About The Role

Elite Relationship Manager KRAs
- Develops new 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 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 Desired 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 valuable 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 (Noida)
🏢 Kotak Life Insurance
📍 Noida