Relationship Manager

16 hours ago

Gurgaon, Haryana, India Kotak Mahindra Bank Full time

Relationship Manager-Affluent-Priority-Regional sales

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank's premium customer segment.

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. Experience LevelMid Level

  • Digital Dentist

    6 days ago

    Gurgaon, Haryana, India HR Manager Full time ₹ 2,40,000 - ₹ 3,00,000 per year

    Key Responsibilities:1) Digital Treatment Planning: Utilize state-of-the-art 3D intraoral scanners and digital software to create precise digital impressions and treatment planning.2) Consultations: Provide thorough consultations to patients, explaining treatment options including costs, benefits, and expected outcomes of various dental treatments and smile...

  • Relationship Manager

    10 hours ago

    Gurgaon, Haryana, India Nexionpro Services LLP Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job description:Job Title: Wealth Relationship Manager (Wealth RM)Role OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.Key...

  • Relationship Manager

    1 week ago

    Gurgaon, Haryana, India Grihum Housing Finance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionGrihum Housing Finance Limited (formerly Poonawalla Housing Finance) is a national-scale affordable housing finance company with Humility, Trust, and Togetherness as its core values. Dedicated to making homeownership a reality for those overlooked by India's mainstream lenders, Grihum Housing Finance serves low and middle-income groups...

  • Relationship Manager

    2 weeks ago

    Gurgaon, Haryana, India Artha Senior Care Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionArtha Senior Care is a leading provider of Assisted Living and senior care services, dedicated to enhancing the lives of senior citizens. We strive to deliver exceptional care, comfort, and hospitality to our residents. Our goal is to ensure that seniors live with dignity and convenience while receiving personalized attention that caters...

  • Relationship Manager

    14 hours ago

    Gurgaon, Haryana, India NexionPro Full time ₹ 5,00,000 - ₹ 7,00,000 per year

    Job Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 YearsAbout Myraa WealthMyraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...

  • Relationship Manager

    13 hours ago

    Gurgaon, Haryana, India nexionpro Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Job Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 YearsAbout Myraa WealthMyraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...

  • Relationship Manager

    13 hours ago

    Gurgaon, Haryana, India TP Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Profile: Relationship Manager – High Net-Worth ClientsWe are seeking a polished and proactive Relationship Manager with prior experience in handling high net-worth individuals (HNIs), preferably from banking, wealth management, hospitality, aviation, or premium customer service backgrounds. The ideal candidate will possess exceptional verbal and...

  • Relationship Manager

    4 days ago

    Gurgaon, Haryana, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    Relationship Manager-PRIME VISHWAAS-Sales Relationship Manager – Prime Vishwaas Sales – M1 Job role & Responsibilities:Manage Auto loan through Car Dealers, Direct Sales Agents & Direct Sales Teams Empanelment of New car Dealers, DSA & DST in the Market Accountable for sales performance & Productivity of team Conduct Training for all the...

  • Relationship Manager

    16 hours ago

    Gurgaon, Haryana, India Kotak Mahindra Bank Full time

    Manager-Corporate Employee Solutions-CORPORATE EMPLOYEE SOLUTIONS-Relationship ManagerAs a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling financial products, and ensuring high standards of service delivery across mapped branches. This role involves...

  • Relationship Manager

    11 hours ago

    Gurgaon, Haryana, India Neworld developers Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role Overview:We are seeking a dynamic and result-oriented Relationship Manager – Sales with a strong background inreal estate. The role involves managing client and channel partner relationships, delivering projectpresentations, and driving business growth through strategic outreach.Key Responsibilities:• Proactively connect with direct clients and...