Platinum Relationship Manager-Household-BRANCH… at Kotak… · Patiala

We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households. This role involves acquiring new clients, deepening existing relationships, and offering comprehensive banking solutions across liabilities, commercial assets, and third-party products. The ideal candidate will be self-motivated, energetic, and passionate about delivering personalized banking experiences.

Responsibilities

Develop and expand relationships with High Net Worth households for liabilities and commercial assets

Ensure high levels of customer service and adherence to bank policies

Cross-sell a wide range of banking products and services to deepen client engagement

Educate clients about new products and enhancements to strengthen relationships

Plan and execute targeted sales initiatives and client engagement events

Collaborate with group companies to offer integrated financial solutions

Maintain detailed records of client interactions and relationship history

Monitor and resolve customer complaints and queries within defined turnaround times (TAT)