Job Description
Job description
Job Summary
We are seeking an experienced Banking and Wealth Management Specialist to join our team at Kotak Mahindra Bank Limited. As a Banking and Wealth Management Specialist, you will be responsible for developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Key Responsibilities:
• Develop new and expand existing High Net worth Customer relationships for liabilities and commercial assets.
• Ensure high levels of customer service orientation and application of bank policy.
• Cross sell existing bank products to customers.
• Inform customers of new products or product enhancements to further expand the banking relationship.
• Plan and conduct special sales initiatives and events for prospective and existing clients.
• Coordinate with other group companies to provide seamless access to other products.
• Maintain complete relationship record for assigned customer accounts.
• Track customer complaints/queries and turnaround times for customer satisfaction.
Desired Candidate Profile:
• Graduate: 6 - 8 years of experience
• Post Graduate: 4 - 6 years of experience
• Age: Up-to 35 Years
• Customer orientation, high energy levels with a motive to succeed
• 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
Job Summary
We are seeking an experienced Banking and Wealth Management Specialist to join our team at Kotak Mahindra Bank Limited. As a Banking and Wealth Management Specialist, you will be responsible for developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Key Responsibilities:
• Develop new and expand existing High Net worth Customer relationships for liabilities and commercial assets.
• Ensure high levels of customer service orientation and application of bank policy.
• Cross sell existing bank products to customers.
• Inform customers of new products or product enhancements to further expand the banking relationship.
• Plan and conduct special sales initiatives and events for prospective and existing clients.
• Coordinate with other group companies to provide seamless access to other products.
• Maintain complete relationship record for assigned customer accounts.
• Track customer complaints/queries and turnaround times for customer satisfaction.
Desired Candidate Profile:
• Graduate: 6 - 8 years of experience
• Post Graduate: 4 - 6 years of experience
• Age: Up-to 35 Years
• Customer orientation, high energy levels with a motive to succeed
• 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
💡 Quick Summary
Seeking a career-building opportunity? The Senior Relationship Development 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.
