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Relationship Manager-Affluent-Priority-Regional sales at Kotak Mahindra Bank
, , -
Full Time

Start Date

Immediate

Expiry Date

08 Jan, 26

Salary

0.0

Posted On

10 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Portfolio Management, Relationship Building, Sales Planning, Client Engagement, Investment Expertise, Problem Solving, Decision Making, Interpersonal Skills, Organizational Skills, Client Query Resolution, Sales Initiatives, Regulatory Compliance, Business Development, HNI Client Acquisition, Client Portfolio Reviews

Industry

Banking

Description
Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per client’s requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships
Responsibilities
Develop new and existing HNI customer relationships for Priority Business by profiling clients to identify opportunities. Generate business actions across liabilities, assets, and fee products to achieve growth in relationship value and revenues.