MUMBAI · FULLTIME
Relationship Manager - HF_HOUSING FINANCE_0412_1459_1086813

Kotak Mahindra Bank Ltd..
Mumbai · onsite · Posted 3d ago
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Section · 01
About this role
Relationship Manager - HF
.
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
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Section · 02
Skills
Section · Company
About Kotak Mahindra Bank

Kotak Mahindra Bank Ltd..
Banking
60.4k+
employees
1985
41 years old
Mumbai, Maharashtra
India
₹7.9L PA avg
Avg at Kotak Mahindra Bank
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