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    Job · 22476869

    Kotak Securities logo

    Relationship Manager - HF_HOUSING FINANCE_0412_1246_1100185

    Kotak Securities · Not specified · onsite · Posted 1d ago

    Not disclosedFresherfulltimeSourced fromFoundit

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

    About this role

    Develops new and expands existing High Net worth Customer relationships for liabilities (CA 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 Trade and Forex & CA.

    . Very good understanding of Commercial Assets like CC, OD, TL, Export Finance

    . Understanding of Mutual Funds and Insurance is an added advantage

    . Graduate 4 - 6 years of experience

    . Post Graduate - 2 -4 years of experience

    . Customer orientation

    . High energy levels with a motive to succeed

    Sourced from foundit

    Skills

    TLMutual FundsCcODCommercial AssetsTrade And ForexExport FinanceInsurance

    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

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