Platinum Relationship Manager-Business Banking-BRANCH BANKING-Branch Banking

4 days ago


Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Platinum Relationship Manager – Business Banking

KRAs:


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 satisfaction

Desired 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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