Sign up with

Already have an account? Log in here

Need some help?
Talk to us at +91 7670800001

Sr. Relationship Manager-Affluent-AFFLUENT-Relationship Manager at Kotak Mahindra Bank

, haryana, India -

Full Time

Start Date

Immediate

Expiry Date

16 Jan, 26

Salary

0.0

Posted On

18 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Orientation, High Energy, Drive, Sales Initiatives, Relationship Management, Cross Selling, Customer Satisfaction, Bank Products, High Net Worth, Account Management, Complaint Tracking, Product Knowledge, Networking, Event Planning, Team Coordination, AMFI Certification

Industry

Banking

Description

JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 JOB REQUIREMENT: Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

Responsibilities

The role involves developing new and expanding existing relationships with high net worth customers by sourcing new clients and cross-selling bank products. Additionally, the manager will plan and conduct sales initiatives and maintain complete relationship records for assigned customer accounts.