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

📌 Senior Relationship Manager (Kolkata)
🏢 Kotak
📍 Kolkata