Relationship Manager-Affluent-AFFLUENT-Relationship Manager

3 days ago

Hyderabad India Kotak Mahindra Bank Limited Full time

Job 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 existing set of Customers - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Coordinates with other group companies to provide seamless access to other products - Maintains complete relationship record for assigned customer accounts Job Requirement: - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services - MIS generation - Graduate - 4 -6 years of experience AMFI / IRDA - Post Graduate - 2 - 4 years of experience AMFI / IRDA

  • Relationship Manager

    3 days ago

    Ahmedabad, India Kotak Mahindra Bank Limited Full time

    Job 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...

  • Investment Specialist-Affluent-AFFLUENT-Investment Counselors

    2 weeks ago

    Jaipur, India Kotak Mahindra Bank Limited Full time

    Job 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 -...

  • Apply Now: Associate Relationship Manager

    3 weeks 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...

  • Platinum/Affluent Relationship Manager

    2 weeks ago

    Hyderabad, Telangana, India BharatHire Private Limited Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    We have openings for Platinum RM And Affluent RM5+ yrs of experience Daily interviews in Hyderabad

  • ▷ High Salary: Social Media Marketing Internship

    7 days ago

    India Affluent Hub Full time

    Job Description Company Description Affluent Hub is a comprehensive digital marketing agency dedicated to helping businesses enhance their online presence and achieve their marketing objectives. The company offers a variety of services including social media marketing, SEO, PPC advertising, email marketing, and content creation. Additionally, Affluent Hub...

  • Preferred Relationship Manager

    3 weeks ago

    india Anand Rathi Share and Stock Brokers Ltd Full time

    The 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 them by...

  • Preferred Relationship Manager

    4 weeks ago

    india Anand Rathi Share and Stock Brokers Ltd Full time

    The 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 them by...

  • RB - Affluent Business:Investment specialist

    7 days ago

    Hyderabad, India Axis Bank Full time

    Job Description RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:RIC Is a Team leaderNTeam Size:-NA Grade:SM/AVP/VP Business:Retail BankingDepartment: Affluent BusinessSub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range...

  • Preferred Relationship Manager

    3 weeks ago

    Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full time

    The 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 them...

  • Preferred Relationship Manager

    2 weeks ago

    Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full time

    The 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 them...