Relationship Manager

Website: kotak.bank.in
Job details:
Company Description

Kotak Mahindra Group, established in 1985, is one of India’s leading financial services conglomerates. In 2003, its flagship company became Kotak Mahindra Bank Limited after obtaining a banking license from the Reserve Bank of India (RBI), marking it as India’s first non-banking finance company to transition into a bank. The Group offers a wide range of financial services, including commercial banking, stock broking, mutual funds, life insurance, and investment banking, catering to individual and corporate financial needs. With a strong presence across India and international offices in cities such as London, New York, and Singapore, Kotak Mahindra Bank is committed to providing personalized financial solutions to its clients.

Role Description

This is a full-time, on-site Relationship Manager (RM) role in the Pune Division for Kotak Mahindra Bank. The RM will be responsible for managing a portfolio of clients with a focus on deepening and strengthening customer relationships. Responsibilities include identifying and meeting customer needs through a broad range of financial products, portfolio management, fostering long-term partnerships, and cross-selling various banking services. The RM will also contribute to business development activities and work towards achieving sales objectives.

Qualifications

• Relationship Management and Client Communication skills for building and maintaining strong customer relationships
• Sales and Business Development skills to identify customer needs and cross-sell banking products
• Knowledge of financial products, banking services, and portfolio management
• Strong interpersonal and negotiation abilities
• Excellent problem-solving skills and adaptability to manage client concerns effectively
• Proficiency in customer service practices and a customer-first mindset
• Relevant experience in banking, sales, or financial services is preferred
• Graduate degree in any discipline; MBA or equivalent qualification is an added advantage

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