- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
- Sources recent bank customers through external individual efforts and acquisition channel.
- Cross sells bank products to existing set of Branch customers which are mapped.
- Informs customers of new 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:
- Graduate / Post Graduate
- Exp:- 4 to 8 Years+
- Customer orientation
- High energy and drive
- AMFI / IRDA certified is preferred
📌 Relationship Manager - Business Banking - Affluent-AFFLUENT-Relationship Manager (Pune)
🏢 Kotak Mahindra Bank
📍 Pune
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