Role & Responsibilities : You can call Ms Priya at (8178095895) for more information. Build and Expand Relationships: Develop and nurture relationships with High-Net-Worth Individuals (HNIs) by understanding their financial goals and identifying opportunities to provide tailored solutions from the Kotak Group. Drive Business Growth: Achieve growth in relationship value and revenues by generating business across liabilities, assets, and fee-based products while ensuring long-term client loyalty. Client Acquisition and Portfolio Growth: Develop and execute a strategic sales plan to acquire new HNI clients and expand the existing customer base effectively. Enhance Client Experience: Address complex client needs and provide seamless service delivery, enhancing their overall banking experience. Portfolio Management: Leverage your investment expertise to conduct portfolio reviews, recommend suitable products, and align them with clients' financial objectives. Regular Client Engagement: Maintain regular communication through scheduled calls and meetings, ensuring clients are updated and their concerns are addressed promptly. Efficient Query Resolution: Resolve client queries and service requests within defined turnaround times to ensure satisfaction and trust. Sales Initiatives and Events: Plan and execute targeted sales campaigns and exclusive events for prospective and existing clients to strengthen relationships. Compliance and Governance: Uphold all regulatory and organizational standards, ensuring full compliance with bank policies and procedures. Preferred candidate profile: (Currently should be handling a portfolio size of approximately 500 CR +) Customer-Centric Approach: Demonstrates a strong aptitude for delivering exceptional customer service by leveraging excellent organizational and interpersonal skills to meet and exceed client expectations. Decisive and Proactive: Possesses sound decision-making abilities combined with a strong sense of ownership, ensuring effective resolution of client needs and operational challenges. Thrives Under Pressure: Capable of maintaining composure and delivering results in a dynamic, fast-paced environment while balancing multiple priorities. Proven Relationship Expertise: Brings experience in building, managing, and growing relationships with High Net Worth Individuals (HNIs), showcasing a deep understanding of their unique financial needs. Additional Qualities: Strong communication and negotiation skills. A proactive mindset with a focus on long-term client engagement. Knowledge of financial products and wealth management solutions. Perks and benefits -AVP, DVP grade. -Travelling and other benefits with excellent, best-in-the-industry incentives.
BRANCH MANAGER Branch Banking KRAs: • Enhancement of deposit pool from customers. • Establishing standards and delivery of service. • Sale of non-deposit products. Cross selling targets progressively. • Sale of Mutual Fund and Insurance products. • Fee income. • Branch administration. • Regulatory compliance. • Manage productivity, morale of branch personnel • Overall responsible for break-even and P&L of branch EXPERIENCE: • Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities • Must have had Sales experience and exposure, preferably of Liabilities products • In-depth understanding of financial instruments, markets and macro - micro economic processes • Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT • Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: • MBA / CA/ CAIIB • Should have sales orientation • Leadership skills. (Though more tactical than strategic). • Thinker : Doer = 40:60 AGE: 1. 28 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 18Lacs + Bonus+ Home Loan Benefits.
BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch EXPERIENCE: Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: 1. 28 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 18Lacs + Bonus+ Home Loan Benefits.
If you are eligible for this role and keen to apply, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch EXPERIENCE: Overall 8 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: 1. Maximum- 40 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 25Lacs + Bonus+ Home Loan Benefits.
If you are eligible for this role and keen to apply, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 Role & responsibilities BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch Preferred candidate profile: EXPERIENCE: Overall 8 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer Delight. Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: Maximum- 40 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 25Lacs + Bonus+ Home Loan Benefits.
If you are eligible and interested in this role, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 . Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and Ultra HNIs , providing personalized Wealth Management solutions. Identify new business opportunities through referrals, networking, and market research to acquire new clients. Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Analyze client financial goals and objectives to develop tailored investment strategies utilizing various products, including mutual funds, Portfolio Management Service, and AIFs. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Job Requirement:- Aptitude to deliver high-quality customer service by using organizational and interpersonal skills. Minimum 4 to 14 years of experience. Decision-making skills with a strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships. Qualifications / Qualities: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: Maximum- 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 24Lacs + Bonus+ Home Loan Benefits.
If you are eligible and interested in this role, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 . Key Responsibilities Client Acquisition & Relationship Management: Identify and attract new HNI clients through strategic efforts and referrals. Serve as the main point of contact for existing HNI clients, fostering strong, long-term relationships. Ensure high levels of client engagement and satisfaction. Financial Planning & Solutions: Understand clients' unique financial goals and aspirations. Provide customized financial planning, portfolio management, and wealth management services. Develop strategies that align with clients' risk appetites and return expectations. Business Development: Expand the client base and increase market penetration. Maintain a strong pipeline of prospective clients. Collaborate with other parts of the bank to identify new business opportunities. Expertise & Market Knowledge: Possess deep knowledge of financial markets and various investment products. Keep clients informed about market trends and provide strategic financial advice. Stay updated on the evolving financial needs and preferences of the next generation of HNIs. Essential Skills Strong client relationship management and interpersonal skills. Expertise in financial markets, investments, and wealth management. Entrepreneurial and self-driven attitude. Excellent communication and networking abilities AGE: Maximum- 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 40Lacs + Bonus+ Home Loan Benefits.
If you are eligible for this role and keen to apply, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 Role & responsibilities BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch Preferred candidate profile: EXPERIENCE: Overall 8 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer Delight. Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: Maximum- 40 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 25Lacs + Bonus+ Home Loan Benefits.
Job description Career Accelerator: Platinum Relationship Manager - Kotak Bank, Mumbai A Decent Hike on CTC Guaranteed for the Right Fit! Are you ready to take a significant leap in your banking career? Kotak Mahindra Bank Ltd., one of Indias top private banks, is looking for ambitious and experienced Relationship Managers to join our high-performing team in Mumbai. This is an outstanding opportunity for dedicated sales professionals to manage a premium client portfolio and secure a substantial salary increase. The Opportunity: Platinum RM (Manager/Sr. Manager Grade) This is not a cold-calling role. You will inherit and manage a privileged book of Platinum (HNI/Affluent) customers from the branch, focusing entirely on deepening those relationships and maximizing the client's wallet share. Focus Area Portfolio Management Manage a pre-assigned, high-value client base. Increase the client base through referrals and applying other acquisition methods. Revenue Generation Cross-sell a full suite of products: Liabilities (Accounts, FDs), Assets (Loans, Cards), and Wealth Solutions (MFs, Insurance). Career Growth Immediate opportunity to step into a Manager/Senior Manager grade with a significant pay bump. Location Work in the dynamic financial hub of Mumbai. Openings are across Mumbai and Navi Mumbai. Are You the Right Fit? (Mandatory Requirements) We are looking for seasoned professionals who meet these non-negotiable criteria: Banking Experience: Prior experience in banking sales/Relationship Management is a MUST. Experience Level: Minimum 3+ years in the banking or financial services industry. Age Limit: Candidate's age must NOT exceed 35 years. Education: Graduate in any stream (MBA preferred). APPLY NOW! If you meet all the criteria and are ready to secure a decent hike on your current CTC by joining a banking giant, take the next step immediately. To apply, please share your updated resume via one of the following methods: Email your resume to: resume@erconsultants.in Send a WhatsApp message to: 8178095895 (Please include your Name, Current CTC, and Age in the message). We will elaborate on the profile, rectify your CV if necessary and provide an idea about the interview and getting selected.
You can share your cv on the mentioned email id or on WhatsApp at 8178095895. Role & responsibilities : As a Branch Manager for Retail Liabilities, you will be the core driver of the branch's success. This pivotal role involves maximising business expansion, maintaining peak operational standards, and fostering exceptional customer relationships. We are seeking a proactive and results-oriented leader who possesses sharp sales instincts, deep knowledge of regulatory guidelines, and a proven ability to motivate and manage a top-tier team. Your focus will be on boosting the branch's profitability and compliance, deepening customer loyalty, and aggressively expanding the deposit base through both new acquisition and maximising existing relationships." BRANCH MANAGER Branch Banking KRAs: Champion superior customer service across all delivery channels. Oversee branch administration and guarantee seamless daily operations. Ensure full regulatory compliance with internal and external guidelines. Achieve cross-selling targets for non-deposit financial products. Lead the sales initiatives for Mutual Funds and Insurance offerings. Generate fee-based income through strategic product promotions. Foster a motivated and high-performing branch team environment. Take ownership of the branch's Profit & Loss (P&L) and break-even performance. Preferred candidate profile: Minimum 4 years of experience in Branch Banking, either as a Branch Manager or Deputy Branch Manager , or an Individual having an excellent proven track record in the banking industry, with a consistent top rating in the last three years. Must have sales experience(liability products) Leadership and good communication skills. Currently, the candidate must be serving in the banking industry AGE: Maximum- 40 years TO GET MORE CLARITY OF THE ROLE AND BRANCH LOCATIONS, PLEASE WHATSAPP AT 8178095895.
Roles and Responsibilities. (To understand better about this profile, appropriate candidates can WhatsApp message @ 8178095895/ 9891971500) Manage relationships with high-net-worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions. Identify new business opportunities through networking, referrals, and market research to expand the client base. Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Analyze client needs using financial planning tools like goal-based investing, retirement planning, etc. Desired Candidate Profile (Only Candidates from the Banking or Wealth Management Companies are preferred). 7-12 years of experience in the banking or wealth management industry. Strong understanding of HNI client handling, portfolio management, relationship management, and wealth creation strategies. Excellent communication skills for effective interaction with high-net-worth individuals. Ability to work independently as well as part of a team environment. The maximum age for this position is 40 years.
Role & responsibilities Assitant Acquisition Manager KRAs: To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Customers can be acquired from individuals, small businesses, trusts, associations, societies, corporates. Selling TPP and Generating Revenue Contribute towards building CASA book size. Desired Candidate Profile: Excellent communication skills. Should have some existing base of customer’s Graduate/Post Graduate : 2-3 years of experience Customer orientation High energy levels with a motive to succeed You can Whatsapp your cv at Ph-7065603330
Role & responsibilities To be accountable for driving NTB Trade Finance Business supported by Location Managers, Trade Relationship Managers and Business Banking Across. Accountable for achieving annual TFX Business targets through Liability, Assets or Capital deals Ensuring benchmark productivity and YoY business growth. Identifying and channelizing TFX Business opportunities in the overall Business Banking Portfolio. Performing business data analytics it includes business analysis, market analysis, industry analysis, risk analysis, compliance process adherence and mitigation. Active engagement with internal teams across verticals (PSM /Asset/RPC/CPC /Branch) to ensure support for maximum business output. Working on capability building of the Team and stakeholders to scale up overall business. Fostering a culture of continuous learning, development and career growth for the team. Department : Retail Liabilities Business Banking Preferred candidate profile Strong knowledge of Trade Finance Product, Process & Regulations Strong Leadership & Team Management Skill Set Should have excellent sales orientation & problem-solving capability Risk-oriented mindset Excellent written and oral communication skills Market orientation Extroverted nature with excellent relationship-building skills To develop accurate objective assessments and the execution of the same Ability to address the changing needs of customers Work exp. : > 12 Years+ (Preferably in Trade Sales for 5 years at least ) MBA
If you are eligible for this role and keen to apply, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 BRANCH MANAGER Branch Banking KRAs: Responsible for the overall growth of the Branch. Enhancement of the deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross-selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for the break-even and P&L of the branch EXPERIENCE: Overall 8 years of Banking experience, out of which 3-4 years in Retail Liabilities In-depth understanding of financial instruments, markets and macro-micro economic processes Ability to carry along all the units involved in the customer service cycle Liaising with the product management team, marketing and other centres & verticals for new product development, service enhancements and sales initiatives. AGE: 1. Maximum- 40 years PERKS & BENEFITS: * CTC Upto 25Lacs + Bonus+ Home Loan Benefits.