Associate Relationship Manager

5 days ago


Mumbai, Maharashtra, India Kotak Mahindra Bank Full time
Description

Role:

· Handling personalized service requests of Affluent customers.

· Generation of timely business MIS.

· Ensuring strict adherence to regulatory and internal approved  prescribed requirements for Affluent customer segment.

· Coordination with CPC/RPC/Investment desks for account opening of Affluent customers.

· Managing complaints of Affluent customers and ensuring their resolution within TAT

· Meeting Affluent Key customers in person for Customer Profiling and Service Hook activations



Job Requirement:

· Excellent written and oral communication skills

· Developing and maintaining banking relationships with a select group of high net worth customers

· Excellent communication skills with customer service orientation

· Courteous and polite

· Good Knowledge of Microsoft Excel

· Understanding of banking norms and processes.



  • Mumbai, Maharashtra, India YES SECURITIES Full time

    Company DescriptionYES SECURITIES leverages its extensive knowledge, experience, and deep understanding of the financial markets to empower its customers in making informed and beneficial investment decisions. By embracing innovation and prioritizing client-centric solutions, the company aims to be a trusted partner in achieving financial goals. YES...


  • 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...


  • Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

    Role: Relationship Manager- TASC & Institutional BusinessTASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotaks dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/ PSUs, etc.Key...


  • Mumbai, Maharashtra, India Pinaka consultancy Full time

    Job Designation1.Associate Relationship ManagerExperience -0.6 to7 YearsJob Location –MumbaiInterview Mode –face 2 face Job PurposeResponsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book...


  • Mumbai, Maharashtra, India Yes Bank Full time

    Job descriptionRelationship manager ( Working capital)Core ResponsibilitiesAcquisition of New to Bank MSME relationships through the CRM and Knowledge Bankingapproach.Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shallhelp in meeting Min. 2 MSME Clients on daily basis.Build Asset Book by extending Working Capital...


  • Mumbai, Maharashtra, India Humantra Hr Solutions Full time

    Engaging with Industry Associations, accelerators, Start-ups, Scale up and MSME clients for sourcing funding requirements such as Debt finance, Equity Funding, Pre IPO, IPO, Mergers & Acquisition, exitsLead Generation & Client AcquisitionSales & BD Required Candidate profile2+ years in business development, sales, or client relationship management in the...


  • Mumbai, Maharashtra, India oll Full time

    Company DescriptionOLL is pioneering a hands-on, practical approach to education, aiming to foster a culture of lifelong learning and create a billion daily active learners. With over 20,000 students taught daily across India and more than 8 countries online, OLL focuses on delivering essential 21st-century skills, such as AI, Robotics, Coding,...


  • Navi Mumbai, Maharashtra, India Dream Solution Indore Full time

    Role Description Job Specification A. Position Details Position Title: Relationship Manager Assistant Manager / Deputy Manager Grade: Retail Sales Role RM - Banks 2-5 Yrs of Sales experience Work Experience Relationship Management C. Role Purpose Role is to maximize sales by planning and implementing organization strategies/activities to...


  • Mumbai, Maharashtra, India Crisil Full time

    Job TitleAssociate – India Relationship ManagerJob DescriptionBusiness Description: Relationship Management teamThe RM team manages and supports the delivery across coalition's product offerings.Based out of India, the team acts as a single point of contact (SPOC) for Relationship managers based in London, NYC, Singapore & Japan.The team also works...


  • Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

    DescriptionJob RoleTo understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet shareBuild a sustainable direct sourcing channel by...