Relationship Manager

1 month ago


Vadodara, India Kotak Mahindra Bank Full time

We are looking to hire in Ahmedabad and Baroda location


Role:


- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers


- Sources new bank customers through external individual efforts and acquisition channel


- Ensures high levels of customer service orientation and application of bank policy


- Cross sells bank products to existing set of Customers


- 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


- Coordinates with other group companies to provide seamless access to other products


- Maintains complete relationship record for assigned customer accounts


Job Requirement:


- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services


- MIS generation


Qualification -


- Graduate - 4 -6 years of experience AMFI / IRDA


- Post Graduate - 2 - 4 years of experience AMFI / IRDA


Exp : Minimum 5 years



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