Job Description
Elite Relationship Manager
KRAs:
· Develops new and expands existing High Net worth Customer relationships for liabilities 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.
· 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, etc
· Understanding of MF and Insurance an added advantage Customer orientation,
· High energy levels with a motive to succeed
· Graduate : 6 - 8 years of experience
· Post Graduate : 4 - 6 years of experience
· Age: Up-to 35 Year.
CTC - Upto 12 Lakhs.
Grade - Manager/Senior Manager.
Location - Bangalore. Please share your CV's @ bishnupriya.swain@kotak.com
KRAs:
· Develops new and expands existing High Net worth Customer relationships for liabilities 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.
· 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, etc
· Understanding of MF and Insurance an added advantage Customer orientation,
· High energy levels with a motive to succeed
· Graduate : 6 - 8 years of experience
· Post Graduate : 4 - 6 years of experience
· Age: Up-to 35 Year.
CTC - Upto 12 Lakhs.
Grade - Manager/Senior Manager.
Location - Bangalore. Please share your CV's @ bishnupriya.swain@kotak.com
💡 Quick Summary
Seeking a career-building opportunity? The Elite Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.