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Platinum Relationship Manager @ Kotak Mahindra Bank

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 Platinum Relationship Manager

Job Description


  1. Develops new and expands existing High Net worth Customer relationships for liabilities
  2. Ensures high levels of customer service orientation and application of bank policy.
  3. Cross sells existing bank products to customers.
  4. Informs customers of new products or product enhancements to further expand the banking relationship.
  5. Plans and conducts special sales initiatives and events for prospective and existing clients.
  6. Coordinates with other group companies to provide seamless access to other products.
  7. Maintains complete relationship record for assigned customer accounts.
  8. Tracks customer complaints/queries and turnaround times for customer satisfaction
  1. 4 to 5 years work experience
  2. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  3. Very good understanding of Trade and Forex.
  4. Very good understanding of Commercial Assets like CC, OD, TL, Export Fice etc
  5. Understanding of MF and Insurance an added advantage Customer orientation,
  6. High energy and drive.
  7. Go getter attitude.
  8. Self motivated with a passion to achieve.

Job Classification

Industry: Banking
Functional Area / Department: Sales & Business Development
Role Category: Enterprise & B2B Sales
Role: Branch Sales Manager (B2B)
Employement Type: Full time

Contact Details:

Company: Kotak Mahindra Bank
Location(s): Visakhapatnam

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Keyskills:   Relationship management Forex Customer service orientation Branch banking Customer satisfaction Relationship Branch Manager Export finance Customer service Customer complaints

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Kotak Mahindra Bank

IndiaMART is India?s largest online B2B marketplace, connecting buyers with suppliers. With a 60% market share of the online B2B Classified space in India, the channel focuses on providing a platform to Small & Medium Enterprises (SMEs), Large Enterprises as well as individual...