Relationship Manager

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Delhi NCR Location/ SM and AVP Grade. Job Role: - Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions...

Responsible for managing customer relationships, ensuring client satisfaction, handling queries, analyzing data, driving retention, and coordinating with sales/operations to build long-term customer loyalty and business growth.

JOB SUMMARY The role entails overseeing the Sales and service aspect of Premium and above segment customer in GB branches including distribution operations, service and sales. The role bearer is responsible for Premium and above segment client portfolio management (acquiring, Enhancing, deepening and retention). The role bearer will be a one point contact...

Hiring Looking for- HNI Relationship Manager:- It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence. Promote Focus Product of the...

Role & responsibilities Establish and nurture relationships with key decision-makers at NBFCs, Banks, and financing partners Handle high-level communication and documentation flows between EEV and financiers Create and present proposals for tie-ups, commissions, and schemes Conduct regular follow-ups on pending approvals, document discrepancies, and...

Desired Candidate Profile: Should have sales orientation Customer retention An immense interest in developing relationship with the customers Good communication skills and coordination skills Good convincing and negotiation skills Job Description: Ability to understand customers need, explain various products and convince them about the product offerings...

Platinum Relationship Manager Key Responsibilities : Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards,...

Job Title: CFP & Sr. Relationship Manager / Investment Advisor Experience: 4-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted...

Relationship Manager (RM)–Royale CASA & CA/Platinum RMExp of 4- 8 yrs in Retail Banking; preferably in relationship/transactional banking & dealing with HNI Clients. team lead - gurgaon lead BO officer

Job Role: Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the...