Relationship Manager @ Kotak Mahindra Bank

Job Description

We are hiring for Platinum Relationship Manager and Elite Relationship Manager in Branch Banking.

Candidates with banking portfolio management experience are eligible for these roles and can walk in for the interview with updated copy of a resume.

Role & responsibilities

• Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells existing bank products to 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.

Preferred candidate profile

• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Very good understanding of CASA.
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc.
• Understanding of MF and Insurance an added advantage Customer orientation

Candidates with relevant profile to walk in for interview on below address - 

Venue - Kotak Mahindra Bank, 3/7, Prashant Vihar, Sector 14, Rohini, Delhi

Time - 12 to 2:30PM 

Contact Person - Sanju (HR) 

Job Location - West Delhi, North West Delhi and Dwarka. 

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Keyskills:   portfolio management sales wealth management services casa casa sales