Relationship Manager Platinum Business

11 hours ago

Delhi, Delhi, India AU SMALL FINANCE BANK Full time

The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks' Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client

Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment.

  • Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer,
  • Proactively and timely identifies potential problem accounts and formulates appropriate risk
  • Mitigating strategies.
  • Manage customer migration between segments, sub-segments and the HNI business.
  • Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
  • Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment
  • Ensure all sales activity is recorded online as per the organizational process (CRM)
  • Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets
  • Informs customers about new products or product enhancements to further expand the banking relationship
  • Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM)

Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities

  • Platinum Relationship Manager

    4 hours ago

    Delhi, Delhi, India BharatHire Private Limited Full time

    We have Interviews on 7 Nov 2025 at New delhi For Platinum RM & royal RM

  • Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management

    2 weeks ago

    Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 4,20,000 - ₹ 10,08,000 per year

    DescriptionPlatinum Relationship Manager-HouseHold- Branch BankingJob DescriptionDevelop and expand relationships with High Net Worth households for liabilities and commercial assets.Ensure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products and services to deepen client engagement.Educate clients about...

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

    12 hours ago

    Delhi, Delhi, India Kotak Mahindra Bank Full time

    DescriptionWe are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households. This role involves acquiring new clients, deepening existing relationships, and offering comprehensive banking solutions across liabilities, commercial assets, and third-party products. The...

  • Senior Manager Export Documents

    1 week ago

    Delhi, Delhi, India PLATINUM STONES PRIVATE LIMITED Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionPLATINUM STONES PRIVATE LIMITED operates from its headquarters in New Delhi, India. The company is located in the Masjid Moth road, behind South Extension 2, and specializes in delivering high-quality granite & marble to its customers worldwide. Known for its commitment to trust, sincerity, excellence, PLATINUM STONES PRIVATE LIMITED is a...

  • Manager Corporate Sales or Manager Platinum Sales

    1 week ago

    Delhi, Delhi, India Cloud Counselage Full time

    TO GET TIMELY UPDATES ON JOB OPENINGS, FEEL FREE TO JOIN OUR COMMUNITY @ (4L+ MEMBERS FROM 35+ COUNTRIES)Job Overview:Looking for a Corporate Sales Manager with 5+ years of experience in General Insurance/Reinsurance with corporate clients.They are someone who lives in Delhi and can join immediately or within 7 days.What's for the Candidate:Compensation...

  • Senior Accountant

    2 weeks ago

    Delhi, Delhi, India PLATINUM STONES PRIVATE LIMITED Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionPLATINUM STONES PRIVATE LIMITED operates from its headquarters in New Delhi, India. The company is located in the Masjid Moth road, behind South Extension 2, and specializes in delivering high-quality granite & marble to its customers worldwide. Known for its commitment to trust, sincerity, excellence, PLATINUM STONES PRIVATE LIMITED is a...

  • Business Development Manager

    4 hours ago

    Delhi, Delhi, India ArtBox Business Solutions Full time

    We are hiring for a Business Development ManagerExperience- 1 to 5 yrsResponsibilities:Generating qualified leads through different channels and scheduling meeting with the decision makers. Travelling in the region to reach out to clientsGiving quick responsive to client queries.Building a trust and deep relationship with the clientMaintain awareness and...

  • Relationship Managers – CASA

    1 week ago

    Delhi, Delhi, India Synergy Plus Business Consulting Group Full time ₹ 5,00,000 - ₹ 20,00,000 per year

    We are looking for dynamic Relationship Managers to handleCASA acquisition,Current Account sourcing, andHNI/Portfolio relationship management. Responsibilities:• Acquire CASA & Current Account customers• Manage & grow HNI portfolios• Drive deposit growth & meet sales targets• Cross-sell Loans, MFs, Insurance, Cards• Ensure service excellence &...

  • Relationship Manager

    6 days ago

    Delhi, Delhi, India Niva Bupa Health Insurance Full time

    Company DescriptionNiva Bupa Health Insurance Company Ltd. is a joint venture between Fettle Tone LLP, an affiliate of True North Fund VI LLP, a leading Indian private equity firm, and Bupa Singapore Holdings Pte. Limited, a UK-based healthcare services expert. The vision of Niva Bupa is to become India's most admired health insurance company by empowering...

  • Relationship Trainee

    6 days ago

    Delhi, Delhi, India A Business Studio Full time

    Company Description:About Rupeek:Founded in 2015, Rupeek is India's leading asset-backed digital lending fintech platform. Builton the Technology, Integrity & Fair Value first ethos, its vision is to be a new-age, innovativebrand solving the credit pain points of Indians. Rupeek aims to create equal access to credit forevery Indian by enabling hassle-free...