As a Premier Relationship Manager in the Kotak 811 Digital Banking team, you
will be responsible for acquiring and managing High Net Worth Individuals (HNIs)
and delivering a superior banking experience through personalized engagement and
product offerings. This role involves sourcing new customers, deepening existing
relationships, and cross-selling a wide range of banking products. You will work
closely with internal teams and group companies to provide seamless access to
financial solutions, conduct special sales initiatives, and ensure customer
satisfaction through timely query resolution and proactive communication. The
role demands strong customer orientation, high energy, and a consultative
approach to relationship management.

RESPONSIBILITIES

Acquire current HNI customers and expand existing relationships for liabilities.




Source new customers through individual efforts and acquisition channels.
Cross-sell bank products to mapped branch customers to enhance wallet share.
Inform clients about new products and enhancements to deepen engagement. Plan
and execute special sales initiatives and client events to drive business.
Coordinate with group companies to offer integrated financial solutions.
Maintain complete relationship records for all assigned customer accounts. Track
and resolve customer complaints and queries within defined turnaround times.
Ensure consistent customer satisfaction and service excellence. Meet defined
sales and relationship management targets.

📌 Premier Relationship Manager-Digital Banking Kotak 811-Sales (Pune)
🏢 Kotak
📍 Pune