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Elite Relationship Manager

Published date: 2024/01/17
  • Location: Mumbai, Maharashtra, India
Develops new and expands existing High Net worth Customer relationships for liabilities (SA 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 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
Company Name: Kotak Mahindra Bank Limited

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