Description

JOB ROLE :

· Develops current and expands existing High Net worth Customer relationships for liabilities 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 recent 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 REQUIREMENT:

· 4 to 5 years work experience

· 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.

· 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.

📌 Relationship Manager Business Banking Branch Banking Branch Banking Surat
🏢 Kotak Mahindra Bank
📍 Surat