Affluent Relationship Manager

5 days ago


Delhi NCR New Delhi, India Kotak Mahindra Bank Full time ₹ 2,40,000 - ₹ 3,60,000 per year

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Delhi NCR Location/ SM and AVP Grade.

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 clients requirements.
  • Ensure client contractability 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.
  • Experience Required : Years
  • Maximum Age : 38 Years
  • Decision making skills with strong sense of ownership.
  • Experience in portfolio management, building and maintaining HNI customer relationships.


  • New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...


  • New Delhi, India Anand Rathi Share And Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...


  • New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...


  • New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...


  • New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...


  • New Delhi, India Axis Bank Full time

    **Teller*** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - BOSH**Is a Team leader?** - No**Team Size**: - 1**Grade**: - Assistant Manager, Deputy Manager, Manager**Business**: - Affluent Banking**Department**:- Affluent Banking**Sub** **Department**: - NA**Location**: - Per requirement**About Affluent Banking - Affluent Banking caters...


  • Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Relationship Manager-Affluent-Priority-Regional sales This is a Public document. Relationship Manager-Affluent-Priority-Regional sales JOB DESCRIPTION Relationship Manager-Affluent-Priority-Regional sales Job Description Role: 1. 1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to...

  • Relationship Manager

    2 weeks ago


    Ahmedabad, New Delhi, Vadodara, India QuickTurtle Full time ₹ 8,00,000 - ₹ 20,00,000 per year

    1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship...

  • Relationship Manager

    17 hours ago


    Ahmedabad, New Delhi, Vadodara, India QuickTurtle Full time ₹ 8,00,000 - ₹ 20,00,000 per year

    1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice.3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.4) The Relationship...


  • New Delhi, India KG Engineering & Consultancy Full time

    Job SpecificationsRole Designation: Relationship Manager Investment ProductsDepartment: Sales-Investment ProductsFunction: SalesReporting to: Cluster Manager Investment Products / Regional Head Investment ProductsLocation: HyderabadJob PurposeThe Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of...