Relationship Manager - HF

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Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets

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 branch customers, which are mapped
Informs customers of new products or product enhancements further to 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 Desired Candidate Profile:
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 & CA.
Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
Understanding of Mutual Funds and Insurance is an added advantage
Graduate 4 - 6 years of experience
Post Graduate - 2 -4 years of experience
Customer orientation
High energy levels with a motive to succeed

Job description provided by Kotak Mahindra Bank.
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