Relationship Manager - Affluent-AFFLUENT-Relationship Manager

Kotak Mahindra Bank Ltd; Jaipur; On-site; INR 600,000 - 850,000; Full time

Job summary

Kotak Mahindra Bank Ltd in Jaipur seeks an experienced Relationship Manager to build and expand high net worth banking relationships for liabilities by sourcing new accounts and servicing priority clients.

You will cross-sell bank products, inform clients of product enhancements, and plan targeted sales initiatives. The role requires strong customer service orientation, adherence to policy, and MIS generation.

Qualifications

• Experience with high net worth customers and servicing banking needs.
• Experience in MIS generation and reporting.
• AMFI/IRDA certification required at least one level.

Responsibilities

• Develops and expands relationships with high net worth customers.
• Sourcing new bank customers through various channels.
• Cross-sell bank products to existing customers and inform about product enhancements.
• Maintain complete relationship records and provide exceptional service.

Skills

Customer relationship management

Sales skills

Cross-selling

Education

Graduate

Post Graduate

Tools

AMFI

IRDA

Job description

Role: -

• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category
• A priority customers
• Sources new bank customers through external individual efforts and acquisition channel
• Ensures high levels of customer service orientation and application of bank policy
• Cross sells bank products to existing set of Customers
• 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

Job Requirement:

• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
• MIS generation
• Graduate - 4 -6 years of experience AMFI / IRDA
• Post Graduate - 2 - 4 years of experience AMFI / IRDA