Description

Platinum Relationship Manager – Business Banking
KRAs:
 Develops recent and expands existing High Net worth Customer relationships for liabilities (CA 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 recent 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 valuable 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