Job role

- Develops current and expands existing High Net worth Customer relationships for liabilities and commercial assets.

- Ensures high levels of customer service orientation and application of bank policy.

- Cross sells existing bank products to 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.

- Tracks customer complaints/queries and turnaround times for customer satisfaction

Job Requirements

- 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 etc

- Understanding of MF and Insurance an added advantage Customer orientation,

- High energy and drive.

- Go getter attitude.

- Self motivated with a passion to achieve.

📌 Elite Relationship Manager - BRANCH BANKING - Branch Banking (Morbi)
🏢 Kotak Mahindra Bank
📍 Morbi