Elite RM/ Platinum RM

1. Relationship Manager – Elite Banker / Platinum Banker – Outbound

Company: Kotak Mahindra Bank
Position: Elite Banker – Outbound / Platinum Banker – Outbound
Location: South Bombay (South Mumbai)
Experience: 3–7 years
Qualification: Graduation in any stream
Age Criteria: Maximum 38 years

Job Summary

Kotak Mahindra Bank is looking for Relationship Managers for its Elite Banker / Platinum Banker – Outbound segment. The role involves managing and developing relationships with High Net Worth (HNI) customers , acquiring new customers, cross-selling banking products, and expanding the customer's relationship with the bank.

Key Responsibilities

• Develop and expand existing HNI customer relationships for liabilities and commercial assets.
• Acquire new bank customers through external individual efforts and acquisition channels.
• Maintain high levels of customer service and ensure adherence to bank policies.
• Cross-sell banking products to existing branch customers.
• Inform customers about new products and product enhancements to deepen the banking relationship.
• Plan and conduct sales initiatives and events for prospective and existing clients.
• Coordinate with other group companies to provide customers seamless access to additional products.
• Maintain complete relationship records for assigned customer accounts.
• Track customer complaints/queries and ensure timely resolution and customer satisfaction.
• Develop and maintain banking relationships with a select group of HNI customers through personalized service.

Preferred Candidate Profile

• 3–7 years of experience in Relationship Management / Portfolio Management / Branch Banking .
• Experience handling HNI / Affluent / Premium customers is preferred.
• Good understanding of commercial asset products such as:
  • CC – Cash Credit
  • OD – Overdraft
  • TL – Term Loan
  • Export Finance
• Understanding of Mutual Funds and Insurance will be an added advantage.
• Strong customer orientation.
• Excellent communication and interpersonal skills.
• High energy, sales orientation and strong achievement motivation.
• Ability to acquire new customers and deepen existing relationships.