Job Description
Location
Thane, Maharashtra
Full job description
JD – “RM – Global Indian”
Department
CEC (SKY Branch)
Location
Thane and Hyderabad
Number of Positions
Reporting Relationships
Position Grade
M1 to M5
Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group
Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
Acquire new affluent clients and increase the customer base
Work closely with other businesses to provide NRI customers with seamless access to NR products
Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
Track customer complaints/queries and ensure a high level of customer satisfaction and provide information about product and service enhancements.
Ensure client engagement at all times though regular connecting via Omni Channel
Ensure adherence to all bank and regulatory processes at all times
Strong communication skills (written and verbal) and interpersonal skills
In depth NR product & process knowledge with mandatory NISM & IRDA certification
Strong numerical-analytical skills and communication skills
Experience in building and maintaining affluent customer relationships
Open to work as per Global time zone
Thane, Maharashtra
Full job description
JD – “RM – Global Indian”
Department
CEC (SKY Branch)
Location
Thane and Hyderabad
Number of Positions
Reporting Relationships
Position Grade
M1 to M5
Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group
Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
Acquire new affluent clients and increase the customer base
Work closely with other businesses to provide NRI customers with seamless access to NR products
Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
Track customer complaints/queries and ensure a high level of customer satisfaction and provide information about product and service enhancements.
Ensure client engagement at all times though regular connecting via Omni Channel
Ensure adherence to all bank and regulatory processes at all times
Strong communication skills (written and verbal) and interpersonal skills
In depth NR product & process knowledge with mandatory NISM & IRDA certification
Strong numerical-analytical skills and communication skills
Experience in building and maintaining affluent customer relationships
Open to work as per Global time zone
💡 Quick Summary
Seeking a career-building opportunity? The RM-Global Indian-Branch Banking-VRM position is now open for candidates interested in the Bank Jobs sector. This role in Thane 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.