Job Description
• Company Overview: Kotak Mahindra Bank Limited is a leading financial institution in India, providing a wide range of banking services to its customers.
As a Senior Relationship Manager, you will be responsible for developing and expanding existing relationships with high net worth individuals by sourcing new liabilities. This involves identifying opportunities to increase revenue through cross-selling bank products and services.
• Job Description:
Key Responsibilities:
• Develops new and expands existing relationships with high net worth individuals by sourcing new liabilities.
• Sources new bank customers through external individual efforts and acquisition channels.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross-sells bank products to existing 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 records for assigned customer accounts.
• Required Skills and Qualifications:
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services.
• MIS generation.
• Graduate/Post Graduate with 4+ years of experience in AMFI/IRDA.
• Benefits: As a Senior Relationship Manager at Kotak Mahindra Bank Limited, you can expect a competitive salary package, opportunities for career growth and development, and a collaborative work environment.
As a Senior Relationship Manager, you will be responsible for developing and expanding existing relationships with high net worth individuals by sourcing new liabilities. This involves identifying opportunities to increase revenue through cross-selling bank products and services.
• Job Description:
Key Responsibilities:
• Develops new and expands existing relationships with high net worth individuals by sourcing new liabilities.
• Sources new bank customers through external individual efforts and acquisition channels.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross-sells bank products to existing 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 records for assigned customer accounts.
• Required Skills and Qualifications:
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services.
• MIS generation.
• Graduate/Post Graduate with 4+ years of experience in AMFI/IRDA.
• Benefits: As a Senior Relationship Manager at Kotak Mahindra Bank Limited, you can expect a competitive salary package, opportunities for career growth and development, and a collaborative work environment.
💡 Quick Summary
Seeking a career-building opportunity? The High Salary: Senior Banking Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
