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

📌 Sr. Relationship Manager-Affluent-AFFLUENT-Relationship Manager (India)
🏢 Kotak
📍 India