Associate Relationship Manager - Affluent-AFFLUENT-Service - Non Branch Banking
Mumbai, Maharashtra, India · On-site
Entry level
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Full-time
bachelor degree
Posted 7d ago
Apply by Sep 5
~40 hrs/week
Responsibilities
The specialist is responsible for achieving FX revenue budgets and driving the acquisition and activation of new and existing clients. They act as a focal point for customer queries regarding trade, forex, and transaction banking products.
Requirements
The role requires a professional capable of conducting training and webinars on CMS and trade products to support relationship managers. Candidates should have a background in banking operations and client relationship management.
Full job description
Role - Transaction Banking Specialist – Affluent
Location – Jaipur
Grade - M4/M5
Job Description
• To achieve assigned FX revenue budgets of assigned patch
Enhancement of wallet share of existing customer, activation of customer and acquisition of new customer
To support the RMs for assigned patch in acquisition of new to trade clients
Digital activation of current account base by offering CMS solutions & Trade online for Trade Transactions
Acting as focal point to address customer queries related to Trade & Forex + Transaction Banking
To arrange & conduct training on Trade & Forex and CMS products + Transaction Banking
To conduct various NTB events/webinars for origination of TFX & CMS Business
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
How many Customer Service & Support jobs are open in Mumbai, India right now?
There are currently 1,131 open customer service & support positions in Mumbai, India listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Mumbai, India?
Companies currently hiring include Kotak Mahindra Bank, HSBC, Digitide, Marriott International Hotels, Inc., Accor, among others. Browse the listings above to see every active employer.
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