Branch Relationship Manager

1 week ago


Jaipur, Rajasthan, India Kotak Mahindra Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role & responsibilities

. Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets

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

. Ensures high levels of customer service orientation and application of bank policy.

. Cross-sells bank products to existing set of branch customers, which are mapped

. Informs customers of new products or product enhancements further to 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

Preferred candidate profile

. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance

. Understanding of Mutual Funds and Insurance is an added advantage

. Customer orientation

. High energy levels with a motive to succeed

. Graduation qualification in any stream | 3-7 Years of experience currently working in Relationship & Portfolio Management roles in Branch Banking can apply.

. Age Criteria : Maximum 38 Years of age.


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