Elite Relationship Manager-Household-BRANCH BANKING-Branch Banking

Kotak Mahindra Bank; Mumbai; On-site; INR 500,000 - 1,000,000; Full time

Job summary

Kotak Mahindra Bank in Mumbai is looking for a dynamic candidate to develop and maintain banking relationships with high net worth customers. The role involves ensuring exceptional customer service while promoting bank products and services.

The ideal candidate will have a strong understanding of commercial assets and a proven track record in customer relationship management. This position offers an excellent opportunity for self-motivated individuals ready to drive results in a competitive environment.

Qualifications

• Developed and maintained banking relationships with high net worth customers.
• Understanding of various commercial assets and financial products.
• Demonstrated customer service orientation.

Responsibilities

• Develop relationships for liabilities and commercial assets.
• Ensure high levels of customer service and apply bank policy.
• Cross-sell existing bank products to customers.

Skills

Customer relationship management

Understanding of commercial assets

High energy and drive

Self-motivated

Go-getter attitude

Job description

Responsibilities

• Develops new and expands existing high net worth customer relationships for liabilities and commercial assets.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells existing bank products to customers.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship record for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction.

Job Requirements

• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Very good understanding of commercial assets like CC, OD, TL, Export Finance etc.
• Understanding of MF and Insurance an added advantage; customer orientation.
• High energy and drive.
• Go-getter attitude.
• Self-motivated with a passion to achieve.