Platinum Relationship Manager-Business Banking

2 weeks ago

Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Platinum Relationship Manager Business BankingKRAs:

  • Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
  • Sources new bank customers through external individual efforts and acquisition channel
  • Ensures high levels of customer service orientation and application of bank policy.
  • Cross-sells bank products to existing set of branch customers, which are mapped
  • Informs customers of new products or product enhancements further to expand the banking relationship.
  • Plans and conducts special sales initiatives and events for prospective and existing clients.
  • Coordinates with other group companies to provide seamless access to other products.
  • Maintains complete relationship record for assigned customer accounts.
  • Tracks customer complaints/queries and turnaround times for customer satisfactionDesired Candidate Profile:
  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  • Very good understanding of Trade and Forex & CA
  • Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
  • Understanding of Mutual Funds and Insurance is an added advantage
  • Graduate 6 - 8 years of experience
  • Post Graduate 4 - 6 years of experience
  • Customer orientation
  • High energy levels with a motive to succeed

  • Platinum Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

    Job DescriptionPlatinum Relationship ManagerKRAs:Develops new and expands existing High Net worth Customer relationships for liabilities (SAdriven) and commercial assetsSources new bank customers through external individual efforts and acquisition channelEnsures high levels of customer service orientation and application of bank policy.Cross-sells bank...

  • Platinum Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Quotient Consultancy Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Urgent Hiring for Platinum Relationship Manager for one of the leading pvt sector bank.KRAs:Develops new and expands existing High Net worth Customer relationships for liabilities (SAdriven) and commercial assetsSources new bank customers through external individual efforts and acquisition channelEnsures high levels of customer service orientation and...

  • Platinum Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans...

  • Business Banking Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 18,00,000

    Business Banking Relationship ManagerThe ideal candidate will be responsible for managing a portfolio of business banking clients, sourcing new accounts and cross-selling products to enhance revenue growth.Key Responsibilities:Sourcing new business banking accounts and managing the assigned portfolioAssisting clients with various business banking products...

  • Senior Business Banking Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India beBeeBusinessBanking Full time ₹ 25,00,000 - ₹ 35,00,000

    Job Title: Senior Business Banking Relationship ManagerThe role entails providing tailored financial solutions to meet the working requirements of business banking customers and ensuring exceptional relationship management and customer experience.

  • Platinum Relationship Manager-Household-BRANCH BANKING-Branch Banking

    2 weeks ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Limited Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    JD: PRM- HH Develops 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 customers of new products or product enhancements to further expand the banking...

  • Platinum Care Advisor

    1 week ago

    Mumbai, Maharashtra, India Livlong 365 Full time

    We're Hiring: Platinum Care Advisor (Physical Health Concierge Relationship Manager)Location: ThaneExperience: 3+ YearsIndustry: Healthcare / Pharma / Wellness / HospitalityType: Full-Time | Field Role | Client-FacingAbout the Role:Livlong is looking for a Platinum Care Advisor to join our premium health concierge team. In this role, you'll be the dedicated...

  • Platinum Care Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Livlong 365 Full time

    We're Hiring: Platinum Care Advisor (Physical Health Concierge Relationship Manager)Location: ThaneExperience: 3+ YearsIndustry: Healthcare / Pharma / Wellness / HospitalityType: Full-Time | Field Role | Client-FacingAbout the Role:Livlong is looking for a Platinum Care Advisor to join our premium health concierge team. In this role, you'll be the dedicated...

  • Platinum Care Advisor

    7 days ago

    Mumbai, Maharashtra, India Livlong 365 Full time

    We're Hiring: Platinum Care Advisor (Physical Health Concierge Relationship Manager) Location: Thane Experience: 3+ Years Industry: Healthcare / Pharma / Wellness / Hospitality Type: Full-Time | Field Role | Client-Facing About the Role: Livlong is looking for a Platinum Care Advisor to join our premium health concierge team. In this role, you'll be the...

  • Commercial Banking Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India YES BANK Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    We're Hiring: Commercial Banking Relationship Manager at Mumbai.About UsWe are one of India's leading private sector banks, committed to transforming the nation's financial landscape. With a strong network of 1200+ branches nationwide, we deliver innovative and secure banking solutions across Retail, MSME, and Corporate Banking. Our focus on technology, risk...