Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management
Kotak Mahindra Bank
5 - 10 years
Rajkot
Posted: 14/10/2025
Getting a referral is 5x more effective than applying directly
Job Description
- Develop and execute strategic plans to acquire and retain high-net-worth household clients.
- Build and nurture long-lasting relationships with clients, understanding their unique needs and preferences.
- Offer personalized banking solutions, including wealth management, investment advice, and tailored financial products.
- Ensure exceptional client service by promptly addressing queries and providing timely support.
- Stay updated on market trends, industry regulations, and competitor offerings to provide insightful advice to clients.
- Collaborate with internal teams to deliver seamless cross-selling opportunities and enhance client experiences.
- Conduct regular client reviews and provide periodic performance updates to maintain transparency.
- Identify and mitigate potential risks associated with client relationships, ensuring compliance with bank policies.
- Participate in networking events and industry forums to expand the bank's presence and client base.
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.
Services you might be interested in
Improve Your Resume Today
Boost your chances with professional resume services!
Get expert-reviewed, ATS-optimized resumes tailored for your experience level. Start your journey now.
