Relationship Manager

9 hours ago


Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year
Description

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:

· 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.

Self motivated with a passion to achieve.


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