Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_1459_1084429

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

Job summary

Kotak Mahindra Bank is seeking to deepen relationships with High Net Worth clients by expanding liabilities and commercial assets while upholding excellent customer service and adherence to bank policy.

The role involves cross-selling existing products, informing clients about new offerings, planning sales initiatives, coordinating with group companies for seamless access to products, and maintaining detailed relationship records to drive satisfaction.

Responsibilities

• Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells existing bank products to 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.
• Tracks customer complaints/queries and turnaround times for customer satisfaction

Job description

• Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells existing bank products to 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.
• Tracks customer complaints/queries and turnaround times for customer satisfaction