Platinum Relationship Manager

1 week ago

Mumbai, Maharashtra, India Kotak Mahindra Bank Full time
Job Description

Platinum Relationship Manager

KRAs:

Develops new and expands existing High Net worth Customer relationships for liabilities (SA

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 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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