Elite Relationship Manager

Job Category KMBL Degree Level Bachelor s Degree Elite Relationship Manager Department WCG - Elite Reporting Relationship Will report to TBM ABM RBM Position Grade M3 M4 M5 Job Role To understand clients business provide appropriate working capital solutions across Fund non-Fund based products like Cash Credit Demand Loan Buyers credit LC BG...

Job Title Manager - Elite Vertical Location Multiple Department Agency Function Agency Elite Reporting to Circle Head - Elite Vertical Band 4 Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents These agents act as intermediaries between the insurance company and customers ...

Job Description Elite Relationship Manager(Position Code-7012) Job Role: - Develops new and expands existing Customer relationships forliabilities (CA driven) and commercial assets. - Ensures high levels of customer service orientation and application of bank policy. - Cross sells existing bank products to customers. - Informs customers of new products or...

Job Description Elite Relationship Manager WCG - Elite Will report to TBM/ABM/RBM M3/M4/M5 Job Role - To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. - To managed the mapped portfolio through regular meetings with the clients,...

Job Role:Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and...

Managing HNI/NRI allocated customer PortfolioGrowth of Existing Customer PortfolioEnd to End Customer ManagementCross Sell all investment productsExcellent Growth Opportunity Required Candidate profileCurrently managing min 20+ Crs portfolios with Indian BanksExpertise in all Banking & Investment ProductsProven track record in Relationship...

Job Category KMBL Degree Level Bachelor s Degree Elite Relationship Manager Position Code-7012 Job Role Develops new and expands existing Customer relationships for liabilities CA driven and commercial assets Ensures high levels of customer service orientation and application of bank policy Cross sells existing bank products to customers ...

**KEY RESPONSIBILITIES AND ACCOUNTABILITIES** 1. Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. 2. Showcase entire product suite of “Kotak Group” to existing clients and growing their assets...

Job Title: Premier Relationship Manager - Global NRI WealthLocation: MumbaiExperience: 5 years + in BFSI/HNI/NRI investments Salary Range: INR 12,00,000 p.a. to INR 18,00,000 p.a. Premier Relationship Manager – Global NRI WealthAre you passionate about building deep, meaningful relationships with high-value clients across the globe? Do you have a flair for...

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