Platinum Relationship Manager /Sr Manager
- Kotak Mahindra Bank
- 4 - 9 years
- Mumbai
- 18 days ago
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Job Description
KRAs:
Relationship building with existing high-net-worth customers and cross-selling banking products.
Sources new bank customers through external individual efforts and acquisition channels
Ensures high levels of customer service orientation.
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
Desired Candidate Profile:
Developing and maintaining banking relationships with a select group of high-net-worth individual customers through individualised customer service.
The candidate should have prior banking experience and have managed a portfolio.
- Good understanding of Commercial Assets like CC, OD, TL, ETC.
Understanding of Mutual Funds and Insurance is an added advantage
Graduate 4 -9 years of experience
Customer orientation
High energy levels with a motive to succeed
AGE:
1. Max 36 years
PERKS & BENEFITS:
* CTC Upto 11.5 Lacs + Best in industry incentives + Home Loan Benefits.
Job Classification
Industry: BankingFunctional Area / Department: BFSI, Investments & TradingRole Category: Banking OperationsRole: Relationship ManagerEmployement Type: Full timeContact Details:
Company: Kotak Mahindra BankLocation(s): Mumbai
Keyskills: Wealth Management Hni Portfolio Portfolio Management Relationship Management HNI Client Handling Excellent Verbal And Written Communication Skills Mutual Funds Private Banking Ultra Hni PMS Client Relationship
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