Elite Relationship Manager
4 days ago
Company Description
Established in 1985, the Kotak Mahindra Group is one of India's leading financial services conglomerates. In 2003, Kotak Mahindra Finance Ltd. (KMFL) received a banking license from the Reserve Bank of India, becoming Kotak Mahindra Bank Limited. The Group offers a wide range of financial services including commercial banking, stock broking, mutual funds, life insurance, and investment banking. With a significant presence in India and international offices in various countries, Kotak Mahindra Group caters to the diverse financial needs of individuals and the corporate sector. For more details, please visit the company's website at
Role Description
This is a full-time on-site role for an Elite Relationship Manager located in Coimbatore. The Elite Relationship Manager will be responsible for managing and building client relationships, providing personalized financial services, achieving sales targets, and ensuring customer satisfaction. The manager will interact with high-net-worth clients, offer financial advisory services, and liaise with internal teams to meet client needs. The role involves handling client portfolios, ensuring compliance with regulatory requirements, and conducting regular reviews of client accounts.
Qualifications
- Client Relationship Management and Customer Service skills
- Financial Advisory, Investment Planning, and Wealth Management skills
- Sales and Marketing skills
- Communication, Interpersonal, and Negotiation skills
- Strong understanding of banking products, services, and regulations
- Ability to manage multiple priorities and work under pressure
- Bachelor's degree in Finance, Business Administration, or related field
- Experience in the banking or financial services sector is a plus
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