High Salary) Relationship Manager-business Banking-affluent-priority-regional Sales

24 hours ago

Chennai, Tamil Nadu, India Kotak Mahindra Bank Full time

Job Category KMBL Degree Level Bachelor s Degree 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 product s - 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 Responsibilities Acquire and expand relationships with HNI clients through strategic profiling and personalized engagement Generate business across liabilities assets and fee-based products to enhance relationship value and revenue Formulate and implement sales plans to onboard new HNI customers and grow the client base Conduct regular portfolio reviews and present investment solutions tailored to client needs Maintain consistent client contact through weekly monthly calls and meetings Resolve client queries within defined turnaround times TAT to ensure satisfaction Ensure high standards of customer service and adherence to bank policies and regulatory guidelines Educate clients on new products and enhancements to deepen banking relationships Plan and execute special sales initiatives and client engagement events Maintain complete and up-to-date relationship records for all assigned customer accounts Collaborate with product managers and group companies to offer integrated financial solutions Stay informed about market trends competitor strategies and regulatory updates

  • High Salary Relationship Manager

    23 hours ago

    Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

    Job Title: High Salary Relationship Manager. Business Banking and Affluent Sales Professional.As a relationship manager, you will be responsible for developing and expanding high net worth customer relationships through individualized customer service.Develop and maintain banking relationships with a select group of high net worth customers.Generate business...

  • Affluent Wealth Relationship Manager

    7 days ago

    Chennai, Tamil Nadu, India Topgear Consultants Full time US$ 9,00,000 - US$ 12,00,000 per year

    Job Title: Affluent Wealth Relationship ManagerLocation: ChennaiWere looking for a Relationship Manager to join our Wealth Management team, focused on managing and acquiring HNI (High Net Worth Individual) clients.Key Responsibilities:Bring in and manage Affluent & Super Affluent clients.Advise clients on their financial portfolios, investments, and...

  • Regional Business Development Manager

    13 hours ago

    Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 28,00,000

    Job DescriptionDeveloping and maintaining strategic relationships with corporate partners, banks, and distributors to drive business growth in the region.Establishing consultative engagements with finance and treasury heads as well as CEOs to expand business opportunities.Building business through consultative partnerships with branch managers, senior...

  • Relationship Manager-Affluent-Priority-Regional sales

    7 days ago

    Chennai, Tamil Nadu, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Job Description:Role: -Job Requirement: Kotak Mahindra Bank

  • Regional Business Manager

    1 week ago

    Chennai, Tamil Nadu, India Kotak Mahindra Bank Limited Full time

    Job DescriptionJob Role- Managing team of leaders and Relationship Managers at Regional Level- Drive team for new acquisition through Branch Banking and/or Customer referrals- To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence.- Focus to continually increase the Book size, SOH and profitability...

  • High Salary Relationship Manager

    1 week ago

    Chennai, Tamil Nadu, India Tata AIA Life Full time

    Job DescriptionRole descriptionJoin Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At...

  • Regional Manager

    5 days ago

    Chennai, Tamil Nadu, India Fia Technology Services Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Position Title: Regional Manager (South) FI Sales Location: [Chennai]Department: Sales – Financial InclusionReports To: National Sales HeadRole Overview:The Regional Manager – FI Sales will be responsible for leading FIA's Financial Inclusion business in the assigned region. This role involves developing and executing sales strategies, expanding FIA's...

  • Manager - Regional Sales

    6 days ago

    Chennai, Tamil Nadu, India Kotak Life Insurance Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Manager - Corporate Employee Solutions-Regional salesAcquire new Corporate relationshipsMaintain highest level of relationship with the Corporate and key decision maker/s (KDMs)Develop new business from existing clients and actively seek new cross sell opportunitiesOperating as the lead point of contact for any and all matters specific to employees of...

  • Relationship Manager-CORPORATE BANKING-Regional sales

    6 days ago

    Chennai, Tamil Nadu, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    RM is responsible to structure and propose new products to existing clients and get new clientsRelationship & Account management, origination & execution for corporate banking related products – Assets, DCM, FX & GTS etc.Deeper penetration of groups across banking products including cross sell of Salary, Privy etc.Develop deeper understanding of business,...

  • Relationship Manager-CORPORATE BANKING-Regional sales

    6 days ago

    Chennai, Tamil Nadu, India Kotak Mahindra Bank Limited Full time

    Job Description- RM is responsible to structure and propose new products to existing clients and get new clients- Relationship & Account management, origination & execution for corporate banking related products - Assets, DCM, FX & GTS etc.- Deeper penetration of groups across banking products including cross sell of Salary, Privy etc.- Develop deeper...