Relationship Manager - Affluent-AFFLUENT-Relationship Manager

Kotak Mahindra Bank; Jaipur; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank in Jaipur, Rajasthan is seeking a relationship professional to develop and expand high-net-worth liabilities by sourcing new customers and cross-selling bank products. You will maintain excellent service standards, inform clients about product enhancements, plan targeted sales initiatives, and coordinate with group companies for seamless access to services.

The role requires a graduate (or postgraduate) with AMFI/IRDA certifications and 4–6 years (or 2–4 years postgraduate)

Qualifications

• Develops and maintains banking relationships with a select group of high net worth customers.
• Performs MIS generation and keeps relationship records up to date.
• Works in compliance with AMFI/IRDA regulations and internal policies.

Responsibilities

• Develop and expand high-net-worth liabilities relationships by sourcing new customers.
• Cross-sell bank products to existing clients and inform them about product enhancements.
• Plan and execute targeted sales initiatives and events for prospective and existing clients.
• Coordinate with group companies to provide seamless access to other products and maintain complete relationship records.

Skills

Relationship management

Sales

Customer service

MIS reporting

Education

Graduate

Postgraduate

AMFI/IRDA certification

Tools

MS Excel

Job description

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