Kotak Mahindra Bank Looking for Relationship Manager – Privy League-PRIORITY-Regional sal[...]

Kotak Mahindra Bank; Kolkata; On-site; INR 3,00,000 - 8,00,000; Full time

Job summary

An established industry player is seeking a dynamic professional to develop and expand relationships with high net worth customers. In this engaging role, you will source new customers, provide exceptional service, and promote various bank products. Your efforts will not only enhance customer satisfaction but also drive the bank's growth. If you are passionate about building lasting relationships and thrive in a results-oriented environment, this opportunity is perfect for you to make a significant impact in the banking sector.

Qualifications

• 4-6 years of experience for Graduates; 2-4 years for Post Graduates in AMFI/IRDA.
• Strong focus on developing high net worth customer relationships.

Responsibilities

• Develops and expands High Net Worth Customer relationships for liabilities.
• Cross-sells bank products and informs customers of new offerings.

Skills

Customer Relationship Management

Sales Initiatives

MIS Generation

Cross-Selling

Education

Graduate

Post Graduate

Job description

Job Description:

Role:

1. Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing category – A priority customers.
2. Sources new bank customers through external individual efforts and acquisition channels.
3. Ensures high levels of customer service orientation and application of bank policy.
4. Cross-sells bank products to existing set of customers.
5. Informs customers of new products or product enhancements to further expand the banking relationship.
6. Plans and conducts special sales initiatives and events for prospective and existing clients.
7. Coordinates with other group companies to provide seamless access to other products.
8. Maintains complete relationship records for assigned customer accounts.

Job Requirements:

1. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services.
2. MIS generation.
3. Graduate – 4-6 years of experience AMFI / IRDA.
4. Post Graduate – 2-4 years of experience AMFI / IRDA.