highlisted

Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

Kotak Mahindra Bank·Pune

Pay not statedMid levelFull-time

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About the role

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products.

What you'll do

  • Develop and expand relationships with High Net Worth customers for liabilities and commercial assets
  • Ensure high levels of customer service and adherence to bank policies
  • Educate clients about new products and enhancements to strengthen relationships
  • Plan and execute targeted sales initiatives and client engagement events
  • Collaborate with group companies to offer integrated financial solutions

What you need

  • Cross-selling
  • Customer service
  • Sales
  • Any graduate

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