You need strong communication, NR product knowledge, NISM & IRDA certification, analytical skills, experience with affluent clients, and flexibility for global time zones.

You will build relationships with affluent NR customers, generate business, acquire clients, address complaints, ensure satisfaction, engage through multiple channels, and comply with regulations.

Customer Relations

Sales & Business Development

India

Hyderabad

Kotak Mahindra Bank is a leading Indian financial services conglomerate that offers a wide range of banking and financial products, including personal, corporate, and investment banking services. They provide solutions such as loans, savings accounts, insurance, asset management, and wealth management. Kotak Mahindra Bank’s ultimate mission is to drive growth by delivering innovative and customer-centric financial services while maintaining the highest standards of integrity and professionalism. Their purpose is to empower individuals, businesses, and institutions by offering tailored financial solutions that enhance their financial well-being and support economic progress.

Finance

Kotak Mahindra Bank 

<div><p><b>JD &ndash; &ldquo;RM &ndash; Global Indian&rdquo;<br>
</b></p><p></p><div><div><div><div>Department </div><div>CEC (SKY Branch)
</div></div><br>
<div><div>Location </div><div>Thane and Hyderabad
</div></div><br>
<div><div>Number of Positions
</div></div><br>
<div></div><div><div>Reporting Relationships
</div></div><br>
<div></div><div><div>Position Grade </div><div>M1 to M5<br>
</div></div><br>
</div></div><p></p><ul><li>Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group
</li><li>Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
</li><li>Acquire new affluent clients and increase the customer base
</li><li>Work closely with other businesses to provide NRI customers with seamless access to NR products
</li><li>Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
</li><li>Track customer complaints/queries and ensure a high level of customer satisfaction and provide information about product and service enhancements.
</li><li>Ensure client engagement at all times though regular connecting via Omni Channel
</li><li>Ensure adherence to all bank and regulatory processes at all times</li><br>
</ul><p></p><br>
<ul><li>Strong communication skills (written and verbal) and interpersonal skills
</li><li>In depth NR product &amp; process knowledge with mandatory NISM &amp; IRDA certification
</li><li>Strong numerical-analytical skills and communication skills
</li><li>Experience in building and maintaining affluent customer relationships
</li><li>Open to work as per Global time zone</li></ul></div><p></p><br><div></div><br><div></div>

JD – “RM – Global Indian”
Department CEC (SKY Branch)

Location Thane and Hyderabad

Number of Positions

Reporting Relationships

Position Grade M1 to M5

Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group
Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
Acquire new affluent clients and increase the customer base
Work closely with other businesses to provide NRI customers with seamless access to NR products
Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
Track customer complaints/queries and ensure a high level of customer satisfaction and provide information about product and service enhancements.
Ensure client engagement at all times though regular connecting via Omni Channel
Ensure adherence to all bank and regulatory processes at all times

Strong communication skills (written and verbal) and interpersonal skills
In depth NR product & process knowledge with mandatory NISM & IRDA certification
Strong numerical-analytical skills and communication skills
Experience in building and maintaining affluent customer relationships
Open to work as per Global time zone

RM-Global Indian-Branch Banking-VRM - Kotak Mahindra Bank 

<div>
 <p><b>JD – “RM – Global Indian”<br> </b></p>
 <p></p>
 <div>
  <div>
   <div>
    <div>
     Department
    </div>
    <div>
     CEC (SKY Branch)
    </div>
   </div><br>
   <div>
    <div>
     Location
    </div>
    <div>
     Thane and Hyderabad
    </div>
   </div><br>
   <div>
    <div>
     Number of Positions
    </div>
   </div><br>
   <div></div>
   <div>
    <div>
     Reporting Relationships
    </div>
   </div><br>
   <div></div>
   <div>
    <div>
     Position Grade
    </div>
    <div>
     M1 to M5<br>
    </div>
   </div><br>
  </div>
 </div>
 <p></p>
 <ul>
  <li>Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group</li>
  <li>Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness</li>
  <li>Acquire new affluent clients and increase the customer base</li>
  <li>Work closely with other businesses to provide NRI customers with seamless access to NR products</li>
  <li>Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience</li>
  <li>Track customer complaints/queries and ensure a high level of customer satisfaction and provide information about product and service enhancements.</li>
  <li>Ensure client engagement at all times though regular connecting via Omni Channel</li>
  <li>Ensure adherence to all bank and regulatory processes at all times</li>
 </ul>
 <p></p><br>
 <ul>
  <li>Strong communication skills (written and verbal) and interpersonal skills</li>
  <li>In depth NR product &amp; process knowledge with mandatory NISM &amp; IRDA certification</li>
  <li>Strong numerical-analytical skills and communication skills</li>
  <li>Experience in building and maintaining affluent customer relationships</li>
  <li>Open to work as per Global time zone</li>
 </ul>
</div>
<p></p><br>
<div></div><br>
<div></div>

RM-Global Indian-Branch Banking-VRM

Requirements

Responsibilities

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Kotak Mahindra Bank

Mission & Purpose