CHENNAI · FULLTIME
Banking Relationship Manager

Planet Solutions
Chennai · onsite · Posted 12d ago
Sourced from
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Section · 01
About this role
We are seeking a dedicated Banking Relationship Manager to join our team in Tamil Nadu. The ideal candidate will be responsible for managing customer relationships and promoting our banking products, specifically focusing on CASA (Current Account and Savings Account) offerings. This role is crucial in ensuring customer satisfaction and retention while driving sales growth in our banking services. Key Responsibilities: - Develop and maintain strong relationships with clients to understand their banking needs and provide tailored solutions. - Promote and sell CASA products to new and existing customers, ensuring they are aware of the benefits and features. - Conduct regular follow-ups with clients to ensure satisfaction and address any concerns or queries. - Collaborate with other departments to ensure seamless service delivery and customer experience. - Stay updated on banking regulations and market trends to provide informed advice to clients. - Achieve sales targets and contribute to the overall growth of the banking division. Required Skills: - Strong understanding of CASA products, including current and savings accounts. - Excellent communication and interpersonal skills to build rapport with clients. - Ability to analyze customer needs and provide appropriate banking solutions. - Proficiency in customer relationship management and sales techniques. - Knowledge of banking regulations and compliance standards. If you are passionate about banking and have a knack for building relationships, we encourage you to apply for this exciting opportunity to make a significant impact in our organization.
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Section · 02
Skills
crmbanking regulationsSales Techniquescompliance standardsCASA products
Section · Company
About Planet Solutions

Planet Solutions
11-50
employees
2004
22 years old
Bhubaneswar, Odisha
India
₹2.2L PA avg
Avg at Planet Solutions
About
Kotak Mahindra Bank is one of India’s leading private sector banks, offering a wide range of financial services including retail banking, corporate banking, wealth management, and investment banking, with a strong focus on solutions and innovation.
Employee ratings
10 reviews
4.1/ 5
Culture
4.1
Career growth
3.4
Work-life
4.4
Employees rate it well for
Work-Life Balance44Company Culture41
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