Relationship Manager - Branch Banking

Kotak Mahindra Bank Limited; Kanpur; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Kotak Mahindra Bank Limited is seeking a Next Gen Relationship Manager for Branch Banking to cultivate and manage relationships with high-value clients. You will tailor financial solutions, drive business growth, and meet sales targets while coordinating with various bank teams.

The role requires excellent communication, CRM proficiency, and willingness to travel for client meetings and conferences. A mid-level professional with 3–5 years of experience in RM is preferred.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 3–5 years of experience in relationship management or similar role.
• Strong knowledge of banking products, especially high-net-worth.

Responsibilities

• Build and nurture long-term relationships with high-net-worth individuals and businesses.
• Understand client needs and offer tailored financial products and services.
• Achieve individual and team sales targets through proactive client engagement.
• Stay updated on market trends and competitor offerings to provide competitive solutions.
• Collaborate with internal teams to ensure seamless delivery of services.
• Conduct regular client meetings and provide periodic performance reports.
• Identify cross-selling opportunities and refer clients to other bank departments.
• Ensure compliance with regulatory and internal policies.
• Maintain accurate records and documentation for all client interactions.

Skills

Relationship management

Client-centric

Sales

CRM systems

Communication

Education

Bachelor's degree in Finance/Business

Tools

CRM software

Job description

Next Gen Relationship Manager-BRANCH BANKING-Relationship Management

The Next Gen Relationship Manager will play a crucial role in Kotak Mahindra Bank's Branch Banking department, focusing on building and managing relationships with high-value customers, offering tailored financial solutions, and driving business growth. We are seeking a dynamic and client-centric professional to join our team as a Next Gen Relationship Manager. In this role, you will be responsible for developing and maintaining strong relationships with our valued customers, understanding their unique financial needs, and providing them with customized solutions. Your expertise will contribute to the bank's overall success and growth.

Responsibilities

• Build and nurture long-term relationships with high-net-worth individuals and businesses.
• Understand client needs and offer tailored financial products and services.
• Achieve individual and team sales targets through proactive client engagement.
• Stay updated on market trends and competitor offerings to provide competitive solutions.
• Collaborate with internal teams to ensure seamless delivery of services.
• Conduct regular client meetings and provide periodic performance reports.
• Identify cross-selling opportunities and refer clients to other bank departments.
• Ensure compliance with all regulatory and internal policies.
• Maintain accurate records and documentation for all client interactions.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• 3-5 years of experience in relationship management or a similar role.
• Strong knowledge of banking products and services, especially in the high-net-worth segment.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Ability to build trust and rapport with clients and internal stakeholders.
• Analytical skills to interpret financial data and make informed recommendations.
• Proficiency in using CRM systems and other relevant software.
• Flexibility to work extended hours as needed, including occasional weekends.
• Willingness to travel for client meetings and conferences.
• A self-starter with a results-driven mindset and a passion for sales.

Experience Level Mid Level