Relationship Manager-business Banking-affluent-priority-regional Sales
4 weeks ago
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
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Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree 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...
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Relationship Manager, Priority Banking
3 days ago
Mumbai, Maharashtra, India Standard Chartered Full timeCreating a better online experience with cookies We care about your experience online that s why we use cookies to make sure our website runs smoothly while personalising your visit for your ease of use and convenience To choose what cookies you want to accept select Manage cookies To accept all cookies for the best possible experience select Accept all If...
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Mumbai, Maharashtra, India Axis Bank Full timeRB - Affluent Business Regional Investment specialist INTERNAL USAGE No of Vacancies 1 Reports to NIC Is a Team leader Y Team Size 5-10 Grade VP Business BPC - Private Banking Department Affluent Business Sub-Department BPC - Private Banking Location About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals...
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Mumbai, Maharashtra, India Standard Chartered Full timeJob Summary Job Summary As a Standard Chartered Relationship Manager you ll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank s strategic objectives You ll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory...
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Mumbai, Maharashtra, India Axis Bank Full timeAbout 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 stability and immaculate...
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Business Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Standard Chartered Full timeKey Responsibilities Business Achieve personal sales target Segment focus customer focussed needs-based selling Being a Priority Clients Acquisition Executive focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Liabilities Insurance and Investment for such customers as mandated by the Bank It will also involving...
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Affluent Banking:outbound Channel
3 days ago
Mumbai, Maharashtra, India Axis Bank Full time**Wealth RM** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - Branch Head**Is a Team leader?** - No**Team Size**: - 0**Grade**: - M- AVP**Business**: - Affluent Banking**Department**:- Affluent Banking**Sub**Department**: - NA**Location**: - Per requirement**About Affluent Banking** - Affluent Business caters to a segment of customers...
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Affluent & Corporate
7 days ago
Mumbai, Maharashtra, India A2TECH Consultants Full time**Reqiore Affluent & Corporate Relationship Manager for YES Securities for Lower Parel Location** **Position: Affluent & Corporate Relationship Manager** **Location: Lower Parel, Mumbai** **About Us**: Yes Securities is a leading financial services firm committed to providing tailored solutions and exceptional service to our clients. With a focus on...
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Priority Relationship Manager
6 days ago
Mumbai, Maharashtra, India Standard Chartered Full timeCreating a better online experience with cookies We care about your experience online that s why we use cookies to make sure our website runs smoothly while personalising your visit for your ease of use and convenience To choose what cookies you want to accept select Manage cookies To accept all cookies for the best possible experience select Accept all If...
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Priority Relationship Manager
3 days ago
Mumbai, Maharashtra, India Standard Chartered Full timeCreating a better online experience with cookies We care about your experience online that s why we use cookies to make sure our website runs smoothly while personalising your visit for your ease of use and convenience To choose what cookies you want to accept select Manage cookies To accept all cookies for the best possible experience select Accept all If...
