Elite Relationship Manager-BRANCH BANKING

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

Job summary

A leading financial institution in India is seeking an experienced Elite Relationship Manager to manage relationships with High Net Worth clients. You will acquire new clients, deepen existing relationships, and provide tailored banking solutions. The ideal candidate should have a strong understanding of commercial lending and investment products, coupled with a passion for exceptional customer service.

Qualifications

• Strong understanding of trade finance and commercial lending.
• Passionate about delivering exceptional customer service.

Responsibilities

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

Skills

Customer service

Client relationship management

Commercial lending knowledge

Investment products understanding

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).