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

Bangalore, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

0.0

Posted On

09 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, High Net Worth Customer Sourcing, External Acquisition, Customer Service, Cross Selling, Product Information, Sales Initiatives, Client Events, Relationship Record Maintenance, MIS Generation

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 (Category A priority) customers for liabilities through external sourcing and acquisition channels. Responsibilities also include cross-selling bank products, informing clients of enhancements, and planning sales initiatives.