Walk-In Drive | Platinum Relationship Manager | Noida Sec 16 Location @ Kotak Mahindra Bank

Job Description

Platinum Relationship Manager Key Responsibilities

• Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage).
• Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc.
• Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients.
• Business Development: Acquire new HNI clients through referrals, cold calls, and networking.
• Revenue Focus: Deliver on asset, liability, and investment revenue targets.

Key Skills Needed

• Excellent communication & relationship-building skills.
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Strong knowledge of banking products (CASA, investments, loans, insurance, Commercial Assets like CC, OD, TL, Export Finance etc.).
• Ability to handle clients with discretion & professionalism.
• Sales orientation with a customer-first approach.

Eligibility & Experience

• Graduate / MBA preferred.
• Typically 4 - 10 years of banking / wealth management experience.
• Prior experience in handling affluent / HNI customers is a must. Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets
• Understanding of Mutual Funds and Insurance is an added advantage.

Interview Details

Contact Person : Piyush Sharma (Area Manager)

Venue : Kotak Mahindra Bank, Sector 16, Noida, Near Noida 16 Metro Station

Date & Time : 16th Sept Tuesday - 11:00 AM - 2:00 PM

Note : Candidates should carry updated CV and be in formal attire.

Looking forward to meet You!

Thanking You!

Team HR

Kotak Mahindra Bank

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   Portfolio Management Casa Business Development HNI Mutual Funds Cross Selling Retail Liabilities HNI Acquisition HNI Client Handling HNI Sales Fixed Deposits MF Current Account Branch Banking Investment Products