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Relationship Manager-Business Banking-Affluent-AFFLUENT-Relationship Manage at Kotak Mahindra Bank
, haryana, India -
Full Time

Start Date

Immediate

Expiry Date

17 Jan, 26

Salary

0.0

Posted On

19 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Decision Making, Ownership, Relationship Management, Sales Planning, Client Portfolio Reviews, Problem Solving, Communication, Networking, Financial Products, Regulatory Compliance, Event Planning, Pressure Management, Client Engagement, Business Development, Adaptability

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 role involves developing and expanding relationships with high-net-worth individuals (HNI) by identifying opportunities and matching them with appropriate products from the Kotak Group. Responsibilities include generating business across various financial products, conducting client portfolio reviews, and ensuring high-quality service delivery.