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Relationship Manager – Branch Banking

Company Name Confidential

Keywords / Skills : Relationship Manager, Branch Banking, Cross Selling, HNI Client Handling

2 - 5 years
Posted: 2019-04-09

Banking/Accounting/Financial Services
Sales/Business Development
Banking, Insurance & Financial Services
Relationship Manager
Any graduate
3.50 - 6.00 lacs
Posted On
9th Apr 2019
Job Description
  • Originate/ develop new and expands existing High Net Worth Customer relationships for liabilities, specifically and across the range of Kotak Mahindra product offering.
  • Source new bank customers through external individual efforts and acquisition channel.
  • Develop data base for lead generation, identifies market segments, strategize with acquisition channel.
  • Ensure high levels of customer service orientation and application of bank policy in external staff.
  • Follow up with client through tele-calling, written correspondence and field visits to provide information of the bank’s products and services and seek customer deposits.
  • Build long term personal relationship with clients through relationship calling efforts and social interaction.
  • Cross sell existing bank products to customers.
  • Inform customers of new products or product enhancements to further expand the banking relationship.
  • Plan and conduct special sales initiatives and events for prospective and existing clients.
  • Coordinate with other group companies to provide Bank customers with seamless access to other group products.
  • Record and respond to customer’s complaints, questions, problems.
  • Ensure fast and quality turn-around time for responses.
  • MIS generation, maintains records for all acquisition figures and account upgradations.
  • Maintain complete relationship record for assigned customer accounts.
  • Track customer complaints/queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements.

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