▷ [Immediate Start] Regional Manager-Affluent-AFFLUENT-Regional Head's Office

3 weeks ago

Chennai India Kotak Mahindra Bank Limited Full time

Job Description Job Role & Responsibilities The Regional Manager - Affluent Banking is responsible for leading a team and overseeing all business and service operations for the Affluent client segment across an assigned region. The primary goal is to achieve sales targets, enhance customer satisfaction, and ensure strict compliance with banking regulations. Key Responsibilities: - Business & Revenue Growth: - Achieve the region's business objectives, including value, volume, and channel productivity metrics for the affluent segment. - Drive revenue generation through the sale of liabilities (CASA, Fixed Deposits), assets (loans, forex), and third-party products (insurance, mutual funds, etc.). - Formulate and implement strategic sales plans to acquire new HNI clients and expand the existing customer base. - Team Management & Leadership: - Provide leadership, guidance, and mentorship to Branch Managers and a team of Relationship Managers/Service Relationship Managers within the region. - Manage productivity and morale of branch personnel, ensuring effective team performance and development. - Conduct regular performance reviews and provide coaching to enhance team capabilities and service delivery. - Client Relationship Management: - Develop and maintain high-value banking relationships with a select group of high-net-worth customers through individualized, high-quality service. - Ensure in-depth client profiling to understand financial needs and offer tailored solutions aligned with client goals. - Oversee the resolution of client queries and complaints within specified turnaround times (TAT) to ensure high levels of satisfaction and loyalty. - Portfolio Management & Advisory: - Use investment expertise to oversee client portfolio reviews and recommend suitable investment options. - Continuously identify opportunities for cross-selling and upselling to increase wallet share and customer stickiness. - Coordinate with internal desks (CPC/RPC/Investment) to provide seamless access to other products and services. - Compliance & Operations: - Ensure strict adherence to all bank policies, internal audit requirements, and regulatory guidelines (e.g., RBI regulations) at all times. - Oversee the smooth functioning of all branch operations within the region, managing administration and security aspects. - Generate and analyze business MIS (Management Information Systems) reports for effective decision-making and reporting to senior management

  • ▷ Urgent Search: Service Relationship Manager-Affluent-Priority-Regional sales

    4 weeks ago

    Rajkot, India Kotak Mahindra Bank Limited Full time

    Job Description At Kotak Mahindra Bank Ltd, we are seeking a talented and client-focused individual to join our AFFLUENT-Regional sales team as a Service Relationship Manager. In this role, you will be responsible for managing and growing relationships with high-value clients, offering tailored financial solutions, and providing an exceptional banking...

  • RB - Affluent Business:Regional Investment specialist

    5 days ago

    Mumbai, India Axis Bank Full time

    Job Description RB - Affluent Business:Regional Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:NIC Is a Team leaderYTeam Size:5-10 Grade:VP Business:BPC - Private BankingDepartment: Affluent BusinessSub-Department:BPC - Private Banking Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net...

  • ▷ [Immediate Start] RB - Affluent Business:Relationship Manager - NRI

    4 weeks ago

    Chennai, India Axis Bank Full time

    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 and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great...

  • Associate Relationship Manager

    7 days ago

    Mumbai, India Kotak Mahindra Bank Limited Full time

    Job Description The Associate Relationship Manager will be a key member of our Affluent-Service team, working closely with high-net-worth individuals to understand their financial needs and goals. This role involves building long-term relationships, offering personalized advice, and providing exceptional customer service. The successful candidate will have...

  • [Urgent Search] Program Manager-Affluent-AFFLUENT-Program

    4 weeks ago

    Mumbai, India Kotak Mahindra Bank Limited Full time

    Job Description Description The Program Manager-Affluent will be a key member of our Affluent-Service team, working closely with Service teams to manage customer escalations. This role is critical in ensuring customer issues are resolved efficiently, especially when they require attention beyond standard support channels.. The successful candidate will have...

  • Pay Per Appointment(Min 4yrs exp))

    4 weeks ago

    India Affluent Hub Full time

    Job Description High-Ticket Appointment Setter (Remote) Join Affluent Hub as a Performance Appointment Setter (Remote) Help us book sales-ready meetings with decision-makers in Real Estate, Hospitality, Luxury E-commerce, and EdTech. You'll generate your own leads and get paid per qualified appointment that shows. What You'll Do Source & qualify leads (your...

  • Regional Head

    1 week ago

    India HDFC securities Full time

    Immediate Hiring for Regional Head / State Head for Mumbai Location: Mumbai & Thane Role: Regional Head Industry: Banking, Financial Services, Broking We are looking for an experienced Sales leader to drive regional growth and lead a high-performing team. Key Responsibilities: Manage and motivate the entire team of Branch Managers & Relationship Managers...

  • CPU:CSG Hub

    5 days ago

    Pune, India Axis Bank Full time

    Job Description RB - Branch Banking Head INTERNAL USAGE: No. of Vacancies: 1 Reports to: Is a Team leader No Team Size: 1 Grade: SVP I / SVP II Business: Department: Affluent Business Sub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings...

  • RB - Cards:CC Regional Sales Manager

    2 weeks ago

    Mumbai, India Axis Bank Full time

    Job Description About Acquiring and Cards: The Acquiring and Cards department focuses on the Cards and merchant acquiring business of the bank. The Bank offers a wide range of cards designed for the customers specific needs along with offering PoS services under the Acquiring business vertical within the cards team. The department is also responsible for...

  • ▷ (Immediate Start) Relationship Manager - IBL Affluent Banking

    3 weeks ago

    Jaipur, India Tata AIA Life Full time

    Job Description Role description Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise....