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

15 hours ago


Mumbai 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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