
Search by job, company or skills
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
Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It offers banking products and financial services for corporate and retail customers in the areas of personal finance, investment banking, life insurance, and wealth management.
Job ID: 133350389