business opportunities and revenue streams ...

Main Accountabilities 1 Client Acquisition:  Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships.  Also, adding Channel partners, Direct selling Agents to multiply the business scope. 2 Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment ...

1 Client Acquisition:  Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, andconverting them into valuable business relationships. Also, adding Channel partners,Direct selling Agents to multiply the business scope.2 Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporatesegment & Channel ...

  Job Purpose – The role entails deepening the relationship by providing solutions to meet the requirements of the TASC customers and ensuring value added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening for the customers of TASC (Trust, ...

Main Accountabilities 1 Client Acquisition:  Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships 2 Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment Understand clients' financial goals, challenges, and opportunities. Identify new business opportunities and revenue streams ...

RM is responsible for the relationship and be a SPOC for all client needs. RM also proposes product solutionsto the client and cross sell Privy, Wealth and Salary Relations.  Client Relationship Management Generate Fee Income on products like FX, KMIL, DCM and FD Responsible for account profitability and ensuring minimal ...