Kotak Mahindra Bank | ERM

Senior Branch Relationship Manager/Elite Relationship Manager

Location: Aluva, Kottayam.

Designation: Manager

JOB DESCRIPTION

Role-Senior Branch Relationship Manager

• To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, and education on product features, cheque book issuance.
• Quality of advice given to customers as determined by customers and supervisor.
• Speed and efficiency of service given.
• Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.
• Cross-sale of assets products.
• Back-up to relationship managers holding HNI relationships.
• Ensure low attrition ratios.
• Customer acquisition through referrals from existing customers.
• Graduates with total experience of 1-3 years with relevant Exp of atleast 1 year in financial services or banks.
• Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.
• Experienced customer service candidates from financial services (those from MFund, securities houses etc) with sales orientation can be considered

JOB ROLE:

• Handling personalized service requests of customers.
• Generation of timely business MIS.
• Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment.
• Coordination with CPC/RPC/Investment desks for account opening of customers.
• Managing complaints of customers and ensuring their resolution within TAT.

JOB REQUIREMENT:

• Developing and maintaining banking relationships with a select group of high net worth customers
• Excellent communication skills with customer service orientation
• Courteous and polite.
• Good knowledge of Microsoft excels. Understanding of banking norms and processes.
• Graduation mandatory.
• Minimum 3-5 years of sales/portfolio management experience.