Sr. Relationship Manager-Business Banking-Affluent-AFFLUENT-Relationship Manager
ConfidentialMumbai, India5 days ago
Job descriptionAptitude to deliver high quality customer service by using organization and interpersonal skills. NISM / IRDA / AMFI if any can be strongly preferred. Fluent in communication skills, presentable and a quick grasping power. Decision making skills with good sense of ownership-understanding the client requirements Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking / NBFC will be preferred with good portfolio management. Experience : minimum 7-8 years of experience in relationship and portfolio management. Graduation Qualification in any stream / MBA preferred
Role :
- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products / solutions provided by Kotak Group.
- Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.
- Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
- Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.
- Ensure client Contactability at all times through regular connect with them in weekly / monthly calls.
- Resolves client queries for the managed book within the specified TAT
- Ensures high levels of customer service orientation and application of bank policy
- Informs customers of new products or product enhancements to further expand the banking relationship
- Plans and conducts special sales initiatives and events for prospective and existing clients
- Maintains complete relationship record for assigned customer accounts
- Endure adherence to all bank and regulatory Processes at all times.
Job Requirement :
Skills Required
IRDA, Customer Service, Relationship Management, Amfi, Nism, Portfolio Management
Create a job alert for this search
Relationship Manager • Mumbai, India
Related jobs
- Promoted
Relationship Manager
TPmumbai, maharashtra, in This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders.
In line with this initiative, we are looking to ...Show moreLast updated: 23 days ago
- Promoted
Client Relationship Manager
Saxon GlobalMumbai, Maharashtra, India Banking & Financial Services sector in India.The role involves driving business growth, managing client engagement, and ensuring delivery excellence across IT services.
Job Description & Key Respons...Show moreLast updated: 30+ days ago
- Promoted
Sr NRI Wealth Relationship Manager
NRI NiveshMalad, Maharashtra, India Job Title : Senior NRI Wealth Relationship Manager.Experience : 5 years + in BFSI / HNI / NRI investments.Are you passionate about building deep, meaningful relationships with high-value clients across t...Show moreLast updated: 8 days ago
- Promoted
Fintoo - Relationship Manager
FINTOOMumbai, India Relationship Manager Your Responsibilities - Create regional sales plans and quotas in alignment with business objectiv...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Alpha OrionMumbai, India About : - Develop MNC business by onboarding new clients and managing existing clients.Revenue maximization - Diversify product p...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
TIE-UPS Manpower ConsultantsMumbai, Maharashtra, India TIE-UPS is hiring for a Leading Equity Firm in India.JOB TITLE Relationship Manager - Investment Banking & Wealth Domain.
Maximize profit & achievement of growth of client’s portfolio & meet financ...Show moreLast updated: 14 days ago
- Promoted
Virtual Relationship Manager
upGrad Rekrutmumbai, maharashtra, in Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals.
Drive remittance business across managed and sourced p...Show moreLast updated: 1 day ago
- Promoted
Relationship Manager- (Institutional Sales) PMS & AIF
Nippon India Mutual Fundthane, maharashtra, in The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 1 day ago
- Promoted
Relationship Manager
Drip Capitalmumbai, maharashtra, in We are a US-based fintech company revolutionizing global trade for SMEs.At Drip Capital, we’re redefining the future of trade finance and facilitation, empowering small and medium-sized enterprises...Show moreLast updated: 23 days ago
- Promoted
Relationship Manager
AideWiser SolTekmumbai, maharashtra, in Relationship Manager / Wealth Manager.Santhome, Chennai – 2 Positions.Mumbai – 1 Position (Office to be finalized within a couple of months from the candidate’s joining.
likely Andheri or BKC).Acqu...Show moreLast updated: 1 day ago
- Promoted
360 ONE - Relationship Manager
360 ONE AssetMumbai, India About the job Role Overview : We are seeking a high-caliber Treasury Service Relationship Manager to join our Client Relations team at the AVP / VP...Show moreLast updated: 30+ days ago
- Promoted
Partner Relationship Manager
Parrot CTFsThane, IN Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform.
With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 1 day ago
- Promoted
- New!
Urgent Opening- Relationship Manager / Sr Relationship Manager
Bajaj Capital Ltdmumbai city, maharashtra, in Role : Relationship Manager / Sr.CTC : It’s not constrain for right candidate (Its Negotiable).Functional Area : BFSI, Investments & Trading.
Employment Type : Full Time, Permanent.Notice period : Most pr...Show moreLast updated: 11 hours ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreqthane, maharashtra, in Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 1 day ago
- Promoted
Relationship Manager
Talent Corner HR Services Pvt LtdMumbai, Maharashtra, India We at Talent Corner HR Services are having an exciting opportunity for one of our clients in Mumbai : .Manage leads from multiple sources, aiming to improve conversion rates and contribute to the bus...Show moreLast updated: 30+ days ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdthane, maharashtra, in You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 1 day ago
- Promoted
Sr Relationship Manager
ConfidentialNavi Mumbai Maintain in-depth knowledge of company products and services.Build and maintain relationships with prospective and existing clients.
Identify client needs and propose suitable solutions.Resolve comp...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager - Business Development - Investment Banking
Rintelo Consulting Private LimitedMumbai, India Relationship Manager- Business Development (IB) About Us The client is a fast-growing inv...Show moreLast updated: 30+ days ago