- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers
- Sources new bank customers through external individual efforts and acquisition channel
- 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 expand the banking relationship further
- 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
- Developing and maintaining banking relationships with a select group of high net worth customers ( Business Banking or HNI ) through individualised customer services
- MIS generation
- Graduate years of experience AMFI / IRDA
- Post Graduate years of experience AMFI / IRDA
-
Relationship Manager
1 week ago
Hireginie Talent Cloud Pvt Ltd Pune, IndiaDesignation : Relationship Manager - Wealth · Location : Pune · Reporting to : Area Manager / Regional Head · Required skills and qualifications: · - 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial ...
-
Relationship Manager
1 week ago
iServe Financial Pune, India Full timeApply for Relationship Manager, Career Progress Consultants in Pune for 0 - 3 Year of Experience on ...
-
Relationship Manager
2 weeks ago
iimjobs Pune, India Full timeRelationship Manager - Wealth · Responsibilities : · Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets. · - Responsible for selling various financial products such as mutual funds, life & health ins ...
-
Relationship Manager
2 weeks ago
MID Consultancy Pune, India Full timeProven experience as a Social Media Manager or similar role, preferably in the wedding or events industry.Demonstrated expertise in creating compelling content for social media platforms, with a keen eye for design and storytelling.Proficiency in social media management tools and ...
-
Relationship Manager
2 weeks ago
iimjobs Pune, India Full timeThe Corporate Banking Relationship Manager (RM) plays a crucial role within a bank, acting as a trusted financial advisor for corporate clients. They are responsible for building strong relationships, understanding client needs, and developing tailored financial solutions to help ...
-
Relationship Manager
5 days ago
Merito Pune, IndiaAbout Company: · Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. · Roles and Responsibilities: · Candidate shall be responsib ...
-
Relationship Manager
1 week ago
Allianz Pune, IndiaJob Description: · Not available at the moment · Skills Required: · relationship managementbusiness developmentClient RelationshipDesirable Skills: · Not available at the moment ...
-
Relationship Manager
6 days ago
BAY LEAF HR Solutions Pvt Ltd Pune, IndiaResponsibilities · Understand customer needs an companies to develop plans to address them · Identify key staff in clients to cultivate profitable relationships · Resolve customer complaints quickly and effectively · Forward upselling and cross-selling opportunities to the sales ...
-
Relationship Manager
1 week ago
timesjobs Pune, India Full timeJob Description · Acquiring clients through direct sales/ CA /Broker/Builder Channels. · Analyze clients' financial needs. · Taking Leads from tie up Builders & creating new ones. · -Sales · -Customer Service · -Post Sales Service · Regular follow-ups with the Prospect customers ...
-
Relationship Manager
6 days ago
Maargeen consultancy PVT LTD Pune, IndiaUnderstand customer needs and develop plans to address them · Identify key staff in client companies to cultivate profitable relationships · Resolve customer complaints quickly and effectively · Forward upselling and cross-selling opportunities to the sales team · Promote high-qu ...
-
Relationship Manager
6 days ago
Merito Pune, IndiaJob Description · About Company: · Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. · Roles and Responsibilities: · Candidate ...
-
Relationship Manager
6 days ago
Indian Rozgar Pune, IndiaDevelop and maintain strong relationships with existing clients · Identify and pursue new business opportunities within the assigned market or client base · Act as the main point of contact for client inquiries and concerns · Understand client needs and recommend suitable product ...
-
Relationship Manager
1 week ago
Allianz Pune, IndiaJob Description: · Not available at the moment · Skills Required: · Goal achievement & CampaigningIndustry Understanding & Competitive AwarenessCustomer RelationsSales StrategyDesirable Skills: · Not available at the moment ...
-
Relationship Manager
1 week ago
White Force Outsourcing Pvt Ltd Pune, India· Achieving assigned month onmonth target. · Acquiring NTB campaignactivities zero fraudcompliance. · &nb "Sales,CASASales" · ...
-
Business Relationship Manager
3 days ago
Qualitia Software Pune, IndiaWe are looking for a Business Relationship Manager for Qualitia Software Pvt. Ltd. Pune. Kindly refer below job description. · Job title: Business Relationship Manager · Work location: Pune · Professional experience: 7+ years · EmploymentType : Full-time · Mode of work: Work from ...
-
Relationship Manager- LAP
4 hours ago
Anand Rathi Global Finance Limited Pune, IndiaAnand Rathi Global Finance is hiring Relationship Manager-SME-LAP · Location-Pune · Responsibilities: · Sourcing to loan disbursement of LAP Files. · Good understanding of various programs like Vanila income, Low LTV, Banking Product, NIP/LIP etc. · Daily Field visit to meet cha ...
-
Business Relationship Manager
1 week ago
Qualitia Software Pune, IndiaThe ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our ...
-
Relationship Manager- CRM
5 days ago
Gera Developments Pune, IndiaOver 50 years, 62 projects & approx. 9 million sq. ft. under development, we have won the trust of customers. We not only create premium residential and commercial projects but deliver novel experiences anchored in our values of trust, quality, customer first and innovation. Driv ...
-
Wealth Relationship Manager
1 week ago
Waytogo Consultants Pune, IndiaIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth · Revenue generation through cross sell of business banking and · wealth products like Trade Forex, Insurance, Investments, Retail Assets et ...
-
Client Relationship Manager
1 week ago
Cognizant Technology Solutions Pune, India OTHERClient Relationship Manager - MLEU · Location – Pune · Job summary · We are seeking a seasoned Client Relationship Manager with 15-17 years of experience to join our multinational corporation. · The ideal candidate will excel in nurturing client relationships, ensuring client ...
Privy Relationship Manager - Pune, India - Mintskill HR Solutions LLP
Description
Department Priority – Retail LiabilitiesLocation : Multiple locations in India
Number of Positions 15
Position Grade: M4/M5
'Priority Banking' Business vertical is a part of 'Retail Liabilities' division of our Consumer Bank segment. It is Kotak's premium banking proposition designed to cater for the financial planning, banking and investment needs of the fast growing affluent consumer segment. The program brings in several best-in-class, technology-savvy and financially smart offerings for its customers.
to give them a holistic and convenient financial services experience. The sales team primarily comprises of RMs, Sr RMs, and Insignia RMs.