Relationship Manager - HF_HOUSING FINANCE_0412_1459_1030954

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

Job summary

Kotak Mahindra Bank in Maharashtra seeks a Relationship Manager - HF to develop and expand high net worth customer relationships focused on liabilities and commercial assets.

You will source new customers, ensure excellent service, cross-sell bank products, and maintain complete relationship records. The role requires proactive communication, strong customer orientation, and good knowledge of Trade, Forex, CA and commercial assets.

Qualifications

• Develops and maintains banking relationships with a select group of high net worth customers through individualized customer service.
• Very good understanding of Trade and Forex & CA.
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
• Understanding of Mutual Funds and Insurance is an added advantage
• Graduate 4 - 6 years of experience
• Post Graduate - 2 -4 years of experience

Responsibilities

• Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
• 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 branch customers, which are mapped
• Informs customers of new products or product enhancements further to 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.

Skills

Trade & Forex

Current Accounts

Commercial Assets

Mutual Funds

Insurance

Customer Orientation

Education

Graduate

Post Graduate

Job description

Relationship Manager - HF

Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets

• 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 branch customers, which are mapped
• Informs customers of new products or product enhancements further to 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 Desired Candidate Profile:
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Very good understanding of Trade and Forex & CA.
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
• Understanding of Mutual Funds and Insurance is an added advantage
• Graduate 4 - 6 years of experience
• Post Graduate - 2 -4 years of experience
• Customer orientation
• High energy levels with a motive to succeed