Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    2. Job

    Job · 19414001

    Kotak Securities logo

    Next Gen Relationship Manager-BRANCH BANKING-Branch Banking

    Kotak Securities · Pune · onsite · Posted 24d ago

    Not disclosedFresherfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    Elite Relationship Manager-BRANCH BANKING-Branch Banking

    JOB DESCRIPTION

    We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal candidate will have strong financial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service.

    RESPONSIBILITIES

    Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Ensure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products to deepen client engagement Educate clients about new products and enhancements to strengthen relationships Plan and execute targeted sales initiatives and client engagement events Collaborate with group companies to offer integrated financial solutions Maintain detailed records of client interactions and relationship history Monitor and resolve customer complaints and queries within defined turnaround times (TAT)

    Sourced from foundit

    Skills

    Customer ServiceClient EngagementSales initiativesFinancial Acumen

    About Kotak Securities

    Kotak Securities logo

    Kotak Securities

    Financial Services

    4.6k+

    employees

    1994

    32 years old

    Mumbai, Maharashtra

    India

    ₹8.5L PA avg

    Avg at Kotak Securities

    About

    Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.6/ 5

    Culture

    2.8

    Career growth

    3.0

    Work-life

    3.7

    Employees rate it well for

    Work-Life Balance36Overall Company36

    Find them on

    WebsiteLinkedInAmbitionBox reviews

    Next Gen Relationship Manager-BRANCH BANKING-Branch Banking · waiting for your command