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Platinum Banker-Business Banking-Outbound_BRANCH BANKING_0468_0654_1031484

Kotak Mahindra Bank · kotak.com
MumbaiSenior6–8 yrs
Apply on Kotak Mahindra Bank’s site
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Straight from the company’s own careers site.

The job in short

A senior full-time Banker / Relationship Manager role at Kotak Mahindra Bank in Mumbai, asking for 6–8 years of experience. Skills mentioned: Banking, Insurance.

BankingInsurance

Details

Found
11 d ago · posted 2026-11-01
Location
Mumbai, Maharashtra

Full description

Platinum Relationship Manager – Business Banking KRAs:  Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets  Sources new bank customers through external individual efforts and acquisition channel  Ensures high levels of customer service orientation and application of bank policy.  Cross-sells bank products to existing set of branch customers, which are mapped  Informs customers of new products or product enhancements further to expand the banking relationship.  Plans and conducts special sales initiatives and events for prospective and existing clients.  Coordinates with other group companies to provide seamless access to other products.  Maintains complete relationship record for assigned customer accounts.  Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile:  Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.  Very good understanding of Trade and Forex & CA  Very good understanding of Commercial Assets like CC, OD, TL, Export Finance  Understanding of Mutual Funds and Insurance is an added advantage  Graduate 6 - 8 years of experience  Post Graduate 4 - 6 years of experience  Customer orientation  High energy levels with a motive to succeed • Develop and expand relationships with High Net Worth customers for liabilities and commercial assets. • Deliver high levels of customer service while ensuring adherence to bank policies. • Cross-sell a wide range of banking products to deepen client engagement. • Inform clients about new products and enhancements to strengthen relationships. • Plan and execute special sales initiatives and client engagement events. • Coordinate with group companies to offer seamless access to other financial products. • Maintain complete relationship records for assigned customer accounts. • Track and resolve customer complaints and queries within defined turnaround times (TAT).

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