Sky Branch - RM-Sky Channel-Branch Omni at Kotak Mahindra Bank

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Full Time

Start Date

Immediate

Expiry Date

04 Apr, 26

Salary

0.0

Posted On

04 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Financial Solutions, Customer Experience, Networking, Financial Needs Analysis, Market Trends, Cross-Selling, Compliance, Team Management, Performance Reviews, Collaboration, Communication, Interpersonal Skills, Analytical Skills, CRM Systems, Sales Targets

Industry

Banking

Description

Kotak Mahindra Bank Ltd is seeking a Sky Branch - RM-Sky Channel-Branch Omni professional to join our dynamic team. This role is crucial in managing and developing relationships with high-value customers, offering tailored financial solutions, and driving business growth. The Sky Branch - RM-Sky Channel-Branch Omni role is a key position within our bank, focusing on relationship management and delivering an exceptional customer experience. You will be responsible for building and maintaining strong relationships with our high-net-worth clients, understanding their unique financial needs, and providing customized solutions to meet their goals. This role offers an exciting opportunity to work closely with a diverse range of clients and contribute to the bank's success. Develop and execute strategic plans to acquire and retain high-value customers. Build and maintain a robust network of relationships with key individuals and businesses. Conduct in-depth financial needs analysis to offer tailored solutions. Stay updated with market trends and competitor offerings to provide competitive advice. Proactively identify cross-selling opportunities and collaborate with other teams. Ensure compliance with all regulatory and internal policies and procedures. Manage and oversee a team of relationship managers, providing guidance and support. Conduct regular performance reviews and provide feedback to team members. Collaborate with marketing and product development teams to create targeted campaigns. A bachelor's degree in finance, business, or a related field is preferred. Minimum 5 years of experience in relationship management or a similar role. Strong knowledge of banking products and services, especially those catering to high-net-worth individuals. Excellent communication and interpersonal skills, with the ability to build rapport. Proven track record of achieving sales targets and maintaining a high-quality customer experience. Ability to work independently and manage a diverse range of tasks. Proficiency in using CRM systems and other relevant software. Analytical skills to interpret data and make informed decisions. Flexibility to work extended hours when required, including occasional weekends

Responsibilities

The role involves managing and developing relationships with high-value customers and offering tailored financial solutions. Additionally, it includes building a robust network and ensuring compliance with regulatory policies.