Platinum Relationship Manager-Business Banking-BRANCH BANKING-Branch Banking

2 weeks ago


Delhi, Delhi, India Kotak Mahindra Bank Limited Full time
Job Description

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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