Platinum Relationship Manager|Business Banking|BRANCH BANKING|Branch Banking

Kotak Mahindra


Platinum Relationship Manager-Household-BRANCH BANKING-Branch Banking
Kotak Mahindra • West Bengal • via Indeed
17 hours ago
Full–time
No Degree Mentioned
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Job description
JD: PRM- HH

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

Job Requirements

Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
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 and drive.
Go getter attitude.
Self-motivated with a passion to achieve.
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Kotak Mahindra


Platinum Relationship Manager-Business Banking-BRANCH BANKING-Branch Banking
Kotak Mahindra • West Bengal • via Indeed
23 hours ago
Full–time
Apply on Indeed
Job description
Platinum Relationship Manager –Household–BRANCH BANKING-Branch Banking JOB DESCRIPTION

Platinum Relationship Manager
KRAs:
• Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets
• Sources new bank customers through external individual efforts and acquisition channel
• Ensures high levels of customer service orientation and application of bank policy.
• Cross-sells bank products to existing set of branch customers, which are mapped
• Informs customers of new products or product enhancements further to 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 Commercial Assets like CC, OD, TL, Export Finance · Understanding of Mutual Funds and Insurance is an added advantage
• Graduate 6 - 8 years of experience
• Post Graduate 4 - 6 years of experience
• Customer orientation
• High energy levels with a motive to succeed