Relationship Manager-Affluent-Priority-Regional sales

Job 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...

Job 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...

Job 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...

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...

Job DescriptionJob Description1 Job Role Associate Relationship Manager2 Organization Retail Liabilities -Kotak Mahindra Bank3 Location 4 Work Location 5 Grade M2 / M36 Work Experience 2 - 5 YearsJob DescriptionPrincipal Responsibilities:- Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT.- Ensure strict adherence to...

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice.3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.4) The Relationship...

The 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...

Job Description Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in...

Job Description Relationship Manager - Business Banking (BBRM) Role: - Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned - Assisting the client's business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc - Cross sell of Liability based products liked Fixed Deposit, savings...

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 & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great...