Walk-In Drive | Platinum Relationship Manager | Noida Sec 16 Location
- Kotak Mahindra Bank
- 5 - 10 years
- Noida, Gurugram
- 7 months ago
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Job Description
Platinum Relationship Manager Key Responsibilities
- Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage).
- Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc.
- Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients.
- Business Development: Acquire new HNI clients through referrals, cold calls, and networking.
- Revenue Focus: Deliver on asset, liability, and investment revenue targets.
Key Skills Needed
- Excellent communication & relationship-building skills.
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
- Strong knowledge of banking products (CASA, investments, loans, insurance, Commercial Assets like CC, OD, TL, Export Finance etc.).
- Ability to handle clients with discretion & professionalism.
- Sales orientation with a customer-first approach.
Eligibility & Experience
- Graduate / MBA preferred.
- Typically 4 - 10 years of banking / wealth management experience.
- Prior experience in handling affluent / HNI customers is a must. Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets
- Understanding of Mutual Funds and Insurance is an added advantage.
Interview Details
Contact Person : Piyush Sharma (Area Manager)
Venue : Kotak Mahindra Bank, Sector 16, Noida, Near Noida 16 Metro Station
Date & Time : 16th Sept Tuesday - 11:00 AM - 2:00 PM
Note : Candidates should carry updated CV and be in formal attire.
Looking forward to meet You!
Thanking You!
Team HR
Kotak Mahindra Bank
Job Classification
Industry: BankingFunctional Area / Department: Sales & Business DevelopmentRole Category: Retail & B2C SalesRole: Retail Banking SalesEmployement Type: Walk-insContact Details:
Company: Kotak Mahindra BankLocation(s): Noida, Gurugram
Keyskills: Portfolio Management Casa Business Development HNI Mutual Funds Cross Selling Retail Liabilities HNI Acquisition HNI Client Handling HNI Sales Fixed Deposits MF Current Account Branch Banking Investment Products
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