Relationship Manager
United HR associates
Kolkata
6d ago
source : Shine

Dear Candidate,

Greetings for the day!

We are hiring for Relationship Manager

Roles and Responsibilities :

  • Originate / develop new and expands existing High Net Worth Customer relationships for
  • liabilities, specifically and across the range of Kotak Mahindra product offering.
  • Source new bank customers through external individual efforts and acquisition channel.
  • Develop data base for lead generation, identifies market segments, strategize with acquisition channel.
  • Ensure high levels of customer service orientation and application of bank policy in external staff.
  • Follow up with client through tele-calling, written correspondence and field visits to provide information of the banks products and services and seek customer deposits.
  • Build long term personal relationship with clients through relationship calling efforts and social interaction.
  • Cross sell existing bank products to customers.
  • Inform customers of new products or product enhancements to further expand the banking relationship.
  • Plan and conduct special sales initiatives and events for prospective and existing clients.
  • Coordinate with other group companies to provide Bank customers with seamless access to other group products.
  • Record and respond to customers complaints, questions, problems.
  • Ensure fast and quality turn-around time for responses.
  • MIS generation, maintains records for all acquisition figures and account upgradations.
  • Maintain complete relationship record for assigned customer accounts.
  • Track customer complaints / queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements.
  • Team HR

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