Premier Relationship Manager-Digital Banking Kotak 811-Sales

Kotak Mahindra Bank; New Delhi; On-site; INR 5,00,000 - 8,00,000; Full time

Job summary

A leading financial institution in New Delhi is seeking a candidate to manage and expand High Net Worth Customer relationships. The role involves sourcing new customers, cross-selling products, and conducting sales initiatives. Ideal candidates should have relevant experience and demonstrate strong customer orientation and high energy. Certification in AMFI or IRDA is preferred.

Qualifications

• 3-5 years of experience for Graduates.
• 2-3 years of experience for Post Graduates.
• AMFI / IRDA certification is preferred.

Responsibilities

• Develops new and expands existing High Net Worth Customer relationships.
• Sources new bank customers through external efforts.
• Cross sells bank products to existing customers.
• Informs customers of new products or enhancements.
• Plans and conducts sales initiatives and events.

Skills

Customer orientation

High energy and drive

Sales skills

Education

Graduate degree

Post Graduate degree

Job description

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