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Premier Relationship Manager
Kotak Mahindra Bank
Experience n/a
Full-time
Pune, Maharashtra, India
Job description
Sales
Finance
Experience n/a
## description As a Premier Relationship Manager in the Kotak 811 Digital Banking team, you will be responsible for acquiring and managing High Net Worth Individuals (HNIs) and delivering a superior banking experience through personalized engagement and product offerings. This role involves sourcing new customers, deepening existing relationships, and cross-selling a wide range of banking products. You will work closely with internal teams and group companies to provide seamless access to financ…
Skills
Primary
Secondary
Responsibilities
Acquire new HNI customers and expand existing relationships for liabilities
Source new customers through individual efforts and acquisition channels
Cross-sell bank products to mapped branch customers to enhance wallet share
Inform clients about new products and enhancements to deepen engagement
Plan and execute special sales initiatives and client events to drive business
Coordinate with group companies to offer integrated financial solutions
Maintain complete relationship records for all assigned customer accounts
Track and resolve customer complaints and queries within defined turnaround times
Ensure consistent customer satisfaction and service excellence
Meet defined sales and relationship management targets