Affluent Relationship Manager-Business Banking
5 days ago
Job Description: Affluent Relationship Manager – Business BankingKotak Mahindra Bank is seeking dynamic professionals to join as Affluent Relationship Managers in our Business Banking division. This role focuses on managing High Net Worth Individual (HNI) clients, driving acquisition, deepening relationships, and delivering exceptional banking solutions.Key Responsibilities- Client Acquisition & Relationship Management - Identify and onboard HNI clients. - Build and maintain strong relationships through structured profiling and personalized solutions. - Sales & Revenue Growth - Cross-sell banking products: liabilities, assets, trade/forex, wealth, insurance, and mutual funds. - Execute sales plans and achieve monthly/quarterly targets. - Portfolio Management - Conduct regular portfolio reviews and recommend investment and credit products. - Ensure high engagement through consistent client interactions. - Service Excellence & Compliance - Resolve client queries promptly within defined TAT. - Adhere to KYC, AML, and all regulatory guidelines. - Cross-functional Collaboration - Coordinate with internal teams (Wealth, Trade, Treasury) for seamless service delivery.Qualifications & Skills- Education: Graduate (MBA/PG preferred). Certifications like AMFI, IRDA, NISM are desirable. - Experience: 2–13 years in banking/NBFC with exposure to HNI relationship management. - Skills: - Strong sales and relationship-building capabilities. - Excellent communication and presentation skills. - Ability to work under pressure and meet targets.
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Branch Relationship Manager
3 days ago
New Delhi, India Workassist Full timeOverviewThe Branch Relationship Manager is a crucial Individual contributor role within the Banking industry, focused on driving sales and managing relationships within the Branch Banking function.This position requires a PG/Master degree and demands exceptional Communication Skills and a Result Driven approach to meet aggressive sales targets.The incumbent...
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Relationship Manager
4 weeks ago
New Delhi, India Standard Chartered Bank Full timeThis job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job Summary•As a Relationship Manager, you'll be responsible for managing and developing relationships with clients of SME Banking to drive business growth...
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Affluent Banking:network Coverage
2 weeks ago
New Delhi, India Axis Bank Full time**Teller*** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - BOSH**Is a Team leader?** - No**Team Size**: - 1**Grade**: - Assistant Manager, Deputy Manager, Manager**Business**: - Affluent Banking**Department**:- Affluent Banking**Sub** **Department**: - NA**Location**: - Per requirement**About Affluent Banking - Affluent Banking caters...
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Relationship Manager
3 days ago
New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Companyhttps://anandrathi.com/About the RolePreferred Relationship ManagerManager/Senior ManagerCTC range: CompetitiveLocation: KolkataResponsibilities- To acquire Preferred clients (Affluent & Super Affluent) - To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients - To advise...
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Relationship Manager
1 day ago
New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time```html About the Companyhttps://anandrathi.com/About the RolePreferred Relationship ManagerManager/Senior ManagerCTC range: CompetitiveLocation: KolkataResponsibilitiesTo acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients To advise Affluent &...
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Preferred Relationship Manager
2 weeks ago
New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
4 weeks ago
New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred relationship manager
6 days ago
New Delhi, India Anand Rathi Share And Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
4 weeks ago
New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
4 weeks ago
New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
