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3.0 - 7.0 years
0 Lacs
chandigarh
On-site
You will be responsible for developing new and expanding existing High Net worth Customer relationships for liabilities and commercial assets. Your primary focus will be ensuring high levels of customer service orientation and application of bank policy. In addition, you will cross sell existing bank products to customers and inform them of new products or enhancements to further expand the banking relationship. You will also be expected to plan and conduct special sales initiatives and events for both prospective and existing clients. Collaboration with other group companies to provide seamless access to other products will be an important aspect of your role. Maintaining a complete relationship record for assigned customer accounts and tracking customer complaints/queries along with turnaround times for customer satisfaction will also be part of your responsibilities. Key requirements for this role include developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. A very good understanding of Commercial Assets such as CC, OD, TL, Export Finance, etc. will be essential. An understanding of MF and Insurance would be considered an added advantage. Customer orientation, high energy, and drive, along with a go-getter attitude are qualities that we are looking for in the ideal candidate. Being self-motivated with a passion to achieve will be crucial for success in this position.,
Posted 3 days ago
3.0 - 7.0 years
0 Lacs
delhi
On-site
You will be responsible for developing new and expanding existing relationships with High Net worth Customers for liabilities and commercial assets. Your main focus will be to ensure high levels of customer service orientation and adherence to bank policy. Additionally, you will cross sell existing bank products to customers and inform them of new products or enhancements to further strengthen the banking relationship. You will be required to plan and execute special sales initiatives and events for both prospective and existing clients. Collaborating with other group companies to provide seamless access to other products is also an essential part of your role. It is crucial to maintain complete relationship records for all assigned customer accounts and track customer complaints/queries to ensure high levels of customer satisfaction. To be successful in this role, you must develop and maintain banking relationships with a select group of high net worth customers by providing individualized customer service. A good understanding of Commercial Assets such as CC, OD, TL, Export Finance etc is required. Knowledge of MF and Insurance will be considered an added advantage. Having a customer-oriented approach, high energy, drive, go-getter attitude, and being self-motivated with a passion to achieve are essential qualities for this position.,
Posted 5 days ago
1.0 - 5.0 years
0 Lacs
alwar, rajasthan
On-site
As an Elite Relationship Manager in the Retail Liabilities department, you will be responsible for developing new and expanding existing High Net worth Customer relationships for liabilities and commercial assets. Your primary focus will be on ensuring high levels of customer service orientation and application of bank policy while cross-selling existing bank products to customers. It will be your responsibility to inform customers of new products or enhancements to further expand the banking relationship. You will be expected to plan and conduct special sales initiatives and events for prospective and existing clients, as well as coordinate with other group companies to provide seamless access to other products. Maintaining a complete relationship record for assigned customer accounts and tracking customer complaints/queries and turnaround times for customer satisfaction will also be part of your duties. To be successful in this role, you should have 3 to 4 years of work experience, with at least 1+ years at a Relationship Manager Role. Your main tasks will include developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. It is essential to have a very good understanding of Trade and Forex, as well as a strong grasp of Commercial Assets like CC, OD, TL, Export Finance, etc. Additionally, an understanding of MF and Insurance would be an added advantage. The ideal candidate will demonstrate customer orientation, high energy, and drive, with a go-getter attitude. You should be self-motivated with a passion to achieve and excel in building and managing relationships with high net worth customers.,
Posted 1 month ago
6.0 - 8.0 years
8 - 10 Lacs
Mumbai
Work from Office
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 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 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
Posted 1 month ago
2.0 - 5.0 years
4 - 7 Lacs
Mumbai
Work from Office
Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to 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. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: 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 etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.
Posted 1 month ago
2.0 - 5.0 years
4 - 7 Lacs
Ahmedabad
Work from Office
Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to 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. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: 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 etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.
Posted 1 month ago
2.0 - 5.0 years
4 - 7 Lacs
Navi Mumbai
Work from Office
Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to 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. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: 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 etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.
Posted 1 month ago
8.0 - 13.0 years
10 - 15 Lacs
Mumbai
Work from Office
Job Role: To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirements: Qualification MBA and/or Professional Degree preferred Job Knowledge and experience Experience: 8 years experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills Should be able to drive and work with a Team reporting Should be a Team player, Relationship person and should be ready to travel widely Must have on-rolls team handling experience (Need to have supervisory role experience
Posted 1 month ago
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