- Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets
- Sources recent bank customers through external individual efforts and acquisition channel
- Ensures high levels of customer 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 .
- Very good understanding of Branch Banking products.
- Understanding of Mutual Funds and Insurance is an added advantage
- Customer orientation
- High energy levels with a motive to succeed

Qualification, Experience & Age Criteria:

- Graduation qualification in any stream | 1-2 Years of experience currently working in banking or insurance sales can apply.

Age Criteria : Maximum 32 Years of age.

📌 Business Relationship Manager - Business Loans_Business Loans (Mumbai)
🏢 Kotak
📍 Mumbai