Recruiter at Coppergate
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Business Branch Relationship Manager - Sales - Bank (2-8 yrs)
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
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
