Relationship Manager

3 days ago


Mumbai Maharashtra, India Kotak Mahindra Bank Full time

Job Category KMBLDegree Level Bachelor s Degree Role - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - 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 Customers - 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 product s - Maintains complete relationship record for assigned customer accounts Job Requirement - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services - MIS generation - Graduate - 4 -6 years of experience AMFI IRDA - Post Graduate - 2 - 4 years of experience AMFI IRDA


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