Platinum Relationship Manager

Kotak Securities Limited; Ahmedabad District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Kotak Securities Limited seeks a Platinum Relationship Manager for Household Branch Banking. The role focuses on developing and expanding relationships with high net worth customers, managing liabilities and commercial assets, and ensuring excellent service in a branch setting.

The candidate will cross-sell bank products, promote product enhancements, and coordinate with group companies to provide seamless access to offerings. Strong customer orientation and proactive sales are essential.

Qualifications

• Strong ability to develop and maintain relationships with high net worth customers.
• Good understanding of commercial assets like CC, OD, TL, Export Finance.
• Customer oriented, high energy and drive; self-motivated with a passion to achieve.

Responsibilities

• Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
• Cross-sells existing bank products to customers and informs them of new products or product enhancements to further expand the banking relationship.

Job description

Platinum Relationship Manager-Household-BRANCH BANKING-Branch Banking

Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction

Job Requirements

Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.