Financial Relationship Strategist
5 days ago
Kotak Mahindra Bank is seeking a Financial Relationship Strategist to develop and maintain banking relationships with high net worth customers.
The ideal candidate will have a graduate or postgraduate degree and 2-5 years of experience in banking. They should possess excellent customer orientation and high energy levels, with a strong motive to succeed.
The role involves:
- Developing and maintaining banking relationships with high net worth customers through individualized customer service;
- Sourcing new customers through external individual efforts and acquisition channels;
- Cross-selling bank products to existing customers;
- Maintaining complete relationship records for assigned customer accounts;
- Tracking customer complaints and queries to ensure high levels of customer satisfaction.
The desired candidate profile includes:
- A graduate or postgraduate degree;
- 2-5 years of experience in banking;
- Excellent customer orientation;
- High energy levels with a strong motive to succeed.
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