Elite Relationship Manager

Kotak Mahindra Bank

3 - 6 years

4 - 8 Lacs

Noida Ghaziabad

Posted:23 hours ago| Platform:

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Skills Required

Relationship Management Retail Banking Portfolio Management Mutual Funds Premier Banking Life Insurance Cross Selling Retail Liabilities Third Party Products HNI Client Handling General Insurance CASA Asset Management POS Machine Preferred Banking Branch Banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Elite Relationship Manager

Grade: Manager (M3)

Desired Candidate Profile:

Mandatory BFSI/Banking Experience:
Candidates must have at least 4 years of experience as a Relationship Manager or in an equivalent role.
Age Limit
: Applicants should be 35 years or less.
Educational Qualifications: Graduate from any UGC recognized university
Proven experience in developing and maintaining banking relationships with HNI customers.
Strong understanding of Trade and Forex, Current Accounts (CA), and Commercial Assets such as Cash Credit (CC), Overdraft (OD), Term Loans (TL), and Export Finance.
Knowledge of Mutual Funds (MF) and Insurance is an added advantage.
Customer-oriented with high energy levels and a strong drive to succeed.

Key Responsibilities:

Develop and expand relationships with HNI customers for liabilities and commercial assets.
Ensure high levels of customer service orientation and adherence to bank policies.
Cross-sell existing bank products to customers.
Inform customers of new products or product enhancements to further expand the banking relationship.
Plan and conduct special sales initiatives and events for prospective and existing clients.
Coordinate with other group companies to provide seamless access to additional products.
Maintain complete relationship records for assigned customer accounts.
Track customer complaints/queries and ensure timely resolution for customer satisfaction.

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