Investment Specialist-Affluent-AFFLUENT-Investment Counselors

Job 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...

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...

Job DescriptionPrincipal 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 - CPC/RPC/Investment desks for execution of service requests of Affluent customers.Manage complaints and ensure...

Job Description RB - Affluent Business: Insurance Specialist INTERNAL USAGE: No. of Vacancies:1Reports to:Regional Insurance Specialist Is a Team leaderNoTeam Size:1 Grade:AVP / VP Business:Affluent BankingDepartment: Burgundy PrivateSub-Department: Location: About Affluent Banking Affluent Banking caters to a segment of customers who are High Net Worth...

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...

Job 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....

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...

Job 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...

Job 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...

Job Description About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great...