Senior Relationship Manager - Privy League-PRIORITY-Regional sales
Kotak Mahindra Bank (company site, opens in a new tab)4+ yrsGuwahatiOn-siteDirect career pageEst. 8–14 LPA
Posted on 16 Sept
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Job description
Structured overview of role & requirements
About This Role
- Drive new customer acquisition and expand liabilities among High Net Worth individuals categorized as priority customers.
- Cross-sell bank products and inform customers about new or enhanced offerings to deepen banking relationships.
- Plan special sales initiatives and coordinate with other group companies to deliver integrated product access and maintain detailed relationship records.
Minimum Requirements
- Graduate or Post Graduate degree mandatory.
- Minimum 4 years of relevant experience in banking or financial services dealing with High Net Worth Customers.
- Certification from AMFI or IRDA is required.
- Work Experience Required: 4+ years in relationship management or similar roles.
Ideal Candidate Profile
- Experienced in managing and growing relationships with High Net Worth individuals in banking or financial services.
- Proven skills in cross-selling financial products and driving customer acquisition through direct efforts.
- Comfortable coordinating cross-functionally to provide integrated product solutions and maintain detailed client records.