Platinum Relationship Manager-Business Banking

2 weeks ago

Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Platinum Relationship Manager Business BankingKRAs:

  • Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) 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 satisfactionDesired Candidate Profile:
  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  • Very good understanding of Trade and Forex & CA
  • Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
  • Understanding of Mutual Funds and Insurance is an added advantage
  • Graduate 6 - 8 years of experience
  • Post Graduate 4 - 6 years of experience
  • Customer orientation
  • High energy levels with a motive to succeed

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