Senior Relationship Manager - Privy League-PRIORITY-Regional Sales

Kotak Mahindra Bank; Kolkata District; On-site; INR 900,000 - 1,200,000; Full time

Job summary

Kotak Mahindra Bank in Kolkata is seeking an experienced professional to manage High Net Worth client relationships. The role focuses on liabilities growth, sourcing new customers, and delivering excellent service.

You will cross-sell bank products, inform clients about new offerings, and coordinate sales initiatives, while maintaining complete relationship records and MIS.

Qualifications

• Graduate or postgraduate with 4+ years in banking/financial services.
• AMFI / IRDA certification preferred.
• Proven ability to source and manage HNI clients and cross-sell products.

Responsibilities

• Develop and expand High Net Worth customer liabilities portfolios.
• Source new bank customers and acquire via channels.
• Cross-sell bank products and inform customers of enhancements.
• Plan and conduct sales initiatives and events.
• Maintain complete relationship records and MIS.

Skills

HNI relationship management

Customer acquisition

Cross selling

MIS generation

Education

Graduate or Postgraduate

Tools

CRM software

MIS tools

Job description

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