Relationship Officer

Company Description

Established in 1985, the Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. received a banking license from the Reserve Bank of India, becoming Kotak Mahindra Bank Limited. The Group offers a wide range of financial services, including commercial banking, stock broking, mutual funds, life insurance, and investment banking, catering to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network across India and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius, and Singapore.

Role Description

This is a full-time on-site role for a Relationship Officer located in Bangalore Urban. The Relationship Officer will be responsible for managing and nurturing business relationships, catering to the financial needs of clients, ensuring high levels of customer service, and driving sales. Day-to-day tasks will include interacting with clients, understanding their financial requirements, offering tailored solutions, and maintaining thorough documentation. The role also involves prospecting for new clients and ensuring the retention of existing clients.

Qualifications

• Business Relationship Management and Finance skills
• Strong Communication and Customer Service skills
• Sales acumen and ability to achieve targets
• Excellent interpersonal and networking abilities
• Bachelor's degree in Finance, Business Administration, or related field
• Prior experience in the banking or financial services industry is a plus