Job Description

Relationship manager

Elite/Platinum RELATIONSHIP MANAGER

KOTAK MAHINDRA BANK

:

- To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.

- Liability Product selling, education on product features

- Acquire new customers through referrals from existing customers who meet product criteria

- Regular interaction with the customer to build rapport to understand and update the profile.

- Enhance the Overall value/book size of the portfolio

- Maintain the overall quality / hygiene parameters of the portfolio

- Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds

- Joint calls being done along with Supervisor as per defined process

- Advisory services to be offered based on the customers requirement.

- Attrition control of customers

- Achieving MTD and YTD Revenue Targets

- Achievement of income plans and other benchmarks within portfolio

Requirements:

Educational Qualifications: Graduation/Post-Graduation

Certifications:

- NISM V-A Certification

- IRDA Certification

- NCFM Certification (Optional)

- CAIIB (Optional)

- Internal Certification

- GI certification

Key Skills:

- Sales and Influencing Skills

- Banking Product & Process Knowledge

- NRI Product and Regulatory Knowledge

- Planning and Organizing Skills

- Communication

- Knowledge of Competition & Current trends in financial Industry.

Experience Required:

- Minimum experience in years - 3 Years

- Exposure to banking, Banca insurance, Wealth Management are encouraged to apply

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