Elite Relationship Manager

Kotak Mahindra Bank; Ujjain; On-site; INR 12,00,000 - 15,00,000; Full time

Job summary

A major banking institution is seeking an Elite Relationship Manager in Ujjain, India, to manage High Net Worth client relationships. The role involves acquiring new clients, deepening existing relationships, and providing tailored banking solutions. The ideal candidate should possess strong financial acumen and excellent interpersonal skills to deliver exceptional customer service. Competitive compensation and benefits are offered.

Qualifications

• Strong financial acumen with the ability to analyze client needs.
• Exceptional interpersonal skills to interact with High Net Worth clients.
• Proven track record in customer service excellence.

Responsibilities

• Manage and grow relationships with High Net Worth clients.
• Acquire new clients and deepen existing relationships.
• Cross-sell a range of banking products.

Skills

Customer relationship management

Financial acumen

Excellent interpersonal skills

Sales initiatives

Client engagement

Job description

Elite Relationship Manager

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients.

Responsibilities

• Acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products.
• 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).

Qualifications

The ideal candidate will have strong financial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service.