Premier Relationship Manager-Digital Banking Kotak 811-Sales

Kotak Mahindra Bank Ltd; Bengaluru; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Kotak Mahindra Bank Ltd. in Bengaluru seeks a Premier Relationship Manager for the Kotak 811 Digital Banking team to acquire and manage HNIs with a personalized banking experience.

You will source new clients, deepen relationships, and coordinate with internal groups to offer integrated financial solutions while ensuring timely query resolution and high client satisfaction.

Qualifications

• Strong customer orientation and high energy.
• Consultative relationship management approach.
• Results-driven with cross-selling ability.

Responsibilities

• Acquire new HNI customers and expand liabilities.
• Source new customers through personal effort 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 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.

Job description

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.

• 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.