Elite Relationship Manager

Kotak Mahindra Bank Limited; Tarapur; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Kotak Mahindra Bank Limited in India is seeking a high-performing Elite Relationship Manager for Branch Banking to manage and grow relationships with High Net Worth clients. The 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)

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