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

, , -

Full Time

Start Date

Immediate

Expiry Date

01 Apr, 26

Salary

0.0

Posted On

01 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Relationship Management, Sales, High Net Worth Customers, Cross Selling, Customer Service, Banking Products, Relationship Management, MIS Generation, Customer Acquisition, Event Planning, Coordination, Record Keeping, Product Knowledge, Networking, Client Engagement, Financial Services

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 Senior Relationship Manager is responsible for developing and expanding relationships with high net worth customers, ensuring high levels of customer service, and cross-selling bank products. They will also plan and conduct sales initiatives and maintain complete relationship records for assigned accounts.