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Relationship Manager
Kotak Mahindra Bank
Experience n/a
Full-time
New Delhi, Delhi, India
Job description
Sales
Finance
Experience n/a
## description As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank's Priority Banking segment. This role focuses on deepening customer relationships, enhancing engagement, and driving cross-sell opportunities across the bank's product suite. You will be expected to source new customers through lead generation models and field support, while ensuring a high standard of customer service and adherence…
Skills
Primary
Secondary
Responsibilities
Acquire and expand relationships with High Net Worth (HNI) customers
Generate new customer leads through lead generation models and field support
Ensure high levels of customer service and adherence to bank policies
Cross-sell bank products to existing customers
Educate clients on new products and enhancements
Plan and execute sales initiatives and client engagement activities
Coordinate with group companies to offer integrated financial solutions
Maintain comprehensive relationship records
Ensure timely resolution of customer queries
Maintain consistent client contact