Kotak Mahindra Bank Limited

Relationship Manager - Branch Banking

Kotak Mahindra Bank Limited
Tirunelveli
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 3 yearsMin. 3 years

Job Description

Next Gen Relationship Manager-BRANCH BANKING-Relationship Management

The Next Gen Relationship Manager will play a crucial role in Kotak Mahindra Bank's Branch Banking department, focusing on building and managing relationships with high-value customers, offering tailored financial solutions, and driving business growth.

 

We are seeking a dynamic and client-centric professional to join our team as a Next Gen Relationship Manager. In this role, you will be responsible for developing and maintaining strong relationships with our valued customers, understanding their unique financial needs, and providing them with customized solutions. Your expertise will contribute to the bank's overall success and growth.

 

Responsibilities
  • Build and nurture long-term relationships with high-net-worth individuals and businesses.
  • Understand client needs and offer tailored financial products and services.
  • Achieve individual and team sales targets through proactive client engagement.
  • Stay updated on market trends and competitor offerings to provide competitive solutions.
  • Collaborate with internal teams to ensure seamless delivery of services.
  • Conduct regular client meetings and provide periodic performance reports.
  • Identify cross-selling opportunities and refer clients to other bank departments.
  • Ensure compliance with all regulatory and internal policies.
  • Maintain accurate records and documentation for all client interactions.
Qualifications
  • Bachelor's degree in Finance, Business, or a related field.
  • 3-5 years of experience in relationship management or a similar role.
  • Strong knowledge of banking products and services, especially in the high-net-worth segment.
  • Excellent communication and interpersonal skills, with a client-centric approach.
  • Ability to build trust and rapport with clients and internal stakeholders.
  • Analytical skills to interpret financial data and make informed recommendations.
  • Proficiency in using CRM systems and other relevant software.
  • Flexibility to work extended hours as needed, including occasional weekends.
  • Willingness to travel for client meetings and conferences.
  • A self-starter with a results-driven mindset and a passion for sales.

Experience Level

Mid Level

Job role

Work location
Work locationTirunelveli, Tamil Nadu, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking/Loan Sales
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 3 years

About company

Name
NameKotak Mahindra Bank Limited
Job posted by Kotak Mahindra Bank Limited

Similar jobs you can apply for

Retail / Counter Sales
JJ WORKFORCE

Gold Loan Manager

JJ WORKFORCE
Tirunelveli
₹18,000 - ₹37,000*
Field Job
Full Time
Any experience
Basic English
Right Advisors Private Limited

Business Associate Trainee (Marketing Research & Sales)

Right Advisors Private Limited
Tirunelveli
₹34,000 - ₹35,000
Field Job
Full Time
Any experience
Basic English
Phonepe

Business Development Executive

Phonepe
Tirunelveli
₹15,000 - ₹22,500*
Field Job
Full Time
Min. 6 months
Basic English
Muthoot Fincorp Limited

Business Development Executive

Muthoot Fincorp Limited
Tirunelveli
₹15,000 - ₹24,000
Field Job
Full Time
Any experience
No English Required
Onetm Care Services Private Limited

Sales Team Leader

Onetm Care Services Private Limited
Tirunelveli
₹15,000 - ₹25,000*
Field Job
Full Time
Min. 2 years
Basic English
HDB Financial Services Limited

Urgent Hiring For 12th/Diploma/Degree Passed Students

HDB Financial Services Limited
Tirunelveli
₹13,000 - ₹22,000*
Work from Office
Full Time
Any experience
No English Required