
Investment Specialist-Priority Banking-Priority-Regional sales
4 weeks ago
Job Profile: . 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 products . Maintains complete relationship record for assigned customer accounts Job requirements: . 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
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Pune, Maharashtra, India Kotak Mahindra Bank Limited Full timeJob DescriptionRole:- 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- Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship...
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Pune, Maharashtra, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole:- 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- Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and...
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Pune, Maharashtra, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole: Handling personalized service requests of Privy customers. Generation of timely business MIS. Ensuring strict adherence to regulatory and internal approved prescribed requirements for Privy customer segment. Coordination with CPC/RPC/Investment desks for account opening of Privy customers. Managing complaints of Privy customers and ensuring their...
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Pune, Maharashtra, India Kotak Mahindra Bank Limited Full timeJob DescriptionRole:. Handling personalized service requests of Privy customers.. Generation of timely business MIS.. Ensuring strict adherence to regulatory and internal approved prescribed requirements for Privy customer segment.. Coordination with CPC/RPC/Investment desks for account opening of Privy customers.. Managing complaints of Privy customers and...
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Priority Relationship Manager
2 weeks ago
Pune, Maharashtra, India myGwork - LGBTQ+ Business Community Full timeJob DescriptionThis job is with Standard Chartered Bank, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job SummaryAs a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to...
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Priority Relationship Manager
4 days ago
Pune, Maharashtra, India Standard Chartered Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Summary Key Responsibilities Provide outstanding client experiences. Organised, follow-up leads, complete and record appointments, close customer requests Support our clients to meet their financial needs, as they progress through their career and life-stages. Build relationships for the long-term and understand clients financial needs and aspirations...
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Investment Banking Specialist
3 days ago
Pune, Maharashtra, India Live Connections Full time ₹ 3,00,000 - ₹ 4,00,000 per yearJob Opening: Investment BankingLocation:Pune, IndiaCompany:TOP MNCWork Mode:On-site | Shift-based (As per client requirements)Open Positions:15 to 20Salary Range:₹ 3 – 4 LPAAbout the RoleTop MNC is hiringSenior Process Executivesfor ourInvestment Banking domainat the Pune location. This role is open to professionals with1–2 years of experiencein...
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Investment Banking Specialist
4 weeks ago
Pune, Maharashtra, India Live Connections Full timeJob Opening: Investment Banking Location: Pune, India Company: TOP MNC Work Mode: On-site | Shift-based (As per client requirements) Open Positions: 15 to 20 Salary Range: ₹ 3 – 4 LPA About the Role Top MNC is hiring Senior Process Executives for our Investment Banking domain at the Pune location. This role is open to...
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Investment Sales Specialist
2 weeks ago
Pune, Maharashtra, India Cushman & Wakefield Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesEngage with Investors & Stakeholders: Build and nurture relationships with UHNIs, family offices, and developers. Understand their investment priorities, bring new connects into the network, and support them through the investment process.Work on Live Deals: Assist in evaluating CRE investment opportunities, including returns, risk...
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Phoenix Priority Relationship Manager
2 days ago
Pune, Maharashtra, India Standard Chartered Bank Full time ₹ 5,00,000 - ₹ 12,00,000 per yearJob ID: 38815Location: Pune, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 2 Sept 2025Job SummaryServicing primarily walk-in customers to fulfill the specific transactional requirements of the customer through high quality customer service while increasing product penetration through cross sell and...