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Relationship Manager-Affluent-Priority-Regional sales at Kotak Mahindra Bank

Pune, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

07 May, 26

Salary

0.0

Posted On

06 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Profiling, Relationship Management, Business Generation, Liability Products, Asset Products, Fee Products, Sales Planning, Client Acquisition, Service Delivery, Client Experience Enhancement, Investment Expertise, Portfolio Reviews, Client Query Resolution, Sales Initiatives, Regulatory Adherence, Interpersonal Skills

Industry

Banking

Description

Relationship Manager-Affluent-Priority-Regional sales Job Description Role: 1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group 2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness 3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base 4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience 5. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls 6. Resolve client queries for the managed book within the specified TAT 7. 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: 1. Aptitude to deliver high quality customer service by using organization and interpersonal skills 2. Decision making skills with strong sense of ownership 3. Ability to work under pressure 4. Experience in building and maintaining HNI customer relationships

Responsibilities

The role involves developing and expanding relationships with High Net Worth (HNI) customers for Priority Business by profiling clients and matching them with appropriate financial products across liabilities, assets, and fees. Key duties include formulating sales plans, conducting portfolio reviews using investment expertise, and ensuring timely resolution of client queries.