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Platinum Relationship Manager-Household-BRANCH BANKING-Branch Banking at Kotak Mahindra Bank

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

14 May, 26

Salary

0.0

Posted On

13 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, High Net Worth Customer Service, Liability Development, Commercial Assets, Cross Selling, Product Knowledge, Sales Initiatives, Customer Satisfaction, Customer Orientation, High Energy, Drive, Self-Motivated, Commercial Assets Knowledge, Export Finance

Industry

Banking

Description

JD: PRM- HH Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further 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 Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Responsibilities

The Platinum Relationship Manager develops new and expands existing High Net Worth Customer relationships for liabilities and commercial assets while ensuring high levels of customer service and adherence to bank policy. This role involves cross-selling existing products, informing customers of new offerings, planning sales initiatives, and maintaining complete customer relationship records.