Next Gen Relationship Manager-BRANCH BANKING-Branch Banking

Kotak Mahindra Bank; Secunderabad; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Elite Relationship Manager for Branch Banking to manage and grow relationships with High Net Worth clients in a fast-paced branch environment. You will acquire new clients, deepen existing relationships, and offer tailored banking solutions across liabilities, assets, and investment products.

The role emphasizes financial acumen, excellent interpersonal skills, and delivering exceptional customer service to high-value clients within the branch network.

Qualifications

• Experience managing High Net Worth client relationships.
• Proven cross-selling of banking products to deepen client engagement.
• Strong customer service and communication skills.

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

Customer service

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)