Premier Relationship Manager-Digital Banking

Kotak Mahindra Bank Limited; Thane; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Kotak Mahindra Bank Limited in Kotak 811 Digital Banking is seeking a Premier Relationship Manager to attract and manage HNIs, delivering personalized banking experiences and cross-selling products. You will source new clients, deepen relationships and coordinate with internal teams to provide integrated financial solutions.

This mid-level role emphasizes proactive service, sales targets, and a consultative approach to relationship management, with a focus on ensuring customer satisfaction and

Qualifications

• Acquire new HNI customers and expand liabilities.
• Cross-sell banking products to client map to enhance wallet share.
• Inform clients about new products and enhancements to deepen engagement.
• Plan and execute special sales initiatives and client events to drive business.
• Coordinate with group companies to offer integrated financial solutions.

Responsibilities

• Acquire new HNI customers and expand existing relationships for liabilities.
• Source new customers through individual efforts and acquisition channels.
• Cross-sell bank products to mapped branch customers to enhance wallet share.
• Inform clients about new products and enhancements to deepen engagement.
• Plan and execute special sales initiatives and client events to drive business.
• Coordinate with group companies to offer integrated financial solutions.
• Maintain complete relationship records for all assigned customer accounts.
• Track and resolve customer complaints and queries within defined turnaround times.
• Ensure consistent customer satisfaction and service excellence.
• Meet defined sales and relationship management targets.

Skills

Relationship management

HNIs sourcing

Cross-selling

Client engagement

Sales targets

Job description

Premier Relationship Manager-Digital Banking Kotak 811-Sales As a Premier Relationship Manager in the Kotak 811 Digital Banking team, you will be responsible for acquiring and managing High Net Worth Individuals (HNIs) and delivering a superior banking experience through personalized engagement and product offerings. This role involves sourcing new customers, deepening existing relationships, and cross-selling a wide range of banking products. You will work closely with internal teams and group companies to provide seamless access to financial solutions, conduct special sales initiatives, and ensure customer satisfaction through timely query resolution and proactive communication. The role demands strong customer orientation, high energy, and a consultative approach to relationship management.

Responsibilities

• Acquire new HNI customers and expand existing relationships for liabilities.
• Source new customers through individual efforts and acquisition channels.
• Cross-sell bank products to mapped branch customers to enhance wallet share.
• Inform clients about new products and enhancements to deepen engagement.
• Plan and execute special sales initiatives and client events to drive business.
• Coordinate with group companies to offer integrated financial solutions.
• Maintain complete relationship records for all assigned customer accounts.
• Track and resolve customer complaints and queries within defined turnaround times.
• Ensure consistent customer satisfaction and service excellence.
• Meet defined sales and relationship management targets.

Experience Level Mid Level