32757 Relationship Management Jobs - Page 45

ROLES & RESPONSIBILITIES: - 1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Central...

Working experience in the banking or financial services industry. Understanding of core banking processes, payment processing, loan servicing, and financial regulations. Knowledge of data protection, authentication, and encryption practices within a financial context. Experience working in Agile/Scrum environments. Proven experience leading software development teams in a structured environment. Excellent communication skills, with the ability to convey complex technical concepts to non-technical stakeholders Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Minimum 5+ years experience of Business analysis (requirements gat...

Relationship Manager Select Job Summary Individually acquire and nurture relationships of the bank through ultra hni premium premium accounts Detailed Responsibilities Generate new business to achieve defined sales targets nd in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of ...

Job Summary Individually acquire and nurture relationships of the bank through w premium accounts/casa Detailed Responsibilities Generate new business to achieve defined sales targets nd in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued ...

Relationship Manager Select Job Summary Individually acquire and nurture relationships of the bank through w premium accounts Detailed Responsibilities Generate new business to achieve defined sales targets nd in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies...

Identify, and meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors Educate the partners about product portfolio, and service offers and also evaluate them on sales performance, recommend improvements, Develop positive working relationships with partners to build business. Desired Candidate Profile: Entrepreneurial spirit - continual self-improvement Relationship...

Kotak Mahindra Bank Limited is looking for Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients: regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements: understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities: identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Prov...

Kotak Mahindra Bank Limited is looking for Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients: regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements: understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities: identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Prov...

Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous monitoring of the accounts to ens...

Develops new and expands existing High Net worth Customer relationships for liabilities 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 satisfaction 4 to 5 years work experience Developing and m...

Develops new and expands existing High Net worth Customer relationships for liabilities 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 satisfaction 4 to 5 years work experience Developing and m...

Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous monitoring of the accounts to ens...

Handle walkin customers of Channel partner bank Meet with customers on appointment basis Sell LI & other investments of the company HR Nisha ( 9253053084)

Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales & Equity Dealer Locations - Bangalore, Chennai, Trichy ctc - Sales 2.5 to 4.5 lacs, exp 1 to 5 years ctc - Equity Dealer 2.5 to 4.5 lpa, exp 1 to 5 years Required Candidate profile for Sales/Sr sales -Managing portfolio of clients and mutual fund sales for equity dealer- book orders on behalf of clients & cross selling Contact Anitha on 9869504403 or Email qrn.anitha@gmail.com

Dear Candidate, Were Hiring: Relationship Manager CASA | Leading Private Bank Position: Relationship Manager CASA Grade: AM/DM Experience Required: 2+ Years in CASA, Role Overview: We are looking for an experienced Relationship Manager (Branch Banking) portfolios management for a reputed private sector bank . The ideal candidate will be responsible for delivering customized financial solutions, growing the liability and investment book. Key Responsibilities 1 Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products 2 Acquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to strengthe...

Kotak Mahindra Bank Limited is looking for State Relationship Manager to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients: regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements: understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities: identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Providing excellent customer service: ensuring that c...

Kotak Mahindra Bank Limited is looking for Premier Acquisition Manager-Business Banking-Sales-Sales to join our dynamic team and embark on a rewarding career journey Market Research: Conducting market research and analysis to identify potential acquisition targets and opportunities within a specific industry or market segment Due Diligence: Performing comprehensive due diligence on potential acquisitions, which may include financial analysis, legal assessments, and operational evaluations Financial Analysis: Assessing the financial viability and performance of potential acquisitions, including analyzing financial statements, cash flow projections, and valuation models Deal Structuring: Devel...

Kotak Mahindra Bank Limited is looking for Premier Acquisition Manager-RL SALES-Sales to join our dynamic team and embark on a rewarding career journey Market Research: Conducting market research and analysis to identify potential acquisition targets and opportunities within a specific industry or market segment Due Diligence: Performing comprehensive due diligence on potential acquisitions, which may include financial analysis, legal assessments, and operational evaluations Financial Analysis: Assessing the financial viability and performance of potential acquisitions, including analyzing financial statements, cash flow projections, and valuation models Deal Structuring: Developing and stru...

Kotak Mahindra Bank Limited is looking for Service Relationship Manager-Small Business Enterprise-Sales to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients: regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements: understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities: identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Providing excellent...

Kotak Mahindra Bank Limited is looking for Manager-Corporate Employee Solutions-CORPORATE EMPLOYEE SOLUTIONS-Relationship Manager to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer...

Kotak Mahindra Bank Limited is looking for Branch Relationship Manager - Business Development - BRANCH BANKING - Branch Banking to join our dynamic team and embark on a rewarding career journey Customer Relationship Management:Build and maintain strong relationships with customers, providing personalized service and addressing their financial needs Conduct regular meetings and reviews with customers to understand their goals, financial situations, and requirements Recommend and offer appropriate banking products and services, such as loans, deposits, investment options, and insurance Handle customer inquiries, complaints, and requests, ensuring prompt and satisfactory resolution Sales and Bu...

Kotak Mahindra Bank Limited is looking for Digital Acquisition Manager-CA-Digital 811-Digital Banking Kotak 811-Sales to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their o...

Kotak Mahindra Bank Limited is looking for HO Acquisition Manager - Digital Sales-Digital Banking Kotak 811-Sales to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their offic...

Kotak Mahindra Bank Limited is looking for Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales to join our dynamic team and embark on a rewarding career journey Develop and maintain strong relationships with key clients Serve as the primary point of contact for client inquiries and issues Collaborate with cross-functional teams on client projects Monitor and report on client performance and satisfaction Identify opportunities for business growth and development Prepare reports and presentations for clients and stakeholders Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We e...

As a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling financial products, and ensuring high standards of service delivery across mapped branches This role involves managing productivity, compliance, and profitability while building strong relationships with corporate clients and internal stakeholders You will play a key role in promoting third-party products (TPPs) such as mutual funds and insurance, generating fee income, and ensuring regulatory compliance The position demands leadership, strategic thinking, and a hands-on approach to branch administration and customer engagement Drive enha...