Sr. Relationship Manager-Affluent-AFFLUENT-Relationship Manager

2 days ago


India Kotak Mahindra Bank Limited Full time

Job Description

JOB ROLE:

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
- Sources new bank customers through external individual efforts and acquisition channel.
- Cross sells bank products to existing set of Branch customers which are mapped.
- 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.
- Tracks customer complaints/queries and turnaround times for customer satisfaction

JOB REQUIREMENT:

- Graduate - 3 -5 years of experience
- Post Graduate - 2 -3 years of experience
- Customer orientation
- High energy and drive
- AMFI / IRDA certified is preferred



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