About The Role

Elite Relationship Manager KRAs- 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 Desired Candidate Profile
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Very valuable understanding of Trade and Forex & CA.
Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc
Understanding of MF and Insurance an added advantage Customer orientation,
High energy levels with a motive to succeed
Graduate 6 - 8 years of experience
Post Graduate 4 - 6 years of experience
AgeUp-to 35 Years

📌 Elite Relationship Manager Branch Banking Branch Banking Valsad
🏢 Kotak Life Insurance
📍 Valsad