Kotak Mahindra Bank Ltd is seeking a talented and driven Relationship Manager to join our Affluent Relationship Management team. This role is crucial in building and maintaining strong relationships with affluent clients…
Kotak Mahindra Bank Ltd is seeking a talented and driven Relationship Manager to join our Affluent Relationship Management team. This role is crucial in building and maintaining strong relationships with affluent clients…
Kotak Mahindra Bank Ltd is seeking a talented and driven Relationship Manager to join our Affluent Relationship Management team. This role is crucial in building and maintaining strong relationships with affluent clients…
Relationship Manager - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail Sales
Chittaurgarh Tehsil, Rajasthan, India · On-site
Mid level
We are seeking a motivated and experienced Relationship Manager to lead sales and customer engagement in the Small Commercial Vehicle (SCV) segment. The role focuses on deposit mobilization, cross-selling financial produ…
Team Collection Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Recovery Branch
Nanded, Maharashtra, India · On-site
Mid level
Job Profile : ü Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along w…
Skills: Relationship Management, Communication Skills, People Management, Working Capital Finance, Balance Sheet Analysis
Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Marketing Branches Operations
Bangalore, Karnataka, India · On-site
Mid level
Grade- M2/M3 Role- Relationship Manager Job Description : Job Profile : ü Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent commu…
Skills: Relationship Management, Working Capital Finance, Balance Sheet Analysis, P&L Analysis, Mortgage Business
Relationship Officer-SBE-Small Business Enterprise-Sales
Bengaluru, Karnataka, India · On-site
Entry level
Role: Relationship Officer- SBE Grade- E0 Job Description Assisting team in day to day tasks and coordinating with RMs for activities related to business. Document collection from client and to ensure completion of all t…
We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment. The role involves handling customer service requests,…
As a Sales Executive, you will be responsible for promoting and selling personal loans to potential customers. Your role will involve identifying and targeting prospective clients, understanding their financial needs, an…
Skills: Sales, Personal Loan Sales, Customer Relationship Management, Negotiation, Communication
Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operations
Mumbai, Maharashtra, India · On-site
Entry level
We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment. The role involves sourcing new customers, managing existing relationships, a…
Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operations
Bhupalpally mandal, Telangana, India · On-site
Entry level
We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment. The role involves sourcing new customers, managing existing relationships, a…
Skills: Gold loan products, Branch operations, Sales, Customer relationship management, Business development
Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operations
Narsampet mandal, Telangana, India · On-site
Entry level
We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment. The role involves sourcing new customers, managing existing relationships, a…
Skills: Gold loan products, Branch operations, Sales, Customer relationship management, Business development
Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operations
Hanamkonda mandal, Telangana, India · On-site
Entry level
We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment. The role involves sourcing new customers, managing existing relationships, a…
MIS Executive-RELATIONSHIP BANKING GROUP-Recovery Common Cost Allocation - CV,CE & SA
Thane, Maharashtra, India · On-site
Entry level
We are looking for M-1 Position Candidate for MIS role. Kindly provide the Resume Depart: Bank HO & Support-Recovery Common Job Description Qualification : Graduate Work Experience : Candidate should have 1-2 yrs of work…
Skills: MIS Automation, Excel, MS Office, Problem solving, Communication Skills
Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operations
Shivamogga taluk, Karnataka, India · On-site
Entry level
We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment. The role involves sourcing new customers, managing existing relationships, a…
Skills: Gold loan products, Branch operations, Sales, Customer relationship management, Business development
Sales Executive-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Marketing Branches Operations
Surendranagar, Gujarat, India · On-site
Mid level
We are seeking a dynamic and experienced Sales Executive to drive business growth in the Agri-Fin and Tractor Loans segment. The role involves enhancing the deposit base, cross-selling financial products, and ensuring op…
Skills: Sales, Agri-fin, Tractor loans, Retail liabilities, Business growth
We are looking for a proactive and detail-oriented Assistant Branch Manager-Inbound to oversee the daily operations of our branch. This role involves ensuring compliance with regulatory and audit requirements, managing c…
Skills: Banking operations, Leadership, Regulatory compliance, Audit requirements, Customer service
Relationship Manager - RBG - Construction Equipment-RBG_CE (Working Capital book of CE)-Business Development
Girwa Tehsil, Rajasthan, India · On-site
Mid level
Relationship Manager - RBG - Construction Equipment-RBG_CE -Business Development JOB DESCRIPTION Job Description: Preparing & developing various MIS & PPT related to commercial vehicle business. Independently automate da…
Skills: MIS, VBA, Excel, Business Development, Data Analysis
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree
Posted 22h ago
Apply by Sep 6
~40 hrs/week
Responsibilities
The Relationship Manager is responsible for acquiring and retaining affluent clients by providing personalized financial advice and wealth management solutions. They will collaborate with internal teams to ensure a seamless client experience while driving business growth and maintaining regulatory compliance.
Requirements
Candidates must hold a bachelor's degree in Finance, Business, or a related field and possess at least 3 years of experience in relationship management or private banking. Strong knowledge of investment products, excellent communication skills, and proficiency in CRM systems are essential for this role.
Full job description
Kotak Mahindra Bank Ltd is seeking a talented and driven Relationship Manager to join our Affluent Relationship Management team. This role is crucial in building and maintaining strong relationships with affluent clients, offering tailored financial solutions.
As an Affluent Relationship Manager, you will be the primary point of contact for our affluent client base, providing exceptional service and building long-lasting relationships. Your role involves understanding client needs, offering personalized financial advice, and delivering innovative solutions. You will collaborate with various teams to ensure a seamless client experience and drive business growth.
Responsibilities
Develop and execute strategic plans to acquire and retain affluent clients.
Build and maintain strong relationships with clients, understanding their financial goals and objectives.
Offer personalized financial advice and solutions, including investment strategies, wealth management, and banking services.
Collaborate with product specialists and experts to provide comprehensive financial planning.
Stay updated with market trends and industry developments to offer relevant and timely advice.
Conduct regular client meetings, reviews, and portfolio rebalancing.
Ensure compliance with regulatory requirements and internal policies.
Cross-sell and up-sell bank products and services to existing clients.
Identify and refer potential high-net-worth individuals to the bank's private banking division.
Participate in networking events and industry conferences to expand the bank's network.
Qualifications
Bachelor's degree in Finance, Business, or a related field.
Minimum 3 years of experience in relationship management or private banking.
Strong knowledge of investment products, wealth management, and banking services.
Excellent communication and interpersonal skills, with a client-centric approach.
Ability to build trust and rapport with high-net-worth individuals.
Analytical skills to interpret financial data and market trends.
Proficiency in using CRM systems and financial planning tools.
Strong networking and relationship-building abilities.
Willingness to stay updated with industry regulations and best practices.
Ability to work independently and manage a diverse client portfolio
One of India's leading banks offering a wide range of financial services that encompass every sphere of life.
Industry
Banking
Company size
10,001+ employees
Founded
1985
Headquarters
Mumbai, Maharashtra
LinkedIn followers
1,658,174
About Kotak Mahindra Group:
Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.
The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.
The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html
Note: Our new toll-free number is 18004100.
SEBI registration details - https://www.kotak.bank.in/content/dam/Kotak/others/sebi-registration-details.pdf
Offices: 36-38A, Nariman Bhavan, 227 Nariman Point, Mumbai, Maharashtra 400021, IN · 8th Floor, Portsoken House, 155-157,, London, EC3N 1LS, GB · 50, Main Street,, Ste. 890, White Plains,, NY, NY 10606, US · Representative Office, Al Otaiba Building,, 907, Hamdan Street, Behind KFC,, Abu Dhabi, AE
One of India's leading banks offering a wide range of financial services that encompass every sphere of life.
Industry
Banking
Company size
10,001+ employees
Founded
1985
Headquarters
Mumbai, Maharashtra
LinkedIn followers
1,658,174
About Kotak Mahindra Group:
Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.
The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.
The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html
Note: Our new toll-free number is 18004100.
SEBI registration details - https://www.kotak.bank.in/content/dam/Kotak/others/sebi-registration-details.pdf
Offices: 36-38A, Nariman Bhavan, 227 Nariman Point, Mumbai, Maharashtra 400021, IN · 8th Floor, Portsoken House, 155-157,, London, EC3N 1LS, GB · 50, Main Street,, Ste. 890, White Plains,, NY, NY 10606, US · Representative Office, Al Otaiba Building,, 907, Hamdan Street, Behind KFC,, Abu Dhabi, AE