Relationship Manager - HF_HOUSING FINANCE_0412_1246_1100185

Kotak Mahindra Bank

Maharashtra, IndiaPosted 13 days agoDirect from company

LocationMaharashtra, India
Work typeOn-site
EmploymentFull-time
Posted28 October 2026
SourceKotak Mahindra Bank's careers page (Oracle Recruiting)

Live checkFirst seen 7 days ago; still listed on Kotak Mahindra Bank's careers page 2 h ago.

Moves fastWhen Kotak Mahindra Bank takes a role down early, it is usually about 6 days after posting. Apply soon.

At a glance

Experience4 to 6 years

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Finance and Accounting
India
Mid-level
Sales
commercial banking
cross-selling
customer service
forex
high net worth clients
insurance
mutual funds
relationship management

About the role

Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets

· Sources new bank customers through external individual efforts and acquisition channel

· Ensures high levels of customer service orientation and application of bank policy.

· Cross-sells bank products to existing set of branch customers, which are mapped

· Informs customers of new products or product enhancements further to expand the banking relationship.

· Plans and conducts special sales initiatives and events for prospective and existing clients.

· Coordinates with other group companies to provide seamless access to other products.

· Maintains complete relationship record for assigned customer accounts.

· Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile:

· Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

· Very good understanding of Trade and Forex & CA.

· Very good understanding of Commercial Assets like CC, OD, TL, Export Finance

· Understanding of Mutual Funds and Insurance is an added advantage

· Graduate 4 - 6 years of experience

· Post Graduate - 2 -4 years of experience

· Customer orientation

· High energy levels with a motive to succeed

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