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

, , -

Full Time

Start Date

Immediate

Expiry Date

01 Apr, 26

Salary

0.0

Posted On

01 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Client Engagement, Financial Products, Sales Targets, Market Trends, Collaboration, Client Meetings, Cross-Selling, Compliance, Documentation, Communication Skills, Interpersonal Skills, Analytical Skills, CRM Systems, Results-Driven, High-Net-Worth Segment

Industry

Banking

Description

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. 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. 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 Next Gen Relationship Manager will develop and maintain strong relationships with customers, understanding their financial needs and providing customized solutions. This role also involves achieving sales targets and collaborating with internal teams to ensure service delivery.