Description

Platinum Relationship Manager – Business Banking

KRAs

 Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets

 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 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 Trade and Forex & CA  Very good understanding of Commercial Assets like CC, OD, TL, Export Finance  Understanding of Mutual Funds and Insurance is an added advantage

 Graduate 6 - 8 years of experience

 Post Graduate 4 - 6 years of experience

 Customer orientation

 High energy levels with a motive to succeed

📌 Platinum Relationship Manager-Business Banking-BRANCH BANKING-Branch Banking (Pune)
🏢 Kotak Mahindra Bank
📍 Pune