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Sky CA Classic - RM-Sky Channel-VRM - CA at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Relationship Management, Financial Advisory, High Net Worth Client Management, Financial Product Knowledge, Interpersonal Communication, Financial Data Analysis, Banking Software Proficiency, Portfolio Management, Customer Service, Organizational Skills
Specialization
Requires a bachelor's degree in finance or business and at least 3 years of experience in relationship management, preferably in banking. Candidates must possess strong knowledge of investments, insurance, and banking services.
Experience Required
Minimum 2 year(s)
811-CEC Officer-Inbound-Digital Banking Kotak 811-Contact Centre Inbound at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Customer Service, Communication Skills, Banking Solutions, Sales Conversion, Product Information, Query Resolution, Data Entry, Customer Interaction Management
Specialization
Candidates must possess excellent communication skills and a customer-first mindset to thrive in a fast-paced environment. A bachelor's degree is required for this role.
Manager - Corporate Employee Solutions-Corporate Employee Solutions-Regiona at Kotak Mahindra Bank
Bangalore, karnataka, India - Full Time
Skills Needed
Business Growth, Cross Selling, Financial Product Sales, Relationship Management, Compliance, Profitability Management, Third Party Product Promotion, Fee Income Generation, Branch Administration, Customer Engagement, Strategic Thinking, Leadership
Specialization
Requires a Bachelor's degree and the ability to lead branch administration and customer engagement. Candidates must be capable of promoting third-party products like mutual funds and insurance while ensuring regulatory compliance.
Experience Required
Minimum 5 year(s)
Portfolio Manager II at WesBanco Bank, Inc.
Franklin, Tennessee, United States - Full Time
Skills Needed
Commercial Lending, Credit Analysis, Loan Documentation, Financial Statement Analysis, Loan Processing, Underwriting, Customer Service, Time Management, Microsoft Office, Communication Skills, Due Diligence, Risk Management, Regulatory Compliance, Construction Loan Agreements, Portfolio Management
Specialization
Candidates should have at least three years of relevant banking experience and a solid understanding of commercial lending and credit analysis. A high school diploma is required, while a bachelor's degree in business administration is preferred.
Experience Required
Minimum 2 year(s)
Acquisition Manager-Sales-Sales at Kotak Mahindra Bank
Vasai-Virar, maharashtra, India - Full Time
Skills Needed
Sales, Retail Banking, Relationship Management, Channel Management, Lead Generation, Compliance, Documentation, Home Loans, Loan Against Property, Personal Loans
Specialization
Candidates are expected to achieve sales targets for various retail loan products including home loans and personal loans. A bachelor's degree is required for this role.
Experience Required
Minimum 2 year(s)
Head-TASC Program & Sales Strategy-TASC & INSTITUTIONAL BUSINESS-Program & at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Program Management, Strategy Formulation, Business Growth, Campaign Monitoring, Data Driven Insights, Budget Management, Go To Market Campaigns, Partnership Identification, Product Enhancement, Digitization, Automation, Regulatory Compliance, Stakeholder Management, Sales Enablement, Training, Analytics
Specialization
Candidates must possess strong program management and execution skills, coupled with excellent communication and stakeholder engagement abilities to liaise with internal teams and external bodies. A key requirement is an analytical mindset with proficiency in data interpretation, alongside knowledge of banking regulations pertinent to institutional accounts.
Experience Required
Minimum 5 year(s)
Sky CA Classic - RM-Sky Channel-VRM - CA at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Relationship Management, Financial Advisory, High Net Worth Client Management, Financial Product Knowledge, Communication Skills, Interpersonal Skills, Financial Data Analysis, Banking Software Proficiency, Organizational Skills, Customer Service
Specialization
Requires a bachelor's degree in finance or business and at least 3 years of experience in relationship management, preferably in banking. Candidates must possess strong analytical skills and proficiency in banking software.
Experience Required
Minimum 2 year(s)
Manager-Corporate Employee Solutions-CORPORATE EMPLOYEE SOLUTIONS-Relations at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Business Growth, Relationship Management, Financial Products, Cross Selling, Service Delivery, Productivity Management, Compliance, Profitability Management, Strategic Thinking, Leadership, Branch Administration, Customer Engagement, Mutual Funds, Insurance, Fee Income Generation
Specialization
The role requires a candidate with strong leadership and strategic thinking capabilities to oversee branch administration and customer engagement. A bachelor's degree is required, along with a hands-on approach to managing productivity and promoting third-party financial products.
Experience Required
Minimum 5 year(s)
Branch Manager (New Business Development) at First Citizens Bank
Rancho Santa Margarita, California, United States - Full Time
Skills Needed
Sales, Business Development, Team Management, Financial Analysis, Financial Literacy, Networking, Relationship Management, Business Banking, Treasury Management, Customer Service, Operational Efficiency, Coaching, Risk Management, Strategic Planning, Financial Guidance
Specialization
Candidates must possess either a Bachelor's degree with 2 years of relevant experience or a High School Diploma/GED with 6 years of experience in sales, lending, or financial services. A valid driver's license is required due to the necessity of frequent travel to other offices and client locations.
Experience Required
Minimum 2 year(s)
Client Service Representative at Old Fort Banking Co
Tiffin, Ohio, United States - Full Time
Skills Needed
Client Service, Communication Skills, Cash Handling, Computer Skills, Ten Key Pad, Banking Transactions, Relationship Management, Problem Solving, Accuracy, Time Management
Specialization
Candidates should possess excellent communication and client service skills, with the ability to manage multiple priorities in a fast-paced environment. Proficiency in computer systems and previous cash handling experience are considered beneficial for this role.
Manager - Corporate Employee Solutions-Corporate Employee Solutions-Regiona at Kotak Mahindra Bank
Bangalore, karnataka, India - Full Time
Skills Needed
Business Growth, Cross Selling, Financial Product Sales, Relationship Management, Compliance, Profitability Management, Third Party Product Promotion, Fee Income Generation, Branch Administration, Customer Engagement, Strategic Thinking, Leadership
Specialization
Requires a Bachelor's degree and the ability to lead branch administration and customer engagement. Candidates must be capable of promoting third-party products like mutual funds and insurance to generate fee income.
Experience Required
Minimum 5 year(s)
Mortgage Loan Officer at Burke Herbert Bank
Winchester, Virginia, United States - Full Time
Skills Needed
Loan Origination, Mortgage Lending, Sales, Credit Analysis, Encompass, Desktop Underwriter, Loan Prospector, Lending Compliance, Customer Relationship Management, Financial Planning, Data Integrity, Pipeline Management, Fha, Va, Usda, Vhda
Specialization
Candidates must have at least one year of mortgage loan sales experience and an active NMLS number. A college degree is preferred, along with strong communication skills and proficiency in loan origination systems like Encompass.
Commercial Officer at First National Bank
Charlottesville, Virginia, United States - Full Time
Skills Needed
Commercial Banking, Business Lending, Portfolio Management, Business Development, Credit Analysis, Underwriting, Relationship Management, Financial Solutions, Sales, Client Retention, Interpersonal Skills, Communication, Negotiation, Treasury Management, Risk Management, Crm Systems
Specialization
Candidates must have a bachelor's degree in a relevant field or equivalent experience, along with at least five years of experience in commercial banking or business lending. Strong skills in credit analysis, underwriting, and sales are essential for success in this role.
Experience Required
Minimum 5 year(s)
Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operat at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Gold Loan Products, Branch Operations, Sales, Customer Relationship Management, Business Development, Loan Processing, Interpersonal Skills, Customer Service
Specialization
The ideal candidate should possess a strong sales mindset and excellent interpersonal skills to interact with customers effectively. A solid understanding of gold loan products and branch operations is required for this position.
Premier Acquisition Manager-Sales-Sales at Kotak Mahindra Bank
Navi Mumbai, maharashtra, India - Full Time
Skills Needed
Relationship Management, Portfolio Management, Sales, Customer Engagement, Casa Book Building, Third Party Product Sales, Coordination Skills, Customer Centric Approach
Specialization
Candidates must have prior experience in portfolio management and strong coordination skills. A bachelor's degree is required for this position.
Experience Required
Minimum 2 year(s)
Commercial Quality Control Specialist at Burke Herbert Bank
Moorefield, West Virginia, United States - Full Time
Skills Needed
Loan Quality Control, Compliance Auditing, Regulatory Compliance, Data Entry, Detail Oriented, Microsoft Office, Underwriting, Mortgage Loan Documentation, Trid, Truth In Lending, Equal Credit Opportunity Laws, Reg Z, Reg B, Reg X, Time Management, Communication
Specialization
Candidates must have at least 2 years of experience in loan file reviews or lending compliance and possess in-depth knowledge of federal and state regulations. A 4-year college degree is preferred, along with advanced proficiency in Microsoft Office and strong organizational skills.
Experience Required
Minimum 2 year(s)
Commercial Loan Document Specialist at Wilson Bank & Trust
Lebanon, Tennessee, United States - Full Time
Skills Needed
Loan Documentation Preparation, Vendor Coordination, Compliance Verification, Credit Approval Verification, Funding Management, Disbursement Instructions, Wire Transfers, Electronic Filing, Process Improvement, Problem Solving, Attention To Detail, Time Management, Prioritization, Professional Communication, Collaboration, Integrity
Specialization
Candidates must possess a high school diploma or GED and at least three years of experience in commercial lending, specifically involving loan processing, documentation, and funding, with a preference for C&I or construction lending experience. Required competencies include knowledge of commercial lending compliance, lien perfection, vendor utilization, and proficiency in Microsoft Office and loan processing systems.
Experience Required
Minimum 2 year(s)
Manager - Corporate Employee Solutions-Corporate Employee Solutions-Regiona at Kotak Mahindra Bank
Bangalore, karnataka, India - Full Time
Skills Needed
Business Growth, Cross Selling, Financial Product Sales, Relationship Management, Compliance, Profitability Management, Third Party Product Promotion, Mutual Funds, Insurance, Fee Income Generation, Branch Administration, Customer Engagement, Strategic Thinking, Leadership
Specialization
Candidates must possess a Bachelor's degree and demonstrate leadership and strategic thinking capabilities. Experience in corporate employee solutions and financial service delivery is required.
Experience Required
Minimum 5 year(s)
Mortgage Loan Specialist at Burke Herbert Bank
Salisbury, Maryland, United States - Full Time
Skills Needed
Mortgage Lending, Networking, Interpersonal Skills, Financial Analysis, Quantitative Skills, Attention To Detail, Excel, Customer Service, Loan Documentation, Regulatory Compliance, Collections, Debt Management, Communication, Problem Solving
Specialization
Candidates must be registered with the NMLS Federal Registry and possess at least two years of residential mortgage lending experience. A four-year college degree is preferred, along with strong networking, financial, and computer skills.
Experience Required
Minimum 2 year(s)
Acquisition Relationship Manager-SME-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Sales, Relationship Management, Financial Acumen, Business Development, Client Acquisition, Wholesale Banking, Sme Banking, Onboarding, Communication, Collaboration
Specialization
The role requires strong financial acumen and proven relationship-building skills to expand the bank's footprint. Candidates must be able to collaborate effectively across internal teams to deliver comprehensive banking services.
Experience Required
Minimum 2 year(s)
Sky CA Classic - RM-Sky Channel-VRM - CA at Kotak Mahindra Bank
Thane, maharashtra, India -
Full Time

Start Date

Immediate

Expiry Date

06 Aug, 26

Salary

0.0

Posted On

08 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Relationship Management, Financial Advisory, High-Net-Worth Client Management, Financial Product Knowledge, Interpersonal Communication, Financial Data Analysis, Banking Software Proficiency, Portfolio Management, Customer Service, Organizational Skills

Industry

Banking

Description
The Sky CA Classic Relationship Manager plays a crucial role in our bank's Sky Channel-VRM - CA department. Your primary responsibility will be to develop and maintain strong relationships with our high-net-worth customers, ensuring their financial needs are met with personalized solutions. You will be the key point of contact for these clients, offering expert advice and guidance on a range of financial products and services. This role requires excellent communication and interpersonal skills, as well as a deep understanding of the financial industry and its products.
Responsibilities
Develop and maintain strong relationships with high-net-worth customers to ensure their financial needs are met. Provide expert advice and personalized solutions across a range of financial products and services.
Sky CA Classic - RM-Sky Channel-VRM - CA at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Relationship Management, Financial Advisory, High Net Worth Client Management, Financial Product Knowledge, Interpersonal Communication, Financial Data Analysis, Banking Software Proficiency, Portfolio Management, Customer Service, Organizational Skills
Specialization
Requires a bachelor's degree in finance or business and at least 3 years of experience in relationship management, preferably in banking. Candidates must possess strong knowledge of investments, insurance, and banking services.
Experience Required
Minimum 2 year(s)
811-CEC Officer-Inbound-Digital Banking Kotak 811-Contact Centre Inbound at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Customer Service, Communication Skills, Banking Solutions, Sales Conversion, Product Information, Query Resolution, Data Entry, Customer Interaction Management
Specialization
Candidates must possess excellent communication skills and a customer-first mindset to thrive in a fast-paced environment. A bachelor's degree is required for this role.
Manager - Corporate Employee Solutions-Corporate Employee Solutions-Regiona at Kotak Mahindra Bank
Bangalore, karnataka, India - Full Time
Skills Needed
Business Growth, Cross Selling, Financial Product Sales, Relationship Management, Compliance, Profitability Management, Third Party Product Promotion, Fee Income Generation, Branch Administration, Customer Engagement, Strategic Thinking, Leadership
Specialization
Requires a Bachelor's degree and the ability to lead branch administration and customer engagement. Candidates must be capable of promoting third-party products like mutual funds and insurance while ensuring regulatory compliance.
Experience Required
Minimum 5 year(s)
Portfolio Manager II at WesBanco Bank, Inc.
Franklin, Tennessee, United States - Full Time
Skills Needed
Commercial Lending, Credit Analysis, Loan Documentation, Financial Statement Analysis, Loan Processing, Underwriting, Customer Service, Time Management, Microsoft Office, Communication Skills, Due Diligence, Risk Management, Regulatory Compliance, Construction Loan Agreements, Portfolio Management
Specialization
Candidates should have at least three years of relevant banking experience and a solid understanding of commercial lending and credit analysis. A high school diploma is required, while a bachelor's degree in business administration is preferred.
Experience Required
Minimum 2 year(s)
Acquisition Manager-Sales-Sales at Kotak Mahindra Bank
Vasai-Virar, maharashtra, India - Full Time
Skills Needed
Sales, Retail Banking, Relationship Management, Channel Management, Lead Generation, Compliance, Documentation, Home Loans, Loan Against Property, Personal Loans
Specialization
Candidates are expected to achieve sales targets for various retail loan products including home loans and personal loans. A bachelor's degree is required for this role.
Experience Required
Minimum 2 year(s)
Head-TASC Program & Sales Strategy-TASC & INSTITUTIONAL BUSINESS-Program & at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Program Management, Strategy Formulation, Business Growth, Campaign Monitoring, Data Driven Insights, Budget Management, Go To Market Campaigns, Partnership Identification, Product Enhancement, Digitization, Automation, Regulatory Compliance, Stakeholder Management, Sales Enablement, Training, Analytics
Specialization
Candidates must possess strong program management and execution skills, coupled with excellent communication and stakeholder engagement abilities to liaise with internal teams and external bodies. A key requirement is an analytical mindset with proficiency in data interpretation, alongside knowledge of banking regulations pertinent to institutional accounts.
Experience Required
Minimum 5 year(s)
Sky CA Classic - RM-Sky Channel-VRM - CA at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Relationship Management, Financial Advisory, High Net Worth Client Management, Financial Product Knowledge, Communication Skills, Interpersonal Skills, Financial Data Analysis, Banking Software Proficiency, Organizational Skills, Customer Service
Specialization
Requires a bachelor's degree in finance or business and at least 3 years of experience in relationship management, preferably in banking. Candidates must possess strong analytical skills and proficiency in banking software.
Experience Required
Minimum 2 year(s)
Manager-Corporate Employee Solutions-CORPORATE EMPLOYEE SOLUTIONS-Relations at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Business Growth, Relationship Management, Financial Products, Cross Selling, Service Delivery, Productivity Management, Compliance, Profitability Management, Strategic Thinking, Leadership, Branch Administration, Customer Engagement, Mutual Funds, Insurance, Fee Income Generation
Specialization
The role requires a candidate with strong leadership and strategic thinking capabilities to oversee branch administration and customer engagement. A bachelor's degree is required, along with a hands-on approach to managing productivity and promoting third-party financial products.
Experience Required
Minimum 5 year(s)
Branch Manager (New Business Development) at First Citizens Bank
Rancho Santa Margarita, California, United States - Full Time
Skills Needed
Sales, Business Development, Team Management, Financial Analysis, Financial Literacy, Networking, Relationship Management, Business Banking, Treasury Management, Customer Service, Operational Efficiency, Coaching, Risk Management, Strategic Planning, Financial Guidance
Specialization
Candidates must possess either a Bachelor's degree with 2 years of relevant experience or a High School Diploma/GED with 6 years of experience in sales, lending, or financial services. A valid driver's license is required due to the necessity of frequent travel to other offices and client locations.
Experience Required
Minimum 2 year(s)
Client Service Representative at Old Fort Banking Co
Tiffin, Ohio, United States - Full Time
Skills Needed
Client Service, Communication Skills, Cash Handling, Computer Skills, Ten Key Pad, Banking Transactions, Relationship Management, Problem Solving, Accuracy, Time Management
Specialization
Candidates should possess excellent communication and client service skills, with the ability to manage multiple priorities in a fast-paced environment. Proficiency in computer systems and previous cash handling experience are considered beneficial for this role.
Manager - Corporate Employee Solutions-Corporate Employee Solutions-Regiona at Kotak Mahindra Bank
Bangalore, karnataka, India - Full Time
Skills Needed
Business Growth, Cross Selling, Financial Product Sales, Relationship Management, Compliance, Profitability Management, Third Party Product Promotion, Fee Income Generation, Branch Administration, Customer Engagement, Strategic Thinking, Leadership
Specialization
Requires a Bachelor's degree and the ability to lead branch administration and customer engagement. Candidates must be capable of promoting third-party products like mutual funds and insurance to generate fee income.
Experience Required
Minimum 5 year(s)
Mortgage Loan Officer at Burke Herbert Bank
Winchester, Virginia, United States - Full Time
Skills Needed
Loan Origination, Mortgage Lending, Sales, Credit Analysis, Encompass, Desktop Underwriter, Loan Prospector, Lending Compliance, Customer Relationship Management, Financial Planning, Data Integrity, Pipeline Management, Fha, Va, Usda, Vhda
Specialization
Candidates must have at least one year of mortgage loan sales experience and an active NMLS number. A college degree is preferred, along with strong communication skills and proficiency in loan origination systems like Encompass.
Commercial Officer at First National Bank
Charlottesville, Virginia, United States - Full Time
Skills Needed
Commercial Banking, Business Lending, Portfolio Management, Business Development, Credit Analysis, Underwriting, Relationship Management, Financial Solutions, Sales, Client Retention, Interpersonal Skills, Communication, Negotiation, Treasury Management, Risk Management, Crm Systems
Specialization
Candidates must have a bachelor's degree in a relevant field or equivalent experience, along with at least five years of experience in commercial banking or business lending. Strong skills in credit analysis, underwriting, and sales are essential for success in this role.
Experience Required
Minimum 5 year(s)
Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operat at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Gold Loan Products, Branch Operations, Sales, Customer Relationship Management, Business Development, Loan Processing, Interpersonal Skills, Customer Service
Specialization
The ideal candidate should possess a strong sales mindset and excellent interpersonal skills to interact with customers effectively. A solid understanding of gold loan products and branch operations is required for this position.
Premier Acquisition Manager-Sales-Sales at Kotak Mahindra Bank
Navi Mumbai, maharashtra, India - Full Time
Skills Needed
Relationship Management, Portfolio Management, Sales, Customer Engagement, Casa Book Building, Third Party Product Sales, Coordination Skills, Customer Centric Approach
Specialization
Candidates must have prior experience in portfolio management and strong coordination skills. A bachelor's degree is required for this position.
Experience Required
Minimum 2 year(s)
Commercial Quality Control Specialist at Burke Herbert Bank
Moorefield, West Virginia, United States - Full Time
Skills Needed
Loan Quality Control, Compliance Auditing, Regulatory Compliance, Data Entry, Detail Oriented, Microsoft Office, Underwriting, Mortgage Loan Documentation, Trid, Truth In Lending, Equal Credit Opportunity Laws, Reg Z, Reg B, Reg X, Time Management, Communication
Specialization
Candidates must have at least 2 years of experience in loan file reviews or lending compliance and possess in-depth knowledge of federal and state regulations. A 4-year college degree is preferred, along with advanced proficiency in Microsoft Office and strong organizational skills.
Experience Required
Minimum 2 year(s)
Commercial Loan Document Specialist at Wilson Bank & Trust
Lebanon, Tennessee, United States - Full Time
Skills Needed
Loan Documentation Preparation, Vendor Coordination, Compliance Verification, Credit Approval Verification, Funding Management, Disbursement Instructions, Wire Transfers, Electronic Filing, Process Improvement, Problem Solving, Attention To Detail, Time Management, Prioritization, Professional Communication, Collaboration, Integrity
Specialization
Candidates must possess a high school diploma or GED and at least three years of experience in commercial lending, specifically involving loan processing, documentation, and funding, with a preference for C&I or construction lending experience. Required competencies include knowledge of commercial lending compliance, lien perfection, vendor utilization, and proficiency in Microsoft Office and loan processing systems.
Experience Required
Minimum 2 year(s)
Manager - Corporate Employee Solutions-Corporate Employee Solutions-Regiona at Kotak Mahindra Bank
Bangalore, karnataka, India - Full Time
Skills Needed
Business Growth, Cross Selling, Financial Product Sales, Relationship Management, Compliance, Profitability Management, Third Party Product Promotion, Mutual Funds, Insurance, Fee Income Generation, Branch Administration, Customer Engagement, Strategic Thinking, Leadership
Specialization
Candidates must possess a Bachelor's degree and demonstrate leadership and strategic thinking capabilities. Experience in corporate employee solutions and financial service delivery is required.
Experience Required
Minimum 5 year(s)
Mortgage Loan Specialist at Burke Herbert Bank
Salisbury, Maryland, United States - Full Time
Skills Needed
Mortgage Lending, Networking, Interpersonal Skills, Financial Analysis, Quantitative Skills, Attention To Detail, Excel, Customer Service, Loan Documentation, Regulatory Compliance, Collections, Debt Management, Communication, Problem Solving
Specialization
Candidates must be registered with the NMLS Federal Registry and possess at least two years of residential mortgage lending experience. A four-year college degree is preferred, along with strong networking, financial, and computer skills.
Experience Required
Minimum 2 year(s)
Acquisition Relationship Manager-SME-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Sales, Relationship Management, Financial Acumen, Business Development, Client Acquisition, Wholesale Banking, Sme Banking, Onboarding, Communication, Collaboration
Specialization
The role requires strong financial acumen and proven relationship-building skills to expand the bank's footprint. Candidates must be able to collaborate effectively across internal teams to deliver comprehensive banking services.
Experience Required
Minimum 2 year(s)