Relationship Manager - Affluent_AFFLUENT_0411_6406_1022417

Kotak Mahindra Bank; Raipur; Presencial; INR 550 000 - 900 000; Tempo integral

Resumo da oferta

Kotak Mahindra Bank in Raipur seeks an experienced professional to manage affluent client relationships and deliver personalized banking services. You will generate MIS reports and ensure compliance with regulatory standards while coordinating with investment desks for smooth account openings.

The role requires strong communication, courtesy, and a proactive service mindset to engage high net worth clients and resolve issues within the defined time frames.

Qualificações

• Strong written and spoken English and customer-facing communication.
• Experience in developing and maintaining relationships with high net worth clients.
• Understanding of banking norms and processes.
• Proactive and courteous service orientation.

Responsabilidades

• Handle personalized service requests of Affluent customers.
• Generate timely business MIS and ensure regulatory compliance for Affluent customers.
• Coordinate with CPC/RPC/Investment desks for account openings.
• Manage complaints and resolve within the specified TAT.
• Meet Affluent key customers in person for profiling and service activations.

Conhecimentos

Communication skills

Customer relations

Excel knowledge

Banking norms

Ferramentas

Microsoft Excel

Descrição da oferta de emprego

Job Description:

Description

• Handling personalized service requests of Affluent customers.
• Generation of timely business MIS. Ensuring strict adherence to regulatory and internal approved prescribed requirements for Affluent customer segment.
• Coordination with CPC/RPC/Investment desks for account opening of Affluent customers.
• Managing complaints of Affluent customers and ensuring their resolution within TAT
• Meeting Affluent Key customers in person for Customer Profiling and Service Hook activations

Job Requirement

• Excellent written and oral communication skills Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite Good Knowledge of Microsoft Excel Understanding of banking norms and processes.