Banking Relationship Specialist

4 days ago

Surat, Gujarat, India beBeeRelationship Full time ₹ 38,40,000 - ₹ 48,00,000
Job Overview

We are seeking a Banking Relationship Specialist to acquire new clients through leads and family accounts grouping.

  • The ideal candidate will grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base.

This role involves selling asset, wealth & other products (bank and third party) with a view to enhance revenue per client.

Key Responsibilities:

  • Service clients covering all their banking needs including bank/3rd party products.
  • Increase the bank and third party product holding of the mapped client.
  • Meet/call mapped clients for client servicing needs and new products cross sell.
  • Participate in driving campaigns conducted across liability and other products.
  • Conform to processes of the bank and have a high focus on compliance.

Requirements:

  • Bachelor's degree in Business Administration or related field.
  • Minimum 2 years of experience in business development and sales.

  • Elite Relationship Manager-BRANCH BANKING-Branch Banking

    2 weeks ago

    Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Elite Relationship ManagerDepartmentRetail LiabilitiesLocationNumber of PositionsLevelManger / Senior ManagerDevelops new and expands existing High Net worth Customer relationships for liabilities and commercial assets .Ensures high levels of customer service orientation and application of bank policy.Cross sells existing bank products to customers.Informs...

  • Elite Relationship Manager-branch Banking-branch Banking

    1 week ago

    Surat, Gujarat, India Kotak Mahindra Bank Full time

    Job Name Elite Relationship ManagerGrade M3 Manager JOB ROLE xc2 xb7 Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers xc2 xb7 Sources new bank customers through external individual efforts and acquisition channel xc2 xb7 Cross sells bank products to existing set of Branch customers which are...

  • Relationship Manager Working capital with a Large Bank

    6 days ago

    Surat, Gujarat, India Skill Ventory Full time

    Roles and Responsibilities -SME segment, Ticket size is Cr to Cr, Product is working capital/OD/CC/TL Working Capital Finance,CC, OD, Term Loan, SME Finance - Business Banking Assets (BB ASSETS) Individual role 1. Experience in Working Capital Products SME market specializing in asset business is the primary requirement. 2. Acquisition of New-to-Bank...

  • Corporate Relationship Specialist

    2 weeks ago

    Surat, Gujarat, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,10,000

    Relationship BuilderWe are seeking a seasoned professional to join our Wholesale Banking team.Detailed Responsibilities:Acquire new clients and deepen existing relationships with corporate banking requirements of Global MNCs based in India.Generate revenue on products like FX, CMS, etc., and maximize market share.Ensure account profitability and minimal...

  • Life Insurance Specialist

    7 days ago

    Surat, Gujarat, India beBeeInsurance Full time

    We are seeking a proactive and results-driven professional for a Bancassurance role. The ideal candidate will be responsible for cross-selling life insurance products to bank customers, managing relationships, and driving business growth through strategic customer engagement.Key ResponsibilitiesSales: Actively cross-sell life insurance products to bank...

  • Premier Relationship Manager-Digital Banking Kotak 811-Sales

    2 weeks ago

    Surat, Gujarat, India Kotak Life Insurance Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    About The Role   JOB DESCRIPTION Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channel.Cross sells bank products to existing set of Branch customers which are mapped.Informs customers of new products or product...

  • Senior Relationship Manager

    2 weeks ago

    Surat, Gujarat, India Peoplemint Consultants Full time

    Hiring for " Relationship Manager – PSU (MMG Acquisition)" in a leading bank.Location-Ahmedabad /GujaratGrade- upto DVPJob Purpose:Responsible for acquiring and managing Public Sector Undertaking (PSU) clients under the Mid-Market Group (MMG) segment, driving business growth through corporate banking products and solutions.Key Responsibilities:- Acquire...

  • Relationship Manager

    2 weeks ago

    Surat, Gujarat, India Kotak Mahindra Prime Limited Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Company DescriptionKotak Mahindra Prime Limited (KMPL), a subsidiary of Kotak Mahindra Bank Limited, has been a leading car finance company in India since 1996. KMPL offers financial products including car loans, two-wheeler loans, and Loans Against Property. The company has over 134 branches across 24 states in India, supported by a wide network of direct...

  • Business Relationship Manager

    1 week ago

    Surat, Gujarat, India Kotak Life Insurance Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Position - Business Relationship Manager - SBE-Salaried PL and Working Capital-SalesTo understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with Branch Banking teams for new customer addition. To penetrate client with various...

  • Business Relationship Manager

    3 weeks ago

    Surat, Gujarat, India Kotak Mahindra Bank Full time

    Job Category KMBL Degree Level Bachelor s Degree Job Role Responsible for new business tie ups with Healthcare providers hospitals etc Drive and achieve budgets business targets Work closely with Branch Banking teams for new customer addition To penetrate client with various products like Current Account Term Deposits Transaction Banking Trade...