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

Warangal, Telangana, India -

Full Time

Start Date

Immediate

Expiry Date

02 Oct, 26

Salary

0.0

Posted On

04 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

HNI Relationship Management, Portfolio Handling, Trade Finance, Forex, Commercial Assets, Cross Selling, Customer Service, Mutual Funds, Insurance, Retail Liabilities

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

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