Platinum Relationship Manager

22 hours ago


Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management

We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households. This role involves acquiring new clients, deepening existing relationships, and offering comprehensive banking solutions across liabilities, commercial assets, and third-party products. The ideal candidate will be self-motivated, energetic, and passionate about delivering personalized banking experiences.

Develop and expand relationships with High Net Worth households for liabilities and commercial assets Ensure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products and services to deepen client engagement Educate clients about new products and enhancements to strengthen relationships Plan and execute targeted sales initiatives and client engagement events Collaborate with group companies to offer integrated financial solutions Maintain detailed records of client interactions and relationship history Monitor and resolve customer complaints and queries within defined turnaround times (TAT)

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Experience LevelMid Level

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