Elite Relationship Manager-Household-Branch Banking-Branch Banking

Kotak Mahindra Bank; Thane; On-site; INR 10,00,000 - 15,00,000; Full time

Job summary

A leading banking institution in Thane seeks an experienced Elite Relationship Manager to grow relationships with High Net Worth clients. You will enhance existing relationships and acquire new ones through tailored banking solutions. The ideal candidate is expected to have a strong understanding of commercial lending and investment products while delivering exceptional customer service in a high-impact role.

Qualifications

• Strong knowledge of trade finance, commercial lending, and investment products.
• Ability to deliver exceptional customer service.
• Excellent interpersonal skills and strategic thinking.

Responsibilities

• Acquire and expand relationships with High Net Worth individuals.
• Deliver superior customer service while adhering to policies.
• Cross-sell banking products to deepen client relationships.
• Organize and lead client engagement events.

Skills

Relationship management

Commercial lending

Investment products

Customer service

Job description

We are seeking a dynamic and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients.

The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets.

The ideal candidate will have strong knowledge of trade fice, commercial lending, and investment products, along with a passion for delivering exceptional customer service.

This is a high-impact role that requires strategic thinking, excellent interpersonal skills, and the ability to coordinate across teams to deliver a seamless banking experience.

Responsibilities

• Acquire and expand relationships with High Net Worth individuals for both liabilities and commercial assets
• Deliver superior customer service while ensuring adherence to bank policies and compliance standards
• Cross-sell a wide range of banking products and services to deepen client relationships
• Educate clients about new products and enhancements to maximize engagement
• Organize and lead targeted sales initiatives and client engagement events
• Collaborate with other group companies to offer integrated ficial solutions
• Maintain comprehensive records of client interactions and relationship history
• Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfaction