87 Job openings found

JOB DESCRIPTIONS Designation :  Branch Relationship Manager Company : IDFC Bank Location : Bangalore The role of a Branch Relationship Manager for Current Accounts at IDFC Bank in Bangalore involves managing and growing customer relationships within the branch. Key responsibilities include: Customer Relationship Management: Building and maintaining strong relationships with existing customers. Addressing and resolving customer ...

Priority Relationship Manager RESPONSIBILITIES Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management Focus on the analysis and satisfaction of Priority Customers’ financial as well as investment needs and objectives. To provide the face of the Bank to the highest net worth customers of the Bank. KEY RESPONSIBILITIES RELATIONSHIP MANAGEMENT Build and deepen ...

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 ...

JOB Description:Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for ...

JD For RM- WealthClient Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...

JD For RM- WealthClient Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...

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 ...

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 ...

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 within ...

Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through natural market, open market ...