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Kotak Mahindra Bank Limited

Senior Relationship Manager - Privy League-PRIORITY-Regional sales

Early Applicant
  • 10 days ago
  • Be among the first 50 applicants
Exp: 4-6 Years

Banking/Accounting/Financial Services

(estd)

Job Description

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

Date Posted: 18/11/2024

Job ID: 100719293

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About Company

Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It offers banking products and financial services for corporate and retail customers in the areas of personal finance, investment banking, life insurance, and wealth management.

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