Platinum Relationship Manager-Business Banking-BRANCH BANKING

Kotak Life Insurance

6 - 8 years

8 - 10 Lacs

Mumbai

Posted:8 hours ago| Platform:

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Skills Required

forex trade mutual funds asset ca export finance customer service orientation customer relationship sales initiatives customer complaints sales working capital business banking term loan retail liabilities od relationship management acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 satisfactionDesired 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 experiencePost Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

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