Relationship Manager

1 week ago


Mumbai India Kotak Mahindra Bank Limited Full time

tions)

The Kotak Mahindra Group

The entire spectrum of financial needs of individuals and corporates is addressed at the Kotak Mahindra Group. Completing a successful 29 year run, Kotak firmly invests in serving the financial services needs of customers. The Group today offers complete financial solutions including areas like Retail Finance, Equities, Mutual Funds, Life Insurance, Wealth Management (Private Banking), Tax Planning and Investment Banking etc. The Kotak Mahindra Group offers the understanding, the experience, the infrastructure and most importantly the commitment to deliver pragmatic end-to-end solutions that truly work.

Kotak Wealth Management:

The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin.

The Kotak client base ranges from entrepreneurs to business families, and also includes employed professionals. Kotak provides financial advice and manages wealth for 44% of India's top 100 families with Wealth Management offices spread across 10 cities in India. The Client Relations team in Kotak Wealth Management works exclusively on portfolios of large advisory and family office clients of the firm. The role requires the Relationship Manager to take full ownership of his/her client portfolios.

Job Role:

Job Role

  • Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.
  • Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.
  • Acquire New Clients for the firm and also develop new territories.
  • Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients.
  • Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioral skills.
  • Deliver Sales Targets

Job Requirements

  • Excellent written and oral communication skills
  • Strong Organizational Skills
  • Strong Communication and Interpersonal Skills
  • Experience in investment/financial services
  • Team player and Collaboration skills
  • Relationship Management Skills


  • Relationship Manager

    Found in: Whatjobs IN C2 - 2 weeks ago


    india Ffreedom Full time

    We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction. Requirements Smart phone or...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 1 week ago


    india Live Connections Full time

    Dear Applicants, Our Well known Banking Client is Hiring for Relationship Manager Job Title: Relationship Manager Location: Hyderabad, India Experience: Minimum 4-8 years Overview: We are seeking a seasoned Relationship Manager to join our team in Hyderabad. The ideal candidate will have a proven track record of 4-8 years in portfolio management, high net...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 2 weeks ago


    india Redmil Business Mall Pvt Ltd Full time

    As a Relationship Manager - Support and Sales at Redmil Business Mall, you will be at the forefront of our customer-centric initiatives. You will have the unique opportunity to engage with our existing clients, nurture those relationships, and contribute to the growth of our customer base through effective sales strategies. You will be a key player in...

  • Relationship managers

    Found in: Whatjobs IN C2 - 7 days ago


    india Talenture Group Full time

    Job Description Maintaining a deep knowledge of company products and services.Building and maintaining strong relationships with prospective and existing clients.Researching and pursuing new business opportunities.Identifying clients' needs and requirements and proposing suitable solutions.Providing clients with comprehensive product/service consultations...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 7 days ago


    india Career Connect Full time

    Job Description Our client, one of the country's top real estate firms, is looking for Relationship Manager who will be assigned to build, manage and improve relationships with clients. They will be the single point of contact of these clients for any inquiry, request or concern post-sale, and ensure timely resolutions. Aside from resolving customer issues,...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 6 days ago


    India Bhanzu Full time

    About the organization: Through Bhanzu, we aim to eradicate math phobia and encourage careers in math and STEM fields among learners from across the world. Bhanzu is bridging the gap between dreams and competence, by enabling students to realize their full potential and introduce them to science, coding and AI, through the lens of math. Website - Role -...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 22 hours ago


    india Intellectual Capital HR Consulting Pvt. Ltd. Full time

    JD for RM in Capital Markets - Banks & Financial Institutions Group Grade: M5/M6 Location: New Delhi Designation: RM – Capital Markets Reporting: Vice President Banks & Financial Institutions Group (BFIG) is part of wholesale Banking dept. in the bank and has the following sub verticals – Custody, Correspondent Banks, Private Equity, Insurance,...

  • Relationship Manager/Senior Relationship Manager

    Found in: beBee jobs IN - 1 week ago


    Mumbai, Maharashtra, India iimjobs Full time

    Relationship Manager/Sr Relationship Manager Private Banking Key Responsibilities: Managing relationships of super HNI clients, retaining & enhancing advisory relationships. Service the banking requirements of the super HNI clients. Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 2 weeks ago


    india Optimum Future Full time

    Exp.Required : Minimum 1 year Sales experience in LAP, Secured Loans, Loan Against Property, Home Loan Job description  1. Generate leads through Direct sourcing for the Loan Against Property and Business Loans. 2. Achieve assigned business targets and create relationships on ground to ensure steady inflow.  3. Report to the Area Business Manager and...

  • Relationship Manager

    Found in: beBee jobs IN - 1 week ago


    Mumbai, Maharashtra, India iimjobs Full time

    Relationship Manager - Large Corporates Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groupsSeek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank...

  • Relationship Manager

    Found in: beBee jobs IN - 1 week ago


    Mumbai, Maharashtra, India iimjobs Full time

    Relationship Manager - Corporate & Institutional BankingTo develop & manage relationships with Large Corporate Group Segment.Coverage of clients -Large corporates and Institutions ;Ownership of business development Initiate, manage & deepen client engagement; Build relationships at CXO/CFO levelsEnsure delivery of banking solutions in collaboration with...

  • Relationship Manager

    2 weeks ago


    India Mantras2success Consultants Full time

    Job Description:''Venuelookis India's #1 online marketplace for Social and Corporate Event Venues, serving clients across 21 cities in India. They have started with the Discovery and Booking of Venues, which is the 1st step in an event's journey. Their mission is to build the #1 technology enabled Social Events Hub of India and make the happy moments happier...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 2 weeks ago


    india eRecruiter Full time

    Job Description Our client is in the Financial Services industry, and they are looking to hire a Relationship Manager in Lagos. Responsibilities • Responsible for generating core investment business• Market the organization cash management products and services• Responsible for building and establishing new clients.• Responsible for creating and...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 2 weeks ago


    india Airtel Full time

    Key Deliverables • To Ensure 100% service level adherence to business processes • To increase Collection Efficiency : 0-60 days, 60-90 days • To enhance the Revenue enhancement -Churn Control and Upsell. • To manager Manage and up sell existing & new airtel products/services to corporate through its life cycle management process thru the partner team...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 2 weeks ago


    mumbai, India HireEasi Full time

    Elite Relationship Manager Department Location Number of Positions Retail Liabilities Mumbai Multiple Senior Manager M4 Reporting Relationships Branch Manager Retail Liabilities Level Level Job Role: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service...

  • Relationship Manager

    Found in: beBee jobs IN - 1 week ago


    Mumbai, Maharashtra, India iimjobs Full time

    Hiring Relationship manager - Large Corporate - Leading Bank - Mumbai Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups Relationship Management Seek and acquire new client relationships by understanding the customers financial needs and...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 2 weeks ago


    mumbai, India Hiregis Full time

    We're looking for Virtual Relationship Managers with 2-6 Years of experience in Mumbai.As a Virtual Relationship Manager, you will play a vital role in building and maintaining relationships with our customers by providing them with a truly exceptional digital banking experience. Regularly engaging with customers and providing a consistent and superior...

  • Relationship Manager

    Found in: Talent IN C2 - 2 weeks ago


    Mumbai, India Hiregis Full time

    We're looking for Virtual Relationship Managers with 2-6 Years of experience in Mumbai.As a Virtual Relationship Manager, you will play a vital role in building and maintaining relationships with our customers by providing them with a truly exceptional digital banking experience.Regularly engaging with customers and providing a consistent and superior...

  • Relationship Manager

    Found in: beBee jobs IN - 1 week ago


    Mumbai, Maharashtra, India iimjobs Full time

    Relationship Manager - Large Corporates - Bank To develop & manage relationships with Large Corporate Group Segment. Devise and implement growth strategies to grow the client base. Ownership of business development as per agreed plans Identifying and reaching out to new potential clients in the mid to large corporate segment studying the client's profile to...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 2 weeks ago


    mumbai, India Vimerse Infotech Inc Full time

    Hi, Greetings! We are Hiring for Direct Channel and Agency Channel for Multiple Roles: *Relationship Manager *Sr. Relationship Manager *Key Relationship Manager Experience: 2+ Years Location: Ghatkopar, Thane, Vashi and Andheri. The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and...