Elite Relationship Manager

Job Role:

* Develops new and expands existing Customer relationships for liabilities (CA
driven) 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 valuable 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-Business Banking (India)
🏢 Kotak
📍 India