Elite Relationship Manager
1 day ago
Job Description Company Description Kotak Mahindra Group, established in 1985, is one of India's leading financial services conglomerates. In 2003, it became the first non-banking finance company to receive a banking license from the Reserve Bank of India, transitioning into Kotak Mahindra Bank Limited. The group caters to diverse financial needs, offering services such as commercial and investment banking, stockbroking, mutual funds, and insurance for individuals and corporations. With a strong presence across India and international offices, the group's extensive network supports a global clientele. For additional details, visit the company's website at kotak.bank.in. Role Description We are seeking an Elite Relationship Manager for our Salem Branch, GA. As an Elite Relationship Manager, you will establish and deepen relationships with high-net-worth clients by providing personalized wealth management solutions. Key responsibilities include portfolio management, addressing client queries, and providing financial advice to achieve client goals. You will also identify potential clients to grow the portfolio and ensure timely execution of client transactions. This is a full-time, on-site role with the opportunity to make a significant impact in a dynamic and customer-centric environment. Qualifications - Client Relationship Management skills, including proficiency in understanding client needs and delivering tailored solutions - Comprehensive knowledge of Financial Planning, Wealth Management, and Portfolio Analysis - Proficiency in Sales, Business Development, and Cross-Selling of financial products - Strong Communication, Negotiation, and Interpersonal skills - Ability to develop and nurture trust with clients and deliver exceptional customer service - Basic understanding of banking regulations and compliance requirements - Relevant work experience in financial services or wealth management industry - Bachelor's degree in Finance, Business, or a related field; certifications such as CFP or CFA are advantageous
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Elite Relationship Manager
2 weeks ago
Bangalore , , Branch Banking, Rest of India , Karnataka, Mysore -KD Road Equitas Small Finance Bank Full time ₹ 1,20,000 - ₹ 6,00,000 per yearRoleCategoryCategory WeightageParametersParameter Weight %MetroUrbanSURuralCappingElite RMQuantitative Parameters75%CASA NTB Count p.m10%55550 to 200%Elite RMQuantitative Parameters75%CASA Growth (Rs. Lacs p.m.)25% % to 200%Elite RMQuantitative Parameters75%RTD Growth ( Rs. Lacs p.m)20% % to 200%Elite RMQuantitative Parameters75%LI + GI+ MF +3in1 - Net...
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Rajkot, India Kotak Mahindra Bank Limited Full timeJob Description We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal...
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Chennai, India Kotak Mahindra Bank Limited Full timeJob Description We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have a strong...
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Elite - Sales
1 week ago
Mathura Road, Delhi, North Zone, India Matrimony Full time ₹ 5,00,000 - ₹ 15,00,000 per yearElite Matrimony is a premium matchmaking service to help industrialists, entrepreneurs, celebrities and highly successful professionals find the right match for themselves or their loved ones. This service caters to the who's who of the society who chooses to seek a Relationship Manager's help in finding a suitable match. We have efficient Relationship...
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Elite Sales
1 week ago
Cochin, Ravipuram - , India, Kerala Matrimony Full time ₹ 5,00,000 - ₹ 15,00,000 per yearThe Relationship Manager/ Senior Relationship Manager - Sales is responsible for pitching Elite packages and services to prospective HNI customers and helping them find an appropriate alliance.Prioritizes prospects needs and open dialogue to identify and provide solutions to their needs.Identifying opportunities to up-sell and cross-sell customers and to...
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India Kotak Mahindra Bank Limited Full timeJob Description We are seeking a dynamic and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have strong knowledge of...
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Branch Relationship Manager
3 days ago
Bengaluru, India Max Financial Services Full timeJob Description Job Description Position BRM Location Bangalore Department Direct Sales Force Function CAT - Elite Reporting to RM Band Senior Manager(4A) KEY RESPONSIBILITIES Maintain Customer Relationship - Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication - Determine clients...
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India Kotak Mahindra Bank Limited Full timeJob Description Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. - Ensures high levels of customer service orientation and application of bank policy. - Cross sells existing bank...
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Sales Managers
1 day ago
Gurugram, India Elite Edge Legacy Full timeJob Description Company Description Elite Edge is a leading real estate consultancy specializing in identifying premier investment opportunities across luxurious residential, commercial, and mixed-use developments. With a strong presence in NCR, particularly Gurugram, the company has also expanded into Goa, an emerging investment destination. Founded by Mr....
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Assistant Manager
3 weeks ago
Bengaluru, India Max Financial Services Full timeJob Description Job Description Position RM/PRM/SPRM No. of Positions Department Direct Sales Force Function CAT-Elite Reporting to Cluster Manager - Elite Band 5/5A/5B Location - Comp. Job Summary Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales...
