Relationship Manager

1 - 5 years

3 - 5 Lacs

Posted:3 weeks ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

1. Platinum HH Officer

Role:

  • Acquire and manage Platinum High Net Worth clients.
  • Cross-sell wealth products (investments, insurance).
  • Ensure top-notch customer service and compliance.

    Skills:

  • Strong relationship management.
  • Knowledge of wealth products.

2. Elite HH Officer

Role:

  • Build and maintain relationships with Elite customers.
  • Achieve CASA and cross-sell targets.
  • Provide personalized banking solutions.

    Skills:

  • Excellent communication and sales skills.
  • Banking/financial product knowledge.

3. PAM CASA Officer

Role:

  • Field sales for Preferred CASA accounts.
  • Achieve monthly CASA targets.
  • Cross-sell banking products.

    Skills:

  • Sales and negotiation skills.
  • Local market knowledge.

4. Fresher CASA Officer

Role:

  • Acquire new CASA customers.
  • Achieve sales targets.
  • Provide customer support and ensure compliance.

    Skills:

  • Good communication skills.
  • Willingness to work in field sales.

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Kotak Mahindra Bank logo
Kotak Mahindra Bank

Banking

Mumbai Maharashtra

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