Platinum Relationship Manager-household-branch Banking-relationship Management
4 days ago
Job Category KMBL Degree Level Bachelor s Degree We are seeking a talented and experienced professional to join Kotak Mahindra Bank Ltd as a Platinum Relationship Manager in our Branch Banking-Relationship Management department In this role you will be responsible for building and maintaining strong relationships with our valued household clients offering them a personalized and exclusive banking experience Your expertise and dedication will contribute to the bank s success and help us achieve our growth objectives Responsibilities Develop and execute strategic plans to acquire and retain high-net-worth household clients Build and nurture long-lasting relationships with clients understanding their unique needs and preferences Offer personalized banking solutions including wealth management investment advice and tailored financial products Ensure exceptional client service by promptly addressing queries and providing timely support Stay updated on market trends industry regulations and competitor offerings to provide insightful advice to clients Collaborate with internal teams to deliver seamless cross-selling opportunities and enhance client experiences Conduct regular client reviews and provide periodic performance updates to maintain transparency Identify and mitigate potential risks associated with client relationships ensuring compliance with bank policies Participate in networking events and industry forums to expand the bank s presence and client base Qualifications A bachelor s degree in finance business administration or a related field is preferred Minimum 5 years of experience in relationship management preferably in the banking sector Proven track record of successfully managing high-value client relationships and achieving sales targets Excellent communication and interpersonal skills with the ability to build trust and rapport with clients Strong knowledge of banking products services and regulations particularly in the household segment Analytical mindset with the ability to interpret financial data and provide insightful recommendations Proficiency in using CRM systems and other relevant banking software Ability to work independently and manage a diverse portfolio of clients Flexibility to travel as required for client meetings and networking events A self-motivated and results-driven approach to work with a passion for delivering exceptional client experiences
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Rajkot, India Kotak Mahindra Bank Limited Full timeJob Description Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship....
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Rajkot, Gujarat, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Relationship Manager - Business Banking Role Sourcing of New to Bank business banking accounts Managing the Business Banking portfolio assigned Assisting the client business with different business banking products like OD CC BG Term Loans Forex etc Cross sell of Liability based products liked Fixed Deposit...
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Branch Relationship Manager
3 weeks ago
Surat, Gujarat, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers Sources new bank customers through external individual efforts and acquisition channel Cross sells bank products to existing set of Branch customers which are mapped Informs customers of new...
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Rajkot, Gujarat, India Kotak Mahindra Bank Full timeDescriptionRelationship Manager - Business Banking Role:Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assignedAssisting the client's business with different business banking products like OD/CC/ BG/Term Loans/Forex/etcCross sell of Liability based products liked Fixed Deposit, savings account to the portfolio...
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Relationship Manager
2 weeks ago
Surat, Gujarat, India Max Life Insurance Full timeJOB DESCRIPTIONJob Code Job Title Relationship Associate Sales Bancassurance - Sales AXIS Band 5Reporting To CTC Department BancassuranceKEY RESPONSIBILITIES Will be responsible for meeting sales target through Bank s FOS Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received...
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Relationship Manager-construction Equipment
3 weeks ago
Rajkot, Gujarat, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Relationship Manager-CONSTRUCTION EQUIPMENT CE -Marketing Branches Operations JOB DESCRIPTION Job Role o Enhancement of Deposit pool from Customers o Establishing standards and delivery of service o Sale of non-deposit products Cross selling targets progressively o Sale of MF and Insurance products o Fee...
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Branch:branch Relationship Officer
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Rajkot, Gujarat, India Axis Bank Full timeAbout Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is hence an integral part of the Bank s strategy Branches play a major role in deposit mobilization from New-To-Bank NTB customers and are also core drivers of the Bank s customer engagement strategy across products and services About the Role As a part of the...
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Relationship Manager
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Ahmedabad, Gujarat, India, Gujarat Network People Services Technologies Ltd. Full timeAbout the JobWho we are and what do we doIndia has witnessed a journey of Innovation in Digital Payments and today it leads the world with over 45% of the Global digital transaction volume. At NPST, we believe that our decade long journey has carved an opportunity for building future roadmap for the world to follow.We are determined to contribute immensely...
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Associate Sales Manager
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Relationship Manager
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Rajkot, Gujarat, India Frontline investment & financial solution Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDepartment:- Financial Services, Investment Banking, Private Equity, etc..,Description:- Candidate Should Have Sales Background Preferable In Stock Broking, Mutual Funds, Wealth Management Or Equivalent(Demat account). Develop And Implement Strategies For Achieving Sales Goal. Achieve Sales Target Through Acquisition Of New Clients And Growing Business From...
