Associate Relationship Manager - Affluent_AFFLUENT_0832_0871_1005424

Posted 12 Hours Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Entry level
Fintech • Payments • Financial Services
The Role
Manage personalized service requests for affluent banking customers, ensuring regulatory compliance, timely resolution, and high service quality. Coordinate with internal teams to execute requests, handle complaints, and deepen customer relationships through cross-selling and increased wallet share. Visit customers for service-related needs and profiling while meeting service scorecard performance targets.
Summary Generated by Built In

ARM - Affluent


Position Grade Deputy Manager (M2) / Manager (M3)


 

  • Handle Personalized Service Requests of Affluent (Solitaire) Customers and Deliver TAT.
  • Ensure Strict Adherence to Regulatory Requirements for Affluent Customer Segment.
  • Coordinate with Internal Teams – CPC / RPC / Investment Desks for Execution of Service Requests of Affluent Customers.
  • Manage Complaints and Ensure Resolution within TAT. 
  • Ensure Higher Customer Wallet Share through Service to Sales Cross-Sell and Deepening of Banking Relationship.
  • Deliver Performance on Service-Quality Scorecard
  • Visit Customers for Service Related and Profilers.



 

  • Excellent written and oral communication skills 
  • Excellent Communication Skills with Customer Service Orientation.
  • Courteous, Patient and Polite.
  • Team Player.
  • Knowledge of Microsoft Excel.
  • Understanding of Banking Norms and Processes.





Skills Required

  • Excellent written and oral communication skills
  • Customer service orientation
  • Courteous, patient, and polite demeanor
  • Team player
  • Knowledge of Microsoft Excel
  • Understanding of banking norms and processes
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The Company
HQ: Mumbai
74,097 Employees
Year Founded: 1985

What We Do

About Kotak Mahindra Group: Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at http://www.kotak.com

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