Verified Job
Accounting - Finance
Walkin Interview at Kotak Mahindra Bank for Relationship
Accounting - Finance
#358864
Remote / WFH
Job Description
Dear Aspirant,
We at Kotak Mahindra Bank are looking for dynamic sales professionals for ***** Relationship Manager & Platinum Relationship Manager role.
Kindly Mention on the top of cv/resume.
INTERESTED CANDIDATES CAN MEET US AT THE BELOW MENTIONED ADDRESS:
VENUE: Kotak Mahindra Bank- 7A, Venus Amadeus-Jodhpur Cross Road Satellite, Ahmedabad-Gujarat- 380015
Date: 25th July, 2026
TIME: 12 PM to 3 PM
JOB ROLE : ***** Relationship Manager
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 4 - 6 years of experience
• Post Graduate - 2 -4 years of experience
• Customer orientation High energy levels with a motive to succeed
JOB ROLE : Platinum Relationship Manager
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
We at Kotak Mahindra Bank are looking for dynamic sales professionals for ***** Relationship Manager & Platinum Relationship Manager role.
Kindly Mention on the top of cv/resume.
INTERESTED CANDIDATES CAN MEET US AT THE BELOW MENTIONED ADDRESS:
VENUE: Kotak Mahindra Bank- 7A, Venus Amadeus-Jodhpur Cross Road Satellite, Ahmedabad-Gujarat- 380015
Date: 25th July, 2026
TIME: 12 PM to 3 PM
JOB ROLE : ***** Relationship Manager
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 4 - 6 years of experience
• Post Graduate - 2 -4 years of experience
• Customer orientation High energy levels with a motive to succeed
JOB ROLE : Platinum Relationship Manager
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
