Elite Relationship Manager - BRANCH BANKING - Branch Banking

Department Icon Insurance- General Insurance
Posted: 1 month ago
0-1 years
Morbi, Gujarat
Insurance- General Insurance
work from office
Full Time
Closes 27 Nov 2026

Posted: 1 month ago
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Job Description

Job role

  • Develops new and expands existing High Net worth Customer relationships forliabilities 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 Requirements:

  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  • Very good understanding ofTrade 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.

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About Company

Kotak Securities is a leading financial services company in India, offering a wide range of investment products and services. They provide brokerage services, investment advisory, and wealth management solutions to individual and institutional clients.

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