Elite Relationship Manager

7 days ago


Agartala, Tripura, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • Develop and manage relationships with HNI customers for liabilities and commercial assets.
  • Ensure high levels of customer service and adherence to bank policies.
  • Cross-sell bank products including CASA, MF, Insurance, and third-party products.
  • Inform clients about new products and enhancements to deepen banking relationships.
  • Plan and execute sales initiatives and client engagement events.
  • Coordinate with group companies to offer seamless access to additional financial products.
  • Maintain comprehensive relationship records and track customer queries/complaints for timely resolution.

Preferred candidate profile

  • Experience: Minimum 2 - 5 years in BFSI/Banking, with at least 1 years in a Relationship Manager role.
  • Education: Graduate from any UGC-recognized university; Postgraduate preferred.
  • Age Limit: Up to 35 years.
  • Skills:

  • Strong understanding of Trade & Forex, Current Accounts, and Commercial Assets (CC, OD, TL, Export Finance).

  • Knowledge of Mutual Funds and Insurance is an added advantage.
  • Excellent communication and interpersonal skills.
  • High energy, customer orientation, and a go-getter attitude.


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