Posted By

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Neena Joshi

Deputy Vice President - HR at Kotak Mahindra Bank

Last Login: 15 May 2024

Job Views:  
1099
Applications:  228
Recruiter Actions:  134

Job Code

1394384

Kotak Mahindra Bank - Relationship Manager - Privy

5 - 18 Years.Chandigarh/Mumbai/Delhi/Kolkata/Chennai/Hyderabad/Patna/Bangalore
Posted 1 month ago
Posted 1 month ago

Role:

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers

- 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 Customers

- Informs customers of new products or product enhancements to further 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

Job Requirement:

- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services

- MIS generation

- Graduate - 4 -6 years of experience AMFI / IRDA

- Post Graduate - 2 - 4 years of experience AMFI / IRDA

Exp min 5 yeas

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Posted By

user_img

Neena Joshi

Deputy Vice President - HR at Kotak Mahindra Bank

Last Login: 15 May 2024

Job Views:  
1099
Applications:  228
Recruiter Actions:  134

Job Code

1394384

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