Private Banking Relationship Manager

Premier Relationship Manager-Digital Banking Kotak 811-Sales JOB DESCRIPTIONDevelops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are...

Key ResponsibilitiesLeadership & OperationsOversee day-to-day operations, ensuring all banking services run smoothly.Maintain opetational excellence, compliance, and alignment with the bank's ethicalstandards.Credit & Lending ManagementOversee the entire loan lifecycle- from customer assessment to disbursement and recovery– for all loan types...

Role & responsibilitiesDirect ResponsibilitiesAcquiring new clients with benchmark assets.Open Demat Accounts & suggest investment'sIncrease the total assigned SIP book from allocated and new clients.Adding overall AUM by gathering assets from existing and new clients.Increasing the basket of clients having AUM.Contributing ResponsibilitiesAchieving the...

Sr Affluent Wealth Relationship Manager We are seeking an experienced and skilled Sr Affluent Wealth Relationship Manager to join our team. This individual will be responsible for managing a portfolio of high net worth individuals and families, providing personalized banking and investment solutions to meet their financial needs.Job Description:Manage a...

Job Description: Wealth Management SMERole OverviewWe are seeking a highly skilled Wealth Management Subject Matter Expert (SME) to guide the successful implementation of a Digital Wealth platform. The SME will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance...

Job Title: Chief Investment Research ManagerThe primary role of the Chief Investment Research Manager is to spearhead investment research practices, overseeing profit and loss responsibility.Strategic Planning:• Identify growth opportunities through new products or market entry.• Develop and implement strategic plans to drive business growth.Key...

Burgundy Relationship manager 9-19 yrs About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management personal banking and business lending solutions It gives a highly personalized services with an expertise driven approach of an investment house...

Relationship Officer - 811 Digital Sales - Digital Banking Kotak 811-Regional sales 811 CA /SA RO Job Description:100% open market and field job -Target driven. Acquisition of Saving/Current account from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product from mapped Book-...

Job Title: Chief Client Acquisition SpecialistKey Responsibilities:Develop and execute a strategic plan to acquire high-net-worth relationships.Establish strong ties with clients by designing and implementing their financial plans.Required Skills and Qualifications:Proven experience working in private banking or wealth management.Strong communication and...

Job Description : Business Analyst (Banking Domain)Position Title: Business Analyst Banking DomainLocation: Nagpur, MaharashtraEmployment Type: Full-TimeExperience Required: 15+ years in Banking / Financial Services SectorAbout the RoleWe are seeking a highly experienced professional with strong expertise in the banking domain to join our team as a Business...