Role & responsibilities

Portfolio Management :

Manage and service an assigned portfolio of customers through phone, video, email, and digital channels.

Build long-term relationships with customers by understanding their financial needs and banking requirements.

Conduct regular portfolio reviews and identify opportunities for relationship deepening.

Ensure high levels of customer satisfaction and retention.

* Sales & Revenue Generation

Drive sales of banking products and services including:
Savings and Current Accounts
Fixed Deposits and Recurring Deposits
Mutual Funds
Insurance Products
Credit Cards
Personal Loans
Home Loans
Wealth & Investment Products
Forex and Trade Services (where applicable)

Achieve monthly, quarterly, and annual sales targets.





Generate incremental revenue through cross-sell and upsell prospects within the customer portfolio.

Acquire product referrals and convert leads into business opportunities.

Preferred candidate profile
Graduate with 1 -3 years of experience
Communication skills Verbal & Written
Flair for Sales
Valuable listening skills and strong communication abilities.
Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity
Team Player, team-oriented Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

📌 Walk In Virtual Relationship Manager Thane
🏢 Kotak Mahindra Bank
📍 Thane