
Private Banking Relationship Manager
1 day ago
Company Description
Kotak Private is the pre-eminent banker to India's wealthiest, with 60% of India's richest having chosen us for our cutting edge investment solutions. We offer a holistic financial platform tailored to meet the needs of our high-net-worth clients. Our comprehensive suite of services is designed to provide the best financial solutions for wealth management.
Role Description
This is a full-time, on-site role for a Private Banking Relationship Manager located in Nagpur. The Private Banking Relationship Manager will be responsible for managing and nurturing relationships with high-net-worth clients, providing personalized financial planning, conducting portfolio management, and handling investments. The role involves understanding client needs, developing tailored financial strategies, and ensuring client satisfaction through excellent service.
Qualifications
- Skills in Business Relationship Management
- Experience in Financial Planning
- Expertise in Portfolio Management
- Proficiency in Finance and Investments
- Excellent communication and interpersonal skills
- Ability to work independently and provide exceptional client service
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Experience in private banking or wealth management is a plus
-
Relationship Manager
3 days ago
Nagpur, Maharashtra, India AnandRathi Full time ₹ 30,000 - ₹ 50,000 per yearRoles and Responsibilities - Relationship Manager -Sales.Responsible for selling products like Insurance, Mutual funds, PMS , SIPs & D Mat and trading account etc to the customersEnsuring the highest levels of service & relationship with the clientsResponsible for activation of trading account of clients, assisting new entrants in the equity market to...
-
Relationship Manager
2 weeks ago
Nagpur, Maharashtra, India Agriwise Finserv Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAgriwise Finserv Limited, formerly known as StarAgri Finance Limited, is an NBFC registered with the RBI and one of India's leading agri finance companies. We provide credit to small farmers, FPOs, input distributors and retailers, agri infrastructure or equipment providers, contract farmers, and other participants in the agri value chain....
-
Bank Branch Manager
2 weeks ago
Nagpur, Maharashtra, India ADCC Academy Pvt Full time ₹ 30,000 - ₹ 3,00,000 per yearKey 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...
-
Investment Relationship Manager
1 week ago
Nagpur, Maharashtra, India Sharekhan Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & 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...
-
relationship manager
2 weeks ago
Nagpur, Maharashtra, India MINTIT Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionMINTIT is your dedicated mutual fund app, making investing simple, accessible, and rewarding. We provide expert insights, personalized recommendations, and a user-friendly platform to help you achieve your financial goals. Download the app today and unlock your crorepati potentialRole DescriptionThis is a full-time, on-site role located in...
-
Relationship Officer
1 day ago
Nagpur, Maharashtra, India Kotak Mahindra Bank Full time ₹ 3,00,000 - ₹ 6,00,000 per yearRelationship 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-...
-
Relationship Manager
2 weeks ago
Nagpur, Maharashtra, India Deepak Chunnilal Khanuja Full time ₹ 12,00,000 - ₹ 15,00,000 per year• Acquire new clients and manage relationships.• Advice on mutual funds, achieve sales targets, review portfolios.• Ensure compliance; stay updated on markets and cross-sell financial products.Interested one send resume at-
-
Business Analyst
2 weeks ago
Nagpur, Maharashtra, India Trust Fintech Full time ₹ 1,50,000 - ₹ 28,00,000 per yearJob 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...
-
Customer Relationship Manager
2 weeks ago
Nagpur, Maharashtra, India Eros Hyundai Full time ₹ 2,40,000 - ₹ 3,00,000 per yearPost: - Customer Relationship Manager (Sales).Qualification: - Any GraduateExperience: - min 5 years of experience in Automobile Industry (Sales)Salary: - 20K to 25K per monthRoles & ResponsibilitiesInteraction with the customers & handle all corners related with sales.Maintain proper relationship with customers.To give direction to the sales team for the...
-
Insurance Relation Manager
1 week ago
Nagpur, Maharashtra, India Infitech Human Resources Service Pvt. Ltd. Full time ₹ 3,00,000 - ₹ 4,50,000 per yearFULL JOB DESCRIPTIONLocation : INDORE , PUNE , MUMBAI , BARAMATI Industry : BankingAge Limit : Up to 32 yearsJob Summary:We are looking for a dynamic and result-oriented Insurance Relationship Manager (IRM) to handle the Banca Channel for a leading bank. The ideal candidate should have prior experience in banca sales and a strong understanding of banking and...