Platinum Relationship Manager

Kotak Mahindra Bank

Mohali

Not disclosed

Work from Office

Full Time

Min. 5 years

Job Details

Job Description

Platinum Relationship Manager-Household-BRANCH BANKING-Branch Banking

Platinum Relationship Manager - Household/Business Banking

Job Role:

  • Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. 
  • Ensures high levels of customer service orientation and application of bank policy.
  • Cross sells existing bank products to 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. 
  • Tracks customer complaints/queries and turnaround times for customer satisfaction 

 

Job Requirements:

  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  • Very good understanding of Trade and Forex & CA.
  • Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc
  • Understanding of MF and Insurance an added advantage Customer orientation,
  • High energy and drive.
  • Go getter attitude.
  • Self-motivated with a passion to achieve.

Job role

Work location

Mohali, 0254-Mohali-SCF 13-Phase 3B2-SAS Nagar-Br-PJB, Basement, Ground and First Floor, SCF - 13, Phase 3B2, SAS Nagar, Mohali, Punjab, India

Department

Banking / Insurance / Financial Services

Role / Category

Life Insurance

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 5 years

About company

Name

Kotak Mahindra Bank

Job posted by Kotak Mahindra Bank

This job has expired