Job Category: Consumer Bank

Degree Level: Bachelor's Degree

Job Description:

Develops recent and expands existing High Net worth Customer relationships for liabilities (CA 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 current 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 Trade and Forex & CA.

· Very positive understanding of Commercial Assets like CC, OD, TL, Export Finance

· Understanding of Mutual Funds and Insurance is an added advantage

· Graduate 4 - 6 years of experience

· Post Graduate - 2 -4 years of experience

· Customer orientation

· High energy levels with a motive to succeed

📌 Relationship Manager Hf Housing Finance 0412 1246 1100185 Maharashtra
🏢 Kotak Securities
📍 Maharashtra