▷ [High Salary] Relationship Manager-business Banking-affluent-priority-regional Sales
2 weeks ago
Job Category KMBL Degree Level Bachelor s Degree Key Responsibilities Client Acquisition Relationship Management Develop new and expand existing HNI customer relationships through in-depth profiling Match client needs with Kotak Group s product offerings Ensure client contactability through regular weekly monthly interactions Sales Revenue Generation Generate business across Liabilities Current Accounts Term Deposits Assets CC OD Term Loans Export Finance Fee Products Trade Forex Insurance Mutual Funds Formulate and implement sales plans to acquire new HNI clients and grow relationship value Portfolio Management Conduct client portfolio reviews and recommend suitable products Maintain complete relationship records for assigned accounts Resolve client queries within defined turnaround times TAT Customer Experience Compliance Ensure high levels of customer service and adherence to bank policies Coordinate with internal teams and group companies for seamless service delivery Plan and execute special sales initiatives and client engagement events Candidate Requirements Education Graduate mandatory MBA Postgraduate preferred Experience 4-13 years in banking or financial services preferably in HNI relationship management Certifications AMFI IRDA NISM preferred Skills Strong interpersonal and communication skills Decision-making ability with a sense of ownership Expertise in Trade Forex and Commercial Assets High energy customer orientation and a go-getter attitude Responsibilities Acquire and expand relationships with HNI clients through strategic profiling and personalized engagement Generate business across liabilities assets and fee-based products to enhance relationship value and revenue Formulate and implement sales plans to onboard new HNI customers and grow the client base Conduct regular portfolio reviews and present investment solutions tailored to client needs Maintain consistent client contact through weekly monthly calls and meetings Resolve client queries within defined turnaround times TAT to ensure satisfaction Ensure high standards of customer service and adherence to bank policies and regulatory guidelines Educate clients on new products and enhancements to deepen banking relationships Plan and execute special sales initiatives and client engagement events Maintain complete and up-to-date relationship records for all assigned customer accounts Collaborate with product managers and group companies to offer integrated financial solutions Stay informed about market trends competitor strategies and regulatory updates
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Pune, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree 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 business across liabilities assets and fee products to sustain and...
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Area Manager-business Banking
2 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Area Manager - Foreign Exchange Services FES Department Consumer Banking Location Mumbai 3 Delhi 1 Bangalore 1 Chennai 1 Ahmedabad 1 Pune 1 Baroda Surat 1 Rajkot 1 Reporting Relationships Regional Manager Number of Positions 10 Position Grade M4 M5 Drive Sales through various retail banking channels for...
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Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree 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...
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Affluent Burgundy Rm
2 weeks ago
Pune, India Skillventory Full time**Affluent Burgundy RM**: - From 6 to 7 year(s) of experience - ₹ Not Disclosed by Recruiter - Puneor **Roles and Responsibilities** **_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...
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Pune, India Kotak Mahindra Bank Limited Full timeJob 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...
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Area Manager-affluent-priority-regional Sales
3 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree KRAs Develops new and expands existing High Net worth Customer relationships for liabilities SA driven and commercial assets 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...
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Priority Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India Standard Chartered Full timeJob Summary As a Standard Chartered Relationship Manager you ll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank s strategic objectives You ll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements...
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Sales Executive
2 weeks ago
Pune, Maharashtra, India Digital Affluent Full time ₹ 6,00,000 - ₹ 12,00,000 per yearDigital Affluent is a full-service AI-IT digital marketing company dedicated to growing your business with innovative market strategies. We focus on delivering results, driving more traffic to your business, and helping you meet your sales goals.
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Mumbai, Maharashtra, India Axis Bank Full timeRB - Affluent BusinessNRI - RB - Channel Sales India Support INTERNAL USAGE No of Vacancies 1 Reports to Is a Team leader No Team Size 1 Grade Deputy Manager Manager 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...
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Preferred relationship manager
3 weeks ago
Pune, India Anand Rathi Share And Stock Brokers Ltd Full timeThe 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...
