Job Description
H
Harpreet Kaur
Wealth Relationship Manager - Bank
Harpreet Kaur • New Delhi, Delhi • via IIM Jobs
Full–time
No Degree Mentioned
Apply on IIM Jobs
Apply on Callcenterjob.co.in
Apply on Jobrapido.com
Job description
Wealth Relationship Manager - Bank
Relationship Management :
- Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Develops, manages, and expands YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identifies current and potential relationship with additional revenue potential and grow business
Generating Incremental Business:
- Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships
- Deepens relationship to increase CASA balance in allocated portfolio
- Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank
Customer Engagement:
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Investment Advisory:
- Financial Planning and Investment Advisory to HNI clients through analysis and identification of customer needs and accordingly proposing appropriate products
- Drives revenue business to generate fee income through products like mutual funds, investments and insurance
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STAFFIAA
Relationship Manager(HL&Lap) New Delhi
STAFFIAA • New Delhi, Delhi • via LinkedIn
Full–time
No Degree Mentioned
Apply on LinkedIn
Apply on Jooble
Apply on Talent.com: Job Search
Apply on Trabajo.org
Apply on Jobrapido.com
Apply on Expertini | India Jobs Expertini
Apply on Hi.jobs-Search.org
Job description
Urgent Hiring in a Leading Bank
Position: Relationship Manager
Job Responsibilities
• Product Handling:
• Specialize in Home Loans and Loan Against Property (LAP).
• Manage end-to-end loan processing and ensure compliance with regulatory requirements.
• Client Relationship Management:
• Develop and maintain relationships with clients to understand their loan requirements and provide appropriate solutions.
• Offer personalized financial advice and services to clients.
• Business Development:
• Source new business opportunities through Direct Selling Agents (DSA).
• Develop strategies to increase loan disbursement and achieve sales targets.
• Customer Service:
• Provide excellent customer service by addressing client queries and resolving issues promptly.
• Ensure a high level of client satisfaction through regular follow-ups and support.
Requirements
• Experience:
• Minimum of 2 years experience in handling Home Loans and LAP.
• Proven track record in sales and customer relationship management.
• Education:
• Graduation in any discipline from a recognized university.
• Skills:
• Strong communication and interpersonal skills.
• Ability to understand financial products and market trends.
• Proficiency in MS Office and financial software.
Compensation
• CTC: Up to 6 Lakhs Per Annum (LPA).
Location:
• New Delhi
Application Process
• Contact:
• Reach out to Alka, HR Staffiaa for more details and to apply.
• WhatsApp Number: +871XXXXXX
Harpreet Kaur
Wealth Relationship Manager - Bank
Harpreet Kaur • New Delhi, Delhi • via IIM Jobs
Full–time
No Degree Mentioned
Apply on IIM Jobs
Apply on Callcenterjob.co.in
Apply on Jobrapido.com
Job description
Wealth Relationship Manager - Bank
Relationship Management :
- Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Develops, manages, and expands YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identifies current and potential relationship with additional revenue potential and grow business
Generating Incremental Business:
- Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships
- Deepens relationship to increase CASA balance in allocated portfolio
- Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank
Customer Engagement:
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Investment Advisory:
- Financial Planning and Investment Advisory to HNI clients through analysis and identification of customer needs and accordingly proposing appropriate products
- Drives revenue business to generate fee income through products like mutual funds, investments and insurance
Report this listing
More jobs at Harpreet Kaur
See web results for Harpreet Kaur
STAFFIAA
Relationship Manager(HL&Lap) New Delhi
STAFFIAA • New Delhi, Delhi • via LinkedIn
Full–time
No Degree Mentioned
Apply on LinkedIn
Apply on Jooble
Apply on Talent.com: Job Search
Apply on Trabajo.org
Apply on Jobrapido.com
Apply on Expertini | India Jobs Expertini
Apply on Hi.jobs-Search.org
Job description
Urgent Hiring in a Leading Bank
Position: Relationship Manager
Job Responsibilities
• Product Handling:
• Specialize in Home Loans and Loan Against Property (LAP).
• Manage end-to-end loan processing and ensure compliance with regulatory requirements.
• Client Relationship Management:
• Develop and maintain relationships with clients to understand their loan requirements and provide appropriate solutions.
• Offer personalized financial advice and services to clients.
• Business Development:
• Source new business opportunities through Direct Selling Agents (DSA).
• Develop strategies to increase loan disbursement and achieve sales targets.
• Customer Service:
• Provide excellent customer service by addressing client queries and resolving issues promptly.
• Ensure a high level of client satisfaction through regular follow-ups and support.
Requirements
• Experience:
• Minimum of 2 years experience in handling Home Loans and LAP.
• Proven track record in sales and customer relationship management.
• Education:
• Graduation in any discipline from a recognized university.
• Skills:
• Strong communication and interpersonal skills.
• Ability to understand financial products and market trends.
• Proficiency in MS Office and financial software.
Compensation
• CTC: Up to 6 Lakhs Per Annum (LPA).
Location:
• New Delhi
Application Process
• Contact:
• Reach out to Alka, HR Staffiaa for more details and to apply.
• WhatsApp Number: +871XXXXXX
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager|HLLap| New Delhi position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
