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Relationship Manager - Affluent-AFFLUENT-Relationship Manager
Stock Market Trading Asset & Wealth Management
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Job Description
- JOB ROLE:
- . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
- . Sources new bank customers through external individual efforts and acquisition channel.
- . Cross sells bank products to existing set of Branch customers which are mapped.
- . 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:
- . Graduate - 3 -5 years of experience
- . Post Graduate - 2 -3 years of experience
- . Customer orientation
- . High energy and drive
- . AMFI / IRDA certified is preferred
- .
Skills
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About Company
Kotak Mahindra Bank is a leading Indian private sector bank known for its innovative banking solutions and customer-centric approach. With a comprehensive suite of financial products and services, including retail banking, investment banking, and wealth management, the bank caters to the diverse needs of individuals, businesses, and corporations across the country. Kotak Mahindra Bank careers offer a dynamic and engaging work environment where professionals can thrive, innovate, and contribute to the bank's mission of delivering exceptional value. Employees are encouraged to pursue excellence, with ample opportunities for professional growth and development. For those looking to forge a successful career in banking, Kotak Mahindra Bank careers present a platform to be part of a progressive, growth-oriented organization. Â
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