Platinum Relationship Manager - Business Banking

KRAs: . Develops new 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 recent 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 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 Banker-Business Banking-Outbound_BRANCH BANKING (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai