Senior Relationship Manager-Business Banking-PRIORITY-Regional sales at Kotak Mahindra Bank

, delhi, India -

Full Time

Start Date

Immediate

Expiry Date

21 Dec, 25

Salary

0.0

Posted On

22 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Relationship Management, Portfolio Management, Sales Planning, Investment Expertise, Client Communication, Problem Solving, Decision Making, Interpersonal Skills, Organizational Skills, Banking Knowledge, Regulatory Compliance, Event Planning, Client Profiling, Business Development, High Net Worth Client Handling

Industry

Banking

Description

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by 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 requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls. Resolves client queries for the managed book within the specified TAT Ensures high levels of customer service orientation and application of bank policy Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Maintains complete relationship record for assigned customer accounts 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. NISM/IRDA/AMFI if any can be strongly preferred. Fluent in communication skills, presentable and a quick grasping power. Decision making skills with good sense of ownership-understanding the client requirements Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management. Experience: minimum 7-8 years of experience in relationship and portfolio management. Graduation Qualification in any stream/ MBA preferred

Responsibilities

The role involves developing and managing relationships with high net worth clients, identifying opportunities, and matching them with appropriate products and solutions. The Senior Relationship Manager is also responsible for generating business actions and ensuring high levels of customer service.