Kotak Mahindra Bank - Relationship Manager - Privy

Role:

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers

- 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 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

Job Requirement:

- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services

- MIS generation

- Graduate - 4 -6 years of experience AMFI / IRDA

- Post Graduate - 2 - 4 years of experience AMFI / IRDA

Exp min 5 yeas