
Relationship Manager-Business Banking-Affluent-Priority-Regional sales
2 days ago
Role:
- 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 Group
- Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
- Formulate and implement the sales plan to acquire new HNI clients and increase the customer base
- Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
- Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements
- Ensure client contactability at all times though regular connect with them in weekly/ monthly calls
- Resolve client queries for the managed book within the specified TAT
- Plan and conduct special sales initiatives and events for prospective and existing clients
- Endure adherence to all bank and regulatory processes at all times
Job Requirement:
- Aptitude to deliver high quality customer service by using organization and interpersonal skills
- Decision making skills with strong sense of ownership
- Ability to work under pressure
-
Pune, Maharashtra, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole:- 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 Group- Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and...
-
Regional Priority Banking Sales Expert
3 days ago
Pune, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 16,00,000We are seeking a seasoned investment expert to spearhead our regional priority banking sales efforts.Key Responsibilities:Develop and maintain high-value banking relationships with discerning clients through personalized services.Foster new business opportunities by leveraging external channels and individual networking efforts.Cross-sell a diverse range of...
-
Pune, Maharashtra, India Kotak Mahindra Bank Limited Full timeJob DescriptionJob Profile: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank...
-
Relationship Manager
3 days ago
Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full timeAbout the Company : The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...
-
Relationship Manager
5 hours ago
Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 5,00,000 - ₹ 10,00,000 per yearAbout the Company: The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...
-
Relationship Manager
6 days ago
Pune, Maharashtra, India Max Life Insurance Full timeJob Description- The role involves building strong, long-lasting relationships with clients and providing exceptional customer service- The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targetsResponsibilities Client Relationship Management- Build and maintain...
-
Relationship Manager
5 days ago
Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full timeAbout the Company : The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...
-
Rathi - Preferred Relationship Manager
4 weeks ago
Pune, Maharashtra, India Anand Rathi Group Full time- The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.- (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.- (S)he would be expected to establish strong ties with...
-
15h Left) Relationship Manager
6 days ago
Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full timeAbout the Company: The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...
-
Relationship Manager
4 hours ago
Pune, Maharashtra, India AnandRathi Full time ₹ 1,04,000 - ₹ 1,30,878 per yearRole & responsibilitiesResponsible for acquiring preferred clients (Affluent & Super Affluent).Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients.Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio.Deepening the wallet from existing...