Jobs›Platinum Relationship, Mumbai

Platinum Relationship Manager

Kotak Mahindra Bank · Business Banking · Mumbai
PayPay not listed
WhereMumbaiMaharashtra
TypeNot stated
Posted6 Nov2 days ago, from the company site
Kaam checked
No fee, deposit or pay-to-apply signs
Good spoken and written English expected
Day work
No vehicle or licence needed
About this job

We are looking for a dynamic and self-motivated Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) customers. This role involves offering personalized banking solutions across liabilities, commercial assets, and investment products, while ensuring superior customer service and compliance with bank policies. The ideal candidate will be a go-getter with strong financial acumen and a passion for relationship management.

Develop and expand relationships with High Net Worth customers for liabilities and commercial assets

Deliver high levels of customer service while ensuring adherence to bank policies

Cross-sell a wide range of banking products to deepen client engagement

Inform clients about new products and enhancements to strengthen relationships

Plan and execute special sales initiatives and client engagement events

Coordinate with group companies to offer seamless access to other financial products

Maintain complete relationship records for assigned customer accounts

Track and resolve customer complaints and queries within defined turnaround times (TAT)

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