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Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_2867_1082764

Kotak Mahindra Bank — Surat, SURAT

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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

The Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_2867_1082764 position sits in the Kotak Mahindra Bank office in Surat.

Responsibilities:

Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the client organisations to spot openings and match these prospects to Products/ solutions provided by Kotak Group.
Generate business actions throughout liabilities, assets and fee products to sustain and reach progress in relationship value, revenues and customer stickiness.
Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
Use investment expertise to conduct client organisation Portfolio reviews and showcase Products as per customer expectations.
Ensure customer Contactability at all times through regular connect with them in weekly/ monthly calls.
Resolves client queries for the managed book within the specified TAT
Ensures high levels of customer service orientation and application of bank policy
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 client organisations
Maintains complete relationship record for assigned customer accounts
Endure adherence to all bank and regulatory Processes at all times.

Job Requirement:

Aptitude to provide high quality customer service by using organization & interpersonal competencies.
NISM/IRDA/AMFI if any can be strongly preferred.
Fluent in communication abilities, presentable and a quick grasping power.
Decision making capabilities with good sense of ownership-understanding the client criteria
Must be having solid expertise in portfolio handling of big HNI customers and in establishing relationship management.
Banking/NBFC will be preferred with good portfolio management.
Experience: minimum 7-8 years of track record in relationship and portfolio management.
Graduation Qualification in any stream/ MBA preferred

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Frequently Asked Questions

What are the eligibility criteria for the Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_2867_1082764 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_2867_1082764 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_2867_1082764 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_2867_1082764 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.