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1.0 - 6.0 years

3 - 8 Lacs

tundla

Work from Office

Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate wi...

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1.0 - 6.0 years

3 - 8 Lacs

coimbatore

Work from Office

Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate wi...

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5.0 - 10.0 years

7 - 12 Lacs

vadodara

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Executive - Accounts Executive Accounts Your Duties Responsibilities: Import Invoice posting in SAP MIR6 under EDI process MIRO (Approx 8.5 Cr per month and 110 Cr + yearly) (150 invoice per month) Vendor Invoice booking (PO Based) Non-PO based Purchase invoice Booking in SAP (Invoice Below Rs.2500), (Ameesh, Shreenath, Rana etc.) Taxi Invoice booking Transport invoice booking, Air Freight Invoice booking etc. Clearing Agent s invoice booking., Forex purchase Sales Invoice Booking, Bank Charge Invoice booking Employee Claim (Laptop Bag, Entertainment, Gift, Mobile Pur, etc.) Issue of debit note credit note, Vendor reconciliation Coordination with Various Departments and the staff members for...

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2.0 - 6.0 years

3 - 6 Lacs

chennai

Work from Office

RBL Bank Ltd is looking for Trade Acquisition Manager to join our dynamic team and embark on a rewarding career journey Team Leadership: Manage and lead a team of employees, providing direction, guidance, and support to achieve departmental or organizational goals Planning and Strategy: Develop strategic plans, set goals, and create action plans to accomplish business objectives Operations Management: Oversee day-to-day operations, ensuring efficient workflow, resource allocation, and adherence to policies and procedures Budgeting and Financial Management: Manage budgets, allocate resources, monitor expenses, and contribute to financial planning Performance Management: Set performance expect...

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1.0 - 6.0 years

2 - 4 Lacs

surat

Work from Office

About The Role Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for ...

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1.0 - 5.0 years

2 - 4 Lacs

mumbai

Work from Office

About The Role Elite Relationship Manager KRAs Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times f...

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1.0 - 5.0 years

2 - 4 Lacs

surat

Work from Office

About The Role Elite Relationship Manager KRAs Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times f...

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1.0 - 5.0 years

6 - 9 Lacs

gandhinagar

Work from Office

About The Role Dealer GIFT City Branch Department BMU Location Gandhinagar Number of Positions 01 Reporting Relationships VP GIFT City Position Grade M5 / M6 Kotak Mahindra Bank Gift City Branch is the International Financial Services Center Banking Unit [IBU] set up in Gujarat International Finance Tec - (GIFT) City. It deals with non-individual entities across the globe for their funding (Non INR) requirements; extending ECBs to Indian corporates, Trade and other transaction banking products. The Treasury function at KMB GIFT City is responsible for balancing and managing the daily cash flow and liquidity of funds for the Kotak GIFT City , and ensures that all parts of the associated areas...

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1.0 - 5.0 years

2 - 4 Lacs

patiala

Work from Office

About The Role Elite Relationship Manager KRAs Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times f...

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1.0 - 5.0 years

2 - 4 Lacs

mumbai

Work from Office

About The Role Elite Relationship Manager KRAs Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times f...

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1.0 - 6.0 years

2 - 4 Lacs

mumbai

Work from Office

About The Role Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for ...

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1.0 - 5.0 years

2 - 4 Lacs

mumbai

Work from Office

About The Role Elite Relationship Manager KRAs Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times f...

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1.0 - 5.0 years

2 - 4 Lacs

ludhiana

Work from Office

About The Role Elite Relationship Manager KRAs Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times f...

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1.0 - 5.0 years

2 - 4 Lacs

gurugram

Work from Office

About The Role Elite Relationship Manager KRAs Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times f...

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1.0 - 5.0 years

2 - 4 Lacs

noida

Work from Office

About The Role Elite Relationship Manager KRAs Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times f...

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1.0 - 6.0 years

2 - 4 Lacs

shahbad

Work from Office

About The Role Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for ...

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1.0 - 5.0 years

2 - 4 Lacs

sonipat

Work from Office

About The Role Elite Relationship Manager KRAs Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times f...

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1.0 - 5.0 years

2 - 4 Lacs

gandhidham

Work from Office

About The Role Elite Relationship Manager KRAs Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times f...

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1.0 - 6.0 years

2 - 4 Lacs

gurugram

Work from Office

About The Role Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for ...

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3.0 - 8.0 years

7 - 12 Lacs

rajkot

Work from Office

About The Role JOB ROLE - Develops 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 and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products . Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisf...

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0.0 - 4.0 years

5 - 9 Lacs

mumbai

Work from Office

About The Role Job Responsibilities: New Initiatives / Project Execution Identifying areas with problem statement and structuring solution through digitization alongside partners from OPS/ BIU/ IT teams. Data Cleaning, extracting more relevant data from BIU, Developing with the help of BIU more automated MIS Streamlining Processes to improve TAT Business Support Creating master data and tracking for lead generation/ conversions Improving the product offerings to customers through meaningful tie ups with Fintech Strengthening the tie ups with internal teams lead generation/ tracking Monitoring compliance and partnering with the senior leadership Managing various meetings for understanding the...

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1.0 - 5.0 years

2 - 4 Lacs

bengaluru

Work from Office

About The Role Elite Relationship Manager KRAs Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times f...

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1.0 - 5.0 years

2 - 4 Lacs

nagpur

Work from Office

About The Role Elite Relationship Manager KRAs Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times f...

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1.0 - 6.0 years

2 - 4 Lacs

ahmedabad

Work from Office

About The Role Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops 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 and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for ...

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1.0 - 5.0 years

2 - 4 Lacs

pune

Work from Office

About The Role Role Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned Assisting the client"™s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients Maintaining the service standards set by the bank in collaboration with the service support team Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients. Job Requirement Ability to source High Value Business Banking Accounts Thorough knowledge of Current Account/Trade Account opening/transaction proc...

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