Next Gen Relationship Manager-BRANCH BANKING-Branch Banking

Kotak Mahindra Bank; Simhachalam Hill; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Elite Relationship Manager for our Branch Banking team in India. You will manage High Net Worth client relationships, acquire new clients, and tailor banking solutions across liabilities, assets, and investments.

You will cross-sell a wide range of products, educate clients on new offerings, and plan targeted sales initiatives while maintaining high service standards and adherence to bank policies.

Qualifications

• Experience with High Net Worth clients
• Knowledge of banking products and services
• Strong interpersonal and communication skills

Responsibilities

• Develop and expand relationships with High Net Worth customers for liabilities and 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
• 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

Skills

Relationship management

Sales

Customer service

Communication

Financial products knowledge

Tools

CRM software

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)