Kotak Mahindra Bank | ERM

3 weeks ago


delhi, India Kotak Mahindra Bank Full time
Senior Branch Relationship Manager/Elite Relationship Manager
Location: Aluva, Kottayam.
Designation: Manager
JOB DESCRIPTION
Role-Senior Branch Relationship Manager
To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, and education on product features, cheque book issuance.
Quality of advice given to customers as determined by customers and supervisor.
Speed and efficiency of service given.
Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.
Cross-sale of assets products.
Back-up to relationship managers holding HNI relationships.
Ensure low attrition ratios.
Customer acquisition through referrals from existing customers.
Graduates with total experience of 1-3 years with relevant Exp of atleast 1 year in financial services or banks.
Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.
Experienced customer service candidates from financial services (those from MFund, securities houses etc) with sales orientation can be considered
JOB ROLE:
Handling personalized service requests of customers.
Generation of timely business MIS.
Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment.
Coordination with CPC/RPC/Investment desks for account opening of customers.
Managing complaints of customers and ensuring their resolution within TAT.
JOB REQUIREMENT:
Developing and maintaining banking relationships with a select group of high net worth customers
Excellent communication skills with customer service orientation
Courteous and polite.
Good knowledge of Microsoft excels. Understanding of banking norms and processes.
Graduation mandatory.
Minimum 3-5 years of sales/portfolio management experience.

  • Delhi, Delhi, India Kotak Mahindra Bank Full time

    About the Role:As an Investment Portfolio Advisor at Kotak Mahindra Bank, you will play a vital role in generating brokerage through advising clients on their equity portfolio for long-term investments and positional trading ideas in stocks for short/medium term. Your primary objective will be to develop and maintain long-term relationships with customers,...


  • Delhi, Delhi, India Kotak Mahindra Bank Full time

    **Company Overview**Kotak Mahindra Bank is a leading financial institution with a strong presence in India.**Salary**The estimated annual salary for this role is ₹2,400,000 - ₹4,200,000, depending on experience and qualifications.**Job Description**We are seeking a skilled Risk Management Professional to join our team. As a Credit Analyst, you will be...


  • Delhi, Delhi, India Kotak Mahindra Bank Full time

    Kotak Mahindra Bank is dedicated to transforming banking by embracing a technology-first approach.Our MissionAt Kotak Mahindra Bank, we are committed to building trust with our customers. Our goal is to provide superior banking services that are safe, dependable, and enhance the customer experience.We invite experienced professionals to join us in our...


  • delhi, India Kotak Mahindra Bank Full time

    Branch Relationship ManagerDepartment : Retail Liabilities – Branch BankingLocation : Vadakara, Kozhikode - Nadakkavu, Ernakulam, Kochi - Ravipuram, Kottiyam(Old Center Name), ThiruvallaPosition Grade : Deputy ManagerJob Role: Branch Relationship ManagerSales of Complete Product Basket (viz. Banks and Investment Products, Cross-Sell Asset Products...


  • delhi, India Kotak Mahindra Bank Full time

    Handling of specified portfolio by providing services related to Legal Documentation and Credit Admin activities in CIIB. Working closely with the Cluster Manager to support for delivery of all actionable.Issuance of sanction letter & Security Documents as per the terms and conditions of Sanction.Ensuring Security Creation and Perfection. Capability to check...


  • delhi, India Kotak Mahindra Bank Full time

    Role: Credit Analyst Experience: 4+ years Grade: Sr. Manager / AVP Qualification: CA / MBA Location: Delhi Roles & Responsibilities: Preparation of Credit Appraisal notes for large corporate clients. Discuss with business on Terms and Conditions for risk assessments Discuss with customers for obtention of information for preparation of CRANs. Monitor the...


  • Delhi, Delhi, India Kotak Mahindra Bank Full time

    Job Description:Kotak Mahindra Bank is seeking a highly skilled and experienced Senior Corporate Credit Risk Manager to join our team.Key Responsibilities:Preparation of comprehensive credit appraisal notes for large corporate clientsDiscussion with business on terms and conditions for risk assessmentsDiscussion with customers for obtaining information for...


  • delhi, India Kotak Mahindra Bank Full time

    Job Summary:The job involvesDeveloping fraud governance polices ensuring compliance to regulatory guidelines and standardsOverseeing the proactive identification, assessment, and analysis of fraud risks across all business units in the Bank. This role involves developing and implementing frameworks and tools to detect potential fraud vulnerabilities,...


  • Delhi, Delhi, India Kotak Mahindra Bank Full time

    Job Title: Senior Software ArchitectKotak Mahindra Bank seeks highly skilled software architects to lead the design and implementation of complex distributed software systems. As a key member of our development team, you will be responsible for designing and developing high-quality software solutions that meet business requirements.Key Responsibilities:1....


  • Delhi, India Kotak Mahindra Full time

    Global Transaction Services Group is the Product & Sales Support function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial Bank and Wholesale Banking divisions. Products range from to cash management (payment & collections solutions, escrow services & dividend business to trade finance (import...


  • New Delhi, India Kotak Mahindra Full time

    Job Responsibilities: - To achieve overall APF targets & Primary business volumes - To regularly engage with HF Relationship Managers (RMs) to increase penetration in APF projects - Coordinating with Developers to increase Kotak Bank’s HF wallet share - Market scoping & identifying potential APF projects - Relationship building with various vendors...


  • Delhi, India Kotak Mahindra Bank Full time

    Job Summary:The job involvesDeveloping fraud governance polices ensuring compliance to regulatory guidelines and standardsOverseeing the proactive identification, assessment, and analysis of fraud risks across all business units in the Bank. This role involves developing and implementing frameworks and tools to detect potential fraud vulnerabilities,...


  • New Delhi, India ERM Full time

    ROLE REQUIREMENTS: We are looking for an environment specialist to accentuate our team and assist in the following: Should be an accredited Functional Area Expert for Geo & Hydrogeology or Air Pollution with Quality Council of India-NAB Conduct baseline surveys and environmental screening for Environmental and Social impact assessment (EIA/ESIA)...


  • New Delhi, India ERM Full time

    ROLE REQUIREMENTS: We are looking for an environment specialist to accentuate our team and assist in the following: Should be an accredited Functional Area Expert for Soil Conservation/Risk & Hazards/Geo & Hydrogeology with Quality Council of India-NAB Conduct baseline surveys and environmental screening for Environmental and Social impact...


  • Delhi, India Kotak Mahindra Bank Full time

    SDE 2/SDE 3 (Backend)Key Job ResponsibilitiesIndependently design and implement complex distributed software using object oriented approach/ technologies.Leading ambiguous and undefined technical problems to resolution.Design and develop services which can handle high volume transactions and data.Should understand business requirements , challenges and...

  • Senior Consultant

    6 months ago


    New Delhi, India ERM Full time

    At ERM, sustainability is our business. As the largest pure-play sustainability consultancy, we partner with the world’s leading organizations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations. Our Mergers & Acquisitions (M&A)...

  • Principal Consultant

    6 months ago


    New Delhi, India ERM Full time

    At ERM, sustainability is our business. As the largest pure-play sustainability consultancy, we partner with the world’s leading organisations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations. Our Mergers & Acquisitions (M&A)...


  • delhi, India Kotak Alternate Asset Managers Limited Full time

    KAAML is part of Kotak Mahindra Bank Limited ("Group") and currently has following business: - Investment Manager of Alternate Investment Funds (AIF) – Domestic and GIFT City - Investment Advisory - Digital distribution platform viz. Kotak Cherry Job Responsibility: 1 Evaluation of Transactions • Preparation/review of business plan, valuations and...


  • delhi, India Kotak Alternate Asset Managers Limited Full time

    KAAML is part of Kotak Mahindra Bank Limited ("Group") and currently has following business:- Investment Manager of Alternate Investment Funds (AIF) – Domestic and GIFT City- Investment Advisory - Digital distribution platform viz. Kotak CherryJob Responsibility:1 Evaluation of Transactions • Preparation/review of business plan, valuations and other...


  • New Delhi, India ERM Full time

    As part of our continued growth and innovation of our Merges & Acquisitions service, ERM is seeking motivated ESG Due Diligence Consultant who is interested in participating in a variety of projects covering the full spectrum of ERM’s services to be based in India. This is an excellent career opportunity to work with an expert global consulting company,...