Relationship Manager - Branch Banking-BRANCH BANKING-Branch Banking

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Bank Jobs
1 month
India
Delhi
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ID: 916315
Published 1 month ago by Kotak Additional Career Site
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In Bank Jobs category
Delhi, India
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Job description
JOB ROLE :

· Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.

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

· Cross sells bank products to existing set of Branch customers which are mapped.

· 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 seamless access to other products.

· Maintains complete relationship record for assigned customer accounts.

· Tracks customer complaints/queries and turnaround times for customer satisfaction

JOB REQUIREMENT:

· Graduate - 3 -5 years of experience

· Post Graduate - 2 -3 years of experience

· Customer orientation

· High energy and drive

AMFI / IRDA certified is preferred Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

Job description
JOB ROLE :

· Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.

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

· Cross sells bank products to existing set of Branch customers which are mapped.

· 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 seamless access to other products.

· Maintains complete relationship record for assigned customer accounts.

· Tracks customer complaints/queries and turnaround times for customer satisfaction

JOB REQUIREMENT:

· Graduate - 3 -5 years of experience

· Post Graduate - 2 -3 years of experience

· Customer orientation

· High energy and drive

AMFI / IRDA certified is preferred
Kotak Additional Career Site
Kotak Additional Career Site
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