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Relationship Manager - HF_HOUSING FINANCE_0412_1246_1100185

Kotak Securities LtdMH, IN1d ago
Full-timevia indeed

Job Description

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 satisfaction Desired 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 4 \- 6 years of experience

· Post Graduate \- 2 \-4 years of experience

· Customer orientation

· High energy levels with a motive to succeed

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Job Overview

Job type
Full-time
Work mode
On-site
Location
Mumbai
Posted
1d ago
Source
Indeed