[13/10/2025] Relationship Manager-affluent-priority-regional Sales
2 weeks ago
Job 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 achieve growth in relationship value revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Use investment expertise to conduct client portfolio reviews and showcase products as per client s requirements Ensure client contactability at all times through regular connect with them in weekly monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Experience in portfolio management building and maintaining HNI customer relationships Responsibilities Acquire new HNI clients and expand existing relationships through strategic sales planning and execution Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions Drive business across liabilities assets and fee-based products to enhance relationship value and revenue Perform regular portfolio reviews and present investment options aligned with client goals Maintain consistent client engagement through weekly monthly calls and meetings Resolve client queries within defined turnaround times to ensure satisfaction and loyalty Collaborate with internal teams to ensure seamless service delivery and client onboarding Organize and participate in special sales initiatives client events and engagement activities Ensure strict adherence to bank policies and regulatory guidelines in all client interactions Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness
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Mumbai, India Kotak Mahindra Bank Limited Full timeJob Description 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 achieve growth in...
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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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Area Manager-business Banking
2 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 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, India Axis Bank Full timeJob Description RB - Affluent Business:Regional Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:NIC Is a Team leaderYTeam Size:5-10 Grade:VP Business:BPC - Private BankingDepartment: Affluent BusinessSub-Department:BPC - Private Banking Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net...
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Area Manager-affluent-priority-regional Sales
3 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree KRAs Develops new and expands existing High Net worth Customer relationships for liabilities SA driven and commercial assets 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...
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Wealth Manager
4 hours ago
Mumbai, India equentis Full timeLocation – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...
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Wealth Manager
2 hours ago
mumbai, India equentis Full timeLocation – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...
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Private Wealth Manager
2 weeks ago
Mumbai, India equentis Full timeLocation – Bangalore/MumbaiPosition: PMS Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...
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Private Wealth Manager
2 weeks ago
Mumbai, India equentis Full timeLocation – Bangalore/MumbaiPosition: PMS Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...
