Senior Relationship Manager - High Net Worth Customers
Kotak Mahindra Bank Limited
Work from Office
Full Time
Min. 4 yearsJob Description
Sr. Relationship Manager-Affluent-AFFLUENT-Relationship Manager
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 - 4 -6 years of experience AMFI / IRDA - Post Graduate - 2 - 4 years of experience AMFI / IRDA
Experience Level
Senior LevelJob role
Job requirements
About company
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