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Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank

, , -

Full Time

Start Date

Immediate

Expiry Date

19 Dec, 25

Salary

0.0

Posted On

20 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Sales, Relationship Management, High Net Worth Individuals, Trade, Forex, Commercial Assets, Export Finance, Mutual Funds, Insurance, Customer Orientation, Self Motivation, High Energy, Go Getter Attitude, Portfolio Management

Industry

Banking

Description

Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager 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 4 to 5 years work experience, At least 1-2 HNI Relationship or Portfolio Handling. 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. 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. Ensures high levels of customer service and cross-sells bank products to enhance customer relationships.