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Kotak Mahindra Bank
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Service Relationship Manager-Affluent-Priority-Regional sales

Service Relationship Manager-Affluent-Priority-Regional sales

Kotak Mahindra Bank

3 - 5 years

10 - 11 Lacs

rajkot

Posted:1 day ago| Platform:

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Skills Required

relationship management networking financial products analytical finance regional sales customer service management catering banking software

Work Mode

Work from Office

Job Type

Full Time

Job Description

At Kotak Mahindra Bank Ltd, we are seeking a talented and client-focused individual to join our AFFLUENT-Regional sales team as a Service Relationship Manager. In this role, you will be responsible for managing and growing relationships with high-value clients, offering tailored financial solutions, and providing an exceptional banking experience. Your expertise and dedication will contribute to the banks reputation for excellent customer service and help drive our business forward.

A bachelors degree in finance, business, or a related field is preferred.
Minimum 3-5 years of experience in relationship management or a similar role, preferably in the banking industry.
Strong knowledge of financial products and services, particularly those catering to affluent clients.
Excellent interpersonal and communication skills, with a client-centric approach.
Ability to build rapport and establish long-term relationships with high-net-worth individuals.
Analytical mindset with problem-solving and decision-making capabilities.
Proficiency in using banking software and tools for relationship management.
Strong organizational skills and attention to detail.
Ability to work independently and manage a high volume of client interactions.
A self-motivated and results-driven attitude with a passion for delivering exceptional service.

Develop and execute strategies to enhance client relationships and increase business opportunities.
Proactively identify and address client needs, offering tailored financial products and services.
Maintain a deep understanding of the clients financial goals and provide personalized advice.
Ensure timely and accurate processing of client transactions and requests.
Collaborate with internal teams to deliver seamless and efficient service.
Stay updated on industry trends and market developments to provide relevant insights to clients.
Build a strong network within the affluent client segment to generate new business leads.
Conduct regular client meetings and reviews to maintain strong relationships.
Resolve client queries and concerns promptly and effectively.
Maintain a high level of professionalism and confidentiality at all times.

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Kotak Mahindra Bank

Banking

Mumbai Maharashtra

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Service Relationship Manager-Affluent-Priority-Regional sales