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Platinum Relationship Manager-Business Banking-BRANCH BANKING-Branch Bankin at Kotak Mahindra Bank
, delhi, India -
Full Time

Start Date

Immediate

Expiry Date

29 Dec, 25

Salary

0.0

Posted On

30 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Orientation, High Net Worth Customer Relationships, Trade and Forex, Commercial Assets, Cross-Selling, Customer Service, Sales Initiatives, Relationship Management, Customer Complaints Handling, Bank Products Knowledge, Event Planning, Team Coordination, Account Management, Product Knowledge, Insurance Understanding, Mutual Funds Understanding

Industry

Banking

Description
Platinum Relationship Manager – Business 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
Responsibilities
The Platinum Relationship Manager is responsible for developing and expanding relationships with high net worth customers, focusing on liabilities and commercial assets. This role includes sourcing new customers, ensuring high levels of service, and cross-selling bank products.