Verified Job
Accounting - Finance
Premier Relationship Manager-Digital Banking
Accounting - Finance
#709017
Remote / WFH
Job Description
Morgan Stanley
Financial Reporting, Associate, ISG Operations
Morgan Stanley • Mumbai, Maharashtra • via SimplyHired
7 hours ago
Full–time
Apply on SimplyHired
Apply on LinkedIn
Apply directly on Recruit.net
Job description
Financial Reporting, Associate, ISG Operations
We’re seeking someone to join our team as Associate who will report to the Financial Reporting Manager, and will assist in the preparation of financial statements of hedge funds under US GAAP, UK GAAP and IFRS. The Associate will be a member of an existing team and will work with the team in providing timely deliverables, for the interim and year-end...
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Kotak Mahindra Bank
Premier Relationship Manager-Digital Banking
Kotak Mahindra Bank • Mumbai, Maharashtra • via Apna Jobs
12 hours ago
Full–time
No Degree Mentioned
Apply on Apna Jobs
Job description
Premier Relationship Manager-Digital Banking Kotak 811-Sales
As a Premier Relationship Manager in the Kotak 811 Digital Banking team, you will be responsible for acquiring and managing High Net Worth Individuals (HNIs) and delivering a superior banking experience through personalized engagement and product offerings. This role involves sourcing new customers, deepening existing relationships, and cross-selling a wide range of banking products. You will work closely with internal teams and group companies to provide seamless access to financial solutions, conduct special sales initiatives, and ensure customer satisfaction through timely query resolution and proactive communication. The role demands strong customer orientation, high energy, and a consultative approach to relationship management.
Acquire new HNI customers and expand existing relationships for liabilities.
Source new customers through individual efforts and acquisition channels.
Cross-sell bank products to mapped branch customers to enhance wallet share.
Inform clients about new products and enhancements to deepen engagement.
Plan and execute special sales initiatives and client events to drive business.
Coordinate with group companies to offer integrated financial solutions.
Maintain complete relationship records for all assigned customer accounts.
Track and resolve customer complaints and queries within defined turnaround times.
Ensure consistent customer satisfaction and service excellence.
Meet defined sales and relationship management targets.Experience Level
Mid Level
Financial Reporting, Associate, ISG Operations
Morgan Stanley • Mumbai, Maharashtra • via SimplyHired
7 hours ago
Full–time
Apply on SimplyHired
Apply on LinkedIn
Apply directly on Recruit.net
Job description
Financial Reporting, Associate, ISG Operations
We’re seeking someone to join our team as Associate who will report to the Financial Reporting Manager, and will assist in the preparation of financial statements of hedge funds under US GAAP, UK GAAP and IFRS. The Associate will be a member of an existing team and will work with the team in providing timely deliverables, for the interim and year-end...
Show full description
Report this listing
Kotak Mahindra Bank
Premier Relationship Manager-Digital Banking
Kotak Mahindra Bank • Mumbai, Maharashtra • via Apna Jobs
12 hours ago
Full–time
No Degree Mentioned
Apply on Apna Jobs
Job description
Premier Relationship Manager-Digital Banking Kotak 811-Sales
As a Premier Relationship Manager in the Kotak 811 Digital Banking team, you will be responsible for acquiring and managing High Net Worth Individuals (HNIs) and delivering a superior banking experience through personalized engagement and product offerings. This role involves sourcing new customers, deepening existing relationships, and cross-selling a wide range of banking products. You will work closely with internal teams and group companies to provide seamless access to financial solutions, conduct special sales initiatives, and ensure customer satisfaction through timely query resolution and proactive communication. The role demands strong customer orientation, high energy, and a consultative approach to relationship management.
Acquire new HNI customers and expand existing relationships for liabilities.
Source new customers through individual efforts and acquisition channels.
Cross-sell bank products to mapped branch customers to enhance wallet share.
Inform clients about new products and enhancements to deepen engagement.
Plan and execute special sales initiatives and client events to drive business.
Coordinate with group companies to offer integrated financial solutions.
Maintain complete relationship records for all assigned customer accounts.
Track and resolve customer complaints and queries within defined turnaround times.
Ensure consistent customer satisfaction and service excellence.
Meet defined sales and relationship management targets.Experience Level
Mid Level
