Platinum Relationship Manager-business Banking-branch Banking-branch Banking

1 day ago


Thane MH IN Kotak Mahindra Bank Full time

Platinum Relationship Manager - Business Banking KRAs Develops new and expands existing High Net worth Customer relationships for liabilities CA driven and commercial assets 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 branch customers which are mapped Informs customers of new products or product enhancements further to 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 Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service Very good understanding of Trade and Forex CA Very good understanding of Commercial Assets like CC OD TL Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed



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