Current jobs related to Relationship Manager-Affluent-Priority-Regional sales - Mumbai, Maharashtra - Kotak Mahindra Bank Limited

  • Affluent Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 1,70,000 - ₹ 2,80,000

    Job Title: Affluent Relationship ManagerAs a seasoned wealth manager, you will be responsible for cultivating and maintaining high-value relationships with affluent individuals to drive their financial growth.Identify and acquire new customers by promoting our wealth management services.Develop customized investment strategies tailored to each customer's...

  • Senior Priority Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India Standard Chartered Full time

    Job 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 provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements...

  • Senior Affluent Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 17,00,000 - ₹ 28,00,000

    Job Title: Senior Affluent Wealth Relationship ManagerAbout the RoleWe are seeking an experienced Relationship Manager to join our team in Mumbai. The successful candidate will be responsible for building and maintaining strong relationships with high net worth individuals, providing them with personalized financial solutions and exceeding their...

  • Senior Affluent Wealth Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India beBeeWealth Full time ₹ 17,40,000 - ₹ 28,80,000

    Job Title: Senior Affluent Wealth Relationship ManagerWe are seeking a seasoned Relationship Manager to join our Private Banking team. As a key member of our Affluent Banking division, you will be responsible for building and maintaining strong relationships with high net worth clients.Key Responsibilities:Manage a portfolio of existing clients and identify...

  • Priority Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India Standard Chartered Full time

    Job Summary As 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 provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory...

  • Priority Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India Standard Chartered Full time

    Job Summary As 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 provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory...

  • Senior Affluent Wealth Management Specialist

    1 week ago

    Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 17,00,000 - ₹ 28,00,000

    Job Title: Affluent Relationship ManagerJob Summary:We are seeking an experienced and results-driven Affluent Relationship Manager to join our team. In this role, you will be responsible for building and maintaining relationships with high-net-worth individuals and families.Build and maintain strong relationships with clients to understand their financial...

  • Affluent Client Liaison Specialist

    2 weeks ago

    Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    High-Value Relationship ExpertiseWe are seeking a seasoned professional to build and foster long-term relationships with affluent clients. The ideal candidate will provide personalized wealth management solutions tailored to their unique needs and aspirations.Main Responsibilities:Nurture trust-based relationships with high net worth individuals (HNI)Develop...

  • Senior Priority Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India Standard Chartered Full time

    Job Summary As 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 provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory...

  • Sales Manager

    1 week ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Position: PMS Sales ManagerLocation : Mumbai Lower ParelBroader Role / Responsibilities:Acquisition of Wealth Clients PMS Sales:Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.Build up the sales funnel via Client Meetings...

Relationship Manager-Affluent-Priority-Regional sales

2 weeks ago

Mumbai, Maharashtra, India Kotak Mahindra Bank Limited Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Role:

  • Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to 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 value, revenues and client stickiness
  • Formulate and implement the sales plan to acquire new HNI clients and increase the customer base
  • Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
  • Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements
  • Ensure client contactability at all times though 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
  • Decision making skills with strong sense of ownership
  • Ability to work under pressure
  • Experience in building and maintaining HNI customer relationships