(Apply in 3 Minutes) Investment Specialist-Affluent-Priority-Regional sales

Job Category KMBL Degree Level Bachelor s Degree Relationship Manager-Affluent-Priority-Regional sales 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 Kotak Group 2 Generate...

Job 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...

Job 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...

Job Description- The ideal candidate will oversee bancassurance activities in the region, working closely with the Affluent team to drive business growth and ensure customer satisfaction.- Regional wealth head will play a key role in expanding our presence and achieving strategic growth.- Lead and manage the Affluent Banking team in the region, drive...

Job 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...

Job 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...

Job ID: 38679Location: Kolkata, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 2 Sept 2025Job SummaryAs a Relationship Manager, you'll be responsible for managing and developing relationships with clients of Priority Banking & Priority Private Banking to drive business growth and meet the bank's strategic...

Job Description RB - Affluent Business: Insurance Specialist INTERNAL USAGE: No. of Vacancies:1Reports to:Regional Insurance Specialist Is a Team leaderNoTeam Size:1 Grade:AVP / VP Business:Affluent BankingDepartment: Burgundy PrivateSub-Department: Location: About Affluent Banking Affluent Banking caters to a segment of customers who are High Net Worth...

Job Description Principal Responsibilities: - Handle personalized service requests of Privy ( HNI ) customers and deliver TAT. - Ensure strict adherence to regulatory requirements for Privy customer segment. - Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Privy customers. - Manage complaints and ensure...

Job Description About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great...