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Kotak Mahindra Bank
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Walk In Drive | Platinum RM | Noida/ Gr. Noida/ Ghaziabad Location

Walk In Drive | Platinum RM | Noida/ Gr. Noida/ Ghaziabad Location

Kotak Mahindra Bank

4 - 9 years

7 - 12 Lacs

noida ghaziabad greater noida

Posted:4 days ago| Platform:

Apply

Skills Required

hni casa acquisition saving account casa nri retail liabilities od field sales hni acquisition current account branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Platinum Relationship Manager

Key Responsibilities

Client Handling:
Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage).
Portfolio Growth:
Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc.
Service & Retention:
Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients.
Business Development:
Acquire new HNI clients through referrals, cold calls, and networking.
Revenue Focus:
Deliver on
asset, liability, and investment revenue targets
.

Key Skills Needed

Excellent
communication & relationship-building
skills.
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Strong
knowledge of banking products
(CASA, investments, loans, insurance, Commercial Assets like CC, OD, TL, Export Finance etc.).
Ability to handle
clients with discretion & professionalism
.
Sales orientation with a customer-first approach.

Eligibility & Experience

Graduate / MBA preferred.
Typically
4 - 10 years of banking / wealth management experience
.
Prior experience in handling
affluent / HNI customers
is a must. Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets
Understanding of Mutual Funds and Insurance is an added advantage.

Interview Details

Contact Person

Venue

Date & Time

Note :

Looking forward to meet You!

Thanking You!

Team HR

Kotak Mahindra Bank

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