Relationship Manager - Business Banking-PRIORITY-Regional sales

☞ Kotak Mahindra

View: 101

Update day: 06-05-2024

Location: Indore Madhya Pradesh

Category: Finance / Bank / Stock Consulting / Customer Service Energy

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Job content

JOB ROLE :

· Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.

· Ensures high levels of customer service orientation and application of bank policy.

· Cross sells existing bank products to 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.

· Tracks customer complaints/queries and turnaround times for customer satisfaction

JOB REQUIREMENT:

· 4 to 5 years work experience

· Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

· Very good understanding of Trade and Forex.

· Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc

· Understanding of MF and Insurance an added advantage Customer orientation,

· High energy and drive.

· Go getter attitude.

Self motivated with a passion to achieve.


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Deadline: 20-06-2024

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