53 Job openings found

Description:   Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing ...

Job Purpose:VRM will be responsible for enhancing the customer engagement virtually to increase customersickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell ofproducts and work towards upgrading and on-boarding customers in the relationship bankingprogram. Professionally driven to achieve higher customer satisfaction and increase retention. VRMto ...

Position Title Implementation Specialist Department / Location Client Services Cost center Number Reports to VP Product Operations Position/s that reports to this role PURPOSE (Why this role/job exist) As an Implementation Specialist, you will be responsible for ensuring that customers achieve success with their chosen solution, which is defined by ...

Back office operations for PMS, MF and other investment product: - Speaking to customers on the documentations and other account opening queries. - Meeting the client in person and closing the documentation needed. - Managing the entire Bangalore client base for the PMS and MF products, if any. - Coordinate with the Mumbai (central ...

DescriptionPrincipal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing ...

Priority Relationship Manager RESPONSIBILITIES Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management Focus on the analysis and satisfaction of Priority Customers’ financial as well as investment needs and objectives. To provide the face of the Bank to the highest net worth customers of the Bank. KEY RESPONSIBILITIES RELATIONSHIP MANAGEMENT Build and deepen ...

Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing ...

Description:   Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing ...

Job Description:     Receiving proposals from the Credit team to be circulated to the Credit Committee for approval on a weekly basis as per the Agenda. Verifying that proposals being put up are to the correct approval delegation (as per Kotak’s credit Policies) and are as per norms. Checking the resolutions prepared by ...

This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other products to Private Banking clients to generate fee income Key role: Nurture and manage end to end customer relationship by fulfilling all their banking needs ...