Senior Relationship Manager-Business Banking-PRIORITY-Regional sales

18 hours ago

Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year
Description

Role: 

  • Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by 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 client requirements.
  • Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.
  • Resolves client queries for the managed book within the specified TAT
  • Ensures high levels of customer service orientation and application of bank policy 
  • Informs customers of new products or product enhancements to further expand the banking relationship 
  • Plans and conducts special sales initiatives and events for prospective and existing clients 
  • Maintains complete relationship record for assigned customer accounts 
  • 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.
  • NISM/IRDA/AMFI if any can be strongly preferred. 
  • Fluent in communication skills, presentable and a quick grasping power.
  • Decision making skills with good sense of  ownership-understanding the client requirements
  • Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.
  • Banking/NBFC will be preferred with good portfolio management.
  • Experience: minimum 7-8 years of experience in relationship and portfolio management.
  • Graduation Qualification in any stream/ MBA preferred

  • Priority relationship manager

    2 weeks ago

    Delhi, Delhi, India Birla Sun Life Insurance Co. Limited. (Aditya Birla Group) Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    **** Job Title:** Priority Relationship Manager** Channel:** Banca Channel** Bank Partner:** IDFC Bank** Location:** Delhi** CTC:** Up to ₹5 LPA** Drive Date:** 29th October 2025** Role Overview:**Work closely with IDFC Bank branches to manage and develop life insurance business through bank customers. This is a relationship-based sales role with strong...

  • Relationship Manager

    15 hours ago

    Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...

  • Priority Relationship Manager,

    2 weeks ago

    Delhi, Delhi, India Standard Chartered Bank Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job ID: 40004Location: New Delhi, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 12 Sept 2025Job SummaryAs a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives....

  • Regional Business Manager

    1 week ago

    Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Regional Business Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales Regional Business Manager – WC DepartmentWorking Capital (WC)Location Reporting RelationshipWill have team reporting to him. Will report to ZBMPosition GradeM6/M Job RoleManaging team of leaders and Relationship Managers at Regional Level Drive team for new acquisition through...

  • Priority Relationship Manager

    1 week ago

    Delhi, Delhi, India Standard Chartered Bank Full time ₹ 12,00,000 - ₹ 18,00,000 per year

    Job ID: 31065Location: Delhi, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 3 Jun 2025Job SummaryAs a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll...

  • Senior Regional Sales Manager

    7 days ago

    Delhi, Delhi, India KSPL ( Kambill Systems ) Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionKambill is a forward-thinking technology and innovation company focused on building impactful solutions across AI, geospatial intelligence, and smart consumer products. With a vision to create sustainable, future-ready ecosystems, Kambill operates at the intersection of deep technology, product innovation, and real-world applications.We...

  • Senior Relationship Manager

    5 days ago

    Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Senior Relationship Manager - NR-RETAIL NR-Regional sales Job Role: • Create a world class NR liability for Kotak Mahindra Bank to take care of the funding requirements of the Kotak Mahindra Bank. • Meeting monthly acquisition target for liability sales • Initiating, in consonance with community banking, credit proposals for high net worth...

  • Senior Relationship Manager

    1 day ago

    Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Senior Relationship Manager-Retail Institutions-TASC & INSTITUTIONAL BUSINESS-Regional sales TASC & Institutional Business' vertical is a part of 'Retail Liabilities' division of our Consumer Bank segment. It is Kotak's dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic...

  • Group Business Manager

    2 weeks ago

    Delhi, Delhi, India Rising Sun Business Solutions Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    RBM-Group Business-Delhi - Delhi | AB Sun Life Insurance Co Ltd | Financial Services Job Purpose To drive sales through a self and team of BDMs by procuring retirement funds business from Corporate clients including MNC's, Indian companies, banks and state and central public sector entities across key, mega and PSU segments of his/her specific region in...

  • Regional Sales Manager

    16 hours ago

    Delhi, Delhi, India Sales & Profit Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company Overview:Sales & Profit powers the future-ready workforce with its leading AI-powered talent experience platform designed to unite technology, data, and content. It inspires a work environment of growth, agility, and success at scale, helping organizations modernize their learning and development experience, deliver relevant content, accelerate...