JOB ROLE:
Develops recent and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
Sources current 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 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:
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
📍 Pune
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