Walkin Interview for Elite Relationship @ Max Life Insurance

Job Description

Dear Aspirant,

We at Kotak Mahindra Bank are looking for dynamic sales professionals for Elite Relationship Manager & Platinum Relationship Manager role.

Kindly Mention Shine.com on the top of cv/resume.

INTERESTED CANDIDATES CAN MEET US AT THE BELOW MENTIONED ADDRESS:

VENUE: 7th Floor, Venus Amadeus, Jodhpur Cross Road, Satellite, Ahmedabad, Gujarat

Date: 22nd Aug, 2023

TIME: 12 PM to 4 PM

JOB ROLE : Elite Relationship Manager

KRAs:

• Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
• 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 branch customers, which are mapped Informs customers of new products or product enhancements further to 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

Desired Candidate Profile:

• 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
• Understanding of Mutual Funds and Insurance is an added advantage
• Graduate 4 - 6 years of experience
• Post Graduate - 2 -4 years of experience
• Customer orientation High energy levels with a motive to succeed

JOB ROLE : Platinum Relationship Manager

KRAs:

• Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 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 branch customers, which are mapped Informs customers of new products or product enhancements further to 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

Desired Candidate Profile:

• 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
• Understanding of Mutual Funds and Insurance is an added advantage
• Graduate 6 - 8 years of experience
• Post Graduate 4 - 6 years of experience
• Customer orientation High energy levels with a motive to succeed

Regards,

Team HR

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Keyskills:   relationship management casa sales direct sales mutual funds field sales banking sales cross selling outside sales relationship manager