Kotak Mahindra Bank | ERM

Senior Branch Relationship Manager/Elite Relationship Manager

Location:

Aluva, Kottayam.

Designation:

Manager

JOB DESCRIPTIONRole-Senior Branch Relationship ManagerTo handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, and education on product features, cheque book issuance.Quality of advice given to customers as determined by customers and supervisor.Speed and efficiency of service given.Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.Cross-sale of assets products.Back-up to relationship managers holding HNI relationships.Ensure low attrition ratios.Customer acquisition through referrals from existing customers.Graduates with total experience of 1-3 years with relevant Exp of atleast 1 year in financial services or banks.Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.Experienced customer service candidates from financial services (those from MFund, securities houses etc) with sales orientation can be considered

JOB ROLE:Handling personalized service requests of customers.Generation of timely business MIS.Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment.Coordination with CPC/RPC/Investment desks for account opening of customers.Managing complaints of customers and ensuring their resolution within TAT.

JOB REQUIREMENT:Developing and maintaining banking relationships with a select group of high net worth customersExcellent communication skills with customer service orientationCourteous and polite.Good knowledge of Microsoft excels. Understanding of banking norms and processes.Graduation mandatory.Minimum 3-5 years of sales/portfolio management experience.

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