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Kotak Mahindra Bank LimitedVia Unstop

Posted today

Relationship Manager - Affluent

Pay

Salary (undisclosed)

Location

Achalpur, India

On site

Apply by

2 Nov

11 days left

Skills this role screens for

Relationship managementCustomer acquisitionInvestment product knowledgePortfolio managementClient communication

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About the role

Kotak Mahindra Bank is hiring for the role of Relationship Manager!

The work

Responsibilities of the Candidate

  • Acquire new HNI clients and expand existing relationships through strategic sales planning and execution.
  • Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions.
  • Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue.
  • Perform regular portfolio reviews and present investment options aligned with client goals.
  • Maintain consistent client engagement through weekly/monthly calls and meetings.
  • Resolve client queries within defined turnaround times to ensure satisfaction and loyalty.
  • Collaborate with internal teams to ensure seamless service delivery and client onboarding.
  • Organize and participate in special sales initiatives, client events, and engagement activities.
  • Ensure strict adherence to bank policies and regulatory guidelines in all client interactions.
  • Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness.

Who they want

Requirements

  • Degree Level:Bachelor's Degree

Kotak Mahindra Bank Limited

Found on the web. You apply on the company's own site

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Where this listing comes from

From a public listing board (Unstop).

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