Next Gen Relationship Manager-BRANCH BANKING-Branch Banking

Kotak Mahindra Bank; Nizamabad District; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Elite Relationship Manager for Branch Banking in Telangana region to grow and manage relationships with High Net Worth clients. You will drive acquisition and deepen existing relationships by offering tailored liabilities, assets, and investment solutions.

Ideal candidates have strong financial acumen, excellent interpersonal skills, and a customer-centric mindset to deliver exceptional service and cross-sell a wide range of banking products to meet client needs.

Qualifications

• Experience in managing relationships with high-net-worth clients.
• Strong financial understanding and product knowledge.
• Excellent interpersonal and communication skills.
• Customer-centric approach with a focus on service quality.

Responsibilities

• Develop and expand relationships with High Net Worth customers for liabilities and commercial assets
• Ensure high levels of customer service and adherence to bank policies
• Cross-sell a wide range of banking products to deepen client engagement
• Educate 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 financial solutions
• Maintain detailed records of client interactions and relationship history
• Monitor and resolve customer complaints and queries within defined turnaround times (TAT)

Skills

Relationship management

HNW clients

Cross-selling

Financial acumen

Job description

Elite Relationship Manager-BRANCH BANKING-Branch Banking

Job Description

We are seeking a high-performing and customer-focused 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, commercial assets, and investment products. The ideal candidate will have strong financial acumen, excellent interpersonal skills, and 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 adherence to bank policies
• Cross-sell a wide range of banking products to deepen client engagement
• Educate 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 financial solutions
• Maintain detailed records of client interactions and relationship history
• Monitor and resolve customer complaints and queries within defined turnaround times (TAT)