Relationship Manager Corporate Banking

Matrix corporate Management services

Job Description

Originates/ develops new and expands existing High Net Worth Customer relationships for liabilities, specifically and across the range of Kotak Mahindra product offering.

Sources new bank customers through external individual efforts and acquisition channel.

Develops data base for lead generation, identifies market segments, strategize with acquisition channel.

Ensures high levels of customer service orientation and application of bank policy in external staff.

Relationship Management follows up with client through telecalling, written correspondence and field visits to provide information of the bank s products and services and seek customer deposits.

Builds long term personal relationship with clients through relationship calling efforts and social interaction.

Cross sells existing bank products to customers.

Informs customers of new products or product enhancements to further expand the banking relationship.

Plans and conducts special sales initiatives and events for prospective and existing clients.

Coordinates with other group companies to provide Bank customers with seamless access to other group products.

Records and responds to customer s complaints, questions, problems.

Ensures fast and quality turn-around time for responses.

MIS generation, maintains records for all acquisition figures and account upgradations.

Maintains complete relationship record for assigned customer accounts.

Tracks customer complaints/queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements.

Experience : 3 - 10 Years

No. of Openings : 5

Education : Any Bachelor Degree

Role : Relationship Manager

Industry Type : Insurance / Claims

Gender : [ Male / Female ]

Job Country : India