Premier Relationship Manager_Digital Banking Kotak 811_0412_1353_1086381

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

Job summary

Kotak Mahindra Bank in Thane, Maharashtra seeks a Premier Relationship Manager to develop high-net-worth customer relationships, sourcing new clients and expanding liabilities. The role emphasizes cross-selling bank products to mapped branch customers and coordinating with group companies for integrated financial solutions.

Ideal candidates hold graduate/post-graduate credentials with 2–5 years of relevant experience, strong customer orientation, and AMFI/IRDA certification is preferred.

Qualifications

• Graduate with 3–5 years of experience.
• Post Graduate with 2–3 years of experience.
• Customer orientation.
• AMFI / IRDA certification preferred.

Responsibilities

• Acquire new HNI customers and expand liabilities relationships.
• 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.
• Meet defined sales and relationship targets.

Skills

Customer orientation

High energy

AMFI/IRDA certified

Education

Graduate

Post Graduate

Job description

Job Description:

Premier Relationship Manager-811

JOB DESCRIPTION: -

• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
• Sources new bank customers through external individual efforts and acquisition channel.
• Cross sells bank products to existing set of Branch customers which are mapped.
• 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 REQUIREMENT:

• Graduate - 3 -5 years of experience
• Post Graduate - 2 -3 years of experience
• Customer orientation
• High energy and drive AMFI / IRDA certified is preferred

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.

Requirements: