Company

Kotak MahindraSee more

addressAddressKolkata, West Bengal
CategoryBank

Job description

Elite Relationship Manager – Household
KRAs: 
Develops new 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 4 - 6 years of experience 
Post Graduate - 2 -4 years of experience 
Customer orientation 
High energy levels with a motive to succeed



Refer code: 983494. Kotak Mahindra - The previous day - 2024-03-31 22:57

Kotak Mahindra

Kolkata, West Bengal
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