Senior Relationship Manager - Privy League-PRIORITY-Regional sales

Kotak Mahindra Bank Ltd; Kamrup Metropolitan; On-site; INR 550,000 - 750,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking an experienced relationship manager to develop and expand High Net Worth customer relationships for liabilities, sourced through priority clients and acquisition channels. The role emphasizes cross-selling, MIS reporting, and adherence to bank policies, ensuring exceptional service for a select group of clients.

The candidate will maintain thorough relationship records, coordinate with group companies for seamless access to products, and plan targeted sales

Qualifications

• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
• MIS generation
• Graduate/ Post Graduate–4 plus years of experience AMFI / IRDA

Responsibilities

• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers
• 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 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

Skills

Customer relationship management

Sales skills

Communication skills

Education

AMFI / IRDA certification

Job description

Role:

• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers
• 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 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

Job Requirement:

• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
• MIS generation
• Graduate/ Post Graduate–4 plus years of experience AMFI / IRDA