Affluent Relationship Manager
4 days ago
Affluent Relationship Manager - Customer Engagement - Provide guidance and mentorship to team members, helping them enhance their skills and achieve their targets.- Performance Monitoring: Monitor the team's performance, provide constructive feedback, and implement strategies to improve overall productivity.- Remember, successful selling in the financial sector is not just about pushing products but building relationships based on trust and understanding. By genuinely understanding your clients' needs and providing them with tailored solutions, you can achieve both their financial goals and your sales targets effectively.- Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.- Profiling customers and provide financial products to meet customer needs- Ensuring the highest levels of service to the client /HNI customers- Providing Investment planning and advice- Achieving sales and revenue targets spread across product mix- One point contact for the assigned customer- Acquisition & Servicing of HNI/UHNI customers.- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. (ref:iimjobs.com)
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Apply Now: Associate Relationship Manager
3 weeks ago
Mumbai, India Kotak Mahindra Bank Limited Full timeJob Description The Associate Relationship Manager will be a key member of our Affluent-Service team, working closely with high-net-worth individuals to understand their financial needs and goals. This role involves building long-term relationships, offering personalized advice, and providing exceptional customer service. The successful candidate will have...
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Program Manager-Affluent-AFFLUENT-Program
7 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDescriptionDescriptionThe Program Manager-Affluent will be a key member of our Affluent-Service team, working closely with Service teams to manage customer escalations. This role is critical in ensuring customer issues are resolved efficiently, especially when they require attention beyond standard support channels.. The successful candidate will have the...
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Program Manager-affluent-affluent-program
2 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Description The Program Manager-Affluent will be a key member of our Affluent-Service team working closely with Service teams to manage customer escalations This role is critical in ensuring customer issues are resolved efficiently especially when they require attention beyond standard support channels The...
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Relationship Manager
5 days ago
Delhi, Mumbai, NCR, India Orange Corporate Solution Full time ₹ 5,00,000 - ₹ 15,00,000 per yearJob Title: Affluent Relationship Manager Job Location: Western Line, MumbaiJob Description:We are seeking experienced professionals for Affluent Relationship Manager positions to handle High Net Worth Individuals and Non-Resident Indians clients.
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Mumbai, India Kotak Mahindra Bank Limited Full timeJob Description Description The Program Manager-Affluent will be a key member of our Affluent-Service team, working closely with Service teams to manage customer escalations. This role is critical in ensuring customer issues are resolved efficiently, especially when they require attention beyond standard support channels.. The successful candidate will have...
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Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDescriptionRelationship Manager-Affluent-Priority-Regional salesJob DescriptionRole:1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group2. Generate business across liabilities, assets...
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Associate Relationship Manager
1 week ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per yearDescriptionThe Associate Relationship Manager will be a key member of our Affluent-Service team, working closely with high-net-worth individuals to understand their financial needs and goals. This role involves building long-term relationships, offering personalized advice, and providing exceptional customer service. The successful candidate will have the...
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Relationship Manager
2 weeks ago
Mumbai, Mumbai Suburban, Navi Mumbai, India Talent Stock Full time ₹ 6,00,000 - ₹ 18,00,000 per yearJob Title: Team Leader - Affluent Relationship Manager Customer Engagement ChannelLocation: MumbaiIndustry: Banking / Financial Services / Investment AdvisoryExperience Required: yearsEmployment Type: Full TimeEducation: Graduate/Postgraduate (NISM certification preferred)Job Description:We are looking for a highly motivated Affluent Relationship Manager to...
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Relationship Manager
2 weeks ago
Mumbai, Mumbai Suburban, Navi Mumbai, India Talent Stock Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title: Affluent Relationship Manager Customer Engagement ChannelLocation: MumbaiIndustry: Banking / Financial Services / Investment AdvisoryExperience Required: 5 10 yearsEmployment Type: Full TimeEducation: Graduate/Postgraduate (NISM certification preferred)Job Description:We are looking for a highly motivated Affluent Relationship Manager to join our...
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Mumbai, Maharashtra, India Axis Bank Full timeAbout Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management personal banking and business and lending solutions It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate...
