Relationship Manager-Business Banking-Affluent-Priority-Regional sales
2 days 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.
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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...
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Rajkot, India Kotak Mahindra Bank Limited Full timeJob 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...
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Pune, India Kotak Mahindra Bank Limited Full timeJob 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...
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Relationship Manager
5 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 ...
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Priority Relationship Manager
3 weeks ago
Kolkata, India Standard Chartered Bank Full timeJob ID: 38679 Location: Kolkata, IN Area of interest: Retail Banking Job type: Regular Employee Work style: Office Working Opening date: 2 Sept 2025 Job Summary As 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...
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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...
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Bengaluru, India Kotak Mahindra Bank Limited Full timeJob 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...
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India Kotak Mahindra Bank Limited Full timeJob Description Role: Affluent RM - 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...
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Kolkata, India Kotak Mahindra Bank Limited Full timeJob Description Relationship Manager - Business Banking (BBRM) Role: - Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned - Assisting the client's business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc - Cross sell of Liability based products liked Fixed Deposit, savings...
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Associate Relationship Manager
3 weeks ago
Gurugram, India Kotak Mahindra Bank Limited Full timeJob Description Associate Relationship Manager - Affluent-AFFLUENT-Service - Non Branch Banking Job Description Principal Responsibilities: - Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT. - Ensure strict adherence to regulatory requirements for Affluent customer segment. - Coordinate with internal teams -...
