Premier Relationship Manager_K3902_NEWREQPOS3027

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

Job summary

Kotak Mahindra Bank Ltd in Ludhiana, Punjab invites an experienced Premier Relationship Manager to acquire and manage HNIs, delivering a superior banking experience through personalized engagement and product offerings.

You will source new customers, deepen existing relationships, cross-sell a wide range of products, and coordinate with internal teams to provide integrated financial solutions while maintaining complete client records and achieving sales targets.

Qualifications

• HNIs relationship management experience preferred.
• Strong customer orientation and proactive communication.
• Ability to source new customers and cross-sell banking products.

Responsibilities

• Acquire new HNI customers and expand existing liabilities.
• 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 for integrated financial solutions.
• Maintain complete relationship records for assigned accounts.
• Track and resolve customer queries within defined turnaround times.
• Ensure consistent customer satisfaction and service excellence.
• Meet defined sales and relationship 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.