Elite Relationship Manager-BRANCH BANKING

Kotak Mahindra Bank; Chandigarh; On-site; INR 6,75,000 - 9,00,000; Full time

Job summary

A major financial institution in Chandigarh is seeking an experienced Elite Relationship Manager to manage and grow relationships with High Net Worth clients. The role focuses on acquiring new clients, deepening existing relationships, and providing tailored banking solutions. Candidates should possess strong knowledge of trade finance, commercial lending, and investment products, with a commitment to exceptional customer service.

Qualifications

• Experience managing relationships with High Net Worth clients.
• Ability to acquire new clients and deepen existing relationships.
• Proficient in offering tailored banking solutions.

Responsibilities

• Develop and expand relationships with High Net Worth customers.
• Ensure high levels of customer service and compliance.
• Cross-sell banking products to deepen client engagement.
• Inform clients about new products.
• Plan sales initiatives and client engagement events.
• Collaborate with group companies for integrated solutions.
• Maintain detailed records of client interactions.
• Monitor and resolve customer complaints within TAT.

Skills

Strong understanding of trade finance

Commercial lending knowledge

Investment products expertise

Exceptional customer service

Job description

We are seeking a highly motivated and experienced 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 and commercial assets.

The ideal candidate will have a strong understanding of trade fice, commercial lending, and investment products, along with 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 compliance with bank policies.
• Cross-sell a wide range of banking products to deepen client engagement.
• Inform 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 ficial solutions.
• Maintain detailed records of client interactions and relationship history.
• Monitor and resolve customer complaints and queries within defined turnaround times (TAT).