Relationship Manager

1 day ago


Jalandhar, Punjab, India Kotak Mahindra Bank Full time

Relationship Manager - Business Banking-PRIORITY-Regional sales

JOB ROLE : - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. - Ensures high levels of customer service orientation and application of bank policy. - Cross sells existing bank products to customers. - 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 : - 4 to 5 years work experience - 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. - Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc - Understanding of MF and Insurance an added advantage Customer orientation, - High energy and drive. - Go getter attitude.

Experience LevelMid Level

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