[3 Days Left] Relationship Manager-Affluent-Priority-Regional sales
16 hours ago
Job Description Role: 1. 1. 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 2. 2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness 3. 3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base 4. 4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience 5. 5. 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 1. 6. Resolve client queries for the managed book within the specified TAT 2. 7. 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: - 1. Aptitude to deliver high quality customer service by using organization and interpersonal skills - 2. Decision making skills with strong sense of ownership - 3. Ability to work under pressure 4. Experience in building and maintaining
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Pune, India Kotak Mahindra Bank Limited Full timeJob Description Relationship Manager-Affluent-Priority-Regional sales Job Description Role: 1. 1. 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 2. 2. Generate business across...
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Nagpur, India Kotak Mahindra Bank Limited Full timeJob Description As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and...
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Rajkot, India Kotak Mahindra Bank Limited Full timeJob Description Affluent Relationship Manager JD 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 across liabilities, assets and fee products to...
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Bengaluru, India Kotak Mahindra Bank Limited Full timeJob Description Role: . Handling personalized service requests of Affluent customers. . Generation of timely business MIS. . Ensuring strict adherence to regulatory and internal approved prescribed requirements for Affluent customer segment. . Coordination with CPC/RPC/Investment desks for account opening of Affluent customers. . Managing complaints of...
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Gurugram, India Kotak Mahindra Bank Limited Full timeJob Description Job Description Role: 1. 1. 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 2. 2. Generate business across liabilities, assets and fee products to sustain and...
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Relationship Manager
3 days ago
Pune, Maharashtra, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager-Affluent-Priority-Regional sales Relationship Manager-Affluent-Priority-Regional sales Job Description Role: 1. 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...
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India Kotak Mahindra Bank Limited Full timeJob Description Role: Affluent RM - 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...
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Mumbai, India Kotak Mahindra Bank Limited Full timeJob Description 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 across liabilities, assets and fee products to sustain and achieve growth in...
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Associate Relationship Manager
3 weeks ago
Gurugram, India Kotak Mahindra Bank Limited Full timeJob Description Associate Relationship Manager - Affluent-AFFLUENT-Service - Non Branch Banking Job Description Principal Responsibilities: - Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT. - Ensure strict adherence to regulatory requirements for Affluent customer segment. - Coordinate with internal teams -...
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Relationship Manager – NR Affluent
3 days ago
Kannur, -KANNUR- TALAP ROAD- UNION SHOPPING COMPLEX-BR-KRA, GROUND FLOOR UNION SHOPPING COMPLEX TALAP ROAD, Kannur, Kerala, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager – NR Affluent-RETAIL NR-Relationship ManagerThe Relationship Manager – NR Affluent will be responsible for managing and growing the affluent customer segment within the retail banking department. The role involves building and maintaining relationships with high net-worth individuals, providing financial advice, and promoting banking...
