Next Gen Relationship Manager-BRANCH BANKING-Relationship Management at Kotak Mahindra Bank

Sangli, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

22 May, 26

Salary

0.0

Posted On

21 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Client-Centric Approach, Financial Solutions, Sales Targets, Cross-Selling, Market Trends Analysis, Communication, Interpersonal Skills, Trust Building, Rapport Building, Analytical Skills, CRM Systems Proficiency, Compliance, Documentation, Proactive Client Engagement

Industry

Banking

Description

The Next Gen Relationship Manager will play a crucial role in Kotak Mahindra Bank's Branch Banking department, focusing on building and managing relationships with high-value customers, offering tailored financial solutions, and driving business growth. We are seeking a dynamic and client-centric professional to join our team as a Next Gen Relationship Manager. In this role, you will be responsible for developing and maintaining strong relationships with our valued customers, understanding their unique financial needs, and providing them with customized solutions. Your expertise will contribute to the bank's overall success and growth. Responsibilities Build and nurture long-term relationships with high-net-worth individuals and businesses. Understand client needs and offer tailored financial products and services. Achieve individual and team sales targets through proactive client engagement. Stay updated on market trends and competitor offerings to provide competitive solutions. Collaborate with internal teams to ensure seamless delivery of services. Conduct regular client meetings and provide periodic performance reports. Identify cross-selling opportunities and refer clients to other bank departments. Ensure compliance with all regulatory and internal policies. Maintain accurate records and documentation for all client interactions. Qualifications Bachelor's degree in Finance, Business, or a related field. 3-5 years of experience in relationship management or a similar role. Strong knowledge of banking products and services, especially in the high-net-worth segment. Excellent communication and interpersonal skills, with a client-centric approach. Ability to build trust and rapport with clients and internal stakeholders. Analytical skills to interpret financial data and make informed recommendations. Proficiency in using CRM systems and other relevant software. Flexibility to work extended hours as needed, including occasional weekends. Willingness to travel for client meetings and conferences. A self-starter with a results-driven mindset and a passion for sales.

Responsibilities

The role involves building and nurturing long-term relationships with high-value customers, understanding their financial needs, and providing customized product solutions. Responsibilities also include achieving sales targets, identifying cross-selling opportunities, and ensuring regulatory compliance.