We are looking for a dynamic and self-motivated Platinum Relationship Manager to
manage and grow relationships with High Net Worth (HNW) customers. This role
involves offering personalized banking solutions across liabilities, commercial
assets, and investment products, while ensuring superior customer service and
compliance with bank policies. The ideal candidate will be a go-getter with
solid financial acumen and a passion for relationship management.
RESPONSIBILITIES
Develop and expand relationships with High Net Worth customers for liabilities
and commercial assets Deliver high levels of customer service while ensuring
adherence to bank policies Cross-sell a wide range of banking products to deepen
client engagement Inform clients about new products and enhancements to
strengthen relationships Plan and execute special sales initiatives and client
engagement events Coordinate with group companies to offer seamless access to
other financial products Maintain complete relationship records for assigned
customer accounts Track and resolve customer complaints and queries within
defined turnaround times (TAT)
📌 Platinum Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management (Indore)
🏢 Kotak
📍 Indore