Platinum Relationship Manager-Business Banking-BRANCH BANKING-Branch Banking bei Kotak Mahindra Bank Ltd
Kotak Mahindra Bank Ltd · Mumbai, Indien · Onsite
- Professional
- Optionales Büro in Mumbai
Responsibilities
- Build and manage a portfolio of high-value business clients, ensuring their financial needs are met.
- Develop and implement strategic plans to grow the business banking portfolio.
- Proactively identify and address client needs, offering tailored financial solutions.
- Maintain a deep understanding of the market and industry trends to provide insightful advice.
- Collaborate with internal teams to ensure seamless delivery of services and products.
- Conduct regular client reviews and provide periodic updates on market developments.
- Ensure compliance with all regulatory and internal policies and procedures.
- Maintain a high level of professionalism and confidentiality in all client interactions.
- Act as a trusted advisor to clients, building long-term relationships based on trust and expertise.
Qualifications
- A bachelor's degree in finance, business, or a related field is preferred.
- Minimum 5 years of experience in relationship management or business banking.
- Strong knowledge of financial products and services, especially in business banking.
- Excellent communication and interpersonal skills, with a client-centric approach.
- Ability to build rapport and establish trust with high-net-worth individuals.
- Analytical skills to interpret financial data and provide insightful recommendations.
- Proactive and self-motivated, with a results-driven mindset.
- Strong organizational skills and attention to detail.
- Proficiency in MS Office and relevant banking software.
- A valid license to practice as a relationship manager, if required by local regulations.