Relationship Manager_HOUSING FINANCE_0412_1459_1036524_HRR

Kotak Mahindra Bank; Maharashtra; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Kotak Mahindra Bank seeks a Relationship Manager for High Net Worth clients in Maharashtra. You will develop and expand liabilities and commercial asset relationships, source new customers, and cross-sell products while maintaining strong service standards.

The role emphasizes deep product knowledge in trade, forex, mutual funds, and insurance, with a focus on high-energy, customer-centric relationship building.

Qualifications

• Graduate with 4–6 years of experience
• Post Graduate with 2–4 years of experience
• Customer orientation is essential
• High energy and motivation to succeed

Responsibilities

• 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
• 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

Skills

Customer orientation

High energy

Relationship management

Trade & Forex

CA knowledge

Commercial assets

Mutual funds awareness

Insurance awareness

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