Key Responsibilities:

This position is primarily responsible for developing and maintaining banking relationships with a select group of high net worth customers by providing them exceptional individualized customer service, thereby achieving targeted growth and service norms

- 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 up gradations.

- 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.

Candidate Profile / Experience / Education Qualification

- Graduate - 4 -8 years of experience AMFI / IRDA

- Post Graduate - 2 -6 years of experience AMFI / IRDA

Relationship Officer(RO) : Looking for candidates carrying 2+ yrs portfolio management experience with competitive banks.

Grade: M2/M3

Max CTC: 4.50 Lacs (depends on many factors - current ctc, experience, customers handled, AUM etc)

Relationship Managers (BRM): Looking for candidates carrying 3+ yrs portfolio management experience with competitive banks

Grade: M3/M4

Max CTC: 6.75 Lacs (depends on many factors - current ctc, experience, customers handled, AUM etc)

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