Sign up with

Already have an account? Log in here

Need some help?
Talk to us at +91 7670800001

Senior Relationship Manager - Privy League-PRIORITY-Regional sales at Kotak Mahindra Bank

Delhi, delhi, India -

Full Time

Start Date

Immediate

Expiry Date

26 May, 26

Salary

0.0

Posted On

25 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Sourcing, Customer Service, Cross Selling, Sales Initiatives, Account Maintenance, MIS Generation, AMFI, IRDA

Industry

Banking

Description

Role: · Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers · 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 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 Job Requirement: · Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services · MIS generation · Graduate/ Post Graduate – 4 plus years of experience AMFI / IRDA

Responsibilities

The role focuses on developing and expanding relationships with High Net Worth (HNW) Category-A priority customers for liabilities through external sourcing and acquisition channels. Responsibilities also include cross-selling bank products, informing customers of enhancements, planning sales events, and maintaining complete customer account records.