Associate Relationship Manager - Affluent_AFFLUENT_0832_2618_1032700

Kotak Mahindra Bank; Ahmedabad District; Sur place; INR 600 000 - 1 000 000; Plein temps

Résumé du poste

Kotak Mahindra Bank is hiring an Associate Relationship Manager - Affluent to manage a portfolio of high-value clients in India. You will deliver tailored banking and investment solutions and drive cross-sell across the bank's products.

The role focuses on deepening wallet share, enhancing customer engagement, and maintaining long-term relationships with affluent clients while meeting revenue targets and ensuring regulatory compliance.

Qualifications

• Graduate in any discipline (MBA/PGDM preferred).
• Experience in Relationship Management, Wealth Management, or Retail Banking preferred.
• Strong communication, customer service, and sales skills.
• Knowledge of banking and investment products.

Responsabilités

• Manage and service mapped affluent customer relationships.
• Deliver exceptional customer service and resolve queries promptly.
• Identify customer needs and recommend banking, wealth, and investment products.
• Drive cross-sales of CASA, deposits, insurance, mutual funds, loans and other products.
• Deepen existing relationships and improve product penetration.
• Engage regularly with customers to understand evolving financial requirements.
• Ensure compliance with bank policies and regulatory guidelines.
• Achieve individual business and revenue targets.

Connaissances

Relationship management

Sales

Customer service

Communication

Cross-selling

Formation

MBA/PGDM preferred

Graduate in any discipline

Description du poste

Job Description:

The Associate Relationship Manager - Affluent is responsible for managing and servicing a portfolio of affluent customers, ensuring a superior banking experience through personalized relationship management. The role involves understanding customer financial needs, providing banking and investment solutions, and driving cross-selling of the banks products and services. The incumbent will focus on enhancing customer engagement, increasing wallet share, and maintaining long-term relationships with high-value clients.

Responsibilities

Manage and service mapped affluent customer relationships.
Deliver exceptional customer service and ensure timely resolution of customer queries.
Identify customer needs and recommend suitable banking, wealth, and investment products.
Drive cross-sales of CASA, deposits, insurance, mutual funds, loans, and other banking products.
Deepen existing customer relationships and improve product penetration.
Regularly engage with customers to understand their evolving financial requirements.
Ensure compliance with bank policies and regulatory guidelines.
Achieve individual business and revenue targets.

Qualifications

• Graduate in any discipline (MBA/PGDM preferred).
• Prior experience in Relationship Management, Wealth Management, or Retail Banking preferred.
• Strong communication, customer service, and sales skills.
• Knowledge of banking and investment products.