Circle Manager

2 days ago


Rajkot, Gujarat, India Kotak Mahindra Bank Full time

Job Category KMBL Degree Level Bachelor s Degree JOB ROLE - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets - Ensures high levels of customer service orientation and application of bank policy - Cross sells existing bank products to 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 products - Maintains complete relationship record for assigned customer accounts - Tracks customer complaints queries and turnaround times for customer satisfaction JOB REQUIREMENT - 4 to 5 years work experience - 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 - Very good understanding of Commercial Assets like CC OD TL Export Finance etc - Understanding of MF and Insurance an added advantage Customer orientation - High energy and drive - Go getter attitude


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