Relationship Manager

2 days ago

Mangalore, Karnataka, India Kotak Mahindra Bank Full time

Relationship Manager - Affluent-AFFLUENT-Relationship Manager

JOB ROLE:


• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.


• Sources new bank customers through external individual efforts and acquisition channel.


• Cross sells bank products to existing set of Branch customers which are mapped.


• Informs customers of new products or product enhancements to further expand the banking relationship.


• Plans and conducts special sales initiatives and events for prospective and existing clients.


• Coordinates with other group companies to provide seamless access to other products.


• Maintains complete relationship record for assigned customer accounts.


• Tracks customer complaints/queries and turnaround times for customer satisfaction

JOB REQUIREMENT:


• Graduate years of experience


• Post Graduate years of experience


• Customer orientation


• High energy and drive


• AMFI / IRDA certified is preferred


•

Experience LevelMid Level

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