Premier Relationship Manager_K5046_NEWREQPOS2877

Kotak Mahindra Bank Ltd; Dadri; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Mahindra Bank Ltd. in India seeks a Premier Relationship Manager to acquire and manage High Net Worth Individuals, delivering a superior banking experience through personalized engagement and product offerings.

You will source new customers, deepen relationships, and cross-sell a wide range of banking products, coordinating with internal teams to provide integrated financial solutions and to drive client events and satisfaction.

Qualifications

• Experience in acquiring and managing HNI customers.
• Proven ability to cross-sell banking products.
• Strong customer orientation and consultative approach.

Responsibilities

• Acquire new HNI customers and grow liabilities.
• Source new customers via direct and acquisition channels.
• Cross-sell bank products to mapped branch customers.
• Inform clients about new products and enhancements.
• Plan and execute client events to drive business.
• Coordinate with group companies to offer integrated financial solutions.
• Maintain complete relationship records for all assigned accounts.
• Resolve customer complaints within defined turnaround times.
• Ensure high customer satisfaction and service excellence.
• Meet defined sales targets.

Skills

Relationship Management

Sales & Upselling

Communication Skills

Customer Service

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.