Kotak Mahindra Bank—Senior Relationship Manager - Privy League-PRIORITY-Regional sales

Job description

Description: Role: · Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers · 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 Customers · Informs customers of new products or product enhancements to further 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 Job Requirement: · Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services · MIS generation · Graduate/ Post Graduate – 4 plus years of experience AMFI / IRDA