Relationship Manager-Affluent-Priority-Regional sales
4 weeks ago
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
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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...
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Chennai, India Kotak Mahindra Bank Limited Full timeJob Description Job Role & Responsibilities The Regional Manager - Affluent Banking is responsible for leading a team and overseeing all business and service operations for the Affluent client segment across an assigned region. The primary goal is to achieve sales targets, enhance customer satisfaction, and ensure strict compliance with banking regulations....
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Relationship Manager
1 week ago
Ahmedabad, 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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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...
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Associate Relationship Manager
5 days ago
Mumbai, India Kotak Mahindra Bank Limited Full timeJob 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...
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India Kotak Mahindra Bank Full timeJob Description Job Description: Affluent Relationship Manager Business Banking Kotak Mahindra Bank is seeking dynamic professionals to join as Affluent Relationship Managers in our Business Banking division. This role focuses on managing High Net Worth Individual (HNI) clients, driving acquisition, deepening relationships, and delivering exceptional banking...
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Jaipur, 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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Mumbai, India Kotak Mahindra Bank Limited Full timeJob Description Description The Program Manager-Affluent will be a key member of our Affluent-Service team, working closely with Service teams to manage customer escalations. This role is critical in ensuring customer issues are resolved efficiently, especially when they require attention beyond standard support channels.. The successful candidate will have...
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Mumbai, India Axis Bank Full timeJob Description RB - Affluent Business:Regional Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:NIC Is a Team leaderYTeam Size:5-10 Grade:VP Business:BPC - Private BankingDepartment: Affluent BusinessSub-Department:BPC - Private Banking Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net...
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Apply Now: Associate Relationship Manager
4 weeks ago
Mumbai, India Kotak Mahindra Bank Limited Full timeJob 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...