Associate Relationship Manager - Affluent_AFFLUENT_0832_2618_1032700
Kotak Mahindra Bank Limited
Work from Office
Full Time
Min. 2 yearsJob Description
Associate Relationship Manager - Affluent_AFFLUENT_0832_2618_1032700
The Associate Relationship Manager - Affluent is responsible for managing and servicing a portfolio of affluent customers, ensuring a superior banking experience through personalized relationship management. The role involves understanding customer financial needs, providing banking and investment solutions, and driving cross-selling of the bank's products and services. The incumbent will focus on enhancing customer engagement, increasing wallet share, and maintaining long-term relationships with high-value clients.
Manage and service mapped affluent customer relationships.
Deliver exceptional customer service and ensure timely resolution of customer queries.
Identify customer needs and recommend suitable banking, wealth, and investment products.
Drive cross-sales of CASA, deposits, insurance, mutual funds, loans, and other banking products.
Deepen existing customer relationships and improve product penetration.
Regularly engage with customers to understand their evolving financial requirements.
Ensure compliance with bank policies and regulatory guidelines.
Achieve individual business and revenue targets.
- Graduate in any discipline (MBA/PGDM preferred).
- Prior experience in Relationship Management, Wealth Management, or Retail Banking preferred.
- Strong communication, customer service, and sales skills.
- Knowledge of banking and investment products.
Experience Level
Mid LevelJob role
Job requirements
About company
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The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Ahmedabad to get hired quickly.
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