Relationship Manager

20 hours ago


Mumbai, Maharashtra, India Kotak Mahindra Bank Full time
Description

tions)

The Kotak Mahindra Group   

The entire spectrum of financial needs of individuals and corporates is addressed at the Kotak Mahindra Group. Completing a successful 29 year run, Kotak firmly invests in serving the financial services needs of customers. The Group today offers complete financial solutions including areas like Retail Finance, Equities, Mutual Funds, Life Insurance, Wealth Management (Private Banking), Tax Planning and Investment Banking etc. The Kotak Mahindra Group offers the understanding, the experience, the infrastructure and most importantly the commitment to deliver pragmatic end-to-end solutions that truly work.

Kotak Wealth Management:

The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin.

The Kotak client base ranges from entrepreneurs to business families, and also includes employed professionals. Kotak provides financial advice and manages wealth for 44% of India's top 100 families with Wealth Management offices spread across 10 cities in India. The Client Relations team in Kotak Wealth Management works exclusively on portfolios of large advisory and family office clients of the firm. The role requires the Relationship Manager to take full ownership of his/her client portfolios.



 Job Role:



 Job Role

  • Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.
  • Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.
  • Acquire New Clients for the firm and also develop new territories.
  • Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients.
  • Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioral skills.
  • Deliver Sales Targets

Job Requirements

  • Excellent written and oral communication skills
  • Strong Organizational Skills
  • Strong Communication and Interpersonal Skills
  • Experience in investment/financial services
  • Team player and Collaboration skills
  • Relationship Management Skills

  • Sales Manager

    21 hours ago


    Mumbai, Maharashtra, India TLC Relationship Management P Ltd Full time

    Role And ResponsibilitiesExecute sales strategy to drive revenue growthOwn and control direct costs pertaining to the sales delivery, primarily human resource related.Collaborate with Cluster Manager and TLC Corporate teams to analyze data, develop lead generation marketing opportunities for member acquisition, review the membership product, scripts and...

  • Relationship Manager

    2 weeks ago


    Mumbai, Maharashtra, India Tata Capital Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Purpose    The purpose of the job is to be responsible for acquiring and managing corporate relationships for Corporate NPS. The person will be responsible for Business Development, Corporate Relationship Onboarding, Nurturing Onboarded Relationships, increasing penetration of NPS registration and NPS Corpus within the Corporate employee universe....

  • Relationship Manager

    17 hours ago


    Mumbai, Maharashtra, India Computer Age Management Services (CAMS) Full time

    Role & responsibilitiesct as the primary point of contact for assigned customers and manage end-to-end relationships. This involves relationship management & retentionFocus on customer retention through proactive engagement and regular follow-upsUnderstand customer needs and resolve queries, issues, and escalations in a timely mannerCoordinate with internal...


  • Mumbai, Maharashtra, India TradeCred Private Wealth Full time

    Company DescriptionTradeCred Private Wealth specializes in providing low-risk, medium-yield fixed income assets to Ultra High Net Worth Individuals (UHNIs), with annual returns ranging from 11-14%. With over 6.5 years of experience, the company has successfully transacted INR 30,000 crores to date with zero defaults for its clients. TradeCred also manages...


  • Mumbai, Maharashtra, India Inseureka Insurance Brokers Full time

    Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, providing them with information about insurance products, handling client queries and issues, and ensuring client satisfaction. The role will also involve...

  • Relationship Manager

    2 weeks ago


    Mumbai, Maharashtra, India Tata Capital Full time ₹ 80,00,000 - ₹ 1,60,00,000 per year

    Relationship Manager  REPORTS TO (SOLID & MATRIX): Regional Sales Manager - PCMPosition Grade: M3 Business Unit: SME Department: Sales Sub Function: Leasing Location: Pan India Number of Positions: Multiple Position Type: Full TimeJob Purpose Direct Reports (Position Title) Resources The primary objective of the Relationship Manager...

  • Relationship Manager

    19 hours ago


    Mumbai, Maharashtra, India Forward Full time

    Job Title - Relationship Manager - Project & Structured FinanceCompany - Leading NBFCLocation Mumbai - ThaneRelationship Manager Project and Structured Finance will drive business development by identifying and acquiring corporate clients, intermediaries, and bankers to expand the loan book of Project and Structured Finance line of business and strengthen...


  • Mumbai, Maharashtra, India Patel Family Office Full time

    Key ResponsibilityRelationship Management of mapped customers and managing their portfoliosIncreasing the wallet share of existing customersProactively generating references from existing customersAcquiring new customersRegular interaction with prospects and existing customers for business penetrationProcuring business across products and services and...

  • Relationship Manager

    2 weeks ago


    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time US$ 3,00,000 - US$ 10,00,000 per year

    DescriptionAs a Relationship Manager, you will be responsible for developing and executing strategies to attract and retain affluent clients. This role requires excellent communication and interpersonal skills, as you will be the primary point of contact for clients, understanding their needs, and providing expert advice. You will collaborate with various...


  • Mumbai, Maharashtra, India Tata Capital Full time

    DescriptionCore Responsibilities:Sales Process Managemento    Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships.o    Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business...