Investment Relationship Manager-BRANCH BANKING-Branch Banking
Kotak Mahindra Bank
3 - 5 years
Ahmedabad
Posted: 3/18/2025
Job Description
Investment Relationship Manager
KRAs:
- Developing and managing banking relationships with a select group of customers who are part of the portfolio mapped for their Financial Planning, Insurance and Investment Requirements.
- Ensures high levels of customer service orientation and application of bank policy.
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Plansand conducts special sales initiatives andevents for prospective and existing clients.
- Coordinates with other group companies to provide seamless accessto other products.
- Maintains complete relationship record for assigned customer accounts.
- Tracks customer complaints/queries and turnaround times for customer satisfaction.
Desired Candidate Profile:
- Product Knowledge in LI, GI and Mutual Fund Products.
- IRDA and AMFI Certification Employees will be preferred
- Graduate : 3 -5 years of experience
- Post Graduate : 2 -3 years of experience
- Customer orientation
- High energy levels with a motive to succeed
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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