Relationship Manager - HF_HOUSING FINANCE_0412_1461_1094581

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
Develops and expands relationships with high-net-worth banking customers, sources new clients, cross-sells banking products, and supports commercial asset and liability growth. The role manages customer service, complaints, account records, sales initiatives, and coordination with group companies. Candidates should understand trade finance, forex, current accounts, commercial lending products, and preferably mutual funds and insurance.
Summary Generated by Built In

KRAs:  Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets  Sources new bank customers through external individual efforts and acquisition channel  Ensures high levels of customer service orientation and application of bank policy.  Cross-sells bank products to existing set of branch customers, which are mapped  Informs customers of new products or product enhancements further to expand the banking relationship.  Plans and conducts special sales initiatives and events for prospective and existing clients.  Coordinates with other group companies to provide seamless access to other products.  Maintains complete relationship record for assigned customer accounts.  Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile:  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 & CA.  Very good understanding of Commercial Assets like CC, OD, TL, Export Finance  Understanding of Mutual Funds and Insurance is an added advantage  Graduate 4 - 6 years of experience  Post Graduate - 2 -4 years of experience  Customer orientation  High energy levels with a motive to succeed

Skills Required

  • Graduate degree with 4–6 years of experience
  • Postgraduate degree with 2–4 years of experience
  • Experience developing and maintaining banking relationships with high-net-worth customers
  • Very good understanding of trade finance, forex, and current accounts
  • Very good understanding of commercial assets, including cash credit, overdrafts, term loans, and export finance
  • Customer orientation
  • High energy levels and motivation to succeed
  • Understanding of mutual funds and insurance
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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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