Platinum Relationship Manager Business BankingKRAs:

- Develops new 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 recent 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 satisfactionDesired 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

📌 Platinum Relationship Manager-Business Banking (Mumbai)
🏢 Kotak Life Insurance
📍 Mumbai