Wealth Relationship Manager - Support

Kotak Mahindra Bank

Thane

Not disclosed

Work from Office

Full Time

Min. 2 years

Job Details

Job Description

Sky Affluent VRM-Sky Channel-VRM - Support

  • Strong leadership and team management capabilities.
  • Excellent communication and interpersonal skills.
  • Deep understanding of banking products, investment solutions, and financial services.
  • Ability to drive business growth through strategic planning and execution.
  • Drive relationship enhancement: Ensure team acts as a single point of contact for all client financial needs, including cross-selling and acquiring family accounts.
  • Monitor financial growth: Help team achieve revenue targets by increasing overall book size and wallet share.
  • Oversee product cross-selling: Ensure proactive identification of customer needs and cross-selling of bank products like loans, credit cards, forex, and more.
  • Maintain customer service excellence: Deliver high-quality service to enhance client retention and satisfaction.
  • Ensure compliance: All activities adhere to bank policies, KYC, and AML guidelines.

Graduation 

Experience Level

Executive Level

Job role

Work location

Thane, Maharashtra, India

Department

Banking / Insurance / Financial Services

Role / Category

Banking - Treasury & Forex

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 2 years

About company

Name

Kotak Mahindra Bank

Job posted by Kotak Mahindra Bank

Apply on company website