KRAs:

• Develops recent and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets

• Sources new bank customers through external individual efforts and acquisition channel

• Ensures high levels of customer service orientation and application of bank policy.

• Cross-sells bank products to existing set of branch customers, which are mapped

• Informs customers of new products or product enhancements further to 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

Desired Candidate Profile:

• 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 good understanding of Commercial Assets like CC, OD, TL, Export Finance • Understanding of Mutual Funds and Insurance is an added advantage

• Graduate 6 - 8 years of experience

• Post Graduate 4 - 6 years of experience

• Customer orientation

• High energy levels with a motive to succeed

📌 Walk-in || Platinum Relationship Manager (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai