Relationship Manager-Affluent-Priority-Regional sales
4 days ago
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 products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank's premium customer segment.
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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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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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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...
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Gurugram, India Kotak Mahindra Bank Limited Full timeJob Description 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 liabilities, assets and fee products to sustain and...
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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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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 -...
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Relationship Manager – NR Affluent
3 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...
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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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Preferred relationship manager
3 weeks ago
Nagpur, India Anand Rathi Share And Stock Brokers Ltd Full timeThe 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...
