Verified Job
Accounting - Finance
Banking & Treasury - M-800
Accounting - Finance
#567974
Remote / WFH
Job Description
Kotak Mahindra Bank
Affluent Relationship Manager-Business Banking
Kotak Mahindra Bank • Kolkata, West Bengal • via LinkedIn
23 hours ago
Full–time
Apply on LinkedIn
Apply on Hcbt.fa.em2.Oraclecloud.com
Apply on Glassdoor
Apply on SimplyHired
Apply on Jobs Trabajo.org
Apply on Recruit.net
Job description
Job Role:
• Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group.
• Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.
• Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
• Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.
• Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.
• Resolves client queries for the managed book within the specified TAT
• Ensures high levels of customer service orientation and application of bank policy
• 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.
• Maintains complete relationship record for assigned customer accounts.
• Endure adherence to all bank and regulatory Processes at all times.
Job Requirement:
• Aptitude to deliver high quality customer service by using organization and interpersonal skills.
• NISM/IRDA/AMFI if any can be strongly preferred.
• Fluent in communication skills, presentable and a quick grasping power.
• Decision making skills with good sense of ownership-understanding the client requirements
• Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.
• Banking/NBFC will be preferred with good portfolio management.
• Experience: minimum 7-8 years of experience in relationship and portfolio management.
• Graduation Qualification in any stream/ MBA preferred.
Report this listing
Kotak Mahindra Bank
Glassdoor
3.5/5
5.+K reviews
AmbitionBox
3.7/5
18.4K reviews
Indeed
3.+/5
2.2K reviews
kotak.com
More jobs at Kotak Mahindra Bank
See web results for Kotak Mahindra Bank
C
Client of Anthroplace Consulting
Banking & Treasury - M-800
Client of Anthroplace Consulting • Kolkata, West Bengal • via Jobrapido.com
2 days ago
Full–time
No Degree Mentioned
Apply on Jobrapido.com
Job description
Job title: Fibers Finance - Banking & Treasury
Experience: 5+ years in banking and treasury functions
Education: Qualified Chartered Accountant
Language skills: English, Effective communication skills, both verbal and written.
Technical skills: Advanced proficiency in accounting software and Microsoft Excel, with experience using ERP system
Shift: EMEA
Budget: Upto 27 LPA
About the Company:
Headquartered in Bangkok, Thailand, is a leading global producer in the petrochemical industry. The company operates over 140 manufacturing facilities across 35 countries. It's diverse product portfolio includes polyethylene terephthalate (PET) resins, polyester fibers, ethylene oxide, and surfactants.
Responsibilities:
Oversee daily cash flows to ensure sufficient liquidity for operations
Manage cash pooling and optimize cash usage across the organization
Develop and maintain accurate cash flow forecasts to guide financial decisions, Implement cash forecasting tools to predict future cash needs
Establish and manage financial limits for transactions and investments.
Assess and mitigate financial risks through hedging strategies
Manage factoring operations to optimize cash inflows from receivables, upload invoices on portal & ensuring money is available on time
Maintaining all banking records with authorized signatories
Ensuring loan covenants are met
Preparation of Interest screen and analyzing rates across sites and bring synergy
Supervise overall Banking activity at site including bank reconciliations
Share your CVs at or call @+230++8557 for further details
Affluent Relationship Manager-Business Banking
Kotak Mahindra Bank • Kolkata, West Bengal • via LinkedIn
23 hours ago
Full–time
Apply on LinkedIn
Apply on Hcbt.fa.em2.Oraclecloud.com
Apply on Glassdoor
Apply on SimplyHired
Apply on Jobs Trabajo.org
Apply on Recruit.net
Job description
Job Role:
• Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group.
• Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.
• Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
• Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.
• Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.
• Resolves client queries for the managed book within the specified TAT
• Ensures high levels of customer service orientation and application of bank policy
• 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.
• Maintains complete relationship record for assigned customer accounts.
• Endure adherence to all bank and regulatory Processes at all times.
Job Requirement:
• Aptitude to deliver high quality customer service by using organization and interpersonal skills.
• NISM/IRDA/AMFI if any can be strongly preferred.
• Fluent in communication skills, presentable and a quick grasping power.
• Decision making skills with good sense of ownership-understanding the client requirements
• Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.
• Banking/NBFC will be preferred with good portfolio management.
• Experience: minimum 7-8 years of experience in relationship and portfolio management.
• Graduation Qualification in any stream/ MBA preferred.
Report this listing
Kotak Mahindra Bank
Glassdoor
3.5/5
5.+K reviews
AmbitionBox
3.7/5
18.4K reviews
Indeed
3.+/5
2.2K reviews
kotak.com
More jobs at Kotak Mahindra Bank
See web results for Kotak Mahindra Bank
C
Client of Anthroplace Consulting
Banking & Treasury - M-800
Client of Anthroplace Consulting • Kolkata, West Bengal • via Jobrapido.com
2 days ago
Full–time
No Degree Mentioned
Apply on Jobrapido.com
Job description
Job title: Fibers Finance - Banking & Treasury
Experience: 5+ years in banking and treasury functions
Education: Qualified Chartered Accountant
Language skills: English, Effective communication skills, both verbal and written.
Technical skills: Advanced proficiency in accounting software and Microsoft Excel, with experience using ERP system
Shift: EMEA
Budget: Upto 27 LPA
About the Company:
Headquartered in Bangkok, Thailand, is a leading global producer in the petrochemical industry. The company operates over 140 manufacturing facilities across 35 countries. It's diverse product portfolio includes polyethylene terephthalate (PET) resins, polyester fibers, ethylene oxide, and surfactants.
Responsibilities:
Oversee daily cash flows to ensure sufficient liquidity for operations
Manage cash pooling and optimize cash usage across the organization
Develop and maintain accurate cash flow forecasts to guide financial decisions, Implement cash forecasting tools to predict future cash needs
Establish and manage financial limits for transactions and investments.
Assess and mitigate financial risks through hedging strategies
Manage factoring operations to optimize cash inflows from receivables, upload invoices on portal & ensuring money is available on time
Maintaining all banking records with authorized signatories
Ensuring loan covenants are met
Preparation of Interest screen and analyzing rates across sites and bring synergy
Supervise overall Banking activity at site including bank reconciliations
Share your CVs at or call @+230++8557 for further details
