9 Banking Relationship Jobs

As a Treasury professional, you will be responsible for managing various financial aspects related to cash flow, banking relationships, investment of surplus funds, and providing necessary data to rating agencies for timely updates of external credit ratings. Your key responsibilities will include: - Managing cash flow to ensure smooth operations - Building and maintaining banking relationships - Liaising with rating agencies, providing required data, and ensuring timely updates of external credit ratings - Investing surplus funds in different market instruments such as Mutual Funds and Fixed Deposits - Preparing Management Information System (MIS) related to Treasury activities and ensuring...

Description for Internal Candidates Business Description 811 Digital Sales RO vertical is specializes in acquiring/sourcing/expanding/upgrading and developing High net worth customer relationship for retail through individual efforts. We also cross sell bank products to existing customer mapped to us and inform customers of new products or product enhancements to further expand the banking relationship. We ensure high level of customer service to our 811 customers with assistance of Product operation group (POG) Job Role: Engaging with customers to enrich the relationships and garner higher wallet share of the customers Increase the 811 book and Investment AUM portfolio by means of Acquiring...

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers. Sources new bank customers through Lead generation model and responsible for conversion from external field support Ensures high levels of customer service orientation and application of bank policy. Cross sells bank products to existing set of customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives prospective and existing clients through different Product Managers Coordinates with other group companies to provide seamless access to other products. Maintains com...

The Treasury position requires 8-10 years of experience. As a Treasury professional, your responsibilities will include managing cash flow, maintaining banking relationships, and coordinating with rating agencies to ensure timely updates of external credit ratings. You will also be responsible for investing surplus funds in various market instruments such as Mutual Funds and Fixed Deposits. Additionally, you will prepare Management Information System (MIS) reports related to Treasury activities and ensure smooth handling of audits. Your role will involve assisting in evaluating the financial feasibility of new projects. Furthermore, you will be expected to handle MIS reports, provide informa...

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers. Sources new bank customers through Lead generation model and responsible for conversion from external field support Ensures high levels of customer service orientation and application of bank policy. Cross sells bank products to existing set of customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives prospective and existing clients through different Product Managers Coordinates with other group companies to provide seamless access to other products. Maintains com...

Job Purpose: Responsible for acquiring new asset relationships, managing a portfolio of 3040 BBG clients, ensuring high service quality, and driving cross-sell opportunities across the mapped geography. The role demands strong business development, relationship management, and internal coordination to meet business and profitability targets. Key Responsibilities: 1. Business Development & Acquisition Acquire new business banking asset relationships through various sourcing channels including branches, leads, and market mapping. Achieve volume and profitability targets through customer acquisition and deepening existing relationships. Actively work with branch teams to generate and convert le...

Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential NRI Relationships of the bank Increase CASA balance in allocated portfolio either through Deepening or Acquis...

Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- - Have good awareness of Corporates with entry point links in those corporates. - Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. - Cross sells bank products to existing set of Corp Sal customers which are mapped. - Handle Investment and Insurance requirements of clients - Informs customers of new products or product enhancements to further expand the banking relationship. - Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. - Goes beyond the professional need of the customer by providin...

Description for Internal Candidates Business Description 811 Digital Sales RO vertical is specializes in acquiring/sourcing/expanding/upgrading and developing High net worth customer relationship for retail through individual efforts. We also cross sell bank products to existing customer mapped to us and inform customers of new products or product enhancements to further expand the banking relationship. We ensure high level of customer service to our 811 customers with assistance of Product operation group (POG) Job Role: Engaging with customers to enrich the relationships and garner higher wallet share of the customers Increase the 811 book and Investment AUM portfolio by means of Acquiring...