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Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_2738_1088323

Kotak Mahindra Bank — Mumbai, MUMBAI

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Experience 0-5 Years yrs
Age 21-35 yrs
Gender Both
Salary Not Disclosed LPA
Department Sales Loans
Product Loans

Job Description

Responsibilities:

 

  1. Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the customers to pinpoint prospects and match these chances to Products/ solutions provided by Kotak Group.
  2. Generate business actions over liabilities, assets and fee products to sustain and deliver on expansion in relationship value, revenues and client stickiness.
  3.  Formulate and implement the sales plan to acquire new HNI client organisations and increase the customer base.
  4. Use investment expertise to conduct customer Portfolio reviews and showcase Products as per client criteria.
  5. Guarantee client Contactability at all times through regular connect with them in weekly/ monthly calls.
  6. Resolves client organisation queries for the managed book within the specified TAT
  7. Ensures high levels of customer service orientation and application of bank policy 
  8. Informs customers of new products or product enhancements to further expand the banking relationship 
  9. Plans and conducts special sales initiatives and events for prospective and existing customers 
  10. Maintains complete relationship record for assigned customer accounts 
  11. Endure adherence to all bank and regulatory Processes at all times.

 

 

Job Requirement: 

 

  1. Aptitude to produce high quality customer service by using organization & interpersonal abilities.
  2. NISM/IRDA/AMFI if any can be strongly preferred. 
  3. Fluent in communication capabilities, presentable and a quick grasping power.
  4. Decision making competencies with good sense of  ownership-understanding the client organisation needs
  5. Must be having robust expertise in portfolio handling of big HNI customers and in creating relationship management.
  6. Banking/NBFC will be preferred with good portfolio management.
  7. Experience: minimum 7-8 years of background in relationship and portfolio management.
  8. Graduation Qualification in any stream/ MBA preferred

 

This Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_2738_1088323 vacancy is based in Vadodara.

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Frequently Asked Questions

What are the eligibility criteria for the Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_2738_1088323 job at Kotak Mahindra Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_2738_1088323 at Kotak Mahindra Bank?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_2738_1088323 at Kotak Mahindra Bank.

Is prior experience required for this position?

This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_2738_1088323 role at Kotak Mahindra Bank?

You can apply directly using the Apply Now button on this page, which will take you to Kotak Mahindra Bank's application process for this role.