Relationship Manager - Business Banking - Affluent-AFFLUENT-Relationship Manager

Kotak Mahindra Bank; Hyderabad; On-site; INR 500,000 - 1,000,000; Full time

Job summary

Kotak Mahindra Bank in Hyderabad is seeking a dedicated professional to manage and expand relationships with High Net Worth Customers, focusing on liabilities and commercial assets. This role emphasizes customer service, cross-selling products, and ensuring high customer satisfaction.

The ideal candidate will plan and execute sales initiatives, coordinate with group companies, and maintain thorough records to ensure exceptional service delivery and customer engagement.

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