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

Start Date

Immediate

Expiry Date

04 Apr, 26

Salary

0.0

Posted On

04 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Relationship Management, Sales Planning, Client Portfolio Reviews, Problem Solving, Decision Making, Interpersonal Skills, Pressure Management, HNI Client Acquisition, Regulatory Compliance, Business Development, Client Engagement, Sales Initiatives, Communication Skills, Adaptability, Technical Skills

Industry

Banking

Description
Role: 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 Generate business 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 Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contact ability at all times though 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 Ability to work under pressure Experience in building and maintaining HNI customer relationships
Responsibilities
The Relationship Manager is responsible for developing and expanding HNI customer relationships while generating business across various products. They will also conduct client portfolio reviews and ensure high-quality service delivery.