Relationship Manager

Kotak Mahindra

JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
Sources new bank customers through external individual efforts and acquisition channel.
Cross sells bank products to existing set of Branch customers which are mapped.
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.
Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: Graduate – 3 -5 years of experiencePost Graduate – 2 -3 years of experienceCustomer orientationHigh energy and driveAMFI / IRDA certified is preferredRoleRelationship Manager,Industry TypeBanking,Functional AreaBFSI, Investments & Trading,Employment TypeFull Time, PermanentRole CategoryBanking OperationsEducationUG :Any GraduatePG :Any PostgraduateKey Skillsrelationship managerIRDArelationship managementAFMIbankingcustomer satisfactionCross SellingCustomer OrientationSkills highlighted with ‘‘ are preferred keyskills

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