Affluent Rm

RB - Affluent Business Regional Investment specialist INTERNAL USAGE No of Vacancies 1 Reports to NIC Is a Team leader Y Team Size 5-10 Grade VP Business BPC - Private Banking Department Affluent Business Sub-Department BPC - Private Banking Location About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals...

The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) - **He/She would be responsible to drive the TPP sales through branch sales team and advisors.** - Maintaining client relationships and generate AUM from preferred clients. - Advising Affluent clients on their Investments and managing their overall financial...

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management personal banking and business and lending solutions It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate...

Learners Key Objectives KRA MOS Weightage Input Output Internal Stakeholder RA Success New RA Meeting Plan M1-M3 40 10 Output RA Attrition 45 10 Output Developing RA Meeting Plan 40 10 Output Capability Building Driving Learning Road Map 75 10 Input Training Team Belt Certification Black 75 15 Input CM Belt Certification - Black Green 50 10 Input Team...

Job Category KMBL Degree Level Bachelor s Degree JD - RM - Global Indian Department CEC SKY Branch Location Thane and Hyderabad Number of Positions Reporting Relationships Position Grade M1 to M5 Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client identify opportunities and matching these opportunities to...

Job Category KMBL Degree Level Bachelor s Degree Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client 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...

Yes first RM Job description Role As a Relationship Manager at YES First you will manage and grow a portfolio of high-net-worth and affluent customers by offering personalized financial solutions You will build long-term relationships cross-sell banking products and ensure exceptional service to achieve business targets Key Responsibilities - Understand...

Job Summary Wealth Relationship Manager Director is pivotal in driving financial growth building client relationships and delivering comprehensive financial solutions strengthens the bank s wealth management growth Drive business growth through strategic guidance and support to the Wealth Relationship Managers with a focus on deepening client relationships...

Job descriptionCareer Accelerator: Platinum Relationship Manager - Kotak Bank, MumbaiA Decent Hike on CTC Guaranteed for the Right FitAre you ready to take a significant leap in your banking career?Kotak Mahindra Bank Ltd., one of Indias top private banks, is looking for ambitious and experienced Relationship Managers to join our high-performing team in...

Key Responsibilities Branch Service Team Support Support the branch service by providing data on different activities required Act as a link between Branch Back-end teams on different matters Drive the Branches team to ensure zero pendency on various branch actionable - Archival Open SR s Audit revert etc Monthly Cash position MI i e limits breaches new...