Business Relationship Manager - Business Loans_Business Loans_0412_1459_1053766
Kotak Mahindra Bank · kotak.com
MumbaiLead / Manager1–2 yrs
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The job in short
A lead / manager full-time Banker / Relationship Manager role at Kotak Mahindra Bank in Mumbai, asking for 1–2 years of experience. Skills mentioned: Banking, Insurance.
BankingInsurance
Details
- Found
- 14 d ago · posted 2026-10-29
- Location
- Mumbai, Maharashtra
Full description
• Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets
• Sources new bank customers through external individual efforts and acquisition channel
• Ensures high levels of customer 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 .
• Very good understanding of Branch Banking products.
• Understanding of Mutual Funds and Insurance is an added advantage
• Customer orientation
• High energy levels with a motive to succeed
Qualification, Experience & Age Criteria:
• Graduation qualification in any stream | 1-2 Years of experience currently working in banking or insurance sales can apply.
Age Criteria : Maximum 32 Years of age.
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