Relationship Manager-Business Banking-Affluent-Priority-Regional sales
Kotak Mahindra Bank
4 - 6 years
Chennai
Posted: 02/10/2025
Job Description
Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of 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 product s - Maintains complete relationship record for assigned customer accounts Job Requirement: - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services - MIS generation - Graduate - 4 -6 years of experience AMFI / IRDA - Post Graduate - 2 - 4 years of experience AMFI / IRDA
Responsibilities: Acquire and expand relationships with HNI clients through strategic profiling and personalized engagement. Generate business across liabilities, assets, and fee-based products to enhance relationship value and revenue. Formulate and implement sales plans to onboard new HNI customers and grow the client base. Conduct regular portfolio reviews and present investment solutions tailored to client needs. Maintain consistent client contact through weekly/monthly calls and meetings. Resolve client queries within defined turnaround times (TAT) to ensure satisfaction. Ensure high standards of customer service and adherence to bank policies and regulatory guidelines. Educate clients on new products and enhancements to deepen banking relationships. Plan and execute special sales initiatives and client engagement events. Maintain complete and up-to-date relationship records for all assigned customer accounts. Collaborate with product managers and group companies to offer integrated financial solutions. Stay informed about market trends, competitor strategies, and regulatory updates.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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