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11/01 Siddhartha
Recruiter at Coppergate

Views:98 Applications:29 Rec. Actions:Recruiter Actions:26

Business Branch Relationship Manager - Sales - Bank (2-8 yrs)

Mumbai Job Code: 105838

Business Branch Relationship Manager


Job Description : 

- Develop new and expand existing High Net worth Customer relationships for Current Account, Trade and Forex

- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service

- Cross sell existing bank products to customers

- Inform customers of new products or product enhancements to further expand the banking relationship

- 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.

- Plan and conduct special sales initiatives and events for prospective and existing clients

- Coordinate with other group companies to provide seamless access to other products

- Maintain complete relationship record for assigned customer accounts

- Tracks customer complaints/queries and turnaround times for customer satisfaction

- Ensure high level of customer service orientation and application of bank policy

Location : 

Kotak Bank branches (Bandra to Virar)

Education : 

- Graduate with 4 - 6 years of experience AMFI / IRDA

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

Requirement : 

- In depth knowledge of Trade and Forex & Current Account.

- In depth knowledge of Commercial Assets like CC, OD, TL, Export Finance etc

- Understanding of MF and Insurance will be an added advantage Customer orientation

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