Platinum Relationship Manager-Business Banking

Kotak Life Insurance
  • Posted On: 2025-09-12 21:20:48
  • Openings: 10
  • Applicants: 0
Job Description

Platinum Relationship Manager Business BankingKRAs:

  • 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 satisfactionDesired 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 6 - 8 years of experience
  • Post Graduate 4 - 6 years of experience
  • Customer orientation
  • High energy levels with a motive to succeed
    • More Info
    Full Time
    Not Specified
    Banking, Financial Services, and Insurance (BFSI)
    Not Disclosed
    English
    Not Disclosed
    Education
    Any Graduate
    Not Disclosed
    Required Skills
    Relationship Management Sales Management Lead generation Business Relationship CASA book loans management Relationship sales

    Contact Details
    Kotak Life Insurance
    +91 987654567
    kli.riskcontrol@kotak.com
    • Experience6+ years
    • Salary Above 10 LAKHS ANNUALLY
    • Location for Hiring Mumbai
    • Apply Now
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