Service Relationship Manager- Affluent Banking
2 days ago
Job Summary:
To manage and impact improvement in the Affluent Clients' Service parameters and the delivery of client experience so that Affluent Banking becomes a benchmark in customer service for premium banking customers in the industry.
Responsibility Areas:
- Support in managing all Private Bank sales and service activities for the assigned region
- Provide complete and comprehensive information to customers on products, services and
ensure best services are provided to them - Analyze clients cash, capital, and investment needs
- Monitor the performance of client accounts and suggest ways to improve returns
- Ensuring appropriate control framework is in place and operations risk are properly managed
- Automating key activities of the business to gain efficiency in delivery
- Streamlining of the digitization activities in the process
- Assure adherence to the guidelines set by the bank
- Ensure bank meets the audit, compliance regulatory requirements
- Gather latest Market intelligence and track benchmark against best practices in competitor banks.
- Manage and improve the customer journey and partner experience to differentiate the bank
from competition - Evaluate the feasibility of Digital enablement from offering, channel process point of view and
ensure its implementation to improve overall operational efficiency - Collaborate with other departments and functions to provide best-in-class products and service offerings to the customer
Preferred Skill Set:
- Prior experience in managing Service Delivery and client experience agendas roles at a level of geographic zone / pan-India central role
- Will bring a mix of business acumen and Service orientation to be able to create service
excellence as a culture with a view to enhance business value - Excellent communication, analytical & reviewing skills
- Inter-personal coordination & Team Player
- Previous exposure to CRM systems and Finacle is a critical skill.
- Excellent ability to use Excel and PowerPoint
-
Affluent Relationship Manager
3 days ago
Gurgaon, Haryana, India Veerwal Getwork Services Pvt Ltd Full timeSUMMARY The Affluent Relationship Manager-Wealth is the ultimate face of the business as S he is going to be the final point of contact with the client S He would be responsible for acquiring High Net Worth relationships and managing retaining such relationships by delivering the best standards of services S He would be expected to establish...
-
Priority Relationship Manager
4 days ago
Gurgaon, Haryana, India Standard Chartered Full timeJob SummaryAs a Standard Chartered Relationship Manager you ll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank s strategic objectives You ll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements...
-
Gurgaon, Haryana, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Role 1 Develop new and expand existing HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products solutions provided by Kotak Group 2 Generate business across liabilities assets and fee products...
-
Gurgaon, Haryana, India Kotak Mahindra Bank Limited Full timeJob DescriptionJob DescriptionRole:1. 1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group2. 2. Generate business across liabilities, assets and fee products to sustain and achieve...
-
Relationship Manager
1 day ago
Gurgaon, Haryana, India Hireginie Full time ₹ 15,00,000 - ₹ 20,00,000 per yearOur Client:Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.Job Title:CFP & Relationship...
-
High Net Worth Relationship Manager
3 days ago
Gurgaon, Haryana, India beBeeRelationship Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Affluent Client StrategistAs the ultimate ambassador of our organization, you will be the primary point of contact with clients.Key Responsibilities:Acquire and manage High Net Worth relationships by delivering exceptional service standards.Establish strong ties with clients by designing and implementing their financial plans.Ensure clients receive and...
-
Gurgaon, Haryana, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJD: PRM- HHDevelops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans...
-
Gurgaon, Haryana, India at DBS Full time ₹ 1,04,000 - ₹ 1,30,878 per yearAssociate,Treasures Relationship Manager, Consumer Banking Group - (WD Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products...
-
Gurgaon, Haryana, India at DBS Full time ₹ 1,04,000 - ₹ 1,30,878 per yearAssociate,Treasures Relationship Manager, Consumer Banking Group - (WD Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products...
-
Relationship Manager
4 days ago
Gurgaon, Haryana, India Standard Chartered Full timeJob SummaryAs a Standard Chartered Bank Relationship Manager in SME Banking you ll be responsible for managing and developing relationships with mid-sized and emerging corporates to drive business growth and meet the bank s strategic objectives You ll provide exceptional customer service with the provision of financial solutions while managing operational...
