Elite Relationship Manager-HouseHold/Business Banking

Job Role

Develops new and expands existing Customer relationships for liabilities (CA driven) 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

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 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.
Develop and expand relationships with High Net Worth customers for liabilities and commercial assets.
Ensure high levels of customer service and compliance with bank policies.
Cross-sell a wide range of banking products to deepen client engagement.
Inform clients about new products and enhancements to strengthen relationships.
Plan and execute targeted sales initiatives and client engagement events.
Collaborate with group companies to offer integrated financial solutions.
Maintain detailed records of client interactions and relationship history.
Monitor and resolve customer complaints and queries within defined turnaround times (TAT).

Job description provided by Kotak Mahindra Bank.
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