Description
As a Relationship Manager, you will be the primary point of contact for our valued clients, providing expert guidance and support. Your role is crucial in fostering long-term relationships and driving business growth. You will collaborate with various teams to deliver cutting-edge solutions and ensure a seamless client experience.

Responsibilities
- Develop and execute strategic plans to acquire new clients and expand existing relationships.
- Understand client needs and offer tailored financial products and services.
- Maintain regular communication with clients, providing updates and addressing concerns.
- Build a strong network and identify potential business opportunities.
- Collaborate with internal teams to deliver efficient and effective solutions.
- Stay updated on market trends and industry developments to offer relevant advice.
- Ensure compliance with regulatory requirements and internal policies.
- Manage and resolve client queries and complaints in a timely manner.




- Conduct periodic reviews of client portfolios and provide performance reports.

Qualifications
- Bachelor's degree in Finance, Business, or a related field.
- Minimum 3 years of experience in a relationship management role, preferably in banking.
- Strong knowledge of financial products and services, especially in Treasury and Forex.
- Excellent communication and interpersonal skills with a client-centric approach.
- Ability to build rapport and establish long-term relationships with clients.
- Analytical mindset with problem-solving and decision-making capabilities.
- Proficiency in using banking software and MS Office applications.
- Willingness to stay updated on industry trends and best practices.
- Strong work ethic and a results-driven attitude.
- Ability to work independently and manage multiple priorities.

📌 Relationship Manager-TREASURY-FOREX MERCHANT-Retail Sales (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai