Relationship Manager-Business Banking-Affluent-Priority-Regional sales
3 weeks ago
Job Description 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.
-
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...
-
Rajkot, India Kotak Mahindra Bank Limited Full timeJob 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...
-
Relationship Manager
2 weeks ago
Bengaluru, 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...
-
Relationship Manager
4 days ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager-Business Banking-Affluent-Priority-Regional sales Relationship Manager-Business Banking-Affluent-Priority-Regional sales Mumbai, Maharashtra, India Be the First to Apply Job Description Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description ...
-
Priority Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Standard Chartered Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob 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...
-
India Kotak Mahindra Bank Limited Full timeJob Description Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers 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 products to...
-
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...
-
Karnal, India Kotak Mahindra Bank Limited Full timeJob Description Role: - 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 relationship...
-
Relationship Manager-Business Banking
2 weeks ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full timeRelationship Manager-Business Banking-Affluent-Priority-Regional sales 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...
-
Relationship Manager – NR Affluent
2 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...
