Walk-In Drive

3 weeks ago

Greater Noida, India Kotak Mahindra Bank Full time

Platinum Relationship Manager Key Responsibilities

  • Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage).
  • Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc.
  • Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients.
  • Business Development: Acquire new HNI clients through referrals, cold calls, and networking.
  • Revenue Focus: Deliver on asset, liability, and investment revenue targets.

Key Skills Needed

  • Excellent communication & relationship-building skills.
  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  • Strong knowledge of banking products (CASA, investments, loans, insurance, Commercial Assets like CC, OD, TL, Export Finance etc.).
  • Ability to handle clients with discretion & professionalism.
  • Sales orientation with a customer-first approach.

Eligibility & Experience

  • Graduate / MBA preferred.
  • Typically years of banking / wealth management experience.
  • Prior experience in handling affluent / HNI customers is a must. Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets
  • Understanding of Mutual Funds and Insurance is an added advantage.

Interview Details

Contact Person : Piyush Sharma (Area Manager)

Venue : Kotak Mahindra Bank, Sector 16, Noida, Near Noida 16 Metro Station

Date & Time : 16th Sept Tuesday - 11:00 AM - 2:00 PM

Note : Candidates should carry updated CV and be in formal attire.

Looking forward to meet You

Thanking You

Team HR

Kotak Mahindra Bank

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