Senior Relationship Manager - Privy League-PRIORITY-Regional sales
Kotak Mahindra Bank
5 - 10 years
Noida
Posted: 12/6/2024
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 products
· 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/ Post Graduate – 4 plus years of experience AMFI / IRDA
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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