Elite Relationship Manager-Household-BRANCH BANKING-Branch Banking

Kotak Mahindra Bank

5 - 10 years

Pune

Posted: 3/18/2025

Job Description

Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. 
 Ensures high levels of customer service orientation and application of bank policy. 
 Cross sells existing bank products to 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. 
 Tracks customer complaints/queries and turnaround times for customer satisfaction 
 
Job Requirements 
  
  
 Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 
 Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc 
 Understanding of MF and Insurance an added advantage Customer orientation, 
 High energy and drive. 
 Go getter attitude. 
 Self-motivated with a passion to achieve. 

 

 

About Company

Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.

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