Premier Relationship Manager_Digital Banking Kotak 811-Sales_Bangalore

Kotak Mahindra Bank Ltd; Bengaluru; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Mahindra Bank Ltd in Bengaluru is seeking a Premier Relationship Manager for the Kotak 811 Digital Banking team to acquire and manage HNIs, delivering personalized banking experiences and driving product offerings.

You will source new clients, deepen existing relationships, coordinate with internal teams, and plan sales initiatives to grow wallet share while ensuring timely query resolution and service excellence.

Qualifications

• Experience in acquiring and managing HNI clientele.
• Proven ability to cross-sell banking products.
• Strong relationship management and customer service focus.

Responsibilities

• Acquire new HNI customers and deepen existing relationships.
• Source new customers through various channels.
• Cross-sell bank products to mapped branch customers.
• Inform clients about new products and enhancements.
• Plan and execute client events and sales initiatives.
• Coordinate with group companies to offer integrated solutions.
• Maintain complete relationship records for assigned accounts.
• Track and resolve customer queries within defined turnaround times.
• Ensure consistent service excellence and satisfaction.
• Meet defined sales and relationship targets.

Skills

HNI relationship management

Cross-selling

Client engagement

Sales targets achievement

Excellent communication

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.