Premier Relationship Manager_Digital Banking Kotak 811_0412_1413_1087680

Kotak Securities Ltd; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Premier Relationship Manager-811 at Kotak Mahindra Bank in Mumbai sources high net worth clients and expands liabilities. You will build and manage relationships, source new customers, and cross-sell products to enhance the banking portfolio.

Coordinate with related units, maintain records, and address complaints to ensure high customer satisfaction and timely service delivery.

Qualifications

• Graduate with 3–5 years of experience.
• Postgraduate with 2–3 years of experience.
• Customer orientation essential for client interactions.
• AMFI/IRDA certification preferred but not mandatory.

Responsibilities

• 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

Skills

Customer orientation

High energy & drive

AMFI / IRDA Certification preferred

Education

Graduate

Post Graduate

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