Relationship Manager - HF_HOUSING FINANCE_0412_1461_1095604

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

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager - HF to deepen high net worth client relationships, drive liabilities and commercial assets, and cross-sell bank products. The role involves acquiring new customers through branch and external channels while maintaining exceptional service and policy compliance.

Requirements include Graduate 4-6 years or Post Graduate 2-4 years, strong knowledge of trade, forex and CA, plus expertise in commercial assets such as CC, OD, TL and Export Finance,

Qualifications

• Graduate 4 - 6 years of experience
• Post Graduate - 2 -4 years of experience
• Very good understanding of Trade and Forex & CA
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
• Customer orientation
• High energy levels with a motive to succeed

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.
• Tracks customer complaints/queries and turnaround times for customer satisfaction

Job description

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:

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