Relationship Manager - HF_HOUSING FINANCE_0412_1246_1100185
Kotak Securities · Not specified · onsite · Posted 1d ago
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
About Kotak Securities

Kotak Securities
Financial Services
4.6k+
employees
1994
32 years old
Mumbai, Maharashtra
India
₹8.5L PA avg
Avg at Kotak Securities
About
Industries
Employee ratings
10 reviews
Culture
2.8
Career growth
3.0
Work-life
3.7
Employees rate it well for
Find them on