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Relationship Manager - vishwas - sales

Develop tailored financial solutions for high-net-worth clients to ensure loyalty and revenue growth
Bangalore
Junior
yesterday
Kotak

Kotak

An Indian financial services conglomerate offering banking, insurance, investment, and personal finance products.

Relationship Manager

As a Relationship Manager, you will play a crucial role in the bank's sales and customer relationship management. Your primary focus will be on developing and nurturing relationships with high-value customers, understanding their needs, and offering tailored financial solutions. You will be a key point of contact for clients, ensuring their satisfaction and loyalty.

Responsibilities

  • Build and maintain strong relationships with high-net-worth individuals and corporate clients.
  • Understand client needs and offer customized financial products and services.
  • Achieve sales targets and ensure revenue growth for the bank.
  • Provide excellent customer service and ensure client satisfaction.
  • Stay updated on market trends and competitor offerings to offer competitive solutions.
  • Collaborate with other departments to deliver holistic financial solutions.
  • Conduct regular client meetings and presentations to showcase the bank's offerings.
  • Maintain accurate records and documentation for all client interactions.
  • Identify cross-selling opportunities and refer clients to other bank services.
  • Ensure compliance with all regulatory and bank policies.

Qualifications

  • Bachelor's degree in Business, Finance, or a related field.
  • Minimum 3 years of experience in relationship management or sales, preferably in the banking sector.
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to build rapport and establish trust with clients.
  • Proven track record of achieving sales targets.
  • Proficiency in MS Office and CRM tools.
  • Analytical skills to interpret data and make informed decisions.
  • Willingness to stay updated on industry trends and regulations.
  • Flexible and adaptable to a dynamic work environment.

Job Identification: 218598

Job Category: KMBL

Locations: 22 Kotak House, Bangalore, Karnataka, 560001, IN

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Relationship Manager - vishwas - sales
Bangalore
Sales
About Kotak
An Indian financial services conglomerate offering banking, insurance, investment, and personal finance products.