Elite Relationship Manager-household-branch Banking-relationship Management

4 days ago

Bhavnagar, India Kotak Mahindra Bank Full time

Job Category Consumer Bank Degree Level Bachelor s Degree As an Elite Relationship Manager you will be responsible for managing and growing relationships with affluent clients understanding their unique financial needs and providing customized banking solutions Your expertise will be crucial in delivering an exceptional client experience and driving business growth Responsibilities Develop and execute strategies to acquire and retain high-net-worth clients Build strong relationships with clients understanding their financial goals and objectives Offer tailored financial solutions including investment advice and wealth management services Monitor market trends and client portfolios to identify potential risks and opportunities Collaborate with internal teams to ensure seamless delivery of banking services Maintain a high level of client satisfaction through regular communication and updates Conduct periodic reviews of client accounts to ensure compliance and optimize performance Stay updated with industry regulations and best practices in private banking Generate new business opportunities through referrals and networking events Qualifications A bachelor s degree in finance business administration or a related field is preferred Minimum 5 years of experience in private banking or relationship management Strong knowledge of investment products wealth management and financial planning Excellent communication and interpersonal skills for building client rapport Ability to work independently and manage a diverse client portfolio Analytical mindset with problem-solving and decision-making capabilities Proficiency in using banking software and tools for portfolio management A self-starter with a results-driven approach and a passion for client success Strong ethical standards and a commitment to maintaining client confidentiality Flexibility to travel as required for client meetings and events

  • Platinum Relationship Manager-household-branch Banking-relationship Management

    2 weeks ago

    Bhavnagar, India Kotak Mahindra Bank Full time

    Job Category Consumer Bank Degree Level Bachelor s Degree Platinum Relationship Manager-HouseHold- Branch Banking Develop and expand relationships with High Net Worth households for liabilities and commercial assets Ensure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products and services to deepen client...

  • Branch Banking Professional

    2 weeks ago

    bhavnagar, India beBeeBanking Full time

    Key Banking RoleWe are seeking experienced professionals to join our Branch Sales team as a Branch Officer in key growth markets across South and West India.Cash Acquisition: Drive the acquisition of new cash accounts through effective field sales, referrals, and calling efforts.Target Achievement: Meet and exceed branch sales targets.Compliance & KYC:...

  • We are hiring Pref. Relationship Manager

    2 days ago

    Bhavnagar, India HDFC Bank Limited Full time

    We are hiring Pref. Relationship Manager!!! Location - Bhavnagar, Dahod (Gujarat) Job Purpose- RBB Pref. RM Job Responsibilities - Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right...

  • We are hiring Pref. Relationship Manager

    2 days ago

    Bhavnagar, India HDFC Bank Limited Full time

    We are hiring Pref. Relationship Manager!!! Location - Bhavnagar, Dahod (Gujarat) Job Purpose- RBB Pref. RM Job Responsibilities - Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right...

  • We are hiring Pref. Relationship Manager

    6 hours ago

    Bhavnagar, India HDFC Bank Limited Full time

    We are hiring Pref. Relationship Manager!!! Location - Bhavnagar, Dahod (Gujarat) Job Purpose- RBB Pref. RM Job Responsibilities - Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right...

  • Relationship Manager- MIB

    2 weeks ago

    Bhavnagar, India YES BANK Full time

    Job description Job description : - The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients. • Acquisition of New to Bank Business...

  • We are hiring Pref. Relationship Manager

    2 days ago

    Bhavnagar, India HDFC Bank Limited Full time

    We are hiring Pref. Relationship Manager!!!Location - Bhavnagar, Dahod (Gujarat)Job Purpose- RBB Pref. RMJob Responsibilities -Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right...

  • We are hiring Pref. Relationship Manager

    2 days ago

    Bhavnagar, India HDFC Bank Limited Full time

    We are hiring Pref. Relationship Manager!!!Location - Bhavnagar, Dahod (Gujarat)Job Purpose- RBB Pref. RMJob Responsibilities -Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right...

  • We are hiring Pref. Relationship Manager

    6 hours ago

    Bhavnagar, India HDFC Bank Limited Full time

    We are hiring Pref. Relationship Manager!!!Location - Bhavnagar, Dahod (Gujarat)Job Purpose- RBB Pref. RMJob Responsibilities -Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right...

  • Branch Manager

    2 weeks ago

    Bhavnagar, India KOGTA FINANCIAL (INDIA) LIMITED Full time

    Job Description Company Description Kogta Financial (I) Ltd is a retail-focused Non-Banking Finance Company (NBFC) with over 25 years of expertise in the Asset Finance Business. Headquartered in Jaipur, the company operates a wide network of 150+ branches, servicing more than 100,000 customers across several Indian states including Rajasthan, Gujarat,...