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Affluent Relationship Manager

Affluent Relationship Manager

Kotak Mahindra Bank

6 - 11 years

8 - 14 Lacs

haridwar prayagraj aligarh

Posted:1 week ago| Platform:

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Skills Required

portfolio management hni sales hni client handling preferred banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Principal Responsibilities:

Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT.
Ensure strict adherence to regulatory requirements for Affluent customer segment.
Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Affluent customers.
Manage complaints and ensure resolution within TAT.
Ensure higher customer wallet share through service to sales cross-sell and deepening of banking relationship.
Deliver performance on service-quality scorecard
Visit Customers for service related and profilers.

Skills and Requirements:

Excellent communication skills with customer service orientation
Courteous, patient and polite
Team player
Knowledge of Microsoft Excel
Understanding of banking norms and processes
Minimum qualification Graduate

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