Relationship Manager

Full time @Kotak Mahindra Bank Limited posted 2 months ago in Life Insurance Email Job

Job Detail

  • Job ID 6061

Job Description

Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

We are seeking a highly motivated and experienced 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 and commercial assets. The ideal candidate will have a strong understanding of trade finance, commercial lending, and investment products, along with a passion for delivering exceptional customer service.
Develop and expand relationships with High Net Worth customers for liabilities and commercial assets
Ensure high levels of customer service and compliance with bank policies
Cross-sell a wide range of banking products to deepen client engagement
Inform 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)

Experience Level

Mid Level

Required skills

Life Insurance

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