Platinum Relationship Manager-Household-BRANCH BANKING-Branch Banking

Kotak Mahindra Bank; Rajkot; On-site; INR 6,75,000 - 9,00,000; Full time

Job summary

A leading financial institution in Rajkot is seeking a Relationship Manager to develop and expand banking relationships with high net worth customers. The role involves a strong customer service orientation and understanding of commercial assets. Ideal candidates will possess high energy, self-motivation, and a passion to achieve. This position offers opportunities for career growth in a dynamic environment.

Qualifications

• Developing and maintaining banking relationships with high net worth customers.
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance.
• Understanding of Mutual Funds and Insurance is an added advantage.

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.
• Informs customers of new product enhancements.

Skills

Customer orientation

High energy and drive

Go getter attitude

Job description

Overview

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.

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.