We are looking for a dynamic and self-motivated Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) customers. This role involves offering personalized banking solutions across liabilities, commercial assets, and investment products, while ensuring superior customer service and compliance with bank policies. The ideal candidate will be a go-getter with strong financial acumen and a passion for relationship management.
Develop and expand relationships with High Net Worth customers for liabilities and commercial assets
Deliver high levels of customer service while ensuring adherence to 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 special sales initiatives and client engagement events
Coordinate with group companies to offer seamless access to other financial products
Maintain complete relationship records for assigned customer accounts
Track and resolve customer complaints and queries within defined turnaround times (TAT)
Job description provided by Kotak Mahindra Bank.
View the original posting