Associate Relationship Manager

4 days ago

Mumbai India Kotak Mahindra Bank Limited Full time

Job Description The Associate Relationship Manager will be a key member of our Affluent-Service team, working closely with high-net-worth individuals to understand their financial needs and goals. This role involves building long-term relationships, offering personalized advice, and providing exceptional customer service. The successful candidate will have the opportunity to make a significant impact on the bank's affluent customer segment and contribute to its overall success. Responsibilities - Develop and maintain strong relationships with affluent customers, understanding their financial goals and requirements. - Offer tailored financial solutions, including investment advice, wealth management, and banking services, to meet customer needs. - Proactively identify and address customer concerns, providing timely and effective resolutions. - Conduct regular reviews and performance assessments of customer portfolios, ensuring alignment with their financial objectives. - Stay updated with market trends, regulatory changes, and industry developments to provide accurate and relevant financial advice. - Collaborate with other teams, such as investment advisors and wealth managers, to deliver comprehensive financial solutions. - Generate new business opportunities by identifying potential customers and cross-selling bank products and services. - Maintain accurate and up-to-date customer records, ensuring compliance with regulatory requirements. - Participate in team meetings and contribute to the overall strategy and direction of the Affluent-Service team. - Represent the bank professionally and ethically, upholding its values and reputation. Qualifications - Bachelor's degree in Finance, Business Administration, or a related field. - Minimum 2-3 years of experience in relationship management or a similar role, preferably in the banking or financial services industry. - Strong knowledge of financial products and services, including investments, banking, and wealth management. - Excellent interpersonal and communication skills, with the ability to build rapport and trust with customers. - Proven track record of achieving sales targets and delivering exceptional customer service. - Ability to work independently and manage multiple priorities effectively. - Proficiency in using Microsoft Office and other relevant software applications. - Strong analytical skills, with the ability to interpret financial data and make informed recommendations. - Willingness to stay updated with industry trends and best practices.

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