Relationship Manager - HF_HOUSING FINANCE_0412_1459_1034573

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

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager - HF to develop and expand High Net Worth customer relationships for liabilities (CA driven) and commercial assets. You will source new customers through external efforts and acquisition channels, ensure excellent service, and cross-sell products to existing clients.

You will also drive sales initiatives, coordinate with other group companies, and maintain complete relationship records.

Qualifications

• Developing and maintaining banking relationships with a select group of high net worth customers.
• Strong knowledge of Trade and Forex & CA.
• Good understanding of Commercial Assets like CC, OD, TL, Export Finance.
• Knowledge of Mutual Funds and Insurance is an added advantage.
• Graduate/Postgraduate experience as stated in ad.

Responsibilities

• Sources new bank customers through external efforts and acquisition channel.
• Ensures high levels of customer service orientation and adherence to bank policy.
• Cross-sells bank products to existing branch customers.
• Informs customers of new products or enhancements to grow relationships.
• Plans and conducts sales initiatives and events for clients.
• Coordinates with group companies for access to other products.
• Maintains complete relationship records for assigned accounts.
• Tracks complaints/queries and turnaround times for satisfaction.

Skills

Relationship mgmt

HNW clients

Cross-selling

Trade & Forex

Commercial assets

Education

Graduate degree

Postgraduate degree

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