RB - Affluent Business:Relationship Manager
1 week ago
The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills
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RB - Affluent Business:Investment specialist
2 weeks ago
Hyderabad, India Axis Bank Full timeJob Description RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:RIC Is a Team leaderNTeam Size:-NA Grade:SM/AVP/VP Business:Retail BankingDepartment: Affluent BusinessSub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range...
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Hyderabad, India Kotak Mahindra Bank Full timeJob Description: Affluent Relationship Manager – Business BankingKotak Mahindra
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Associate
4 weeks ago
Hyderabad, India RB Law Firm Full timeCompany Description RB LAW FIRM -LEGAL ASSIOCIATE.Role DescriptionThis is a full-time on-site role for an Associate at RB Law Firm, located in Hyderabad. The Associate will be responsible for various legal tasks including performing legal research, drafting legal documents, reviewing and analyzing legal documents, and providing legal advice. The Associate...
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hyderabad, India Kotak Mahindra Bank Full timeJob 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...
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Hyderabad, India Kotak Mahindra Bank Full timeJob 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...
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Hyderabad, India Kotak Mahindra Bank Full timeJob 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...
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Hyderabad, India Kotak Mahindra Bank Full timeJob 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...
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Hyderabad, India Kotak Mahindra Bank Full timeJob Description: Affluent Relationship Manager – Business Banking Kotak 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....
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Hyderabad, India Kotak Mahindra Bank Full timeJob Description: Affluent Relationship Manager – Business Banking Kotak 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....
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Hyderabad, India Kotak Mahindra Bank Full timeJob 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...
