Found Description
About the Role
The Elite Relationship Manager is responsible for managing high‑value customers under the Elite/Privileged Banking segment. The role focuses on delivering superior service, deepening banking relationships, generating revenue across product lines, and acquiring new premium customers for the branch.
Responsibilities
- Portfolio Management & Customer Engagement
- Manage a portfolio of Elite/Privileged customers with a focus on balance build‑up, cross‑sell, and relationship deepening.
- Conduct regular engagement activities, meetings, and financial reviews to assess customer needs.
- Provide customized solutions across banking, investments, insurance, and lending products.
- Business Development & Acquisition
- Source and acquire new Elite segment customers through branch walk‑ins, references, corporate connects, and marke...
Ready to Apply?
Submit your application for Premium Banking Portfolio Manager at Kotak Mahindra Bank
Apply Now