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 prospects.
Collaborate with internal teams to deliver productive 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