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

, , -

Full Time

Start Date

Immediate

Expiry Date

10 Jan, 26

Salary

0.0

Posted On

12 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, High Net Worth Relationships, Commercial Assets, Cross Selling, Sales Initiatives, Customer Orientation, Self-Motivated, Go Getter Attitude, Export Finance, Insurance, Mutual Funds, Relationship Management, Customer Satisfaction, Bank Policy, Client Coordination, Turnaround Time

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

Develops and expands relationships with high net worth customers for liabilities and commercial assets while ensuring high levels of customer service. Plans and conducts sales initiatives and coordinates with other group companies to provide seamless access to products.