Platinum Relationship Manager-Household-BRANCH BANKING-Branch Banking

Kotak Mahindra Bank; Ahmedabad District; On-site; INR 500,000 - 1,000,000; Full time

Job summary

Kotak Mahindra Bank is seeking a dedicated individual to develop and maintain high net worth customer relationships in Ahmedabad. This role involves ensuring customer satisfaction while expanding the banking relationship through high-quality service.

Key responsibilities include cross-selling bank products and coordinating with other group companies. Candidates should exhibit a strong understanding of commercial assets and demonstrate a go-getter attitude.

Qualifications

• Very good understanding of commercial assets like CC, OD, TL, Export Finance.
• Understanding of MF and Insurance is an added advantage.
• Self-motivated with a passion to achieve.

Responsibilities

• Develops new and expands existing high net worth customer relationships.
• Ensures high levels of customer service orientation.
• Cross sells existing bank products to customers.

Skills

Customer service orientation

Understanding of commercial assets

Go-getter attitude

Job description

Responsibilities

• 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.