Elite Relationship Manager

Kotak Mahindra Bank Limited; Chennai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Mahindra Bank is seeking a high-performing Elite Relationship Manager to manage and grow High Net Worth client relationships in Branch Banking. You will acquire new clients, deepen existing relationships, and offer tailored banking solutions across liabilities, assets, and investments.

You will deliver exceptional customer service, cross-sell a wide range of products, educate clients on new offerings, and coordinate with group companies to provide integrated financial solutions.

Qualifications

• Experience in managing HNW client relationships.
• Strong financial acumen and product knowledge.
• Excellent interpersonal and service orientation.

Responsibilities

• Develop and expand relationships with High Net Worth customers for liabilities and commercial assets.
• Ensure high levels of customer service and policy adherence.
• Cross-sell a wide range of banking products to deepen client engagement.
• Educate clients about new products and enhancements.
• Plan and execute targeted sales initiatives and client events.
• Collaborate with group companies to offer integrated financial solutions.
• Maintain detailed records of client interactions and relationship history.
• Monitor and resolve customer complaints and queries within defined turnaround times (TAT).

Skills

Relationship management

Client acquisition

Cross-selling

Customer service

Communication skills

Financial acumen

Job description

Next Gen Relationship Manager-BRANCH BANKING-Branch Banking Elite Relationship Manager-BRANCH BANKING-Branch Banking JOB DESCRIPTION

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal candidate will have strong financial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service.

RESPONSIBILITIES

• Develop and expand relationships with High Net Worth customers for liabilities and commercial assets
• Ensure high levels of customer service and adherence to bank policies
• Cross-sell a wide range of banking products to deepen client engagement
• Educate clients about new products and enhancements to strengthen relationships
• Plan and execute targeted sales initiatives and client engagement events
• Collaborate with group companies to offer integrated financial solutions
• Maintain detailed records of client interactions and relationship history
• Monitor and resolve customer complaints and queries within defined turnaround times (TAT)

Experience Level Mid Level