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

Start Date

Immediate

Expiry Date

20 Sep, 26

Salary

0.0

Posted On

22 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Relationship Management, Business Banking, High Net Worth Customer Acquisition, Trade Finance, Forex, Commercial Assets, Current Account Management, Cross-selling, Customer Service, Mutual Funds, Insurance

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
Develop and expand relationships with High Net Worth customers to drive liabilities and commercial assets. Manage customer service, cross-sell bank products, and coordinate with group companies for seamless product access.