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Relationship Manager - High Net Worth Banking

salary Not Disclosed
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job companyKotak Mahindra Bank Limited
job location The Mall, Kanpur
job experience3 - 4 years Experience in Sales / Business Development
1 Opening
full_time Full Time

Job Highlights

qualification
All Education levels
gender
All genders
jobShift
5 days working | Day Shift

Job Description

Elite Banker-Business Banking-Outbound_BRANCH BANKING_0468_5131_1095509 Job Description We are seeking a dynamic and experienced Elite Bankers to manage and grow relationships with High Net Worth (HNW) clients. The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have strong knowledge of trade finance, commercial lending, and investment products, along with a passion for delivering exceptional customer service. This is a high-impact role that requires strategic thinking, excellent interpersonal skills, and the ability to coordinate across teams to deliver a seamless banking experience. Responsibilities: Acquire and expand relationships with High-Net-Worth individuals for both liabilities and commercial assets. Deliver superior customer service while ensuring adherence to bank policies and compliance standards. Cross-sell a wide range of banking products and services to deepen client relationships. Educate clients about new products and enhancements to maximize engagement. Organize and lead targeted sales initiatives and client engagement events. Collaborate with other group companies to offer integrated financial solutions. Maintain comprehensive records of client interactions and relationship history. Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfaction. Job Requirements: 3 to 4 years work experience, At-least 1+ years at Relationship Manager Role. 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. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Other Details

  • It is a Full Time Sales / Business Development job for candidates with 3 - 4 years of experience.

More about this Relationship Manager - High Net Worth Banking job

  1. What qualifications and experience are required for this Relationship Manager - High Net Worth Banking position?
    Ans : Candidates should have All Education levels with 3-4 years of experience.
  2. What is the salary and job type for this role?
    Ans : Salary details will be shared during the hiring process.
  3. What shift and timings does this job follow?
    Ans : This Relationship Manager - High Net Worth Banking job follows a Day shift.
  4. Do you need to visit the office for this job?
    Ans : Yes, candidates need to visit the office and work from the location in The Mall, Kanpur.
  5. How many openings are available for this position?
    Ans : There is 1 opening available for this position.
  6. Is this job open for all genders?
    Ans : Yes, this Relationship Manager - High Net Worth Banking job is open for both male and female candidates.
  7. Where is this job located?
    Ans : This Relationship Manager - High Net Worth Banking job is located in The Mall, Kanpur.
  8. Why should you apply for this Relationship Manager - High Net Worth Banking job?
    Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening available.
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Contact Person

KOTAK MAHINDRA BANK LIMITED
Posted 4 days ago
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