Relationship Manager-business Banking-affluent-priority-regional Sales
2 days 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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Area Manager-business Banking
4 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Area Manager - Foreign Exchange Services FES Department Consumer Banking Location Mumbai 3 Delhi 1 Bangalore 1 Chennai 1 Ahmedabad 1 Pune 1 Baroda Surat 1 Rajkot 1 Reporting Relationships Regional Manager Number of Positions 10 Position Grade M4 M5 Drive Sales through various retail banking channels for...
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Pune, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Role 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 Generate business across liabilities assets and fee products to sustain and...
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Program Manager-affluent-affluent-program
1 week ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Description The Program Manager-Affluent will be a key member of our Affluent-Service team working closely with Service teams to manage customer escalations This role is critical in ensuring customer issues are resolved efficiently especially when they require attention beyond standard support channels The...
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Pune, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Key Responsibilities Client Acquisition Relationship Management Develop new and expand existing HNI customer relationships through in-depth profiling Match client needs with Kotak Group s product offerings Ensure client contactability through regular weekly monthly interactions Sales Revenue Generation...
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Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products solutions provided by the Kotak Group Generate business actions across liabilities assets and fee products to sustain and...
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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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Affluent Banking:outbound Channel
7 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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Mumbai, Maharashtra, India Axis Bank Full time**RB - Affluent Business:Channel Sales (India)** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: **Is a Team leader?** - No**Team Size**: - 1**Grade**: - Deputy Manager, Manager**Business**: **Department**:**Sub**Department**: **Location**: **About Affluent Business** - **Affluent Business caters to a segment of customers who are High Net...
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra Ahmedabad, Gujarat, India Skillkart Consultancy Full timeYes first RM Job description Role As a Relationship Manager at YES First you will manage and grow a portfolio of high-net-worth and affluent customers by offering personalized financial solutions You will build long-term relationships cross-sell banking products and ensure exceptional service to achieve business targets Key Responsibilities - Understand...
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Internal Audit:auditor
1 week ago
Mumbai, Maharashtra, India Axis Bank Full timeInternal Audit:Auditor - Retail Banking & Affluent Business - Centralised Audit INTERNAL USAGE: No. of Vacancies: Reports to: Is a Team leader? N Team Size: Grade: DM - SM Business: Internal Audit Department: Internal Audit Sub-Department: Location: Virtual About Internal Audit Internal Audit - Auditor function of the Bank, operates independently under...
