Elite Relationship Manager-household-branch Banking-relationship Management
5 days ago
Job Category Consumer Bank Degree Level Bachelor s Degree As an Elite Relationship Manager you will be responsible for managing and growing a portfolio of high-net-worth individuals and their households Your primary goal is to understand their financial needs and goals and provide them with personalized banking solutions This role requires excellent relationship-building skills a deep understanding of financial products and the ability to cross-sell and up-sell bank services Responsibilities Develop and execute strategies to acquire and retain high-value customers Build strong relationships with clients understand their financial objectives and provide tailored advice Cross-sell and promote the bank s products and services including deposits loans investments and insurance Monitor market trends and competitor activities to stay updated on industry developments Collaborate with other departments to ensure seamless delivery of services to clients Handle client complaints and queries in a timely and professional manner Prepare and present regular performance reports to senior management Attend industry events and conferences to represent the bank and build its reputation Maintain a high level of professionalism and ethical standards at all times Qualifications A bachelor s degree in finance business or a related field is preferred Minimum 5 years of experience in relationship management or a similar role preferably in the banking industry Strong knowledge of financial products and services including banking investments and insurance Excellent communication and interpersonal skills with the ability to build rapport and trust Proven track record of achieving sales targets and maintaining a high-quality client base Ability to work independently and manage a complex portfolio of clients Proficiency in using banking software and tools for relationship management Analytical skills to interpret data and make informed decisions A self-starter with a proactive approach to work and a results-driven mindset
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Pune, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth HNW clients This role involves acquiring new clients deepening existing relationships and offering tailored banking solutions across liabilities commercial assets and investment...
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Pune, Maharashtra, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDescriptionWe are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal candidate...
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Thane, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree As an Elite Relationship Manager you will be responsible for overseeing a team of Relationship Managers ensuring they deliver exceptional client service and meet sales targets Your expertise will be instrumental in providing strategic guidance to clients helping them achieve their financial goals You will also...
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Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth HNW households This role involves acquiring new clients deepening existing relationships and offering comprehensive banking solutions across liabilities commercial assets...
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Elite Relationship Manager-business Banking
3 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Elite Relationship Manager Job Role Develops new and expands existing Customer relationships for liabilities CA driven and commercial assets Ensures high levels of customer service orientation and application of bank policy Cross sells existing bank products to customers Informs customers of new products or...
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Elite Relationship Manager-business Banking
3 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Elite Relationship Manager Position Code-7012 Job Role Develops new and expands existing Customer relationships for liabilities CA driven and commercial assets Ensures high levels of customer service orientation and application of bank policy Cross sells existing bank products to customers Informs customers of...
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Pune, Maharashtra, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 20,00,000 per yearDescriptionDevelops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking...
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Pune, India DBS Bank Full timeAssociate, Treasure Relationship Manager, Consumer Banking Group-(WD78782)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products...
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Pune, Maharashtra, India DBS Bank Full time ₹ 1,00,00,000 - ₹ 2,00,00,000 per yearBusiness FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...
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Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree JD PRM- HH Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets Ensures high levels of customer service orientation and application of bank policy Cross sells existing bank products to customers Informs customers of new products or product enhancements...
