Roles and Responsibilities

- Develops recent and expands existing High Net worth Customer relationships for liabilities (SA 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 new 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 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 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 (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai