Senior Relationship Manager

4 days ago

Kerala, India Kotak Mahindra Bank Full time

We are seeking a highly skilled and motivated Senior Relationship Manager to join our team at Kotak Mahindra Bank.

Job Summary:

This is an exciting opportunity to work with a select group of high net worth customers, providing them with exceptional service and building long-term relationships. As a Senior Relationship Manager, you will be responsible for developing and maintaining banking relationships with these customers, ensuring their financial needs are met, and providing them with tailored solutions.

The ideal candidate will have a strong background in sales and portfolio management, excellent communication skills, and the ability to work independently. If you are a results-driven professional looking to take your career to the next level, we encourage you to apply for this challenging and rewarding role.

About Us:

Kotak Mahindra Bank is a leading private sector bank in India, committed to delivering exceptional customer service and innovative banking solutions. Our team is passionate about building long-term relationships with our customers and helping them achieve their financial goals.

Responsibilities:
  • 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.
Requirements:
  • 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.
What We Offer:
  • A competitive salary package ranging from ₹10 Lakhs to ₹20 Lakhs per annum.
  • Opportunities for growth and advancement within the company.
  • A dynamic and supportive work environment.
  • Access to cutting-edge technology and tools.
  • A comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.

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