Relationship Manager - High Net Worth Clients

Kotak Mahindra Bank

Varanasi

Not disclosed

Work from Office

Full Time

Min. 4 years

Job Details

Job Description

Relationship Manager - Privy League-PRIORITY-Regional sales

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 Level

Job role

Work location

Varanasi, Uttar Pradesh, India

Department

Banking / Insurance / Financial Services

Role / Category

Life Insurance

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 4 years

About company

Name

Kotak Mahindra Bank

Job posted by Kotak Mahindra Bank

This job has expired