Next Gen Relationship Manager-BRANCH BANKING-Relationship Management

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

Job summary

Kotak Mahindra Bank's Branch Banking team is seeking a Next Gen Relationship Manager to build and manage relationships with high-net-worth customers, offering tailored financial solutions and driving business growth.

You will engage clients, understand their financial needs, present banking products, and help meet sales targets while collaborating with internal teams and ensuring compliance. Occasional travel may be required.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• 3–5 years of experience in relationship management or a similar role.
• Strong knowledge of banking products and services, especially for high-net-worth clients.
• Excellent communication and interpersonal skills with a client-centric approach.
• Ability to build trust and rapport with clients and internal stakeholders.
• Analytical skills to interpret financial data and make informed recommendations.
• Proficiency in using CRM systems and other relevant software.
• Willingness to work extended hours and occasional weekends.
• Willingness to travel for client meetings and conferences.

Responsibilities

• Build and nurture long-term relationships with high-net-worth individuals and businesses.
• Understand client needs and offer tailored financial products and services.
• Achieve individual and team sales targets through proactive client engagement.
• Stay updated on market trends and competitive offerings to provide competitive solutions.
• Collaborate with internal teams to ensure seamless delivery of services.
• Conduct regular client meetings and provide periodic performance reports.
• Identify cross-selling opportunities and refer clients to other bank departments.
• Ensure compliance with all regulatory and internal policies.
• Maintain accurate records and documentation for all client interactions.

Skills

Relationship management

Communication

Interpersonal skills

Analytical skills

Sales mindset

Self-motivation

Flexibility

Client engagement

Trust building

Education

Bachelor's degree in Finance/Business or related field

Tools

CRM software

Job description

Job Description:

The Next Gen Relationship Manager will play a crucial role in Kotak Mahindra Banks Branch Banking department, focusing on building and managing relationships with high-value customers, offering tailored financial solutions, and driving business growth.

We are seeking a dynamic and client-centric professional to join our team as a Next Gen Relationship Manager. In this role, you will be responsible for developing and maintaining strong relationships with our valued customers, understanding their unique financial needs, and providing them with customized solutions. Your expertise will contribute to the banks overall success and growth.

Responsibilities

• Build and nurture long-term relationships with high-net-worth individuals and businesses.
• Understand client needs and offer tailored financial products and services.
• Achieve individual and team sales targets through proactive client engagement.
• Stay updated on market trends and competitor offerings to provide competitive solutions.
• Collaborate with internal teams to ensure seamless delivery of services.
• Conduct regular client meetings and provide periodic performance reports.
• Identify cross-selling opportunities and refer clients to other bank departments.
• Ensure compliance with all regulatory and internal policies.
• Maintain accurate records and documentation for all client interactions.

Qualifications

• Bachelors degree in Finance, Business, or a related field.
• 3-5 years of experience in relationship management or a similar role.
• Strong knowledge of banking products and services, especially in the high-net-worth segment.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Ability to build trust and rapport with clients and internal stakeholders.
• Analytical skills to interpret financial data and make informed recommendations.
• Proficiency in using CRM systems and other relevant software.
• Flexibility to work extended hours as needed, including occasional weekends.
• Willingness to travel for client meetings and conferences.
• A self-starter with a results-driven mindset and a passion for sales.