Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management

Platinum Relationship Manager – Branch Banking

1. Develops new and expands existing High Net worth Customer relationships for liabilities 
2. Ensures high levels of customer service orientation and application of bank policy. 
3. Cross sells existing bank products to customers. 
4. Informs customers of new products or product enhancements to further expand the banking relationship. 
5. Plans and conducts special sales initiatives and events for prospective and existing clients. 
6. Coordinates with other group companies to provide seamless access to other products. 
7. Maintains complete relationship record for assigned customer accounts. 
8. Tracks customer complaints/queries and turnaround times for customer satisfaction 

1. 4 to 5 years work experience 
2. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 
3. Very good understanding of Trade and Forex. 
4. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc 
5. Understanding of MF and Insurance an added advantage Customer orientation, 
6. High energy and drive. 
7. Go getter attitude. 
8. Self motivated with a passion to achieve. 

If you wish to apply for this job position, please fill your details in the Kotak Fast Track Application Form and mail to

Please mention the following in the subject line as ‘”Position Name” –“Your Name” – “Your Current Business Group”