Relationship Manager

1 day ago

Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time
Description
As a Relationship Manager, you will be the primary point of contact for our affluent clients, understanding their unique needs and providing customized banking solutions. Your role is pivotal in driving business growth and maintaining strong client relationships.

Responsibilities
  • Develop and execute strategies to acquire new affluent clients and expand business opportunities.
  • Build and maintain strong relationships with existing clients, ensuring their satisfaction and loyalty.
  • Offer personalized financial advice and solutions, including investment planning, wealth management, and business banking services.
  • Stay updated with market trends, industry regulations, and competitor activities to provide insightful recommendations.
  • Collaborate with internal teams to ensure seamless delivery of services and timely resolution of client queries.
  • Conduct regular client meetings, presentations, and reviews to discuss financial performance and strategic planning.
  • Identify cross-selling opportunities and refer clients to other bank products and services as appropriate.
  • Maintain accurate records of client interactions, transactions, and account information, ensuring data privacy and security.
  • Participate in networking events and industry forums to enhance the bank's visibility and reputation.
  • Continuously enhance your knowledge and skills through professional development programs and training.
Qualifications
  • Bachelor's degree in Business, Finance, Economics, or a related field.
  • Minimum 3 years of experience in relationship management or private banking, preferably in a similar role.
  • Strong knowledge of financial products, services, and market trends, particularly in the affluent segment.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with high-net-worth individuals.
  • Proven track record of achieving sales targets and maintaining a high level of client satisfaction.
  • Analytical mindset with the ability to interpret financial data and provide insightful recommendations.
  • Proficiency in using banking software and systems for account management and client relationship tracking.
  • Ability to work independently and manage a high volume of client interactions effectively.
  • Strong organizational skills and attention to detail, ensuring accurate record-keeping and compliance with regulations.
  • Flexibility to adapt to changing market conditions and client needs, with a proactive approach to problem-solving.

  • Relationship Manager

    10 hours ago

    Chandigarh, Chandigarh, India The Future University Full time

    Key ResponsibilitiesClient Relationship Management – Build and nurture long-term relationships to ensure client satisfaction and retention.Lead Conversion & Revenue Growth – Call potential leads, understand their needs, and convert them into course enrollments.Client Support & Communication – Handle incoming calls, resolve client concerns promptly, and...

  • Relationship Manager

    8 hours ago

    Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time

    As a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized financial solutions,...

  • Relationship Manager

    1 day ago

    Chandigarh, Chandigarh, India Sbicap Securitites Limited Full time

    We're Hiring | Relationship Managers (RMs) – Education LoansOrganization: SBICAP Securities LtdWe are looking for dynamic and result-oriented Relationship Managers (RMs) to strengthen our Education Loan business across Punjab & Tricity locations. Open Locations:• Chandigarh• Patiala• Mohali• Ludhiana• Jalandhar• Amritsar Eligibility Criteria:...

  • Relationship Manager

    10 hours ago

    Chandigarh, Chandigarh, India Exelerate with Shail Advisors Full time

    Shail Advisors is dedicated to helping businesses achieve sustainable and profitable revenue growth. The company plays a pivotal role in supporting and developing the startup ecosystem. With a passion for empowering founders, Shail Advisors provides expert guidance to help businesses scale effectively. They are committed to fostering long-term success for...

  • Relationship Manager

    10 hours ago

    Chandigarh, Chandigarh, India Visa Permit Full time

    Relationship Manager required for building ties and relationship with new and existing B2B organisations, MSE's. Should have knowledge of the study visa process. Conveying company's policies, services and benefits of collaboration and how it will be beneficial to them as well. Incentive will be offered in addition to fixed monthly salary.Job Type:...

  • Relationship Manager

    1 day ago

    Chandigarh, Chandigarh, India WallStreet Investments Full time

    Job Description:Wallstreet Investments is looking for a dynamic and confident Male Relationship Manager (RM) to join our growing team. The candidate will be responsible for handling client relationships and providing regular updates on mutual fund portfolios.Key Responsibilities:Calling and interacting with existing and prospective clientsExplaining mutual...

  • Relationship Manager

    1 day ago

    Chandigarh, Chandigarh, India Tata AIA Life Insurance Company Ltd. Full time

    Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the...

  • Relationship Manager

    1 day ago

    Chandigarh, Chandigarh, India Chocovic Full time

    Customer Engagement: Greet and assist walk-in customers, providing them with detailed information about our products and services.Sales Management: Drive sales by understanding customer needs and recommending suitable products, aiming to exceed sales targets.Product Knowledge: Maintain in-depth knowledge of our product offerings to effectively communicate...

  • Relationship Manager

    1 day ago

    Chandigarh, Chandigarh, India Tata AIA Life Insurance Company Ltd. Full time

    Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the...

  • Relationship Manager

    1 day ago

    Chandigarh, Chandigarh, India Chocovic Full time

    Company Overview:*We are a leading provider in the premium gifting sector, specializing in creating exquisite hampers and gifts for a variety of occasions and events.Job profile.*Relationship Manager will be the face of our company, responsible for engaging with walk-in customers at our store. This role is crucial in ensuring that every customer receives a...