Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_1459_1084429

Kotak Mahindra Bank; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Mahindra Bank is seeking a dedicated Relationship Manager focused on High Net Worth clients in Mumbai. You will develop and expand liability and commercial asset holdings, while ensuring superior service and adherence to bank policies.

Your role includes cross-selling products and coordinating with group companies to deliver seamless solutions. You will plan targeted sales initiatives, maintain comprehensive client records, and monitor complaints to improve customer 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

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