Walk-in | Platinum Relationship Manager

Kotak Mahindra Bank; Navi Mumbai; On-site; INR 800,000 - 1,600,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Platinum Relationship Manager - Branch Banking to deepen relationships with high net worth customers. The role focuses on expanding liabilities and commercial assets, sourcing new clients, and delivering superior service within branch networks.

You will cross-sell products, coordinate with other groups, and maintain detailed relationship records. A strong background in Trade, Forex, and commercial lending is preferred, with graduate/postgraduate experience in

Qualifications

• Develop and maintain banking relationships with high net worth customers.
• Strong knowledge of Trade and Forex and CA.
• Strong understanding of Commercial Assets such as CC, OD, TL, Export Finance.
• Knowledge of Mutual Funds and Insurance is an added advantage.
• Graduate with 6–8 years or Post Graduate with 4–6 years of experience.

Responsibilities

• Develops new and expands high net worth customer relationships for liabilities and commercial assets.
• Sources new bank customers through external channels and acquisition.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross-sells bank products to existing branch customers, mapped to them.
• Informs customers of new products or product enhancements to expand the relationship.

Skills

Relationship management

Customer service

Cross-selling

High net worth experience

Education

Graduate

Postgraduate

Job description

Platinum Relationship Manager - Branch Banking

KRAs:

• 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 6 - 8 years of experience
• Post Graduate 4 - 6 years of experience
• Customer orientation
• High energy levels with a motive to succeed