Relationship Manager

1 week ago


Panipat, Haryana, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Sr. 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 LevelSenior Level

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