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Associate Relationship Manager - Affluent AFFLUENT 0832 2618 1032700

Kotak Mahindra Bank·Ahmedabad

Pay not statedMid levelFull-time
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About the role

The Associate Relationship Manager - Affluent is responsible for managing and servicing a portfolio of affluent customers, ensuring a superior banking experience through personalized relationship management. The role involves understanding customer financial needs, providing banking and investment solutions, and driving cross-selling of the bank's products and services.

What you'll do

  • Responsible for managing and servicing a portfolio of affluent customers, ensuring a superior banking experience through personalized relationship management
  • Manage and service mapped affluent customer relationships
  • Deliver exceptional customer service and ensure timely resolution of customer queries
  • Identify customer needs and recommend suitable banking, wealth, and investment products
  • Drive cross-sales of CASA, deposits, insurance, mutual funds, loans, and other banking products

What you need

  • Mutual funds
  • Cross-selling
  • Customer service
  • Sales
  • Insurance
  • Compliance
  • MBA

Good to have

  • Wealth management

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