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Top Tech Jobs & Startup Jobs in Mumbai
Fintech • Payments • Financial Services
Manages and grows a portfolio of affluent clients by assessing financial needs, recommending tailored products, maintaining trusted relationships, and conducting regular reviews. The role drives regional sales growth, meets targets, collaborates with product specialists, monitors market trends, supports networking activities, provides performance reports, and ensures compliance with banking policies and regulations. Travel within the region is required for client meetings.
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Crm SystemsMS Office
Fintech • Payments • Financial Services
Acquire and manage high-net-worth clients, assess financial needs, recommend banking and investment solutions, grow revenue through cross-selling, conduct portfolio reviews, maintain client engagement, resolve queries, coordinate onboarding and service delivery, organize client events, and ensure compliance with banking policies and regulations.
Fintech • Payments • Financial Services
Acquires and manages high-net-worth clients, develops tailored banking and investment solutions, grows revenue through cross-selling, conducts portfolio reviews, and strengthens relationships through regular engagement. The role also involves resolving client queries, coordinating onboarding and service delivery, organizing client events, and ensuring compliance with banking policies and regulations.
Fintech • Payments • Financial Services
Acquire and manage high-net-worth banking clients, generate leads, deepen relationships, cross-sell financial products, and deliver high-quality customer service. The role includes executing sales initiatives, coordinating with product managers and group companies, resolving client queries, maintaining relationship records, and following bank policies and compliance requirements.
Fintech • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loan and banking products. Responsibilities include building CASA portfolios, cross-selling insurance and mutual funds, nurturing client relationships, coordinating with internal teams, ensuring KYC compliance and documentation, supporting customers and channel partners, and generating new business from existing customers.
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Fintech • Payments • Financial Services
Manages and grows a portfolio of SME corporate banking clients, serving as the primary relationship contact. Responsibilities include client acquisition, credit renewals, limit enhancements, compliance, portfolio profitability, risk monitoring, cross-selling trade finance, forex, and cash management solutions, and coordinating with internal product, risk, and leadership teams.
YesterdaySaved
Fintech • Payments • Financial Services
Manage product design, development, launches, processes, performance, stakeholder training, distribution channels, customer communications, campaigns, and channel contests. Analyze customer needs, business performance, competitive landscapes, and product trends. Coordinate with IT, marketing, legal, compliance, audit, MIS, and external vendors while maintaining dashboards, reports, marketing collateral, and system enhancements.
Top Skills:
Excel
Fintech • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Build CASA deposits, cross-sell insurance and mutual funds, grow revenue, maintain client relationships, coordinate with internal teams and channel partners, ensure KYC compliance, and support customer acquisition and issue resolution.
YesterdaySaved
Fintech • Payments • Financial Services
Manage commercial vehicle customer relationships, resolve banking service requests, and support account opening and DMAT services. Sell liability, investment, and other financial products through cross-selling and referrals while meeting sales targets. Support HNI relationship managers, acquire new customers, reduce attrition, and provide high-quality customer service.
Fintech • Payments • Financial Services
Provides support for treasury products, including trade and foreign exchange sales products. The posting provides no additional details about specific responsibilities, qualifications, tools, experience requirements, travel, or clearance.
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